WEDBUSH SECURITIES INC

CIK: 0001142495Latest portfolio: $3.4B · Q4 2025

Holdings

1,207

Total Value

$3.4B

New Positions

98

Closed Positions

59

#StockSharesValue% PortfolioChangeType
1
VOOVANGUARD S&P 500
619,976$388.0M11.32%+45K
2
AAPLAPPLE INC
914,052$248.0M7.24%+100K
3
NVDANVIDIA CORP
929,749$173.0M5.05%+7K
4
MSFTMICROSOFT CORP
223,220$107.0M3.12%+19K
5
COSTCOSTCO WHOLESALE CORP
114,653$98.0M2.86%+2K
6
AMZNAMAZON.COM INC
417,324$96.0M2.80%+11K
7
NDQINVESCO
121,326$74.0M2.16%+51K
8
GOOGLALPHABET INC
167,415$52.0M1.52%+3K
9
GOOGALPHABET INC
129,243$40.0M1.17%-4,155
10
SPYSTATE STREET SPDR S&P
57,898$39.0M1.14%+5K
11
METAMETA PLATFORMS INC
58,084$38.0M1.11%+8K
12
TSLATESLA INC
81,650$36.0M1.05%+7K
13
SGOVISHARES
314,596$31.0M0.90%+12K
14
PLTRPALANTIR TECHNOLOGIES
173,817$30.0M0.88%+10K
15
JPMJPMORGAN CHASE & CO
89,409$28.0M0.82%+5K
16
BRK/BBERKSHIRE HATHAWAY INC
51,700$25.0M0.73%+1K
17
IVESDAN IVES WEDBUSH
814,241$25.0M0.73%+111K
18
AVGOBROADCOM INC
70,661$24.0M0.70%+4K
19
IVVISHARES
32,235$22.0M0.64%+3K
20
VVISA INC
62,674$21.0M0.61%-538
21
IBMINTL BUSINESS MACHINES
64,419$19.0M0.55%+4K
22
LLYELI LILLY & CO
18,074$19.0M0.55%+2K
23
ABBVABBVIE INC
80,537$18.0M0.53%+3K
24
HDHOME DEPOT INC
54,899$18.0M0.53%+237
25
AMDADVANCED MICRO DEVICES
85,939$18.0M0.53%+2K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
UCON163K+148K
IVES814K+111K
AAPL914K+100K
FTLS83K+72K
FICS84K+72K
LMBS98K+71K
CGDG302K+62K
BAC242K+54K
GAB166K+49K
BSTZ738K+48K

Decreased Positions

NameSharesChange
DIVO6K-84980
ECC298K-65894
BST117K-60376
RWT215K-37690
ECAT53K-35486
OXLC132K-34353
ALIT23K-28325
PPIH204K-26221
BBAI17K-22647
CMG17K-22409

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
Industrials0.0% ($1.20001100090007e+205T)
Unknown0.0% ($7.40002500011e+162T)
Healthcare0.0% ($1.900018000130009e+124T)
Consumer Cyclical0.0% ($9.600036000180009e+116T)
Energy0.0% ($1.80001400030002e+70T)
Utilities0.0% ($7.000600030003001e+63T)
Consumer Defensive0.0% ($9.800014000110006e+57T)
Communication Services0.0% ($5.200040000380001e+47T)
Real Estate0.0% ($3.000200020001e+46T)
Basic Materials0.0% ($4.000300020002e+37T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$3.4B1,207
Q3 2025Nov 6, 2025$3.1B1,168
Q2 2025Aug 6, 2025$2.9B1,155
Q1 2025May 6, 2025$2.7B1,111
Q4 2024Feb 13, 2025$2.8B1,136

Fund Information

CIK0001142495
Most Recent FilingFeb 12, 2026
Number of Filings5

WEDBUSH SECURITIES INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.4B across 1,207 holdings. The largest position is VANGUARD S&P 500 (VOO), representing 11.3% of the portfolio. Compared to the previous quarter, the fund opened 100 new positions and closed 61 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.