Portside Wealth Group, LLC
All 13F Filings
- Location
- Provo, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 858,277
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 515 | 858,277 | 13F-HR | Portside Wealth Group, LLC |
| 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):
1.979 K
(0.2% of total reported value)
· QoQ Δ:
+472
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 574.7 K | 67.2% | 71.63 K | 0 | 71.63 K |
| ETFs | 280.7 K | 32.8% | 47.43 K | 0 | 47.43 K |
| Other | 452 | 0.1% | 49 | 0 | 49 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
858,277
Holdings
515
QoQ value change ($000)
120,081
(16.3%)
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.