13F Insight
DOSSIER · 13F-HR · Q1 2026

Westside Investment Management, Inc.

$653M in tracked AUM across 1,945 positions as of Q1 2026.

WI
CIK 0001538383 · last filed Mar 31, 2026
Total AUM
$653M
as of Q1 2026
Holdings
1,945
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

Westside Investment Management, Inc. has reported a significant expansion in assets under management, with the total portfolio value growing by 105.4% from approximately $304.35 million to $625.12 million for the period ending December 31, 2025. This doubling of AUM suggests substantial capital inflows or strong market performance during the quarter. The portfolio is highly diversified, comprising 1,944 individual holdings, which indicates a strategy focused on broad risk...

The composition of the portfolio reveals a hybrid "Core-and-Satellite" approach. A substantial portion of the assets is invested in broad-market Exchange Traded Funds (ETFs) and liquid fixed income instruments, serving as a stable "core." Meanwhile, a wide array of individual equities, particularly in technology and industrials, makes up the "satellite" positions. The sheer number of holdings (nearly 2,000) points to a quantitative or systematic investment process, or potentially a strategy that utilizes overlay funds alongside specific stock picking.

Key Holdings

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
$24M162K3.7%02
AAPL
APPLE INC
$23M92K3.6%03
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
$19M58K2.8%04
QQQ
INVESCO QQQ TR
$18M31K2.7%05
TPC
TUTOR PERINI
$17M219K2.6%06
GOOGL
ALPHABET INC CAP STK
$14M47K2.1%07
AMZN
AMAZON COM INC
$12M60K1.9%08
ETON
ETON PHARMACEUTICALS INC
$12M468K1.8%09
IEFA
ISHARES TR CORE MSCI
$11M116K1.6%10
MSFT
MICROSOFT CORP
$11M28K1.6%

Filing history

2026Q1Mar 31
$653M▲ 4.4%
1,945 positionsView →2025Q4Dec 31
$625M▼ 0.1%
1,944 positionsView →2025Q3Sep 30
$626M▲ 16.1%
1,763 positionsView →2025Q2Jun 30
$539M▲ 14.9%
1,672 positionsLocked2025Q1Mar 31
$469M▼ 1.1%
1,241 positionsLocked2024Q4Dec 31
$475M▲ 1.0%
1,250 positionsLocked2024Q3Sep 30
$470M▲ 7.5%
1,745 positionsLocked2024Q2Jun 30
$437M▲ 4.7%
1,267 positionsLocked2024Q1Mar 31
$417M▲ 6.7%
1,138 positionsLocked2023Q4Dec 31
$391M▲ 12.6%
1,087 positionsLocked2023Q3Sep 30
$347M▼ 1.9%
1,372 positionsLocked2023Q2Jun 30
$354M▲ 4.0%
1,044 positionsLocked
Showing 12 of 31