Portside Wealth Group, LLC - Portfolio overview

Portside Wealth Group, LLC has 546 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 4.28%
2. NVDA - NVIDIA CORPORATION, 3.90%
3. SPDW - SPDR INDEX SHS FDS, 3.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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