WESTSIDE INVESTMENT MANAGEMENT, INC.

PrivateCIK: 1538383

Location

SANTA MONICA, CA

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

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

22.82M

% 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

SOLE

ETF

Shares162.02K

TypeSH

Market value$23.99M

3.68%

Sole

0.00

Shared

0.00

None

160.82K

APPLE INC

SOLE

COM

Shares92.07K

TypeSH

Market value$23.47M

3.60%

Sole

0.00

Shared

0.00

None

91.82K

VANGUARD TOTAL

SOLE

ETF

Shares57.69K

TypeSH

Market value$18.51M

2.84%

Sole

0.00

Shared

0.00

None

57.19K

INVESCO QQQ

SOLE

ETF

Shares30.58K

TypeSH

Market value$17.66M

2.71%

Sole

0.00

Shared

0.00

None

30.33K

TUTOR PERINI

SOLE

COM

Shares218.83K

TypeSH

Market value$16.89M

2.59%

Sole

0.00

Shared

0.00

None

218.83K

ALPHABET INC

SOLE

COM

Shares47.07K

TypeSH

Market value$13.61M

2.09%

Sole

0.00

Shared

0.00

None

46.98K

AMAZON COM

SOLE

COM

Shares59.55K

TypeSH

Market value$12.43M

1.91%

Sole

0.00

Shared

0.00

None

59.41K

ETON PHARMACEUTICALS

SOLE

COM

Shares467.92K

TypeSH

Market value$11.55M

1.77%

Sole

0.00

Shared

0.00

None

467.92K

ISHARES CORE

SOLE

ETF

Shares116.14K

TypeSH

Market value$10.52M

1.61%

Sole

0.00

Shared

0.00

None

114.64K

MICROSOFT CORP

SOLE

COM

Shares28.31K

TypeSH

Market value$10.50M

1.61%

Sole

0.00

Shared

0.00

None

28.18K

ALPHABET INC

SOLE

COM

Shares31.71K

TypeSH

Market value$9.18M

1.41%

Sole

0.00

Shared

0.00

None

31.62K

ISHARES CORE

SOLE

ETF

Shares91.73K

TypeSH

Market value$9.11M

1.40%

Sole

0.00

Shared

0.00

None

91.53K

META PLATFORMS

SOLE

COM

Shares15.51K

TypeSH

Market value$8.88M

1.36%

Sole

0.00

Shared

0.00

None

15.47K

UBER TECHNOLOGIES

SOLE

COM

Shares118.11K

TypeSH

Market value$8.49M

1.30%

Sole

0.00

Shared

0.00

None

118.11K

NVIDIA CORP

SOLE

COM

Shares46.61K

TypeSH

Market value$8.23M

1.26%

Sole

0.00

Shared

0.00

None

46.22K

BROADCOM INC

SOLE

COM

Shares25.23K

TypeSH

Market value$7.88M

1.21%

Sole

0.00

Shared

0.00

None

25.17K

VANGUARD CONSUMER

SOLE

ETF

Shares21.53K

TypeSH

Market value$7.72M

1.18%

Sole

0.00

Shared

0.00

None

21.26K

SPDR GOLD

SOLE

COM

Shares16.94K

TypeSH

Market value$7.29M

1.12%

Sole

0.00

Shared

0.00

None

16.85K

VANGUARD DIVIDEND

SOLE

ETF

Shares32.42K

TypeSH

Market value$6.98M

1.07%

Sole

0.00

Shared

0.00

None

32.42K

PITNEY BOWES

SOLE

COM

Shares614.01K

TypeSH

Market value$6.78M

1.04%

Sole

0.00

Shared

0.00

None

614.01K

HARROW INC

SOLE

COM

Shares185.93K

TypeSH

Market value$6.56M

1.00%

Sole

0.00

Shared

0.00

None

185.93K

COHERENT CORP

SOLE

COM

Shares27.15K

TypeSH

Market value$6.47M

0.99%

Sole

0.00

Shared

0.00

None

27.14K

AVANTIS U S

SOLE

ETF

Shares56.16K

TypeSH

Market value$6.21M

0.95%

Sole

0.00

Shared

0.00

None

56.10K

CAPITAL GROUP

SOLE

ETF

Shares174.06K

TypeSH

Market value$5.99M

0.92%

Sole

0.00

Shared

0.00

None

174.06K

ISHARES CORE

SOLE

ETF

Shares129.62K

TypeSH

Market value$5.99M

0.92%

Sole

0.00

Shared

0.00

None

128.80K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD HIGHSOLE	ETF	162.02K	SH	$23.99M 3.68%	160.82K
APPLE INCSOLE	COM	92.07K	SH	$23.47M 3.60%	91.82K
VANGUARD TOTALSOLE	ETF	57.69K	SH	$18.51M 2.84%	57.19K
INVESCO QQQSOLE	ETF	30.58K	SH	$17.66M 2.71%	30.33K
TUTOR PERINISOLE	COM	218.83K	SH	$16.89M 2.59%	218.83K
ALPHABET INCSOLE	COM	47.07K	SH	$13.61M 2.09%	46.98K
AMAZON COMSOLE	COM	59.55K	SH	$12.43M 1.91%	59.41K
ETON PHARMACEUTICALSSOLE	COM	467.92K	SH	$11.55M 1.77%	467.92K
ISHARES CORESOLE	ETF	116.14K	SH	$10.52M 1.61%	114.64K
MICROSOFT CORPSOLE	COM	28.31K	SH	$10.50M 1.61%	28.18K
ALPHABET INCSOLE	COM	31.71K	SH	$9.18M 1.41%	31.62K
ISHARES CORESOLE	ETF	91.73K	SH	$9.11M 1.40%	91.53K
META PLATFORMSSOLE	COM	15.51K	SH	$8.88M 1.36%	15.47K
UBER TECHNOLOGIESSOLE	COM	118.11K	SH	$8.49M 1.30%	118.11K
NVIDIA CORPSOLE	COM	46.61K	SH	$8.23M 1.26%	46.22K
BROADCOM INCSOLE	COM	25.23K	SH	$7.88M 1.21%	25.17K
VANGUARD CONSUMERSOLE	ETF	21.53K	SH	$7.72M 1.18%	21.26K
SPDR GOLDSOLE	COM	16.94K	SH	$7.29M 1.12%	16.85K
VANGUARD DIVIDENDSOLE	ETF	32.42K	SH	$6.98M 1.07%	32.42K
PITNEY BOWESSOLE	COM	614.01K	SH	$6.78M 1.04%	614.01K
HARROW INCSOLE	COM	185.93K	SH	$6.56M 1.00%	185.93K
COHERENT CORPSOLE	COM	27.15K	SH	$6.47M 0.99%	27.14K
AVANTIS U SSOLE	ETF	56.16K	SH	$6.21M 0.95%	56.10K
CAPITAL GROUPSOLE	ETF	174.06K	SH	$5.99M 0.92%	174.06K
ISHARES CORESOLE	ETF	129.62K	SH	$5.99M 0.92%	128.80K

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