Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Portside Wealth Group, LLC (CIK 1978608) reported $738.2M across 450 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($49.2M, 6.67%), NVDA ($22.8M, 3.09%), SPYG ($22.5M, 3.05%), SPDW ($18.2M, 2.46%), MSFT ($15.6M, 2.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $49.2M | 6.67% | 537,421 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $22.8M | 3.09% | 130,828 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $22.5M | 3.05% | 229,898 | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $18.2M | 2.46% | 398,503 | Added |
| 5 | MSFT | MICROSOFT CORP | $15.6M | 2.12% | 42,224 | Trimmed |
| 6 | SPYV | SPDR SERIES TRUST | $13.7M | 1.86% | 242,776 | Added |
| 7 | AAPL | APPLE INC | $13.6M | 1.84% | 53,446 | Added |
| 8 | GOOGL | ALPHABET INC | $13.4M | 1.81% | 46,581 | Added |
| 9 | AMZN | AMAZON COM INC | $12.7M | 1.72% | 60,899 | Trimmed |
| 10 | TSLA | TESLA INC | $9.4M | 1.27% | 25,197 | Added |
| 11 | GOOG | ALPHABET INC | $8.6M | 1.16% | 29,764 | Trimmed |
| 12 | V | VISA INC | $8.2M | 1.11% | 27,063 | Trimmed |
| 13 | META | META PLATFORMS INC | $8.1M | 1.10% | 14,182 | Added |
| 14 | SHYG | ISHARES TR | $8.0M | 1.08% | 188,933 | Added |
| 15 | SPSM | SPDR SERIES TRUST | $7.3M | 0.98% | 150,338 | Added |
| 16 | SPEM | SPDR INDEX SHS FDS | $7.2M | 0.98% | 153,617 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $6.8M | 0.92% | 27,722 | Trimmed |
| 18 | NFLX | NETFLIX INC. | $6.7M | 0.91% | 69,871 | Added |
| 19 | AVGO | BROADCOM INC | $6.7M | 0.91% | 21,803 | Trimmed |
| 20 | VZ | VERIZON COMMUNICATIONS INC | $6.6M | 0.89% | 131,398 | Added |
| 21 | VBR | VANGUARD INDEX FDS | $6.5M | 0.88% | 29,804 | New |
| 22 | SPMB | SPDR SERIES TRUST | $6.0M | 0.81% | 267,523 | Added |
| 23 | IEMG | ISHARES INC | $5.9M | 0.80% | 84,650 | Added |
| 24 | ORCL | ORACLE CORP | $5.8M | 0.78% | 39,247 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $5.7M | 0.78% | 6,229 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31