Westside Investment Management, Inc.
CIK 0001538383 · SANTA MONICA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
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
Top Holdings
AAPL
APPLE INC
3.5%
VYM
VANGUARD HIGH
3.4%
QQQ
INVESCO QQQ
3.0%
VTI
VANGUARD TOTAL
2.8%
GOOGL
ALPHABET INC
2.2%
TPC
TUTOR PERINI
2.2%
ETON
ETON PHARMACEUTICALS
2.1%
AMZN
AMAZON COM
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.