Westside Investment Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$652.7M
Q ending 2026-03-31
Prior quarter
$625.1M
Q ending 2025-12-31
Change
+4.4% QoQ · +39.0% YoY
Positions
1,477
reported holdings
Largest positions
Top 100 of 1,477 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard High Dividend Yield Inde | VYM | Shares | $24.0M | 162K |
| Apple Inc | AAPL | Shares | $23.5M | 92K |
| Vanguard Total Stock Market Ind | VTI | Shares | $18.5M | 58K |
| Invesco Qqq Tr | QQQ | Shares | $17.7M | 31K |
| Tutor Perini | TPC | Shares | $16.9M | 219K |
| Alphabet Inc Class | GOOGL | Shares | $13.6M | 47K |
| Amazon Com Inc | AMZN | Shares | $12.4M | 60K |
| Eton Pharmaceuticals Inc | ETON | Shares | $11.5M | 468K |
| Ishares Tr Core Msci | IEFA | Shares | $10.5M | 116K |
| Microsoft Corp | MSFT | Shares | $10.5M | 28K |
| Alphabet Inc Class | GOOG | Shares | $9.2M | 32K |
| Ishares Core U S Aggregate B | AGG | Shares | $9.1M | 92K |
| Meta Platforms | META | Shares | $8.9M | 16K |
| Uber Technologies | UBER | Shares | $8.5M | 118K |
| Nvidia Corp | NVDA | Shares | $8.2M | 47K |
| Broadcom Inc | AVGO | Shares | $7.9M | 25K |
| Vanguard Consumer | VCR | Shares | $7.7M | 22K |
| Spdr Gold Shares | GLD | Shares | $7.5M | 17K |
| Vanguard Dividend | VIG | Shares | $7.0M | 32K |
| Pitney Bowes | PBI | Shares | $6.8M | 614K |
| Harrow Inc | HROW | Shares | $6.6M | 186K |
| Coherent Corp | COHR | Shares | $6.5M | 27K |
| Avantis Us Small Cap Value Etf | AVUV | Shares | $6.2M | 56K |
| Capital Group Core Balanced | CGBL | Shares | $6.2M | 180K |
| Ishares Core Universal Usd Bond E | IUSB | Shares | $6.0M | 130K |
| State Street | SDY | Shares | $5.6M | 39K |
| Select Sector Spdr Tr Sbi Healthca | XLV | Shares | $5.5M | 38K |
| State Street | XLK | Shares | $5.5M | 41K |
| Schwab Municipal Money Ultra | SWOXX | Shares | $5.4M | 5.4M |
| Northrop Grumman Corp | NOC | Shares | $5.3M | 8K |
| First Trust | FCAL | Shares | $5.2M | 106K |
| Ishares National Muni Bond Etf | MUB | Shares | $5.1M | 48K |
| Invesco Nasdaq | QQQM | Shares | $4.9M | 21K |
| Micron Technology Inc | MU | Shares | $4.8M | 14K |
| Shopify Inc Fclass | SHOP | Shares | $4.6M | 39K |
| Vaneck Semiconductor | SMH | Shares | $4.3M | 11K |
| Vaneck Long | MLN | Shares | $4.3M | 244K |
| Pimco Enhanced Short Maturity A | MINT | Shares | $4.2M | 41K |
| United Rentals | URI | Shares | $4.1M | 6K |
| Select Sector Spdr Tr Sbi Int-Finl | XLF | Shares | $4.0M | 81K |
| Ishares Core Msci Emerging M | IEMG | Shares | $3.8M | 54K |
| First Trust | FMB | Shares | $3.7M | 73K |
| First Trust | FIXD | Shares | $3.7M | 84K |
| Abbvie Inc | ABBV | Shares | $3.6M | 17K |
| State Street | XLE | Shares | $3.6M | 59K |
| Brinks Company | BCO | Shares | $3.5M | 34K |
| Vanguard Total | VXUS | Shares | $3.5M | 45K |
| Jpmorgan | JPST | Shares | $3.4M | 68K |
| Amgen Inc | AMGN | Shares | $3.4M | 10K |
| Gilead Sciences | GILD | Shares | $3.2M | 23K |
| Vanguard Health | VHT | Shares | $3.2M | 12K |
| Fidelity Advisor Interm Muni Inc I | FZIIX | Shares | $3.1M | 307K |
| Ishares Core S&P Small-Cap | IJR | Shares | $3.1M | 25K |
| Ishares Biotechnology Etf | IBB | Shares | $3.1M | 18K |
| Advanced Micro Devic | AMD | Shares | $3.0M | 14K |
| Qualcomm Inc | QCOM | Shares | $2.9M | 22K |
| Cvs Health | CVS | Shares | $2.8M | 39K |
| First Tr Dj Internt Idx | FDN | Shares | $2.8M | 12K |
| Vanguard Small-Cap Indexfund Etf S | VB | Shares | $2.8M | 11K |
| Ishares 1-3Yr | SHY | Shares | $2.8M | 33K |
| Pimco Short | SMMU | Shares | $2.6M | 52K |
| State Street Spdr Portfolio | SPLB | Shares | $2.5M | 113K |
| Snowflake Inc | SNOW | Shares | $2.5M | 17K |
| Vanguard Consumer Staples In | VDC | Shares | $2.5M | 11K |
| Ishares California Muni Bond Etf | CMF | Shares | $2.4M | 43K |
| State Street Spdr S&P 500 Etf Tr | SPY | Shares | $2.4M | 4K |
| Applied Materials | AMAT | Shares | $2.4M | 7K |
| Wisdomtree U S | AIVL | Shares | $2.4M | 21K |
| Schwab Municipal Money Inv | SWTXX | Shares | $2.4M | 2.4M |
| Trimble Inc | TRMB | Shares | $2.4M | 37K |
| State Street | SPTM | Shares | $2.4M | 30K |
| Oracle Corp | ORCL | Shares | $2.3M | 16K |
| Vanguard Fste | VWO | Shares | $2.3M | 42K |
| State Street Consumer Staples Se | XLP | Shares | $2.3M | 28K |
| First Trust | FVD | Shares | $2.2M | 47K |
| Berkshire Hathaway Class | BRK/B | Shares | $2.2M | 5K |
| Blackstone Inc | BX | Shares | $2.1M | 18K |
| Bank Of America Corp | BAC | Shares | $2.1M | 43K |
| Jpmorgan Chase & Co | JPM | Shares | $2.1M | 7K |
| Eli Lilly | LLY | Shares | $2.1M | 2K |
| Thornburg Intermediate Municipal I | THMIX | Shares | $2.0M | 153K |
| Crowdstrike Holdings | CRWD | Shares | $2.0M | 5K |
| Goldman Sachs Access Treasury 0 | GBIL | Shares | $2.0M | 20K |
| Adobe Inc | ADBE | Shares | $2.0M | 8K |
| Pgim Aaa Clo Etf | PAAA | Shares | $1.9M | 38K |
| Hewlett Packard | HPE | Shares | $1.9M | 80K |
| Ishares Select U S Reitetf | ICF | Shares | $1.9M | 30K |
| Fidelity High | FDVV | Shares | $1.9M | 34K |
| Fedex Corp | FDX | Shares | $1.8M | 5K |
| Ishares Core | ITOT | Shares | $1.8M | 13K |
| Thornburg Multi Sector Bond Etf | TMB | Shares | $1.8M | 71K |
| Ishares Gold Trust | IAU | Shares | $1.8M | 20K |
| Columbia International Equity Inc | INEQ | Shares | $1.8M | 46K |
| Vanguard Total | BNDX | Shares | $1.8M | 37K |
| Salesforce Inc | CRM | Shares | $1.8M | 10K |
| Lam Resh Corp | LRCX | Shares | $1.8M | 8K |
| Starbucks Corp | SBUX | Shares | $1.7M | 19K |
| Vanguard Total Bond Market Ind | BND | Shares | $1.7M | 23K |
| Capital Group | CGDV | Shares | $1.7M | 39K |
| Cigna Group | CI | Shares | $1.6M | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.