Westside Investment Management, Inc. ETF holdings
Santa Monica, CA
Reported $348.6M in 333 ETFs in its Form 13F for June 30, 2026.
ETF value
$348.6M
ETFs held
333
Change from prior quarter
+11.8%
With price moves
ETFs as a share of its 13F
45.8%
of $761.3M
Top 10 of 333 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VYM | Vanguard High Dividend Yield ETF | $25.7M | 162,620 | +603 shares |
| QQQ | Invesco QQQ Trust | $22.6M | 30,753 | +172 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $21.2M | 57,284 | −407 shares |
| IEFA | iShares Core MSCI EAFE ETF | $11.3M | 117,494 | +1,351 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $9.8M | 99,000 | +7,273 shares |
| VCR | Vanguard Consumer Discretionary ETF | $8.5M | 21,481 | −45 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $7.8M | 40,872 | −210 shares |
| VIG | Vanguard Dividend Appreciation ETF | $7.7M | 32,421 | No change |
| CGBL | Capital Group Core Balanced ETF | $7.7M | 201,673 | +22,108 shares |
| SMH | VanEck Semiconductor ETF | $7.3M | 11,126 | −128 shares |
323 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001538383. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Westside Investment Management, Inc. own?
Westside Investment Management, Inc. reported 333 ETF positions worth $348.6M in its Form 13F for June 30, 2026. The largest was VYM, at $25.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.