Westside Investment Management, Inc. Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$625.1M
Holdings
1,495
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,495 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 84,514 | $22.9M | 3.67% | |
| 2 | VYMVANGUARD HIGH | 144,967 | $20.8M | 3.33% | |
| 3 | VTIVANGUARD TOTAL | 57,809 | $19.4M | 3.10% | |
| 4 | NDQINVESCO QQQ | 28,406 | $17.4M | 2.79% | |
| 5 | TPCTUTOR PERINI | 226,422 | $15.2M | 2.43% | |
| 6 | MSFTMICROSOFT CORP | 27,634 | $13.3M | 2.13% | |
| 7 | GOOGLALPHABET INC | 37,558 | $11.8M | 1.88% | |
| 8 | HROWHARROW INC | 181,351 | $8.9M | 1.42% | |
| 9 | AVGOBROADCOM INC | 25,214 | $8.7M | 1.40% | |
| 10 | NVDANVIDIA CORP | 46,053 | $8.7M | 1.39% | |
| 11 | AMZNAMAZON COM | 36,988 | $8.5M | 1.37% | |
| 12 | AGGISHARES CORE | 85,098 | $8.5M | 1.36% | |
| 13 | METAMETA PLATFORMS | 12,554 | $8.3M | 1.33% | |
| 14 | GQ9SPDR GOLD | 20,398 | $8.1M | 1.29% | |
| 15 | SWOXXSCHWAB MUNICIPAL MONEY ULTRA | 7,989,857 | $8.0M | 1.28% | |
| 16 | ETONETON PHARMACEUTICALS | 470,440 | $8.0M | 1.27% | |
| 17 | UBERUBER TECHNOLOGIES | 94,005 | $7.7M | 1.23% | |
| 18 | VCRVANGUARD CONSUMER | 18,909 | $7.4M | 1.19% | |
| 19 | GOOGALPHABET INC | 20,920 | $6.6M | 1.05% | |
| 20 | PBIPITNEY BOWES | 618,364 | $6.5M | 1.05% | |
| 21 | VIGVANGUARD DIVIDEND | 28,777 | $6.3M | 1.01% | |
| 22 | COHRCOHERENT CORP | 31,510 | $5.8M | 0.93% | |
| 23 | IUSBISHARES CORE | 118,538 | $5.5M | 0.88% | |
| 24 | SDYSTATE STREET | 37,505 | $5.2M | 0.83% | |
| 25 | CGBLCAPITAL GROUP | 146,270 | $5.2M | 0.83% | |
| 26 | XLKSTATE STREET | 34,282 | $4.9M | 0.79% | |
| 27 | MUMICRON TECHNOLOGY INC | 16,597 | $4.9M | 0.79% | |
| 28 | MUBISHARES NATIONAL | 45,638 | $4.9M | 0.78% | |
| 29 | AVUVAVANTIS U S | 47,008 | $4.8M | 0.77% | |
| 30 | MINTPIMCO EHNANCED | 46,523 | $4.7M | 0.75% | |
| 31 | SHOPSHOPIFY INC | 28,625 | $4.6M | 0.74% | |
| 32 | URIUNITED RENTALS | 5,470 | $4.4M | 0.71% | |
| 33 | AMZNAMAZON COM INC | 19,473 | $4.4M | 0.71% | |
| 34 | XLVSTATE STREET | 28,451 | $4.4M | 0.70% | |
| 35 | FCALFIRST TRUST | 82,515 | $4.1M | 0.65% | |
| 36 | SWVXXSCHWAB PRIME ADVANTAGE MONEY INVESTOR | 4,006,139 | $4.0M | 0.64% | |
| 37 | QCOMQUALCOMM INC | 22,725 | $3.9M | 0.62% | |
| 38 | QQQMINVESCO NASDAQ | 15,385 | $3.9M | 0.62% | |
| 39 | ABBVABBVIE INC | 16,722 | $3.8M | 0.61% | |
| 40 | MLNVANECK LONG | 213,626 | $3.7M | 0.60% | |
| 41 | SMHVANECK SEMICONDUCTOR | 9,945 | $3.6M | 0.57% | |
| 42 | BCOBRINKS COMPANY | 30,273 | $3.5M | 0.57% | |
| 43 | GOOGALPHABET INC CLASS CLASS C | 10,981 | $3.5M | 0.55% | |
| 44 | XLFSTATE STREET | 63,002 | $3.5M | 0.55% | |
| 45 | IEMGISHARES CORE | 50,614 | $3.4M | 0.54% | |
| 46 | VXUSVANGUARD TOTAL | 44,126 | $3.3M | 0.53% | |
| 47 | CVSCVS HEALTH | 41,344 | $3.3M | 0.52% | |
| 48 | AMGNAMGEN INC | 9,921 | $3.2M | 0.52% | |
| 49 | JPSTJPMORGAN | 62,119 | $3.1M | 0.50% | |
| 50 | FMBFIRST TRUST | 60,993 | $3.1M | 0.50% | |
| 51 | ORCLORACLE CORP | 15,837 | $3.1M | 0.49% | |
| 52 | VHTVANGUARD HEALTH | 10,715 | $3.1M | 0.49% | |
| 53 | NOCNORTHROP GRUMMAN CORP | 5,155 | $3.0M | 0.48% | |
| 54 | GOOGLALPHABET INC CLASS CLASS A | 9,372 | $3.0M | 0.47% | |
| 55 | IJRISHARES CORE | 24,369 | $2.9M | 0.47% | |
| 56 | IBBISHARES BIOTECHNOLOGY | 16,970 | $2.9M | 0.46% | |
| 57 | SHYISHARES 1-3YR | 33,275 | $2.8M | 0.44% | |
| 58 | SMMUPIMCO SHORT | 54,040 | $2.7M | 0.44% | |
| 59 | FIXDFIRST TRUST | 60,395 | $2.7M | 0.43% | |
| 60 | SPTMSTATE STREET | 30,675 | $2.5M | 0.40% | |
| 61 | SNOWSNOWFLAKE INC | 10,726 | $2.4M | 0.38% | |
| 62 | CMFISHARES CALIFORNIA | 40,486 | $2.3M | 0.37% | |
| 63 | GILDGILEAD SCIENCES | 18,530 | $2.3M | 0.36% | |
| 64 | SPYSPDR S&P | 3,235 | $2.2M | 0.35% | |
| 65 | XLESTATE STREET | 48,504 | $2.2M | 0.35% | |
| 66 | VDCVANGUARD CONSUMER | 10,156 | $2.1M | 0.34% | |
| 67 | LLYELI LILLY | 1,990 | $2.1M | 0.34% | |
| 68 | VBVANGUARD SMALL | 8,136 | $2.1M | 0.34% | |
| 69 | FZIIXFIDELITY ADVISOR INTERM MUNI INC I | 202,369 | $2.1M | 0.33% | |
| 70 | FDNFIRST TRUST | 7,588 | $2.0M | 0.33% | |
| 71 | CRWDCROWDSTRIKE HOLDINGS | 4,344 | $2.0M | 0.33% | |
| 72 | SWTXXSCHWAB MUNICIPAL MONEY INV | 1,954,239 | $2.0M | 0.31% | |
| 73 | ITOTISHARES CORE | 12,991 | $1.9M | 0.31% | |
| 74 | SPLBSTATE STREET | 85,128 | $1.9M | 0.31% | |
| 75 | VWOVANGUARD FSTE | 35,252 | $1.9M | 0.30% | |
| 76 | METAMETA PLATFORMS INC CLASS A | 2,841 | $1.8M | 0.30% | |
| 77 | HPEHEWLETT PACKARD | 76,764 | $1.8M | 0.29% | |
| 78 | BXBLACKSTONE INC | 11,904 | $1.8M | 0.29% | |
| 79 | UBERUBER TECHNOLOGIES INC | 22,157 | $1.8M | 0.29% | |
| 80 | TRMBTRIMBLE INC | 23,262 | $1.8M | 0.29% | |
| 81 | NOCNORTHROP GRUMMAN | 3,154 | $1.8M | 0.29% | |
| 82 | INEQCOLUMBIA INTL | 48,128 | $1.8M | 0.29% | |
| 83 | FDVVFIDELITY HIGH | 31,511 | $1.8M | 0.29% | |
| 84 | FVDFIRST TRUST | 38,615 | $1.8M | 0.28% | |
| 85 | DKNGDRAFTKINGS INC | 51,633 | $1.8M | 0.28% | |
| 86 | XLFISTATE STREET | 22,604 | $1.8M | 0.28% | |
| 87 | GBILGOLDMAN SACHS | 17,518 | $1.8M | 0.28% | |
| 88 | BNDVANGUARD TOTAL | 23,105 | $1.7M | 0.27% | |
| 89 | MDTMEDTRONIC PLC | 17,784 | $1.7M | 0.27% | |
| 90 | AMATAPPLIED MATERIALS | 6,601 | $1.7M | 0.27% | |
| 91 | CICIGNA GROUP | 6,064 | $1.7M | 0.27% | |
| 92 | SHOPSHOPIFY INC FCLASS CLASS A | 10,493 | $1.6M | 0.26% | |
| 93 | JPMJPMORGAN CHASE | 5,000 | $1.6M | 0.26% | |
| 94 | SBUXSTARBUCKS CORP | 19,025 | $1.6M | 0.26% | |
| 95 | TSLATESLA INC | 3,577 | $1.6M | 0.25% | |
| 96 | BNDXVANGUARD TOTAL | 32,829 | $1.6M | 0.25% | |
| 97 | AMDADVANCED MICRO | 7,362 | $1.6M | 0.25% | |
| 98 | SHMSTATE STREET | 32,536 | $1.6M | 0.25% | |
| 99 | BACBANK AMERICA | 28,299 | $1.6M | 0.25% | |
| 100 | HYDVANECK HIGH | 30,417 | $1.6M | 0.25% |
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