StockDriftsStockDriftsTop 50 Portside Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 4.95% | 486.6K | $44.6M | -2.04%(-10.12K) | $91.63(-0.07%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 3.72% | 272.3K | $33.5M | +16.78%(+39.12K) | $84.87(+42.98%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.45% | 136.2K | $31.1M | -1.07%(-1.48K) | $118.88(+82.62%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.52% | 451.5K | $22.7M | +8.08%(+33.74K) | $37.57(+31.12%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.49% | 43.8K | $22.4M | +0.06%(+26) | $329.72(+61.81%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.15% | 58.2K | $19.4M | +3.42%(+1.92K) | $217.40(+57.74%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 2.15% | 316.3K | $19.3M | +23.58%(+60.36K) | $51.22(+22.98%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.89% | 49.3K | $17.0M | +0.96%(+468) | $146.52(+134.90%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.8% | 65.0K | $16.2M | +5.65%(+3.48K) | $124.81(+110.28%) | 2026-09-30 | |
| META | META PLATFORMS INC | 1.31% | 16.3K | $11.8M | +10.20%(+1.50K) | $512.27(+37.71%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.44% | +49.89% | — | — | +47.07% |
| Top 20 Holdings Unweighted | +13.95% | +47.98% | — | — | +45.04% |
Portside Wealth Group LLC reports $901.23M in US-listed equity holdings across 514 positions in its most recent 13F filing. Its largest disclosed positions are BIL (5.0%), SPYG (3.7%) and NVDA (3.5%). The top 20 holdings account for 36.82% of reported assets. Its disclosed equity book has returned +49.89% on a three-year cumulative basis. Figures reflect the Q3 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