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
$73.7B
$267 Million 0.04% of portfolio
975
Q3 2025 Added 4.28%
$13.5B
$287 Million 0.04% of portfolio
5,926
Q3 2025 Reduced 6.81%
$5.67B
$281 Million 0.04% of portfolio
874
Q3 2025 Added 14.55%
$8.46B
$294 Million 0.04% of portfolio
2,202
Q3 2025 New
$15.9B
$263 Million 0.04% of portfolio
938
Q3 2025 Reduced 1.88%
$68.5B
$277 Million 0.04% of portfolio
2,033
Q3 2025 Added 3.83%
$10.1B
$290 Million 0.04% of portfolio
7,706
Q3 2025 Added 5.55%
$11B
$290 Million 0.04% of portfolio
2,900
Q3 2025 Reduced 5.35%
$54.4B
$325 Million 0.04% of portfolio
1,049
Q3 2025 Reduced 16.48%
$27B
$325 Million 0.04% of portfolio
2,463
Q3 2025 Added 7.84%
$10.3B
$292 Million 0.04% of portfolio
4,002
Q3 2025 Reduced 4.03%
$2.99B
$268 Million 0.04% of portfolio
4,295
Q3 2025 Reduced 45.86%
$0
$233 Million 0.03% of portfolio
4,309
Q3 2025 New
$21B
$227 Million 0.03% of portfolio
9,596
Q3 2025 Reduced 13.58%
$3.21B
$244 Million 0.03% of portfolio
7,339
Q3 2025 New
$0
$202 Million 0.03% of portfolio
615
Q3 2025 New
$34.9B
$231 Million 0.03% of portfolio
668
Q3 2025 Reduced 36.98%
$20.3B
$240 Million 0.03% of portfolio
1,754
Q3 2025 Reduced 8.6%
$6.9B
$246 Million 0.03% of portfolio
1,293
Q3 2025 Reduced 2.34%
$79.5B
$216 Million 0.03% of portfolio
1,674
Q3 2025 Reduced 10.62%
$0
$229 Million 0.03% of portfolio
2,865
Q3 2025 New
$12B
$220 Million 0.03% of portfolio
1,479
Q3 2025 Reduced 8.53%
$8.6B
$247 Million 0.03% of portfolio
2,611
Q3 2025 Reduced 3.26%
$3.63B
$228 Million 0.03% of portfolio
6,415
Q3 2025 Reduced 3.01%
$0
$226 Million 0.03% of portfolio
3,433
Q3 2025 New
$24.1B
$230 Million 0.03% of portfolio
5,439
Q3 2025 New
$5.6B
$194 Million 0.03% of portfolio
19,844
Q3 2025 Added 0.17%
$84.9B
$241 Million 0.03% of portfolio
1,431
Q3 2025 Added 14.94%
$14.8B
$250 Million 0.03% of portfolio
1,777
Q3 2025 Reduced 5.63%
$168B
$213 Million 0.03% of portfolio
2,824
Q3 2025 New
$13.2B
$221 Million 0.03% of portfolio
974
Q3 2025 Reduced 0.71%
$56.3B
$254 Million 0.03% of portfolio
15,849
Q3 2025 Reduced 10.95%
$8.73B
$208 Million 0.03% of portfolio
6,056
Q3 2025 Added 37.08%
$130B
$207 Million 0.03% of portfolio
582
Q3 2025 New
$5.84B
$252 Million 0.03% of portfolio
9,775
Q3 2025 Reduced 3.97%
$73.2B
$215 Million 0.03% of portfolio
50
Q3 2025 Reduced 9.09%
Qxo Inc
-
$200 Million 0.03% of portfolio
-
Q3 2025 Reduced 4.28%
$3.68B
$204 Million 0.03% of portfolio
3,835
Q3 2025 New
Blackrock Inc
-
$220 Million 0.03% of portfolio
-
Q3 2025 New
$20.5B
$206 Million 0.03% of portfolio
2,692
Q3 2025 Reduced 42.33%
$0
$240 Million 0.03% of portfolio
4,449
Q3 2025 Added 6.46%
$1.53B
$215 Million 0.03% of portfolio
6,093
Q3 2025 Reduced 6.22%
$4.59B
$206 Million 0.03% of portfolio
3,634
Q3 2025 New
Celestica Inc
-
$243 Million 0.03% of portfolio
-
Q3 2025 New
$173B
$250 Million 0.03% of portfolio
4,193
Q3 2025 Added 9.05%
$61.6B
$214 Million 0.03% of portfolio
7,549
Q3 2025 Added 2.9%
$82.2B
$216 Million 0.03% of portfolio
957
Q3 2025 Added 1.7%
$5.52B
$234 Million 0.03% of portfolio
1,629
Q3 2025 Reduced 2.63%
$21.2B
$234 Million 0.03% of portfolio
559
Q3 2025 New

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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