Westside Investment Management, Inc.
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 761,336
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 1,803 | 761,336 | 13F-HR | Westside Investment Management, Inc. |
| 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 | 377.6 K | 49.6% | 63.57 K | 0 | 63.57 K |
| ETFs | 370.7 K | 48.7% | 36.23 K | 0 | 36.23 K |
| Debt | 12.94 K | 1.7% | 8.878 K | 0 | 8.878 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
761,336
Holdings
1803
QoQ value change ($000)
108,663
(16.6%)
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.