StockDriftsStockDriftsTop 50 Portside Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 5.32% | 496.8K | $45.5M | -7.57%(-40.66K) | $91.63(-0.16%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.24% | 233.1K | $27.7M | +1.41%(+3.24K) | $78.80(+55.82%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.22% | 137.7K | $27.5M | +5.47%(+7.14K) | $118.88(+85.45%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.46% | 417.8K | $21.1M | +4.84%(+19.27K) | $36.54(+41.56%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.04% | 48.9K | $17.5M | +4.92%(+2.29K) | $144.57(+143.12%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.9% | 43.7K | $16.3M | +3.55%(+1.50K) | $329.65(+52.51%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.9% | 56.3K | $16.3M | +5.35%(+2.86K) | $214.20(+43.17%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 1.82% | 256.0K | $15.6M | +5.43%(+13.18K) | $48.92(+29.58%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.71% | 61.5K | $14.7M | +1.03%(+628) | $118.09(+132.84%) | 2026-06-30 | |
| TSLA | TESLA INC | 1.27% | 25.9K | $10.9M | +3.39%(+852) | $295.01(+12.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.21% | +41.30% | — | — | +41.30% |
| Top 20 Holdings Unweighted | +12.00% | +40.50% | — | — | +40.50% |
Portside Wealth Group, LLC reports $858.28M in US-listed equity holdings across 505 positions in its most recent 13F filing. Its largest disclosed positions are BIL (5.3%), SPYG (3.2%) and NVDA (3.2%). The top 20 holdings account for 35.09% of reported assets. Its disclosed equity book has returned +41.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Portside Wealth Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1978608). View Portside Wealth Group, LLC’s 13F filings on SEC