13F Filings History of Portside Wealth Group, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$738,432,111
Signature - Title
Staci Compagno - Chief Compliance Officer
Location
Provo, UT
Summary
This page shows a list of all the recent 13F filings made by Portside Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Portside Wealth Group, LLC reported 447 stock holdings with total value $738,432,111 as of Q4 2025. Top holdings included BIL, NVDA, MSFT, SPYG, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 447 $738,432,111 +$74,169,882 -$51,654,753 +$22,515,129 BIL, NVDA, MSFT, SPYG, AMZN 13F-HR 21 Jan 2026, 09:29
Q3 2025 467 $720,541,500 +$73,694,760 -$62,020,191 +$11,674,569 BIL, MSFT, NVDA, SPYG, AMZN 13F-HR 05 Nov 2025, 09:56
Q2 2025 449 $675,044,564 +$77,074,783 -$57,381,578 +$19,693,205 BIL, MSFT, SPYG, AMZN, ORCL 13F-HR 11 Aug 2025, 15:40
Q1 2025 419 $612,365,637 +$63,896,554 -$40,541,586 +$23,354,968 JPST, AMZN, MSFT, SPYG, V Restatement 14 Apr 2025, 15:11
Q4 2024 407 $603,713,343 +$60,322,985 -$44,901,534 +$15,421,451 AMZN, JPST, MSFT, AAPL, SPYG Restatement 14 Apr 2025, 15:09
Q3 2024 382 $585,247,391 +$69,832,522 -$35,497,924 +$34,334,598 AMZN, JPST, MSFT, AAPL, SPYG 13F-HR 31 Oct 2024, 15:55
Q2 2024 354 $523,948,492 +$53,646,416 -$67,119,681 -$13,473,265 AMZN, JPST, MSFT, GOOG, V 13F-HR 18 Jul 2024, 15:51
Q1 2024 360 $540,478,146 +$43,036,894 -$74,231,847 -$31,194,953 AMZN, JPST, MSFT, NFLX, V 13F-HR 17 Apr 2024, 08:44
Q4 2023 349 $536,611,277 +$53,070,258 -$95,037,535 -$41,967,277 AMZN, JPST, MSFT, XHLF, ADBE 13F-HR 16 Jan 2024, 16:46
Q3 2023 352 $531,261,000 +$42,683,843 -$31,089,402 +$11,594,441 JPST, AMZN, XHLF, MSFT, NFLX 13F-HR 27 Oct 2023, 08:59
Q2 2023 363 $538,374,687 $0 $0 $0 AMZN, JPST, XHLF, MSFT, NFLX Restatement 01 Sep 2023, 11:32