account_balance
Investment manager · 13F filer · SEC CIK 1538383
Westside Investment Management, Inc.
Reported value$785Mas of Sep 30, 2026
Positions1,428 32 new, 50 sold out
Top 10 weight25.2%AAPL alone is 4%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
4.0%
VYMVanguard Etfgh
3.2%
QQQInvesco QQQ
3.0%Added +3%
VTIVanguard Morningstar
2.9%Added +5%
ETONEton Pharmaceuticals
2.6%Trimmed −7%
TPCTutor Perini
2.1%
GOOGLAlphabet Inc
2.1%
AMZNAmazon Com
1.9%
MSFTMicrosoft Corp
1.9%
IEFAiShares Core
1.5%Added +4%
NVDANvidia Corp
1.5%Added +5%
METAMeta Platforms
1.5%
AAPLApple Inc
4.0%
VYMVanguard Etfgh
3.2%
QQQInvesco QQQ
3.0%Added +3%
VTIVanguard Morningstar
2.9%Added +5%
ETONEton Pharmaceuticals
2.6%Trimmed −7%
TPC2.1%GOOGL2.1%AMZN1.9%MSFT1.9%IEFA1.5%
NVDA1.5%META1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 4.0% Held
VYM Vanguard Etfgh 3.2% Held
QQQ Invesco QQQ 3.0% Added +3%
VTI Vanguard Morningstar 2.9% Added +5%
ETON Eton Pharmaceuticals 2.6% Trimmed −7%TPC Tutor Perini 2.1% HeldGOOGL Alphabet Inc 2.1% HeldAMZN Amazon Com 1.9% HeldMSFT Microsoft Corp 1.9% HeldIEFA iShares Core 1.5% Added +4%
NVDA Nvidia Corp 1.5% Added +5%META Meta Platforms 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- Nuveen Intermediate Duration Muni Bd I $984K
- LMUB $817K
- PFFD $423K
- Columbia Oregon Itmt Muncpl Bd Inst $98K
arrow_downwardTrimmed
- JPST −32%
- CMF −21%
- Schwab Municipal Money Ultra −11%
- BND −7%
remove_circleSold out
- CFA $148K
- EA $72.4K
- AVDE $39.2K
- RPG $32.2K