Westside Investment Management, Inc.

Q3 2026 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
1,788
Total value ($000)
$784,919
Net value change ($000)
+23,583 (3.1%)
New positions
64
Sold out positions
55
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VTI 22,275 13500.0%
SDY 5,778 38520.0%
SMH 5,672 1169.5%
XLK 5,308 436.5%
UBER 4,891 288.2%
AAPL 4,493 16.9%
MSFT 4,124 38.1%
SNOW 3,915 522.7%
FZIIX 3,707 NEW
XLF 3,395 3328.4%
Top Reduces (Value $000, Stocks/ETFs)
ETON -15,562 -99.8%
CGBL -7,259 -97.8%
GLD -6,270 -96.9%
VIG -5,956 -87.5%
MUB -5,350 -98.7%
XLV -4,239 -82.0%
MINT -3,654 -93.6%
GOOGL -3,605 -49.3%
HPE -3,481 -99.1%
AMZN -3,331 -36.7%
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