Portside Wealth Group, LLC

Q2 2026 13F Detailed Holdings

Location
Provo, UT
Holdings as of
6/30/2026
Value ($000)
$858,277
Num holdings
1,011
Date filed
7/14/2026
Form type
13F-HR
Prev filing
5/12/2026
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