Portside Wealth Group, LLC
All 13F Filings
- Location
- Provo, UT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 738,196
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 464 | 738,196 | 13F-HR | Portside Wealth Group, LLC |
| Q4 2025 | 1/21/2026 | 460 | 743,653 | 13F-HR | Portside Wealth Group, LLC |
| Q3 2025 | 11/5/2025 | 482 | 725,700 | 13F-HR | Portside Wealth Group, LLC |
| Q2 2025 | 8/11/2025 | 458 | 675,173 | 13F-HR | Portside Wealth Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.507 K
(0.2% of total reported value)
· QoQ Δ:
-3.714 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 503.1 K | 68.3% | 0 | 199.7 K | -199.7 K |
| ETFs | 233.2 K | 31.7% | 198.8 K | 0 | 198.8 K |
| Other | 403 | 0.1% | 0 | 886 | -886 |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
738,196
Holdings
464
QoQ value change ($000)
-5,457
(-0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.