13F filer

Westside Investment Management

As of Jun 30, 2026 Filed Jul 27, 2026 CIK 1538383 SEC filings ↗
13F Value
$761.3M
Positions
1,446
Top Position
AAPL3.5%
Top 5
14.8%

Latest filing changes

vs Mar 31, 2026
Holdings1,446
# Trend (4Q)
1 AAPL 3.5% $26.6M -0.1% 92.0K 3.6% Common Stock
2 VYM 3.4% $25.7M +0.4% 162.6K 3.7% ETF
3 QQQ 3.0% $22.6M +0.6% 30.8K 2.7% ETF
4 VTI 2.8% $21.2M -0.7% 57.3K 2.8% ETF
5 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 37,503 reported quantity $13,402,672 reported value
  • 02079K305 Jun 30, 2026 9,091 reported quantity $3,248,850 reported value
  • 02079K305 Jun 30, 2026 650 reported quantity $232,290 reported value
2.2% $16.9M +0.4% 47.2K 2.1% Common Stock
6 TPC 2.2% $16.5M -9.2% 198.8K 2.6% Common Stock
7 ETON 2.1% $15.6M -7.9% 431.2K 1.8% Common Stock
8 AMZN 1.9% $14.4M +1.2% 60.3K 1.9% Common Stock
9 MU 1.7% $12.6M -21.1% 10.9K 0.7% Common Stock
10 IEFA 1.5% $11.3M +1.2% 117.5K 1.6% ETF
11 GOOG 1.5% $11.2M -0.3% 31.6K 1.4% Common Stock
12 MSFT 1.4% $10.8M +2.6% 29.0K 1.6% Common Stock
13 COHR 1.4% $10.6M -1.2% 26.8K 1.0% Common Stock
14 PBI 1.4% $10.5M -2.0% 601.7K 1.0% Common Stock
15 AGG 1.3% $9.8M +7.9% 99.0K 1.4% ETF
16 NVDA 1.3% $9.5M +2.3% 47.7K 1.3% Common Stock
17 HROW 1.2% $9.5M +20.5% 224.1K 1.0% Common Stock
18 AVGO 1.2% $9.4M -1.4% 24.9K 1.2% Common Stock
19 META 1.2% $9.0M +2.7% 15.9K 1.4% Common Stock
20 UBER 1.1% $8.6M +0.6% 118.8K 1.3% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing133
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.