Portside Wealth Group, LLC

Q2 2026 13F Holdings

Location
Provo, UT
Holdings as of
6/30/2026
Value ($000)
$858,277
Num holdings
515
Date filed
7/14/2026
Form type
13F-HR
Prev filing
5/12/2026
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type