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
$8.49B
$508 Million 0.07% of portfolio
1,310
Q3 2025 Added 5.48%
$35.1B
$501 Million 0.07% of portfolio
4,028
Q3 2025 Reduced 5.95%
$79.2B
$521 Million 0.07% of portfolio
7,474
Q3 2025 Added 13.62%
$161B
$512 Million 0.07% of portfolio
475
Q3 2025 Added 20.56%
$300B
$479 Million 0.07% of portfolio
1,387
Q3 2025 Reduced 15.22%
$77.2B
$517 Million 0.07% of portfolio
2,432
Q3 2025 Reduced 0.04%
$26.3B
$538 Million 0.07% of portfolio
11,731
Q3 2025 Added 2.45%
$12.7B
$485 Million 0.07% of portfolio
5,196
Q3 2025 Added 3.26%
$0
$527 Million 0.07% of portfolio
22,645
Q3 2025 Added 0.16%
$12.2B
$537 Million 0.07% of portfolio
2,746
Q3 2025 Added 1.85%
$17.2B
$425 Million 0.06% of portfolio
3,840
Q3 2025 Added 5.38%
$1.46B
$461 Million 0.06% of portfolio
6,189
Q3 2025 Reduced 29.48%
$7.07B
$449 Million 0.06% of portfolio
4,769
Q3 2025 Reduced 6.2%
$76.2B
$414 Million 0.06% of portfolio
854
Q3 2025 Added 13.41%
$37.1B
$448 Million 0.06% of portfolio
2,235
Q3 2025 Reduced 3.08%
$5.62B
$470 Million 0.06% of portfolio
4,693
Q3 2025 Added 138.59%
$61.4B
$431 Million 0.06% of portfolio
2,118
Q3 2025 Added 9.23%
$74.3B
$424 Million 0.06% of portfolio
2,112
Q3 2025 Reduced 0.28%
$24.5B
$468 Million 0.06% of portfolio
2,738
Q3 2025 Reduced 2.53%
$3.85B
$470 Million 0.06% of portfolio
3,551
Q3 2025 Reduced 47.22%
$181B
$424 Million 0.06% of portfolio
40,447
Q3 2025 New
$3.95B
$419 Million 0.06% of portfolio
4,461
Q3 2025 Added 18.17%
$5.36B
$441 Million 0.06% of portfolio
8,355
Q3 2025 Added 31.74%
$11.9B
$455 Million 0.06% of portfolio
8,844
Q3 2025 Reduced 2.96%
$50.2B
$430 Million 0.06% of portfolio
583
Q3 2025 Added 2.82%
$14.5B
$422 Million 0.06% of portfolio
977
Q3 2025 Added 12.17%
$30.3B
$468 Million 0.06% of portfolio
6,481
Q3 2025 Added 16.25%
$5.97B
$460 Million 0.06% of portfolio
2,918
Q3 2025 Reduced 0.58%
$22.8B
$462 Million 0.06% of portfolio
4,929
Q3 2025 Reduced 26.34%
$61.4B
$436 Million 0.06% of portfolio
1,051
Q3 2025 New
$25.4B
$429 Million 0.06% of portfolio
1,673
Q3 2025 Added 0.42%
$20.5B
$436 Million 0.06% of portfolio
2,150
Q3 2025 Added 6.12%
$25.8B
$422 Million 0.06% of portfolio
1,704
Q3 2025 Added 4.73%
$44B
$419 Million 0.06% of portfolio
280
Q3 2025 Reduced 12.23%
$6.65B
$426 Million 0.06% of portfolio
3,580
Q3 2025 Added 17.26%
$132B
$412 Million 0.06% of portfolio
1,956
Q3 2025 Reduced 2.49%
Natwest Group PLC
-
$442 Million 0.06% of portfolio
-
Q3 2025 Reduced 2.89%
-
$433 Million 0.06% of portfolio
-
Q3 2025 Added 18.74%
$4.63B
$425 Million 0.06% of portfolio
5,570
Q3 2025 Added 49.85%
$4.01B
$421 Million 0.06% of portfolio
2,999
Q3 2025 Added 23.42%
$170B
$426 Million 0.06% of portfolio
2,949
Q3 2025 Added 9.79%
$6.87B
$438 Million 0.06% of portfolio
3,080
Q3 2025 New
$14.2B
$442 Million 0.06% of portfolio
2,490
Q3 2025 Reduced 1.78%
$96.9B
$453 Million 0.06% of portfolio
1,073
Q3 2025 Added 4.79%
$33.9B
$458 Million 0.06% of portfolio
1,822
Q3 2025 Reduced 13.81%
$104B
$446 Million 0.06% of portfolio
6,758
Q3 2025 Added 15.46%
$47.4B
$421 Million 0.06% of portfolio
6,226
Q3 2025 Reduced 2.89%
Cooper Cos Inc
-
$464 Million 0.06% of portfolio
-
Q3 2025 Reduced 39.07%
$5.06B
$434 Million 0.06% of portfolio
5,921
Q3 2025 Added 22.31%

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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