Westside Investment Management, Inc.
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 652,673
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 1,833 | 652,673 | 13F-HR | Westside Investment Management, Inc. |
| Q4 2025 | 1/23/2026 | 1,841 | 625,124 | 13F-HR | Westside Investment Management, Inc. |
| Q3 2025 | 11/4/2025 | 1,428 | 625,929 | 13F-HR | Westside Investment Management, Inc. |
| Q2 2025 | 8/5/2025 | 1,329 | 539,209 | 13F-HR | Westside Investment Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 314.1 K | 48.1% | 0 | 21.52 K | -21.52 K |
| ETFs | 334.5 K | 51.3% | 51.92 K | 0 | 51.92 K |
| Debt | 4.063 K | 0.6% | 0 | 2.88 K | -2.88 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
652,673
Holdings
1833
QoQ value change ($000)
27,549
(4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.