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Westside Investment Management, Inc.

Updated 3 days ago

Managed by Westside Investment Management, Inc. • Latest filing Q3 2026

Portfolio value
$784.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$625.9M
Q4 2025$625.1M
Q1 2026$652.7M
Q2 2026$761.3M
Q3 2026$784.9M

Top holdings

1,893 positions as of Q3 2026

View filing
V

VANGUARD ETFGH

Value
$23.5M
Shares
151.1K
% Port
2.99%
V

VANGUARD MORNINGSTAR

Value
$22.4M
Shares
60.0K
% Port
2.86%
Q

INVESCO QQQ

Value
$22.2M
Shares
30.0K
% Port
2.83%
E

ETON PHARMACEUTICALS

Value
$20.6M
Shares
400.9K
% Port
2.63%
T

TUTOR PERINI

Value
$16.4M
Shares
199.0K
% Port
2.09%
A

APPLE INC

Value
$15.8M
Shares
47.3K
% Port
2.01%
A

APPLE INC

Value
$14.7M
Shares
44.1K
% Port
1.87%
G

ALPHABET INC

Value
$12.8M
Shares
37.3K
% Port
1.64%
E

ISHARES CORE

Value
$11.6M
Shares
119.9K
% Port
1.48%
M

MICROSOFT CORP

Value
$11.2M
Shares
21.8K
% Port
1.42%
E

ISHARES CORE

Value
$10.1M
Shares
106.4K
% Port
1.28%
P

PITNEY BOWES

Value
$9.7M
Shares
596.6K
% Port
1.24%
A

AMAZON COM

Value
$9.5M
Shares
38.3K
% Port
1.21%
M

META PLATFORMS

Value
$9.4M
Shares
13.0K
% Port
1.20%
N

NVIDIA CORP

Value
$8.1M
Shares
34.5K
% Port
1.03%
C

CAPITAL GROUP

Value
$7.9M
Shares
214.1K
% Port
1.00%
C

COHERENT CORP

Value
$7.7M
Shares
26.7K
% Port
0.98%
G

SPDR GOLD

Value
$7.5M
Shares
19.6K
% Port
0.95%
H

HARROW INC

Value
$7.2M
Shares
233.5K
% Port
0.92%
G

ALPHABET INC

Value
$7M
Shares
20.7K
% Port
0.90%

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