Portside Wealth Group, LLC
All 13F Filings
- Location
- Provo, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 743,653
- Description
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- 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 |
|---|---|---|---|---|---|
| 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):
5.221 K
(0.7% of total reported value)
· QoQ Δ:
+63
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 702.7 K | 95.2% | 24.27 K | 0 | 24.27 K |
| ETFs | 34.42 K | 4.7% | 0 | 6.277 K | -6.277 K |
| Other | 1.289 K | 0.2% | 0 | 111 | -111 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
743,653
Holdings
460
QoQ value change ($000)
17,953
(2.5%)
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.