Back to Westside Investment Management, Inc.

Westside Investment Management, Inc.

Q2 2026 13F filing

Updated 45 days ago

1,902 disclosed positions worth $761.3M

Portfolio value
$761.3M
Total holdings
1,902
New positions
62
Closed positions
93
Increased
224
Decreased
196
Turnover
8.2%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD HIGH

+3911.3%
Value
$23.9M
Shares
151.4K
% Port
3.14%
Q
2.QQQ

INVESCO QQQ

+1619.1%
Value
$21.5M
Shares
29.2K
% Port
2.83%
V

VANGUARD TOTAL

+17662.2%
Value
$21M
Shares
56.8K
% Port
2.76%
T
4.TPC

TUTOR PERINI

-9.2%
Value
$16.5M
Shares
198.8K
% Port
2.17%
?
5.N/A

ETON PHARMACEUTICALS

+86032.0%
Value
$15.6M
Shares
430.7K
% Port
2.05%
A

APPLE INC

+2679.9%
Value
$13.7M
Shares
47.3K
% Port
1.80%
G

ALPHABET INC

+5669.7%
Value
$13.4M
Shares
37.5K
% Port
1.76%
A

APPLE INC

+2429.7%
Value
$12.4M
Shares
43.0K
% Port
1.63%
E

ISHARES CORE

+14238.0%
Value
$11.1M
Shares
114.7K
% Port
1.46%
P

PITNEY BOWES

-2.0%
Value
$10.5M
Shares
601.7K
% Port
1.38%
C
11.COHR

COHERENT CORP

+22113.3%
Value
$10.5M
Shares
26.7K
% Port
1.38%
?
12.N/A

HARROW INC

+27781.4%
Value
$9.5M
Shares
223.1K
% Port
1.24%
E
13.ETHA

ISHARES CORE

+3589.8%
Value
$9.1M
Shares
92.2K
% Port
1.20%
A
14.AMZN

AMAZON COM

+4976.9%
Value
$9.1M
Shares
38.1K
% Port
1.19%
M
15.MSFT

MICROSOFT CORP

+9002.9%
Value
$8.1M
Shares
21.8K
% Port
1.07%
?
16.N/A

VANGUARD CONSUMER

+634.9%
Value
$7.5M
Shares
18.9K
% Port
0.98%
C

CAPITAL GROUP

+3455.9%
Value
$7.4M
Shares
195.6K
% Port
0.98%
G

ALPHABET INC

+88.6%
Value
$7.3M
Shares
20.7K
% Port
0.96%
M
19.META

META PLATFORMS

+348.2%
Value
$7.3M
Shares
13.0K
% Port
0.96%
?
20.N/A

SCHWAB MUNICIPAL MONEY ULTRA

+28.0%
Value
$7M
Shares
6.97M
% Port
0.92%
U
21.UBER

UBER TECHNOLOGIES

+319.2%
Value
$6.9M
Shares
95.3K
% Port
0.90%
H
22.HODL

VANECK SEMICONDUCTOR

+1303.5%
Value
$6.8M
Shares
10.4K
% Port
0.89%
B
23.BX

VANGUARD DIVIDEND

+684.9%
Value
$6.8M
Shares
28.8K
% Port
0.89%
M
24.MU

MICRON TECHNOLOGY

+729.4%
Value
$6.7M
Shares
5.8K
% Port
0.88%
N
25.NVDA

NVIDIA CORP

-0.4%
Value
$6.6M
Shares
32.9K
% Port
0.86%
S

STATE STREET

+431.9%
Value
$6.6M
Shares
34.5K
% Port
0.86%
G
27.GLD

SPDR GOLD

+10878.8%
Value
$6.5M
Shares
17.6K
% Port
0.85%
?
28.N/A

AVANTIS U S

+998.5%
Value
$6.4M
Shares
51.6K
% Port
0.85%
U
29.URI

UNITED RENTALS

+6791.3%
Value
$6.2M
Shares
5.5K
% Port
0.82%
S

STATE STREET

+1.7%
Value
$6M
Shares
39.2K
% Port
0.78%
E
31.ETHA

INVESCO NASDAQ

+1027.1%
Value
$5.8M
Shares
19.1K
% Port
0.76%
E
32.ETHA

ISHARES CORE

+1322.0%
Value
$5.6M
Shares
121.8K
% Port
0.74%
E
33.ETHA

ISHARES NATIONAL

+7096.0%
Value
$5.4M
Shares
50.4K
% Port
0.71%
S

STATE STREET

+2696.1%
Value
$5.2M
Shares
32.6K
% Port
0.68%
A
35.AMZN

AMAZON COM INC

+2746.3%
Value
$5.1M
Shares
21.3K
% Port
0.67%
M
36.MU

MICRON TECHNOLOGY INC

+527.0%
Value
$5.1M
Shares
4.4K
% Port
0.67%
A
37.AVGO

BROADCOM INC

-0.8%
Value
$4.9M
Shares
12.9K
% Port
0.64%
H
38.HODL

VANECK LONG

+10.8%
Value
$4.8M
Shares
270.6K
% Port
0.63%
A
39.AMAT

APPLIED MATERIALS

+1189.3%
Value
$4.8M
Shares
6.6K
% Port
0.63%
A
40.AVGO

BROADCOM INC

-7.6%
Value
$4.5M
Shares
12.0K
% Port
0.60%
E
41.ETHA

ISHARES CORE

+2532.8%
Value
$4.5M
Shares
54.1K
% Port
0.59%
A
42.AMD

ADVANCED MICRO

+37185.0%
Value
$4.3M
Shares
7.5K
% Port
0.57%
F
43.FPF

FIRST TRUST

+251.0%
Value
$4M
Shares
81.1K
% Port
0.53%
V
44.VGES

VANGUARD TOTAL

+3.5%
Value
$4M
Shares
46.7K
% Port
0.52%
P
45.PDI

PIMCO EHNANCED

+3658.2%
Value
$3.9M
Shares
38.7K
% Port
0.51%
G

ALPHABET INC CLASS C

-0.6%
Value
$3.9M
Shares
10.9K
% Port
0.51%
B
47.BCO

BRINKS COMPANY

+16.4%
Value
$3.8M
Shares
39.8K
% Port
0.49%
E
48.ETHA

ISHARES CORE

+125805.0%
Value
$3.7M
Shares
25.2K
% Port
0.49%
A
49.AMD

ADVANCED MICRO DEVICES I

+31945.0%
Value
$3.7M
Shares
6.4K
% Port
0.49%
A
50.ABBV

ABBVIE INC

+650.9%
Value
$3.7M
Shares
14.6K
% Port
0.48%