Filed: 5/4/2026ACC: 0001538383-26-000002
📋 What this filing means
WESTSIDE INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 1514 equity positions with a total reported market value of $652.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1514
Positions
$652.67M
Total AUM (reported)
22.84M
Total Shares
Allocation by class
ETF$324.48M49.7%
COM$305.71M46.8%
MUNI$9.92M1.5%
ADR$6.45M1.0%
BOND$4.06M0.6%
MFO$1.24M0.2%
REIT$745.3K0.1%
Portfolio Concentration
Top 3$65.97M10.1%
4–10$93.17M14.3%
11–25$111.75M17.1%
Rest$381.78M58.5%
Top 3 weight
10.1%
Top 10 weight
24.4%
Voting Authority Distribution
Total shares with voting rights: 22.82M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
22.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1514
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1514
Rows:
VANGUARD HIGH
SOLEShares162.02K
TypeSH
Market value$23.99M
3.68%
Sole
0.00
Shared
0.00
None
160.82K
APPLE INC
SOLEShares92.07K
TypeSH
Market value$23.47M
3.60%
Sole
0.00
Shared
0.00
None
91.82K
VANGUARD TOTAL
SOLEShares57.69K
TypeSH
Market value$18.51M
2.84%
Sole
0.00
Shared
0.00
None
57.19K
INVESCO QQQ
SOLEShares30.58K
TypeSH
Market value$17.66M
2.71%
Sole
0.00
Shared
0.00
None
30.33K
TUTOR PERINI
SOLEShares218.83K
TypeSH
Market value$16.89M
2.59%
Sole
0.00
Shared
0.00
None
218.83K
ALPHABET INC
SOLEShares47.07K
TypeSH
Market value$13.61M
2.09%
Sole
0.00
Shared
0.00
None
46.98K
AMAZON COM
SOLEShares59.55K
TypeSH
Market value$12.43M
1.91%
Sole
0.00
Shared
0.00
None
59.41K
ETON PHARMACEUTICALS
SOLEShares467.92K
TypeSH
Market value$11.55M
1.77%
Sole
0.00
Shared
0.00
None
467.92K
ISHARES CORE
SOLEShares116.14K
TypeSH
Market value$10.52M
1.61%
Sole
0.00
Shared
0.00
None
114.64K
MICROSOFT CORP
SOLEShares28.31K
TypeSH
Market value$10.50M
1.61%
Sole
0.00
Shared
0.00
None
28.18K
ALPHABET INC
SOLEShares31.71K
TypeSH
Market value$9.18M
1.41%
Sole
0.00
Shared
0.00
None
31.62K
ISHARES CORE
SOLEShares91.73K
TypeSH
Market value$9.11M
1.40%
Sole
0.00
Shared
0.00
None
91.53K
META PLATFORMS
SOLEShares15.51K
TypeSH
Market value$8.88M
1.36%
Sole
0.00
Shared
0.00
None
15.47K
UBER TECHNOLOGIES
SOLEShares118.11K
TypeSH
Market value$8.49M
1.30%
Sole
0.00
Shared
0.00
None
118.11K
NVIDIA CORP
SOLEShares46.61K
TypeSH
Market value$8.23M
1.26%
Sole
0.00
Shared
0.00
None
46.22K
BROADCOM INC
SOLEShares25.23K
TypeSH
Market value$7.88M
1.21%
Sole
0.00
Shared
0.00
None
25.17K
VANGUARD CONSUMER
SOLEShares21.53K
TypeSH
Market value$7.72M
1.18%
Sole
0.00
Shared
0.00
None
21.26K
SPDR GOLD
SOLEShares16.94K
TypeSH
Market value$7.29M
1.12%
Sole
0.00
Shared
0.00
None
16.85K
VANGUARD DIVIDEND
SOLEShares32.42K
TypeSH
Market value$6.98M
1.07%
Sole
0.00
Shared
0.00
None
32.42K
PITNEY BOWES
SOLEShares614.01K
TypeSH
Market value$6.78M
1.04%
Sole
0.00
Shared
0.00
None
614.01K
HARROW INC
SOLEShares185.93K
TypeSH
Market value$6.56M
1.00%
Sole
0.00
Shared
0.00
None
185.93K
COHERENT CORP
SOLEShares27.15K
TypeSH
Market value$6.47M
0.99%
Sole
0.00
Shared
0.00
None
27.14K
AVANTIS U S
SOLEShares56.16K
TypeSH
Market value$6.21M
0.95%
Sole
0.00
Shared
0.00
None
56.10K
CAPITAL GROUP
SOLEShares174.06K
TypeSH
Market value$5.99M
0.92%
Sole
0.00
Shared
0.00
None
174.06K
ISHARES CORE
SOLEShares129.62K
TypeSH
Market value$5.99M
0.92%
Sole
0.00
Shared
0.00
None
128.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD HIGHSOLE | ETF | 162.02K | SH | $23.99M 3.68% | 0.00 | 0.00 | 160.82K |
APPLE INCSOLE | COM | 92.07K | SH | $23.47M 3.60% | 0.00 | 0.00 | 91.82K |
VANGUARD TOTALSOLE | ETF | 57.69K | SH | $18.51M 2.84% | 0.00 | 0.00 | 57.19K |
INVESCO QQQSOLE | ETF | 30.58K | SH | $17.66M 2.71% | 0.00 | 0.00 | 30.33K |
TUTOR PERINISOLE | COM | 218.83K | SH | $16.89M 2.59% | 0.00 | 0.00 | 218.83K |
ALPHABET INCSOLE | COM | 47.07K | SH | $13.61M 2.09% | 0.00 | 0.00 | 46.98K |
AMAZON COMSOLE | COM | 59.55K | SH | $12.43M 1.91% | 0.00 | 0.00 | 59.41K |
ETON PHARMACEUTICALSSOLE | COM | 467.92K | SH | $11.55M 1.77% | 0.00 | 0.00 | 467.92K |
ISHARES CORESOLE | ETF | 116.14K | SH | $10.52M 1.61% | 0.00 | 0.00 | 114.64K |
MICROSOFT CORPSOLE | COM | 28.31K | SH | $10.50M 1.61% | 0.00 | 0.00 | 28.18K |
ALPHABET INCSOLE | COM | 31.71K | SH | $9.18M 1.41% | 0.00 | 0.00 | 31.62K |
ISHARES CORESOLE | ETF | 91.73K | SH | $9.11M 1.40% | 0.00 | 0.00 | 91.53K |
META PLATFORMSSOLE | COM | 15.51K | SH | $8.88M 1.36% | 0.00 | 0.00 | 15.47K |
UBER TECHNOLOGIESSOLE | COM | 118.11K | SH | $8.49M 1.30% | 0.00 | 0.00 | 118.11K |
NVIDIA CORPSOLE | COM | 46.61K | SH | $8.23M 1.26% | 0.00 | 0.00 | 46.22K |
BROADCOM INCSOLE | COM | 25.23K | SH | $7.88M 1.21% | 0.00 | 0.00 | 25.17K |
VANGUARD CONSUMERSOLE | ETF | 21.53K | SH | $7.72M 1.18% | 0.00 | 0.00 | 21.26K |
SPDR GOLDSOLE | COM | 16.94K | SH | $7.29M 1.12% | 0.00 | 0.00 | 16.85K |
VANGUARD DIVIDENDSOLE | ETF | 32.42K | SH | $6.98M 1.07% | 0.00 | 0.00 | 32.42K |
PITNEY BOWESSOLE | COM | 614.01K | SH | $6.78M 1.04% | 0.00 | 0.00 | 614.01K |
HARROW INCSOLE | COM | 185.93K | SH | $6.56M 1.00% | 0.00 | 0.00 | 185.93K |
COHERENT CORPSOLE | COM | 27.15K | SH | $6.47M 0.99% | 0.00 | 0.00 | 27.14K |
AVANTIS U SSOLE | ETF | 56.16K | SH | $6.21M 0.95% | 0.00 | 0.00 | 56.10K |
CAPITAL GROUPSOLE | ETF | 174.06K | SH | $5.99M 0.92% | 0.00 | 0.00 | 174.06K |
ISHARES CORESOLE | ETF | 129.62K | SH | $5.99M 0.92% | 0.00 | 0.00 | 128.80K |
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