§ 13F · FUND PROFILE
Portside Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $675.2T (13F)Positions · 866Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 317K | $29.0T | 3.9% | +13% |
| 2 | SPYG | SPDR SERIES TRUST | 174K | $18.6T | 2.5% | — |
| 3 | MSFT | MICROSOFT CORP | 38K | $18.5T | 2.5% | −10% |
| 4 | NVDA | NVIDIA CORPORATION | 98K | $18.4T | 2.5% | +536% |
| 5 | AMZN | AMAZON COM INC | 62K | $14.3T | 1.9% | +784% |
| 6 | SPDW | SPDR INDEX SHS FDS | 304K | $13.5T | 1.8% | — |
| 7 | GOOGL | ALPHABET INC | 36K | $11.2T | 1.5% | +633% |
| 8 | SPYV | SPDR SERIES TRUST | 187K | $10.6T | 1.4% | −2% |
| 9 | SPEM | SPDR INDEX SHS FDS | 206K | $9.6T | 1.3% | +852% |
| 10 | ORCL | ORACLE CORP | 45K | $8.8T | 1.2% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PORTSIDE SIGNAL
AC read
Portside Wealth Group, LLC is a Other fund managing $675172.5 trillion in assets. The fund runs a broad portfolio of 866 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed