Portside Wealth Group, LLC Portfolio Holdings

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025

Portside Wealth Group, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $726 Billion distributed in 939 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $26.9B, Microsoft Corp with a value of $24B, Nvidia Corp with a value of $22.6B, Spdr Portfolio with a value of $20B, and Amazon Com Inc with a value of $17B.

Examining the 13F form we can see an increase of $50.5B in the current position value, from $675B to 726B.

Portside Wealth Group, LLC is based out at Provo, UT

Below you can find more details about Portside Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $726 Billion
ETFs: $173 Billion
Technology: $166 Billion
Financial Services: $73.9 Billion
Healthcare: $68.9 Billion
Consumer Cyclical: $51.5 Billion
Communication Services: $50.6 Billion
Industrials: $50.4 Billion
Consumer Defensive: $29.5 Billion
Other: $46.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.4B
$1.58 Billion 0.22% of portfolio
12,758
Q3 2025 Added 6.64%
$306B
$1.55 Billion 0.21% of portfolio
23,395
Q3 2025 Reduced 46.25%
$104B
$1.55 Billion 0.21% of portfolio
5,291
Q3 2025 Added 0.86%
$69.4B
$1.53 Billion 0.21% of portfolio
18,683
Q3 2025 Reduced 31.88%
$237B
$1.55 Billion 0.21% of portfolio
6,542
Q3 2025 Added 17.37%
$54.5B
$1.52 Billion 0.21% of portfolio
8,103
Q3 2025 Added 3.73%
$10.3B
$1.52 Billion 0.21% of portfolio
4,471
Q3 2025 Added 6.76%
$37.6B
$1.49 Billion 0.21% of portfolio
22,154
Q3 2025 Added 16.8%
$270B
$1.51 Billion 0.21% of portfolio
9,527
Q3 2025 Added 1.64%
$140B
$1.47 Billion 0.2% of portfolio
5,869
Q3 2025 Reduced 9.96%
$39.8B
$1.47 Billion 0.2% of portfolio
31,201
Q3 2025 Added 8.13%
$0
$1.42 Billion 0.2% of portfolio
54,952
Q3 2025 New
$111B
$1.47 Billion 0.2% of portfolio
3,743
Q3 2025 Added 17.04%
$190B
$1.49 Billion 0.2% of portfolio
14,637
Q3 2025 Reduced 10.15%
Profesionally Managed Portfo
-
$1.4 Billion 0.19% of portfolio
-
Q3 2025 Added 42.56%
$21.2B
$1.38 Billion 0.19% of portfolio
2,535
Q3 2025 Reduced 0.67%
$177B
$1.4 Billion 0.19% of portfolio
7,641
Q3 2025 Reduced 1.2%
$0
$1.36 Billion 0.19% of portfolio
26,125
Q3 2025 Added 44.64%
$0
$1.37 Billion 0.19% of portfolio
27,050
Q3 2025 Added 3.11%
$100B
$1.38 Billion 0.19% of portfolio
5,098
Q3 2025 Added 13.54%
$66.3B
$1.29 Billion 0.18% of portfolio
5,611
Q3 2025 Added 3.7%
$10.6B
$1.3 Billion 0.18% of portfolio
8,589
Q3 2025 Added 43.58%
$19.5B
$1.31 Billion 0.18% of portfolio
33,176
Q3 2025 Reduced 9.83%
$35B
$1.3 Billion 0.18% of portfolio
11,354
Q3 2025 Added 1.95%
$167B
$1.27 Billion 0.18% of portfolio
13,326
Q3 2025 Added 8.02%
$20.8B
$1.32 Billion 0.18% of portfolio
6,511
Q3 2025 Reduced 1.27%
Brookfield Corp
-
$1.28 Billion 0.18% of portfolio
-
Q3 2025 Added 3.2%
$99.7B
$1.23 Billion 0.17% of portfolio
6,371
Q3 2025 Reduced 11.28%
$32.8B
$1.22 Billion 0.17% of portfolio
80,815
Q3 2025 Added 15.58%
$0
$1.21 Billion 0.17% of portfolio
12,402
Q3 2025 Added 0.91%
$11.4B
$1.25 Billion 0.17% of portfolio
3,085
Q3 2025 Added 2.36%
$17.5B
$1.26 Billion 0.17% of portfolio
3,635
Q3 2025 Reduced 0.55%
$82.8B
$1.23 Billion 0.17% of portfolio
4,277
Q3 2025 Added 24.84%
$0
$1.24 Billion 0.17% of portfolio
2,072
Q3 2025 Reduced 2.08%
$79.1B
$1.24 Billion 0.17% of portfolio
6,950
Q3 2025 Added 1.24%
$24.4B
$1.2 Billion 0.17% of portfolio
7,520
Q3 2025 Added 0.2%
$20.8B
$1.21 Billion 0.17% of portfolio
8,971
Q3 2025 Added 455.82%
$84B
$1.22 Billion 0.17% of portfolio
6,331
Q3 2025 Added 12.23%
$59.1B
$1.22 Billion 0.17% of portfolio
15,540
Q3 2025 Added 1.98%
$86.7B
$1.19 Billion 0.16% of portfolio
1,956
Q3 2025 Added 2.3%
$36B
$1.19 Billion 0.16% of portfolio
41,197
Q3 2025 Reduced 3.35%
$79.6B
$1.15 Billion 0.16% of portfolio
9,330
Q3 2025 Added 1.58%
$136B
$1.18 Billion 0.16% of portfolio
5,011
Q3 2025 Added 4.07%
$255B
$1.15 Billion 0.16% of portfolio
3,449
Q3 2025 Added 10.09%
$9.23B
$1.17 Billion 0.16% of portfolio
88,887
Q3 2025 Added 10.44%
$59.8B
$1.19 Billion 0.16% of portfolio
6,334
Q3 2025 Added 3.29%
$20.1B
$1.09 Billion 0.15% of portfolio
1,920
Q3 2025 Reduced 15.46%
$8.94B
$1.1 Billion 0.15% of portfolio
5,362
Q3 2025 Added 18.13%
$4.04B
$1.08 Billion 0.15% of portfolio
6,075
Q3 2025 Added 3.09%

Summary

  • Portfolio
  • No. of Stocks 939
  • Current Value $726 Billion
  • Prior Value $675 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 177 stocks
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