Portside Wealth Group, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.76B
13F filings
3
Latest filing
Apr 14, 2025

Top 10 holdings

AMZN $21.32M
3.52% of AUM
JPST $19.86M
3.24% of AUM
JPST $19.51M
3.23% of AUM
MSFT $18.43M
3.05% of AUM
AMZN $18.14M
2.96% of AUM
MSFT $16.24M
2.65% of AUM
AAPL $16.11M
2.66% of AUM
SPYG $15.67M
2.59% of AUM
SPYG $14.33M
2.34% of AUM
V $12.05M
1.96% of AUM

About this filer

FilingIQ has indexed 3 quarterly Form 13F filings from Portside Wealth Group, LLC. Reported assets under management total $1.76B.

View live Portside Wealth Group, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Portside Wealth Group, LLC have under management?
Per Portside Wealth Group, LLC's most recent SEC Form 13F filing dated Apr 14, 2025, total assets under management are $1.76B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Portside Wealth Group, LLC submitted?
FilingIQ has indexed 3 quarterly Form 13F filings from Portside Wealth Group, LLC. Filings are due 45 days after quarter-end.
Where does Portside Wealth Group, LLC's holdings data come from?
Every position shown on this page sources back to Portside Wealth Group, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.