Portside Wealth Group, LLC

CIK
1978608
City
Provo
State / Country
UT

Top Portfolio Positions

383 positions · $492,941,055 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
130,828 $22,816,403 4.63%
MSFT
Microsoft Corp
Technology
42,224 $15,630,057 3.17%
AAPL
Apple Inc.
Technology
53,446 $13,564,060 2.75%
GOOGL
Alphabet Inc.
Communication Services
46,581 $13,394,831 2.72%
AMZN
Amazon Com Inc
Consumer Cyclical
60,899 $12,683,434 2.57%
TSLA
Tesla, Inc.
Consumer Cyclical
25,197 $9,366,984 1.90%
V
Visa Inc.
Financial Services
27,063 $8,179,521 1.66%
META
Meta Platforms, Inc.
Communication Services
14,182 $8,113,947 1.65%
JNJ
Johnson & Johnson
Healthcare
27,722 $6,776,364 1.37%
AVGO
Broadcom Inc.
Technology
21,803 $6,748,246 1.37%

Holdings in DBP

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Report Date Value (USD) Shares
2026-03-31 $213,257 1,938