Portside Wealth Group, LLC
Portside Wealth Group, LLC reported 515 positions worth $858.3M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: BIL (5.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BIL | SH | $45.5M | 5.30% | 496,763 | — | — | |
| ▸ 2 | SPYG | SH | $27.7M | 3.23% | 233,134 | — | — | |
| ▸ 3 | NVDA | SH | $27.5M | 3.21% | 137,669 | — | — | |
| ▸ 4 | SPDW | SH | $21.1M | 2.45% | 417,773 | — | — | |
| ▸ 5 | GOOGL | SH | $17.5M | 2.03% | 48,871 | — | — | |
| ▸ 6 | MSFT | SH | $16.3M | 1.90% | 43,724 | — | — | |
| ▸ 7 | AAPL | SH | $16.3M | 1.90% | 56,306 | — | — | |
| ▸ 8 | SPYV | SH | $15.6M | 1.81% | 255,960 | — | — | |
| ▸ 9 | AMZN | SH | $14.7M | 1.71% | 61,527 | — | — | |
| ▸ 10 | TSLA | SH | $10.9M | 1.27% | 25,949 | — | — |
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Frequently Asked Questions
What stocks does Portside Wealth Group, LLC hold as of Q2 2026?
Portside Wealth Group, LLC reported 515 positions worth $858.3M in its Q2 2026 13F filing. Largest positions: BIL (5.3%), SPYG (3.2%), NVDA (3.2%), SPDW (2.5%) and GOOGL (2.0%).
What did Portside Wealth Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Portside Wealth Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.