EdgeMarket › What Westside Investment Management, Inc. reported owning
What Westside Investment Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
652.7MPositions
1,477Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VYM Vanguard High Dividend Yield ETF | 24.0M | 3.7% | 162.0K | 164.97 | +19.9% |
| AAPL Apple Inc. | 23.5M | 3.6% | 92.1K | 309.35 | +36.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 18.5M | 2.8% | 57.7K | 378.24 | +20.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 17.7M | 2.7% | 30.6K | 713.44 | +26.1% |
| TPC TUTOR PERINI CORP | 16.9M | 2.6% | 218.8K | 91.27 | +63.0% |
| GOOGL Alphabet Inc. | 13.6M | 2.1% | 47.1K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 12.4M | 1.9% | 59.6K | 258.63 | +15.6% |
| ETON Eton Pharmaceuticals, Inc. | 11.5M | 1.8% | 467.9K | 63.47 | +283.5% |
| IEFA iShares Core MSCI EAFE ETF | 10.5M | 1.6% | 116.1K | 100.85 | +16.8% |
| MSFT MICROSOFT CORP | 10.5M | 1.6% | 28.3K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 9.2M | 1.4% | 31.7K | 341.75 | +70.7% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9.1M | 1.4% | 91.7K | 97.35 | -1.7% |
| META Meta Platforms, Inc. | 8.9M | 1.4% | 15.5K | 549.90 | -26.5% |
| UBER Uber Technologies, Inc | 8.5M | 1.3% | 118.1K | 78.80 | -15.9% |
| NVDA NVIDIA CORP | 8.2M | 1.3% | 46.6K | 214.72 | +22.4% |
| AVGO Broadcom Inc. | 7.9M | 1.2% | 25.2K | 368.45 | +26.5% |
| VCR Vanguard Consumer Discretion ETF | 7.7M | 1.2% | 21.5K | 397.13 | +5.1% |
| GLD SPDR GOLD TRUST | 7.5M | 1.1% | 17.4K | 423.36 | +37.3% |
| VIG Vanguard Div Appreciation ETF | 7.0M | 1.1% | 32.4K | 243.91 | +16.2% |
| PBI PITNEY BOWES INC /DE/ | 6.8M | 1.0% | 614.0K | 16.48 | +45.3% |
| HROW HARROW, INC. | 6.6M | 1.0% | 185.9K | 40.95 | +7.1% |
| COHR COHERENT CORP. | 6.5M | 1.0% | 27.2K | 289.52 | +234.5% |
| AVUV Avantis U.S. Small Cap Value ETF | 6.2M | 1.0% | 56.2K | 126.45 | +33.2% |
| CGBL Capital Group Core Balanced ETF | 6.2M | 0.9% | 179.6K | 38.22 | +13.3% |
| IUSB iShares Core Universal USD Bond ETF | 6.0M | 0.9% | 129.6K | 45.43 | -1.7% |
| SDY State Street SPDR S&P Dividend ETF | 5.6M | 0.9% | 38.6K | 158.44 | +12.0% |
| XLV State Street Health Care Select Sector SPDR ET | 5.5M | 0.8% | 37.5K | 174.62 | +27.0% |
| XLK State Street Technology Select Sector SPDR ETF | 5.5M | 0.8% | 41.1K | 183.31 | +41.1% |
| unmapped CUSIP 808515753 | 5.4M | 0.8% | 5.4M | — | — |
| NOC NORTHROP GRUMMAN CORP /DE/ | 5.3M | 0.8% | 7.7K | 551.03 | -7.0% |
| FCAL First Trust California Municipal High income E | 5.2M | 0.8% | 105.9K | 48.54 | +1.6% |
| MUB iShares National Muni Bond ETF | 5.1M | 0.8% | 48.0K | 105.34 | +1.2% |
| QQQM Invesco NASDAQ 100 ETF | 4.9M | 0.8% | 20.6K | 293.76 | +26.1% |
| MU MICRON TECHNOLOGY INC | 4.8M | 0.7% | 13.8K | 966.78 | +724.8% |
| SHOP SHOPIFY INC. | 4.6M | 0.7% | 39.0K | 149.25 | +8.7% |
| SMH VanEck Semiconductor ETF | 4.3M | 0.7% | 11.3K | 560.42 | +93.9% |
| MLN VanEck Long Muni ETF | 4.3M | 0.7% | 244.3K | 17.32 | +3.3% |
| MINT PIMCO Enhanced Short Maturity Active Exchange- | 4.2M | 0.6% | 41.4K | 100.73 | +0.2% |
| URI UNITED RENTALS, INC. | 4.1M | 0.6% | 5.6K | 1,098.51 | +21.8% |
| XLF State Street Financial Select Sector SPDR ETF | 4.0M | 0.6% | 81.3K | 57.48 | +8.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 3.8M | 0.6% | 53.9K | 81.57 | +31.9% |
| FMB First Trust Managed Municipal ETF | 3.7M | 0.6% | 73.0K | 50.18 | +0.9% |
| FIXD First Trust Smith Opportunistic Fixed Income E | 3.7M | 0.6% | 83.9K | 42.75 | -2.7% |
| ABBV AbbVie Inc. | 3.6M | 0.6% | 16.6K | 264.96 | +26.7% |
| XLE State Street Energy Select Sector SPDR ETF | 3.6M | 0.6% | 59.1K | 63.64 | +48.3% |
| BCO BRINKS CO | 3.5M | 0.5% | 34.2K | 111.43 | +1.5% |
| VXUS Vanguard Total International Stock ETF | 3.5M | 0.5% | 45.2K | 87.71 | +22.7% |
| JPST JPMorgan Ultra-Short Income ETF | 3.4M | 0.5% | 68.1K | 50.53 | -0.3% |
| AMGN AMGEN INC | 3.4M | 0.5% | 9.8K | 439.33 | +48.2% |
| GILD GILEAD SCIENCES, INC. | 3.2M | 0.5% | 23.2K | 146.12 | +23.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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