Westside Investment Management, Inc. Portfolio Stock Holdings
Westside Investment Management, Inc. disclosed 1477 stock positions valued at approximately $652.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD HIGH, APPLE INC, and VANGUARD TOTAL. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1477
- Portfolio Value
- $652.7M
Holdings by Sector
Westside Investment Management, Inc. Portfolio Holdings in Q1 2026
1201 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD HIGH | VYM | Other | 3.68% | 162,017 | +147,284 | +999.69% | $23,994,934 |
| APPLE INC | AAPL | Technology | 3.60% | 92,069 | +88,769 | +2689.97% | $23,466,937 |
| VANGUARD TOTAL | VTI | Other | 2.84% | 57,691 | -503 | -0.86% | $18,509,157 |
| INVESCO QQQ | QQQ | Other | 2.71% | 30,581 | -26,707 | -46.62% | $17,664,435 |
| TUTOR PERINI | TPC | Industrials | 2.59% | 218,832 | -7,590 | -3.35% | $16,891,647 |
| ALPHABET INC | GOOGL | Communication Services | 2.09% | 47,074 | -36,908 | -43.95% | $13,611,408 |
| AMAZON COM | AMZN | Consumer Cyclical | 1.91% | 59,551 | -15,725 | -20.89% | $12,434,603 |
| ETON PHARMACEUTICALS | ETON | Healthcare | 1.77% | 467,915 | +466,915 | +46691.50% | $11,548,309 |
| ISHARES CORE | IEFA | Other | 1.61% | 116,143 | +112,123 | +2789.13% | $10,515,975 |
| MICROSOFT CORP | MSFT | Technology | 1.61% | 28,312 | -27,394 | -49.18% | $10,502,056 |
| ALPHABET INC | GOOG | Communication Services | 1.41% | 31,715 | -186 | -0.58% | $9,181,386 |
| ISHARES CORE | AGG | Other | 1.40% | 91,727 | +840 | +0.92% | $9,105,672 |
| META PLATFORMS | META | Communication Services | 1.36% | 15,510 | -9,663 | -38.39% | $8,881,046 |
| UBER TECHNOLOGIES | UBER | Technology | 1.30% | 118,110 | +568 | +0.48% | $8,493,623 |
| NVIDIA CORP | NVDA | Technology | 1.26% | 46,613 | +560 | +1.22% | $8,228,190 |
| BROADCOM INC | AVGO | Technology | 1.21% | 25,234 | +20 | +0.08% | $7,875,702 |
| VANGUARD CONSUMER | VCR | Other | 1.18% | 21,526 | +16,380 | +318.31% | $7,723,929 |
| SPDR GOLD | GLD | Other | 1.15% | 17,403 | +135 | +0.78% | $7,488,071 |
| VANGUARD DIVIDEND | VIG | Other | 1.07% | 32,421 | -20 | -0.06% | $6,976,102 |
| PITNEY BOWES | PBI | Industrials | 1.04% | 614,014 | -4,350 | -0.70% | $6,784,859 |
| HARROW INC | HROW | Healthcare | 1.00% | 185,926 | +4,575 | +2.52% | $6,555,815 |
| COHERENT CORP | COHR | Technology | 0.99% | 27,151 | -4,359 | -13.83% | $6,470,213 |
| AVANTIS U S | AVUV | Other | 0.95% | 56,161 | +220 | +0.39% | $6,208,605 |
| CAPITAL GROUP | CGBL | Other | 0.95% | 179,565 | +27,195 | +17.85% | $6,178,955 |
| ISHARES CORE | IUSB | Other | 0.92% | 129,617 | +340 | +0.26% | $5,986,964 |
| STATE STREET | SDY | Other | 0.86% | 38,557 | +1,052 | +2.80% | $5,627,119 |
| STATE STREET | XLV | Other | 0.84% | 37,505 | -27,286 | -42.11% | $5,499,668 |
| STATE STREET | XLK | Other | 0.84% | 41,082 | +316 | +0.78% | $5,479,904 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.82% | 7,699 | -600 | -7.23% | $5,344,849 |
| FIRST TRUST | FCAL | Other | 0.79% | 105,885 | -1,000 | -0.94% | $5,181,338 |
| ISHARES NATIONAL | MUB | Other | 0.78% | 48,011 | - | - | $5,096,701 |
| INVESCO NASDAQ | QQQM | Other | 0.75% | 20,618 | -13,690 | -39.90% | $4,904,752 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.74% | 13,812 | +12,412 | +886.57% | $4,825,117 |
| SHOPIFY INC | SHOP | Technology | 0.71% | 38,975 | -18,225 | -31.86% | $4,619,368 |
| VANECK SEMICONDUCTOR | SMH | Other | 0.66% | 11,254 | +569 | +5.33% | $4,321,383 |
| VANECK LONG | MLN | Other | 0.65% | 244,316 | +30,690 | +14.37% | $4,260,888 |
| PIMCO EHNANCED | MINT | Other | 0.64% | 41,385 | -6,458 | -13.50% | $4,161,881 |
| UNITED RENTALS | URI | Industrials | 0.62% | 5,595 | +5,435 | +3396.88% | $4,076,578 |
| STATE STREET | XLF | Other | 0.62% | 81,299 | -12,221 | -13.07% | $4,016,022 |
| ISHARES CORE | IEMG | Other | 0.58% | 53,916 | +1,249 | +2.37% | $3,760,303 |
| FIRST TRUST | FMB | Other | 0.57% | 72,959 | -51,427 | -41.34% | $3,698,241 |
| FIRST TRUST | FIXD | Other | 0.56% | 83,910 | +15,065 | +21.88% | $3,658,907 |
| ABBVIE INC | ABBV | Healthcare | 0.55% | 16,650 | -72 | -0.43% | $3,604,339 |
| STATE STREET | XLE | Other | 0.55% | 59,060 | +43,720 | +285.01% | $3,602,551 |
| BRINKS COMPANY | BCO | Industrials | 0.54% | 34,178 | +3,905 | +12.90% | $3,541,921 |
| VANGUARD TOTAL | VXUS | Other | 0.53% | 45,156 | +1,030 | +2.33% | $3,481,980 |
| JPMORGAN | JPST | Other | 0.53% | 68,129 | -650 | -0.95% | $3,446,599 |
| AMGEN INC | AMGN | Healthcare | 0.53% | 9,815 | -106 | -1.07% | $3,444,765 |
| GILEAD SCIENCES | GILD | Healthcare | 0.49% | 23,165 | -349 | -1.48% | $3,230,287 |
| VANGUARD HEALTH | VHT | Other | 0.49% | 11,630 | +15 | +0.13% | $3,167,876 |
| ISHARES CORE | IJR | Other | 0.48% | 25,063 | +25,023 | +62557.50% | $3,115,691 |
| ISHARES BIOTECHNOLOGY | IBB | Other | 0.47% | 18,326 | -15,720 | -46.17% | $3,095,244 |
| ADVANCED MICRO | AMD | Technology | 0.46% | 14,221 | -713 | -4.77% | $2,986,532 |
| QUALCOMM INC | QCOM | Technology | 0.44% | 22,276 | -449 | -1.98% | $2,859,021 |
| CVS HEALTH | CVS | Healthcare | 0.43% | 39,444 | -38,779 | -49.57% | $2,837,180 |
| FIRST TRUST | FDN | Other | 0.43% | 12,059 | -7,138 | -37.18% | $2,824,433 |
| VANGUARD SMALL | VB | Other | 0.43% | 10,760 | +60 | +0.56% | $2,823,416 |
| ISHARES 1-3YR | SHY | Other | 0.42% | 33,357 | +82 | +0.25% | $2,754,343 |
| PIMCO SHORT | SMMU | Other | 0.40% | 52,240 | +33,390 | +177.14% | $2,635,348 |
| STATE STREET | SPLB | Other | 0.38% | 112,937 | -84,128 | -42.69% | $2,509,579 |
| SNOWFLAKE INC | SNOW | Technology | 0.38% | 16,601 | -7,784 | -31.92% | $2,506,791 |
| VANGUARD CONSUMER | VDC | Other | 0.38% | 11,146 | -9,256 | -45.37% | $2,503,659 |
| ISHARES CALIFORNIA | CMF | Other | 0.37% | 42,915 | +100 | +0.23% | $2,440,305 |
| STATE STREET | SPY | Other | 0.37% | 3,742 | +3,105 | +487.44% | $2,435,137 |
| APPLIED MATERIALS | AMAT | Technology | 0.37% | 7,113 | +6,089 | +594.63% | $2,434,572 |
| WISDOMTREE U S | AIVL | Other | 0.37% | 20,955 | +20,405 | +3710.00% | $2,425,104 |
| TRIMBLE INC | TRMB | Technology | 0.37% | 36,967 | +13,705 | +58.92% | $2,411,394 |
| STATE STREET | SPTM | Other | 0.36% | 29,953 | -722 | -2.35% | $2,368,156 |
| ORACLE CORP | ORCL | Technology | 0.35% | 15,718 | -119 | -0.75% | $2,310,862 |
| VANGUARD FSTE | VWO | Other | 0.35% | 41,998 | +2,220 | +5.58% | $2,268,980 |
| STATE STREET | XLP | Other | 0.35% | 27,548 | +734 | +2.74% | $2,258,050 |
| FIRST TRUST | FVD | Other | 0.34% | 46,743 | +128 | +0.27% | $2,200,884 |
| BERKSHIRE HATHAWAY CLASS B | BRK-B | Financial Services | 0.33% | 4,516 | +1,310 | +40.86% | $2,158,567 |
| BLACKSTONE INC | BX | Financial Services | 0.32% | 18,344 | +6,440 | +54.10% | $2,108,829 |
| BANK AMERICA | BAC | Financial Services | 0.32% | 42,566 | +23,350 | +121.51% | $2,081,656 |
| JPMORGAN CHASE | JPM | Financial Services | 0.32% | 7,008 | - | - | $2,062,347 |
| ELI LILLY | LLY | Healthcare | 0.32% | 2,235 | +1,665 | +292.11% | $2,060,085 |
| CROWDSTRIKE HOLDINGS | CRWD | Technology | 0.30% | 5,085 | +367 | +7.78% | $1,989,781 |
| GOLDMAN SACHS | GBIL | Other | 0.30% | 19,858 | -17,018 | -46.15% | $1,989,464 |
| ADOBE INC | ADBE | Technology | 0.30% | 8,073 | +7,796 | +2814.44% | $1,962,309 |
| PGIM AAA | PAAA | Other | 0.30% | 37,984 | -20,098 | -34.60% | $1,944,102 |
| HEWLETT PACKARD | HPE | Technology | 0.29% | 79,731 | - | - | $1,898,743 |
| ISHARES SELECT | ICF | Other | 0.29% | 30,257 | +6,589 | +27.84% | $1,873,219 |
| FIDELITY HIGH | FDVV | Other | 0.29% | 33,879 | +2,368 | +7.51% | $1,871,502 |
| FEDEX CORP | FDX | Industrials | 0.28% | 5,151 | +4,801 | +1371.71% | $1,835,386 |
| ISHARES CORE | ITOT | Other | 0.28% | 12,727 | -264 | -2.03% | $1,812,781 |
| ISHARES GOLD | IAU | Other | 0.28% | 20,468 | - | - | $1,804,415 |
| VANGUARD TOTAL | BNDX | Other | 0.27% | 37,213 | +37,084 | +28747.29% | $1,788,127 |
| SALESFORCE INC | CRM | Technology | 0.27% | 9,565 | +4,618 | +93.35% | $1,786,245 |
| LAM RESEARCH | LRCX | Other | 0.27% | 8,250 | -7,030 | -46.01% | $1,765,610 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.26% | 19,225 | -18,275 | -48.73% | $1,727,444 |
| VANGUARD TOTAL | BND | Other | 0.26% | 22,971 | +21,939 | +2125.87% | $1,691,596 |
| CAPITAL GROUP | CGDV | Other | 0.26% | 39,451 | +14,000 | +55.01% | $1,678,314 |
| CIGNA GROUP | CI | Healthcare | 0.25% | 6,038 | -6,019 | -49.92% | $1,610,925 |
| PIMCO INTERMEDIATE | MUNI | Other | 0.24% | 30,392 | -27,394 | -47.41% | $1,586,218 |
| STATE STREET | SHM | Other | 0.24% | 32,922 | +386 | +1.19% | $1,574,690 |
| VANECK HIGH | HYD | Other | 0.24% | 31,298 | +881 | +2.90% | $1,569,292 |
| PULSE BIOSCIENCES | PLSE | Healthcare | 0.23% | 70,492 | +4,166 | +6.28% | $1,521,923 |
| CAPITAL GROUP | CGGR | Other | 0.22% | 36,271 | +8,225 | +29.33% | $1,457,782 |
| ISHARES CORE | AOR | Other | 0.22% | 21,840 | +9,110 | +71.56% | $1,405,409 |