Portside Wealth Group, LLC - Portfolio Stock Holdings
Portside Wealth Group, LLC disclosed 550 stock positions in a recent SEC 13F filing. $854,077,727 of stock holdings were filed, with the largest holdings including BIL, SPYG, and NVDA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,431,570,380 and has 54 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
550Est. Stock Holding Value:
$854,077,727Top Stock Holdings By Sector
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Portfolio Stock Holdings - Portside Wealth Group, LLC
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Portfolio Options Holdings - Portside Wealth Group, LLC
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