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Filers›Family Office›Westside Investment Management, Inc.
DOSSIER · 13F-HR · Q1 2026

Westside Investment Management, Inc.

Westside Investment's family office based in Boston, MA — $653M in tracked AUM across 1,945 positions as of Q1 2026.

WI
Westside Investment·Boston, MA·Family Office
CIK 0001538383 · last filed Mar 31, 2026
Total AUM
$653M
▼ 4.6%
vs prior
Holdings
1,945
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Financials
26% weight
concentration
AI Analysis · Q1 2026 · 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...

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

Filing history loading…
AI Agent · grounded in Westside
haiku-4-5 · 1,945 positions indexed
Sector mix
  • Financials26%
  • Health Care8%
  • Cons. Disc.6%
  • Communications8%
  • Industrials16%
  • Energy41%
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