Institutional Manager · CIK 0001538383
Westside Investment Management, Inc.
SANTA MONICA, CA · File #028-18045
Latest AUM
$625.1M
Positions
1,944
Top-10 Concentration
40.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,944 pos · $625.1M
- 13F HOLDINGS REPORTQ/E Sep 20251,763 pos · $625.9M
- 13F HOLDINGS REPORTQ/E Jun 20251,672 pos · $539.2M
- 13F HOLDINGS REPORTQ/E Mar 20251,241 pos · $469.4M
- 13F HOLDINGS REPORTQ/E Dec 20241,250 pos · $474.5M
- 13F HOLDINGS REPORTQ/E Sep 20241,745 pos · $469.6M
- 13F HOLDINGS REPORTQ/E Jun 20241,267 pos · $436.9M
- 13F HOLDINGS REPORTQ/E Mar 20241,138 pos · $417.2M
- 13F HOLDINGS REPORTQ/E Dec 20231,372 pos · $347.3M
- 13F HOLDINGS REPORTQ/E Sep 20231,044 pos · $354.2M
- 13F HOLDINGS REPORTQ/E Jun 20231,059 pos · $340.6M
- 13F HOLDINGS REPORTQ/E Mar 20231,068 pos · $40.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD HIGH | 921946406 | 144,967 | $20.8M | 6.19% |
| 2 | VANGUARD TOTAL | 922908769 | 57,809 | $19.4M | 5.77% |
| 3 | INVESCO QQQ | IVZ | 28,406 | $17.5M | 5.19% |
| 4 | TUTOR PERINI | TPC | 226,422 | $15.2M | 4.51% |
| 5 | APPLE INC | AAPL | 43,430 | $11.8M | 3.51% |
| 6 | ALPHABET INC | GOOG | 37,558 | $11.8M | 3.50% |
| 7 | APPLE INC | AAPL | 39,444 | $10.7M | 3.18% |
| 8 | MICROSOFT CORP | MSFT | 21,401 | $10.4M | 3.08% |
| 9 | HARROW INC | HROW | 181,351 | $8.9M | 2.64% |
| 10 | AMAZON COM | AMZN | 36,988 | $8.5M | 2.54% |
| 11 | ISHARES CORE | 464287226 | 85,098 | $8.5M | 2.53% |
| 12 | META PLATFORMS | META | 12,554 | $8.3M | 2.47% |
| 13 | SPDR GOLD | GLD | 20,398 | $8.1M | 2.41% |
| 14 | SCHWAB MUNICIPAL MONEY ULTRA | 808515753 | 7,989,857 | $8.0M | 2.38% |
| 15 | ETON PHARMACEUTICALS | ETON | 470,440 | $8.0M | 2.37% |
| 16 | UBER TECHNOLOGIES | UBER | 94,005 | $7.7M | 2.29% |
| 17 | VANGUARD CONSUMER | 92204A108 | 18,909 | $7.4M | 2.22% |
| 18 | ALPHABET INC | GOOG | 20,920 | $6.6M | 1.95% |
| 19 | PITNEY BOWES | PBI-PB | 618,364 | $6.5M | 1.94% |
| 20 | VANGUARD DIVIDEND | 921908844 | 28,777 | $6.3M | 1.88% |