Portside Wealth Group, LLC

Q1 2026 13F Detailed Holdings

Location
Provo, UT
Holdings as of
3/31/2026
Value ($000)
$738,196
Num holdings
916
Date filed
5/12/2026
Form type
13F-HR
Prev filing
1/21/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 TOWNSQUARE CAPITAL LLC 028-19141