Portside Wealth Group, LLC 13F Holdings
CIK 0001978608 · Provo, UT
As of Sep 30, 2025, Portside Wealth Group, LLC reported 939 positions worth $579.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 292,843 | $26.9M | 4.64% |
| NVIDIA CORP | NVDA | Technology | 132,228 | $24.7M | 4.26% |
| MICROSOFT CORP | MSFT | Technology | 46,258 | $24.0M | 4.14% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 191,257 | $20.0M | 3.45% |
| ORACLE CORP | ORCL | Technology | 60,655 |