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| Portside Wealth Group LLC
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|---|---|
| CRD # | 325175 |
| SEC # | 801-127529 |
| CIK # | 0001978608 |
| AUM | 1,431.6 M (2026-06-08) |
| Employees | 54 (87% Investors, 15% Brokers) |
| Phone | 385-412-1222 |
| Address | 3507 N University Ave Provo, UT 84604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001978608 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 27.5 | ||
| Alphabet Inc | 17.5 | ||
| Microsoft Corp | 16.3 | ||
| Apple Inc | 16.3 | ||
| Amazon Com Inc | 14.7 | ||
| Tesla Motors Inc | 11.0 | ||
| Alphabet Inc | 10.2 | ||
| Visa Inc | 9.0 | ||
| Global MOFY Metaverse Ltd | 8.8 | ||
| Broadcom Inc | 8.7 | ||
| Facebook Inc | 8.3 | ||
| Johnson & Johnson | 7.2 | ||
| Lilly Eli & Co | 6.9 | ||
| J P Morgan Chase & Co | 6.0 | ||
| Micron Technology Inc | 5.7 | ||
| Applied Materials Inc /DE | 5.7 | ||
| Netflix Inc | 5.6 | ||
| Boeing Co | 5.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,171 | 817.8 |
| (b) Individuals (high net worth individuals) | 2,086 | 408.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 100 | 129.8 |
| (h) Charitable organizations | 4 | 16.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 114 | 58.5 |
| (n) Other | 0 | 0.0 |
| Total | 7,819 | 1,431.6 |
| By Discretionary | ||
| Discretionary | 7,819 | 1,431.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,819 | 1,431.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,431.6 | |
| Total | 7,819 | 1,431.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001978608] | |
| D | [0001978608] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 20 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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Wingate Wealth Advisors Inc
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Souders Financial Advisors LLC
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