AiSiWhale

AI & tech investing

Portside Wealth Group, LLC

CIK 1978608

13F filing for Q2 2026・No. 2,835

Holdings
US$858.28M
Quarter change
+US$120.08M
Entries
1,011
Net bought (estimate)
+US$53.23M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 96
  • Sold out 49
  • Cut 120
  • Added 288
  • Corporate actions 4
  • Unchanged 1

Largest holdings

505 stocks worth US$856.3M, options and bonds left out.

StockThis quarterValueWeight
SPDR SERIES TRUSTST STR BLO 1 ETFCutUS$45.52M5.32%
SPDR SERIES TRUSTST STR P500GRWAddedUS$27.74M3.24%
NVDANvidiaCOMAddedUS$27.55M3.22%
SPDR INDEX SHS FDSST STR PO EX ETFAddedUS$21.05M2.46%
GOOGLAlphabetCAP STK CL AAddedUS$17.47M2.04%
MSFTMicrosoftCOMAddedUS$16.31M1.90%
AAPLAppleCOMAddedUS$16.29M1.90%
SPDR SERIES TRUSTST STR P500VALAddedUS$15.56M1.82%
AMZNAmazonCOMAddedUS$14.66M1.71%
TSLATeslaCOMAddedUS$10.91M1.27%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.