Westside Investment Management, Inc.

Q2 2026 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,803
Total value ($000)
$761,336
Net value change ($000)
+108,663 (16.6%)
New positions
79
Sold out positions
118
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GLD 6,273 3168.2%
URI 6,187 10486.4%
AVUV 5,912 1130.4%
MUB 5,346 7128.0%
IUSB 5,226 1319.7%
AMZN 4,458 96.6%
COHR 4,108 63.5%
GOOGL 4,086 126.4%
ETON 4,054 35.1%
PBI 3,757 55.4%
Top Reduces (Value $000, Stocks/ETFs)
VTI -18,220 -99.1%
GOOGL -10,504 -97.8%
AGG -8,252 -97.1%
SDY -5,612 -99.7%
UBER -5,164 -75.3%
IEMG -3,447 -95.3%
FZIIX -3,133 -100.0%
XLF -3,121 -96.8%
IJR -3,110 -99.9%
XLE -2,735 -87.0%
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