Back to Westside Investment Management, Inc.

Westside Investment Management, Inc.

Q3 2026 13F filing

Updated 3 days ago

1,893 disclosed positions worth $784.9M

Portfolio value
$784.9M
Total holdings
1,893
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-02

Full holdings

Every line item disclosed in Q3 2026

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
3.QQQ

INVESCO QQQ

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

ETON PHARMACEUTICALS

Value
$20.6M
Shares
400.9K
% Port
2.63%
T
5.TPC

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
10.MSFT

MICROSOFT CORP

Value
$11.2M
Shares
21.8K
% Port
1.42%
E
11.ETHA

ISHARES CORE

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

PITNEY BOWES

Value
$9.7M
Shares
596.6K
% Port
1.24%
A
13.AMZN

AMAZON COM

Value
$9.5M
Shares
38.3K
% Port
1.21%
M
14.META

META PLATFORMS

Value
$9.4M
Shares
13.0K
% Port
1.20%
N
15.NVDA

NVIDIA CORP

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

CAPITAL GROUP

Value
$7.9M
Shares
214.1K
% Port
1.00%
C
17.COHR

COHERENT CORP

Value
$7.7M
Shares
26.7K
% Port
0.98%
G
18.GLD

SPDR GOLD

Value
$7.5M
Shares
19.6K
% Port
0.95%
H
19.HROW

HARROW INC

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

ALPHABET INC

Value
$7M
Shares
20.7K
% Port
0.90%
V
21.VGES

VANGUARD CONSUMER

Value
$6.9M
Shares
19.0K
% Port
0.88%
B
22.BX

VANGUARD DIVIDEND

Value
$6.7M
Shares
28.6K
% Port
0.85%
U
23.UBER

UBER TECHNOLOGIES

Value
$6.6M
Shares
96.2K
% Port
0.84%
S

STATE STREET

Value
$6.5M
Shares
33.3K
% Port
0.83%
?
25.N/A

SCHWAB MUNICIPAL MONEY ULTRA

Value
$6.2M
Shares
6.17M
% Port
0.79%
H
26.HODL

VANECK SEMICONDUCTOR

Value
$6.2M
Shares
10.1K
% Port
0.78%
M
27.MDT

AVANTIS U S

Value
$6M
Shares
51.2K
% Port
0.77%
S

STATE STREET

Value
$5.8M
Shares
39.5K
% Port
0.74%
E
29.ETHA

INVESCO NASDAQ

Value
$5.7M
Shares
18.8K
% Port
0.73%
M
30.MU

MICRON TECHNOLOGY

Value
$5.6M
Shares
5.3K
% Port
0.72%
A
31.AMZN

AMAZON COM INC

Value
$5.5M
Shares
22.0K
% Port
0.71%
E
32.ETHA

ISHARES NATIONAL

Value
$5.5M
Shares
54.6K
% Port
0.70%
U
33.URI

UNITED RENTALS

Value
$5.5M
Shares
5.5K
% Port
0.70%
S

STATE STREET

Value
$5.5M
Shares
32.6K
% Port
0.70%
E
35.ETHA

ISHARES CORE

Value
$5.4M
Shares
121.6K
% Port
0.68%
H

HEWLETT PACKARD

Value
$5.2M
Shares
80.7K
% Port
0.66%
M
37.MU

MICRON TECHNOLOGY INC

Value
$5M
Shares
4.7K
% Port
0.64%
S
38.SNOW

SNOWFLAKE INC

Value
$4.7M
Shares
13.7K
% Port
0.59%
E
39.ETHA

ISHARES CORE

Value
$4.7M
Shares
57.4K
% Port
0.59%
A
40.AVGO

BROADCOM INC

Value
$4.5M
Shares
12.7K
% Port
0.58%
H
41.HODL

VANECK LONG

Value
$4.5M
Shares
272.6K
% Port
0.57%
A
42.AMD

ADVANCED MICRO

Value
$4.2M
Shares
6.9K
% Port
0.54%
A
43.AVGO

BROADCOM INC

Value
$4.2M
Shares
11.9K
% Port
0.53%
S
44.SHOP

SHOPIFY INC

Value
$4.2M
Shares
28.1K
% Port
0.53%
A
45.AMD

ADVANCED MICRO DEVICES I

Value
$4.1M
Shares
6.5K
% Port
0.52%
V
46.VGES

VANGUARD TOTAL

Value
$4M
Shares
47.3K
% Port
0.51%
B
47.BCO

BRINKS COMPANY

Value
$4M
Shares
39.7K
% Port
0.51%
F
48.FPF

FIRST TRUST

Value
$3.9M
Shares
84.7K
% Port
0.50%
A
49.ABBV

ABBVIE INC

Value
$3.8M
Shares
14.6K
% Port
0.49%
P
50.PDI

PIMCO EHNANCED

Value
$3.7M
Shares
37.1K
% Port
0.47%