Q2 2026 13F · SEC CIK 1538383

Westside Investment Management, Inc.

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $761.3M
Reported positions: 1,440
Top holdings a year, 3 yrs: +23.1%
Assets under management: $888.8M

Westside Investment Management, Inc. is a wealth manager that reported 1,440 positions worth $761.3M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Apple Inc (AAPL, 3.5%), Vym (VYM, 3.4%), Invesco Qqq Tr (QQQ, 3.0%). A portfolio copying its top holdings returned 23.1% a year over the last 3 years, against 20.4% for the S&P 500.

Westside Investment Management, Inc. holdings largest 50 of 1,440 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Westside Investment Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	3.5%	3.6%	92,002	-0.1%	$26.6M
VYMVym	3.4%	3.7%	162,620	+0.4%	$25.7M
QQQInvesco Qqq Tr	3.0%	2.7%	30,753	+0.6%	$22.6M
VTIVanguard Index Fds	2.8%	2.8%	57,284	-0.7%	$21.2M
GOOGLAlphabet Inc	2.2%	2.1%	47,244	+0.4%	$16.9M
TPCTutor Perini Corp	2.2%	2.6%	198,767	-9.2%	$16.5M
ETONEton Pharmaceuticals Inc Com	2.0%	1.8%	431,160	-7.9%	$15.6M
AMZNAmazon Com Inc Com	1.9%	1.9%	60,250	+1.2%	$14.4M
MUMicron Technology Inc	1.7%	0.7%	10,895	-21.1%	$12.6M
IEFAIshares Core Msci Eafe ETF	1.5%	1.6%	117,494	+1.2%	$11.3M
GOOGAlphabet Inc	1.5%	1.4%	31,625	-0.3%	$11.2M
MSFTMicrosoft Corp	1.4%	1.6%	29,049	+2.6%	$10.8M
COHRCoherent Corp	1.4%	1.0%	26,816	-1.2%	$10.6M
PBIPitney Bowes	1.4%	1.0%	601,715	-2.0%	$10.5M
AGGIshares Tr	1.3%	1.4%	99,000	+7.9%	$9.8M
NVDANvidia Corporation Com	1.3%	1.3%	47,675	+2.3%	$9.5M
HROWHarrow Inc Com	1.3%	1.0%	224,051	+20.5%	$9.5M
AVGOBroadcom Inc	1.2%	1.2%	24,874	-1.4%	$9.4M
METAMeta Platforms Inc Class A	1.2%	1.4%	15,929	+2.7%	$9.0M
UBERUber Technologies Inc	1.1%	1.3%	118,779	+0.6%	$8.6M
VCRVanguard World Fd	1.1%	1.2%	21,481	-0.2%	$8.5M
AMDAdvanced Micro Devices Inc	1.1%	—	13,886	—	$8.1M
XLKState Street Technology Select Sector Sp	1.0%	0.8%	40,872	-0.5%	$7.8M
VIGVanguard Dividend Appreciation ETF	1.0%	1.1%	32,421	+0.0%	$7.7M
CGBLCapital Group Core Balanced	1.0%	0.9%	201,673	+12.3%	$7.7M
SMHVaneck Semiconductor ETF	1.0%	0.7%	11,126	-1.1%	$7.3M
AVUVAvantis US Small Cap Value ETF	0.9%	1.0%	56,271	+0.2%	$7.0M
SWOXXSchwab Municipal Money Ultra	0.9%	0.8%	6,974,857	+28.0%	$7.0M
GLDSpdr Gold Shares	0.9%	1.1%	18,066	+3.8%	$6.7M
URIUnited Rentals Inc Com	0.8%	0.6%	5,593	-0.0%	$6.3M
QQQMInvesco Nasdaq 100 ETF	0.8%	0.8%	20,799	+0.9%	$6.3M
XLVSelect Sector Spdr Tr	0.8%	0.8%	39,260	+4.7%	$6.2M
IUSBIshares Core Universal Usd Bond ETF	0.8%	0.9%	130,378	+0.6%	$6.0M
SDYSpdr Series Trust	0.8%	0.9%	39,315	+2.0%	$6.0M
MUBIshares National Muni Bond ETF	0.7%	0.8%	51,072	+6.4%	$5.5M
FCALFirst Tr Exch Traded Fd III	0.7%	0.8%	103,785	-2.0%	$5.2M
AMATApplied Matls Inc	0.7%	—	7,113	—	$5.1M
MLNVaneck ETF Trust	0.6%	0.7%	270,643	+10.8%	$4.8M
IEMGIshares	0.6%	0.6%	56,105	+4.1%	$4.6M
SHOPShopify Inc	0.6%	0.7%	39,175	+0.5%	$4.5M
SNOWSnowflake Inc	0.6%	—	17,399	—	$4.4M
XLFSelect Sector Spdr Tr	0.6%	0.6%	81,766	+0.6%	$4.4M
ABBVAbbvie Inc	0.5%	0.6%	16,600	-0.3%	$4.2M
MINTPimco ETF Tr	0.5%	0.6%	41,179	-0.5%	$4.2M
QCOMQualcomm Inc	0.5%	—	22,074	—	$4.1M
VXUSVanguard Star Fds Vanguard Total Intl St	0.5%	0.5%	46,733	+3.5%	$4.0M
NOCNorthrop Grumman Corp	0.5%	0.8%	7,699	+0.0%	$3.9M
BCOBrinks Co	0.5%	0.5%	39,768	+16.4%	$3.8M
IJRIshares Core S&p Small Cap ETF	0.5%	—	25,201	—	$3.7M
FIXDFirst Tr Exchng Traded Fd Vi	0.5%	0.6%	83,950	+0.0%	$3.7M

What Westside Investment Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +26.8% /yr; S&P 500 +20.1%
3 years: +23.1% /yr; S&P 500 +20.4%
5 years: +13.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$761.3M	1,440
Q1 2026	$652.7M	1,473
Q4 2025	$625.1M	1,491
Q3 2025	$625.9M	1,379
Q2 2025	$539.2M	1,281
Q1 2025	$469.4M	977
Q4 2024	$474.5M	984
Q3 2024	$469.6M	988
Q2 2024	$436.9M	983
Q1 2024	$417.2M	897
Q4 2023	$391.1M	866
Q3 2023	$347.3M	839

Questions about Westside Investment Management, Inc.'s portfolio

What stocks does Westside Investment Management, Inc. own?

Westside Investment Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 1,440 positions worth $761.3M. The largest are Apple Inc (AAPL) at 3.5%, Vym (VYM) at 3.4%, Invesco Qqq Tr (QQQ) at 3.0%, Vanguard Index Fds (VTI) at 2.8% and Alphabet Inc (GOOGL) at 2.2%.

What did Westside Investment Management, Inc. buy last quarter?

In Q2 2026, Westside Investment Management, Inc. added Schwab Municipal Money Ultra (SWOXX) (+28.0% shares), Harrow Inc Com (HROW) (+20.5% shares) and Brinks Co (BCO) (+16.4% shares), compared with its Q1 2026 filing.

What did Westside Investment Management, Inc. sell last quarter?

In Q2 2026, Westside Investment Management, Inc. cut from its top 50 First Tr Exch Traded Fd III (FMB), cut from its top 50 State Street Energy Select Sector Spdr E (XLE), cut from its top 50 J P Morgan Exchange Traded Fd (JPST), cut from its top 50 Amgen Inc Com (AMGN), cut from its top 50 Gilead Sciences (GILD), Micron Technology Inc (MU) (-21.1% shares), Tutor Perini Corp (TPC) (-9.2% shares) and Eton Pharmaceuticals Inc Com (ETON) (-7.9% shares), compared with its Q1 2026 filing.

How has Westside Investment Management, Inc.'s portfolio performed?

A portfolio copying Westside Investment Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.8% against +20.1%. Over 5 years: +13.4% a year against +11.6%.

When is Westside Investment Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Westside Investment Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Westside Investment Management, Inc. manage?

Westside Investment Management, Inc. reported $888.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $761.3M.