13F Insight
DOSSIER · 13F-HR · Q2 2026

Westside Investment Management, Inc.

$761M in tracked AUM across 1,902 positions as of Q2 2026.

WI
CIK 0001538383 · last filed Jun 30, 2026
Total AUM
$761M
as of Q2 2026
Holdings
1,902
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$27M92K3.5%02
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
$26M163K3.4%03
QQQ
INVESCO QQQ TR
$23M31K3.0%04
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
$21M57K2.8%05
GOOGL
ALPHABET INC CAP ETF
$17M47K2.2%06
TPC
TUTOR PERINI
$16M199K2.2%07
ETON
ETON PHARMACEUTICALS INC
$16M431K2.1%08
AMZN
AMAZON COM INC
$14M60K1.9%09
MU
MICRON TECHNOLOGY INC
$13M11K1.7%10
IEFA
ISHARES TR CORE MSCI
$11M117K1.5%

Filing history

2026Q2Jun 30
$761M▲ 16.6%
1,902 positionsView →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 positionsLocked
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