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Staci Compagno

Portside Wealth Group, Llc

Assets Managed
$858.277M
Holdings
505
Last Quarter
2026 - Q2
Filed Date
10d ago
Growth Rate
16.27%(2Q avg: 7.77%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Portside Wealth Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 505 positions.

Assets under management

The assets under management (AUM) of Portside Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 858.277M in assets, with a quarterly growth rate of 16.27% and a 2-quarter average growth rate of 7.77%. The portfolio is managed by Staci Compagno, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -7.56%
5.31%
$45.523M
496,763 shares@ $91.65 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 1.41%
3.24%
$27.741M
233,134 shares@ $119.0 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.23%
3.21%
$27.546M
137,669 shares@ $200.09 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 4.84%
2.46%
$21.052M
417,773 shares@ $50.39 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.92%
2.04%
$17.465M
48,871 shares@ $357.38 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.56%
1.91%
$16.31M
43,724 shares@ $373.02 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.36%
1.9%
$16.293M
56,306 shares@ $289.36 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 5.44%
1.82%
$15.56M
255,960 shares@ $60.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.04%
1.71%
$14.664M
61,527 shares@ $238.34 avg price
TSLA
Tesla Inc
Recent Activity
Increased 3.39%
1.28%
$10.956M
26,049 shares@ $420.61 avg price

1-10 of 505