Westside Investment Management, Inc.

Q1 2026 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
1,833
Total value ($000)
$652,673
Net value change ($000)
+27,549 (4.4%)
New positions
87
Sold out positions
97
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VIG 5,377 665.5%
META 5,372 290.7%
UBER 5,025 273.7%
MINT 3,974 7225.5%
ETON 3,581 45.0%
IEMG 3,510 3280.4%
XLF 3,135 3562.5%
FZIIX 3,133 NEW
XLE 2,797 803.7%
JPST 2,463 483.9%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -16,457 -94.3%
GLD -7,886 -97.6%
IUSB -5,121 -92.8%
MUB -4,813 -98.5%
URI -4,368 -98.7%
SMH -3,291 -91.9%
SWVXX -2,912 -72.7%
MSFT -2,796 -21.0%
FMB -2,632 -84.4%
SWOXX -2,540 -31.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type