Westside Investment Management, Inc.

Est. AUM

$207.4M

13F long equity, this entity only

Positions

1,469

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TUTOR PERINI	COM	$16.9M	218832	8.14%	SOLE
2	PITNEY BOWES	COM	$6.8M	614014	3.27%	SOLE
3	NVIDIA CORP	COM	$5.9M	33027	2.83%	SOLE
4	STATE STREET	ETF	$5.6M	38557	2.71%	SOLE
5	SCHWAB MUNICIPAL MONEY ULTRA	ETF	$5.5M	5449857	2.63%	SOLE
6	VANECK LONG	ETF	$4.3M	244316	2.05%	SOLE
7	BROADCOM INC	COM	$4.1M	12980	1.97%	SOLE
8	BRINKS COMPANY	COM	$3.5M	34178	1.71%	SOLE
9	VANGUARD TOTAL	ETF	$3.5M	45156	1.68%	SOLE
10	ALPHABET INC CLASS CLASS C	COM	$3.2M	10981	1.56%	SOLE
11	NORTHROP GRUMMAN CORP	COM	$3.2M	4555	1.54%	SOLE
12	FIDELITY ADVISOR INTERM MUNI INC I	MUNI	$3.1M	307196	1.51%	SOLE
13	ISHARES 1-3YR	ETF	$2.8M	33357	1.33%	SOLE
14	SCHWAB MUNICIPAL MONEY INV	ETF	$2.4M	2412470	1.16%	SOLE
15	TRIMBLE INC	COM	$2.4M	36967	1.16%	SOLE
16	STATE STREET	ETF	$2.4M	29953	1.14%	SOLE
17	THORNBURG INTERMEDIATE MUNICIPAL INST	MUNI	$2.0M	152978	0.97%	SOLE
18	FIDELITY HIGH	ETF	$1.9M	33879	0.90%	SOLE
19	ISHARES CORE	ETF	$1.8M	12727	0.87%	SOLE
20	VANGUARD TOTAL	ETF	$1.8M	37213	0.86%	SOLE
21	META PLATFORMS INC CLASS CLASS A	COM	$1.7M	2891	0.80%	SOLE
22	UBER TECHNOLOGIES INC	COM	$1.6M	22725	0.79%	SOLE
23	STATE STREET	ETF	$1.6M	32922	0.76%	SOLE
24	VANECK HIGH	ETF	$1.6M	31298	0.76%	SOLE
25	PULSE BIOSCIENCES	COM	$1.5M	70492	0.73%	SOLE
26	AMERICAN FUNDS FUNDAMENTAL INVS A	ETF	$1.5M	16506	0.71%	SOLE
27	BERKSHIRE HATHAWAY CLASS B	COM	$1.4M	2973	0.68%	SOLE
28	ISHARES CORE	ETF	$1.4M	21840	0.68%	SOLE
29	ISHARES MSCI	ETF	$1.3M	17648	0.63%	SOLE
30	VANECK SHORT	ETF	$1.3M	73843	0.62%	SOLE
31	BALANCED POOL	MFO	$1.2M	13158	0.60%	SOLE
32	SHOPIFY INC FCLASS CLASS A	ETF	$1.2M	10400	0.59%	SOLE
33	TRANSAMERICA INTERMEDIATE MUNI I	MUNI	$1.2M	112649	0.58%	SOLE
34	DRAFTKINGS INC	COM	$1.2M	54863	0.57%	SOLE
35	FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF	ETF	$1.1M	23100	0.55%	SOLE
36	VANGUARD FTSE	ETF	$1.1M	13126	0.52%	SOLE
37	VANECK INTERMEDIATE	ETF	$1.1M	22723	0.51%	SOLE
38	INVESCO QQQ TR	ETF	$994K	1699	0.48%	SOLE
39	ISHARES SEMICONDUCTOR	ETF	$977K	2973	0.47%	SOLE
40	VANGUARD CONSUMER DISCREITIONARY INDEX FUNDETF SHARES	ETF	$919K	2573	0.44%	SOLE
41	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$882K	6484	0.43%	SOLE
42	ISHARES ESG	ETF	$865K	6551	0.42%	SOLE
43	AMERICAN FUNDS INCOME FUND OF AMER A	ETF	$859K	32083	0.41%	SOLE
44	AMERICAN CENTURY	ETF	$841K	16800	0.41%	SOLE
45	AELUMA INC	COM	$822K	62830	0.40%	SOLE
46	STATE STREET	ETF	$805K	6300	0.39%	SOLE
47	VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES	ETF	$791K	3664	0.38%	SOLE
48	AMGEN INC	COM	$771K	2216	0.37%	SOLE
49	COSTCO WHSL CORP NEW	COM	$769K	758	0.37%	SOLE
50	FRANKLIN CA TAX FREE INCOME A1	ETF	$711K	105761	0.34%	SOLE

1–50 of 1,469

1 / 30

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.