Institutional Manager · CIK 0001142495
WEDBUSH SECURITIES INC
LOS ANGELES, CA · File #028-12460
Latest AUM
$3.4M
Positions
1,207
Top-10 Concentration
65.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,207 pos · $3.4M
- 13F HOLDINGS REPORTQ/E Sep 20251,168 pos · $3.1M
- 13F HOLDINGS REPORTQ/E Jun 20251,155 pos · $2.9M
- 13F HOLDINGS REPORTQ/E Mar 20251,111 pos · $2.7M
- 13F HOLDINGS REPORTQ/E Dec 20241,136 pos · $2.8M
- 13F HOLDINGS REPORTQ/E Sep 20241,098 pos · $2.7M
- 13F HOLDINGS REPORTQ/E Jun 20241,195 pos · $2.8M
- 13F HOLDINGS REPORTQ/E Mar 20241,230 pos · $2.7M
- 13F HOLDINGS REPORTQ/E Dec 20231,057 pos · $2.0M
- 13F HOLDINGS REPORTQ/E Sep 20231,064 pos · $2.1M
- 13F HOLDINGS REPORTQ/E Jun 20231,078 pos · $2.0M
- 13F HOLDINGS REPORTQ/E Mar 20231,057 pos · $1.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD S&P 500 | 922908363 | 619,976 | $388,806 | 19.17% |
| 2 | APPLE INC | AAPL | 914,052 | $248,494 | 12.25% |
| 3 | NVIDIA CORP | NVDA | 929,749 | $173,398 | 8.55% |
| 4 | MICROSOFT CORP | MSFT | 223,220 | $107,954 | 5.32% |
| 5 | COSTCO WHOLESALE CORP | 22160K105 | 114,653 | $98,870 | 4.87% |
| 6 | AMAZON.COM INC | AMZN | 417,324 | $96,327 | 4.75% |
| 7 | INVESCO | IVZ | 121,326 | $74,532 | 3.67% |
| 8 | ALPHABET INC | GOOG | 167,415 | $52,401 | 2.58% |
| 9 | ALPHABET INC | GOOG | 129,243 | $40,557 | 2.00% |
| 10 | STATE STREET SPDR S&P | SPY | 57,898 | $39,482 | 1.95% |
| 11 | META PLATFORMS INC | META | 58,084 | $38,341 | 1.89% |
| 12 | TESLA INC | TSLA | 81,650 | $36,720 | 1.81% |
| 13 | ISHARES | 46436E718 | 314,596 | $31,579 | 1.56% |
| 14 | PALANTIR TECHNOLOGIES | PLTR | 173,817 | $30,896 | 1.52% |
| 15 | JPMORGAN CHASE & CO | VYLD | 89,409 | $28,810 | 1.42% |
| 16 | BERKSHIRE HATHAWAY INC | BRK-A | 51,700 | $25,987 | 1.28% |
| 17 | DAN IVES WEDBUSH | 947913109 | 814,241 | $25,738 | 1.27% |
| 18 | BROADCOM INC | AVGO | 70,661 | $24,456 | 1.21% |
| 19 | ISHARES | 464287200 | 32,235 | $22,079 | 1.09% |
| 20 | VISA INC | V | 62,674 | $21,980 | 1.08% |