Portside Wealth Group, LLC: 13F holdings
CIK 19786082026Q2
| Positions | 505 |
|---|---|
| Reported value | $858.3m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BIL SPDR SERIES TRUST | 496,763 | $45.5m | 5.3% |
| SPYG SPDR SERIES TRUST | 233,134 | $27.7m | 3.2% |
| NVDA NVIDIA CORPORATION | 137,669 | $27.5m | 3.2% |
| EWU SPDR INDEX SHS FDS | 417,773 | $21.1m | 2.5% |
| GOOGL ALPHABET INC | 48,871 | $17.5m | 2.0% |
| MSFT MICROSOFT CORP | 43,724 | $16.3m | 1.9% |
| AAPL APPLE INC | 56,306 | $16.3m | 1.9% |
| SPYV SPDR SERIES TRUST | 255,960 | $15.6m | 1.8% |
| AMZN AMAZON COM INC | 61,527 | $14.7m | 1.7% |
| TSLA TESLA INC | 25,949 | $10.9m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1978608")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.