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
$55.9B
$384 Million 0.05% of portfolio
402
Q3 2025 Added 0.5%
$55.7B
$340 Million 0.05% of portfolio
2,229
Q3 2025 Added 0.18%
$854M
$336 Million 0.05% of portfolio
15,775
Q3 2025 Reduced 33.24%
$55.3B
$342 Million 0.05% of portfolio
751
Q3 2025 New
$0
$332 Million 0.05% of portfolio
6,248
Q3 2025 Added 9.96%
$57.9B
$349 Million 0.05% of portfolio
1,628
Q3 2025 Added 6.13%
$388B
$386 Million 0.05% of portfolio
2,383
Q3 2025 Added 10.48%
$1.36B
$359 Million 0.05% of portfolio
3,319
Q3 2025 Reduced 26.33%
$7.21B
$374 Million 0.05% of portfolio
957
Q3 2025 Reduced 6.54%
$0
$339 Million 0.05% of portfolio
2,408
Q3 2025 Reduced 0.99%
$34.1B
$399 Million 0.05% of portfolio
2,310
Q3 2025 Reduced 2.61%
$26.5B
$349 Million 0.05% of portfolio
2,442
Q3 2025 Added 0.25%
$0
$331 Million 0.05% of portfolio
3,654
Q3 2025 New
$11.3B
$340 Million 0.05% of portfolio
2,675
Q3 2025 Reduced 4.97%
$140B
$362 Million 0.05% of portfolio
968
Q3 2025 Added 49.85%
$30.9B
$355 Million 0.05% of portfolio
2,816
Q3 2025 Reduced 1.02%
$2.66B
$335 Million 0.05% of portfolio
1,833
Q3 2025 Added 8.01%
$0
$352 Million 0.05% of portfolio
3,160
Q3 2025 Reduced 14.08%
$0
$333 Million 0.05% of portfolio
4,104
Q3 2025 New
$2.43B
$377 Million 0.05% of portfolio
10,682
Q3 2025 New
$86.1B
$376 Million 0.05% of portfolio
1,085
Q3 2025 Added 11.63%
$21.2B
$366 Million 0.05% of portfolio
2,514
Q3 2025 New
$5.03B
$344 Million 0.05% of portfolio
2,292
Q3 2025 Added 15.52%
$115B
$396 Million 0.05% of portfolio
808
Q3 2025 Added 11.91%
$8.79B
$335 Million 0.05% of portfolio
3,081
Q3 2025 Reduced 8.44%
$932M
$335 Million 0.05% of portfolio
3,946
Q3 2025 Reduced 37.52%
$65.2B
$386 Million 0.05% of portfolio
914
Q3 2025 Reduced 7.58%
$2.76B
$391 Million 0.05% of portfolio
2,627
Q3 2025 Added 9.0%
$4.56B
$382 Million 0.05% of portfolio
11,833
Q3 2025 Added 14.0%
$617M
$376 Million 0.05% of portfolio
14,518
Q3 2025 Reduced 37.22%
$49.5B
$395 Million 0.05% of portfolio
2,331
Q3 2025 New
$26.3B
$380 Million 0.05% of portfolio
2,033
Q3 2025 Added 38.58%
Ge Vernova Inc
-
$370 Million 0.05% of portfolio
-
Q3 2025 Added 14.02%
$38.1B
$381 Million 0.05% of portfolio
5,114
Q3 2025 New
$17.1B
$365 Million 0.05% of portfolio
1,132
Q3 2025 Added 7.1%
Global X Fds
-
$331 Million 0.05% of portfolio
-
Q3 2025 New
Crane Company
-
$367 Million 0.05% of portfolio
-
Q3 2025 Reduced 4.87%
$183B
$339 Million 0.05% of portfolio
1,200
Q3 2025 Reduced 8.12%
$4.9B
$340 Million 0.05% of portfolio
2,519
Q3 2025 Reduced 3.45%
$15.6B
$369 Million 0.05% of portfolio
11,472
Q3 2025 Reduced 4.36%
$100B
$368 Million 0.05% of portfolio
6,036
Q3 2025 Added 12.49%
$2.3B
$396 Million 0.05% of portfolio
3,835
Q3 2025 Added 15.17%
$11.6B
$386 Million 0.05% of portfolio
1,143
Q3 2025 Reduced 4.75%
$4.84B
$349 Million 0.05% of portfolio
4,191
Q3 2025 Added 18.39%
$72.7B
$330 Million 0.05% of portfolio
1,682
Q3 2025 Added 7.48%
$19B
$353 Million 0.05% of portfolio
3,718
Q3 2025 Added 15.57%
$23.1B
$393 Million 0.05% of portfolio
1,274
Q3 2025 Added 14.16%
$13.2B
$346 Million 0.05% of portfolio
1,979
Q3 2025 Added 8.98%
$8.51B
$274 Million 0.04% of portfolio
3,164
Q3 2025 Added 7.11%

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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