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Portside Wealth Group, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1978608

$858.3M

disclosed book value

505

positions

5.3%

largest position share

Positions, as of 2026-06-30

top 100 of 505 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BILSPDR SERIES TRUST496,763$45.5M5.3%
2SPYGSPDR SERIES TRUST233,134$27.7M3.2%
3NVDANVIDIA CORPORATION137,669$27.5M3.2%
4SPDWSPDR INDEX SHS FDS417,773$21.1M2.5%
5GOOGLALPHABET INC48,871$17.5M2%
6MSFTMICROSOFT CORP43,724$16.3M1.9%
7AAPLAPPLE INC56,306$16.3M1.9%
8SPYVSPDR SERIES TRUST255,960$15.6M1.8%
9AMZNAMAZON COM INC61,527$14.7M1.7%
10TSLATESLA INC25,949$10.9M1.3%
11GOOGALPHABET INC28,782$10.2M1.2%
12SPSMSPDR SERIES TRUST162,268$9.4M1.1%
13VBRVANGUARD INDEX FDS36,960$9.0M1%
14VVISA INC26,094$9.0M1%
15SHYGISHARES TR209,365$8.9M1%
16SPEMSPDR INDEX SHS FDS170,496$8.8M1%
17AVGOBROADCOM INC22,822$8.6M1%
18METAMETA PLATFORMS INC14,755$8.3M1%
19IEMGISHARES INC96,309$8.0M0.9%
20JNJJOHNSON & JOHNSON28,497$7.2M0.8%
21LLYELI LILLY & CO5,720$6.9M0.8%
22IEFAISHARES TR70,013$6.8M0.8%
23SPMBSPDR SERIES TRUST284,956$6.4M0.7%
24JPMJPMORGAN CHASE & CO18,442$6.0M0.7%
25IEFISHARES TR63,075$6.0M0.7%
26MUMICRON TECHNOLOGY INC4,955$5.7M0.7%
27SPYMSPDR SERIES TRUST64,985$5.7M0.7%
28AMATAPPLIED MATLS INC7,895$5.7M0.7%
29BABOEING CO25,773$5.6M0.7%
30ORCLORACLE CORP36,778$5.4M0.6%
31VBKVANGUARD INDEX FDS14,675$5.4M0.6%
32VZVERIZON COMMUNICATIONS INC126,025$5.3M0.6%
33PMPHILIP MORRIS INTL INC29,002$5.2M0.6%
34SPTLSPDR SERIES TRUST198,701$5.2M0.6%
35NFLXNETFLIX INC.72,435$5.2M0.6%
36IVVISHARES TR6,817$5.1M0.6%
37GOVTISHARES TR217,927$5.0M0.6%
38RTXRTX CORPORATION24,991$4.7M0.6%
39CSCOCISCO SYS INC40,212$4.7M0.6%
40BRK/BBERKSHIRE HATHAWAY INC DEL9,423$4.7M0.5%
41VCITVANGUARD SCOTTSDALE FDS56,371$4.7M0.5%
42HGERHARBOR ETF TRUST153,273$4.5M0.5%
43ABBVABBVIE INC17,712$4.5M0.5%
44ASML HLDG NV2,180$4.3M0.5%
45CVXCHEVRON CORPORATION25,540$4.2M0.5%
46WFCWELLS FARGO & CO49,762$4.1M0.5%
47FLJPFRANKLIN TEMPLETON ETF TR101,953$4.1M0.5%
48LRCXLAM RESEARCH CORP9,282$4.0M0.5%
49JQUAJ P MORGAN EXCHANGE TRADED F55,304$4.0M0.5%
50PEPPEPSICO INC28,703$3.9M0.5%
51SHOPSHOPIFY INC33,646$3.8M0.4%
52MAMASTERCARD INCORPORATED7,423$3.8M0.4%
53QQQINVESCO QQQ TR5,121$3.8M0.4%
54CATCATERPILLAR INC3,505$3.7M0.4%
55MDLZMONDELEZ INTL INC63,502$3.7M0.4%
56NVONOVO-NORDISK A S76,258$3.7M0.4%
57VTVANGUARD INTL EQUITY INDEX F23,288$3.7M0.4%
58SLYGSPDR SERIES TRUST29,812$3.6M0.4%
59SBUXSTARBUCKS CORP34,391$3.5M0.4%
60BACBANK OF AMER CORP61,540$3.5M0.4%
61DISDISNEY WALT CO35,097$3.4M0.4%
62SHELSHELL PLC42,506$3.3M0.4%
63CVSCVS HEALTH CORP31,747$3.3M0.4%
64GLWCORNING INC12,502$3.2M0.4%
65CRMSALESFORCE INC19,588$3.1M0.4%
66MEDTRONIC PLC38,323$3.0M0.3%
67MNSTMONSTER BEVERAGE CORP NEW30,215$2.9M0.3%
68GLDMWORLD GOLD TR35,378$2.8M0.3%
69HDHOME DEPOT INC7,937$2.8M0.3%
70ULUNILEVER PLC45,772$2.8M0.3%
71MRKMERCK & CO INC21,032$2.7M0.3%
72VOOVANGUARD INDEX FDS3,874$2.7M0.3%
73COSTCOSTCO WHOLESALE CORPORATION2,811$2.6M0.3%
74VRTXVERTEX PHARMACEUTICALS INC5,258$2.6M0.3%
75VXUSVANGUARD STAR FDS30,072$2.6M0.3%
76EXMOCEXXON MOBIL CORP18,670$2.6M0.3%
77USBUS BANCORP41,063$2.5M0.3%
78PGPROCTER & GAMBLE CO16,812$2.5M0.3%
79UPSUNITED PARCEL SVCS INC22,846$2.5M0.3%
80TSMTAIWAN SEMICONDUCTOR MANUFAC5,130$2.4M0.3%
81KLACKLA CORP8,120$2.4M0.3%
82STIPISHARES TR23,107$2.4M0.3%
83GEVGE VERNOVA INC1,980$2.3M0.3%
84KOCOCA COLA CO27,720$2.3M0.3%
85SPSBSPDR SERIES TRUST75,027$2.3M0.3%
86RLYSSGA ACTIVE ETF TR65,053$2.2M0.3%
87AMDADVANCED MICRO DEVICES INC3,832$2.2M0.3%
88MPCMARATHON PETE CORP8,678$2.2M0.3%
89MSMORGAN STANLEY10,479$2.2M0.3%
90PFEPFIZER INC89,045$2.1M0.2%
91NOWSERVICENOW INC20,704$2.1M0.2%
92GWXSPDR INDEX SHS FDS46,267$2.0M0.2%
93GILDGILEAD SCIENCES INC15,449$2.0M0.2%
94NVSNOVARTIS AG12,409$1.9M0.2%
95CCITIGROUP INC13,883$1.9M0.2%
96LUVSOUTHWEST AIRLS CO37,698$1.9M0.2%
97TAT&T INC92,057$1.9M0.2%
98WMTWALMART INC16,812$1.9M0.2%
99GDGENERAL DYNAMICS CORP5,360$1.9M0.2%
100COPCONOCOPHILLIPS18,146$1.9M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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