account_balance
Investment manager · 13F filer · SEC CIK 1978608
Portside Wealth Group, LLC
Reported value$900Mas of Sep 30, 2026
Positions514 47 new, 38 sold out
Top 10 weight26.4%BIL alone is 5%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILSPDR Series Trust
5.0%Trimmed −2%
SPYGSPDR Series Trust
3.7%Added +17%
NVDANVIDIA Corp
3.5%
SPDWSPDR Index SHS FDS
2.5%Added +8%
MSFTMicrosoft Corp
2.5%
AAPLApple Inc.
2.2%Added +3%
SPYVSPDR Series Trust
2.1%Added +24%
GOOGLAlphabet Inc.
1.9%
AMZNAmazon.com Inc
1.8%Added +6%
METAMeta Platforms, Inc.
1.3%+10%
SPSMSPDR Series Trust
1.2%Added +27%
SPEMSPDR Index SHS FDS
1.2%+22%
BILSPDR Series Trust
5.0%Trimmed −2%
SPYGSPDR Series Trust
3.7%Added +17%
NVDANVIDIA Corp
3.5%
SPDWSPDR Index SHS FDS
2.5%+8%
MSFTMicrosoft Corp
2.5%
AAPLApple Inc.
2.2%
SPYVSPDR Series Trust
2.1%
GOOGLAlphabet Inc.
1.9%
AMZNAmazon.com Inc
1.8%
METASPSM
SPEM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BIL SPDR Series Trust 5.0% Trimmed −2%
SPYG SPDR Series Trust 3.7% Added +17%
NVDA NVIDIA Corp 3.5% HeldSPDW SPDR Index SHS FDS 2.5% Added +8%
MSFT Microsoft Corp 2.5% HeldAAPL Apple Inc. 2.2% Added +3%SPYV SPDR Series Trust 2.1% Added +24%
GOOGL Alphabet Inc. 1.9% HeldAMZN Amazon.com Inc 1.8% Added +6%META Meta Platforms, Inc. 1.3% Added +10%SPSM SPDR Series Trust 1.2% Added +27%
SPEM SPDR Index SHS FDS 1.2% Added +22%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.