Westside Investment Management, Inc.

CIK 0001538383 · SANTA MONICA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Westside Investment Management, Inc. reported 1,446 positions worth $761.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: AAPL (3.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$761.3M
2026 Q2
Positions
1,446
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
24.1%
Est. Net Flow (Q)
2026 Q2
10 / 1446 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$26.6M3.50%92,002
2VYMVANGUARD HIGHSH$25.7M3.38%162,620
3QQQINVESCO QQQSH$22.6M2.97%30,753
4VTIVANGUARD TOTALSH$21.2M2.78%57,284
5GOOGLALPHABET INCSH$16.9M2.22%47,244
6TPCTUTOR PERINISH$16.5M2.17%198,767
7ETONETON PHARMACEUTICALSSH$15.6M2.05%431,160
8AMZNAMAZON COMSH$14.4M1.89%60,250
9MUMICRON TECHNOLOGYSH$12.6M1.65%10,895
10IEFAISHARES CORESH$11.3M1.49%117,494

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Westside Investment Management, Inc. hold as of Q2 2026?

Westside Investment Management, Inc. reported 1446 positions worth $761.3M in its Q2 2026 13F filing. Largest positions: AAPL (3.5%), VYM (3.4%), QQQ (3.0%), VTI (2.8%) and GOOGL (2.2%).

What did Westside Investment Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Westside Investment Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.