Portside Wealth Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing reports that the firm holds positions in 1,035 distinct equity securities.
The report lists Staci Compagno, the firm's Chief Compliance Officer, as the authorized signatory. The filing was submitted on October 20, 2026, and covers the period ending September 30, 2026. The firm is headquartered in Provo, Utah.
The information table provided in the filing details the holdings, including the name of the issuer, CUSIP numbers, and the number of shares held in both Standard and Sole voting capacity. The list includes a diverse range of companies, spanning various sectors such as technology, healthcare, finance, and energy. Notable issuers mentioned in the filing include Abbott Laboratories, Apple Inc., Amazon.com Inc., and Chevron Corporation.
