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DAVID TODD CLARK

Westside Investment Management, Inc.

Assets Managed
$652.673M
Holdings
1477
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
4.41%(2Q avg: 2.14%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Westside Investment Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1477 positions.

Assets under management

The assets under management (AUM) of Westside Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 652.673M in assets, with a quarterly growth rate of 4.41% and a 2-quarter average growth rate of 2.14%. The portfolio is managed by DAVID TODD CLARK, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 4.01%
3.68%
$23.995M
162,017 shares@ $148.11 avg price
AAPL
Apple Inc
Recent Activity
Increased 8.94%
3.6%
$23.467M
92,069 shares@ $254.89 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.35%
2.84%
$18.509M
57,691 shares@ $320.84 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.59%
2.71%
$17.664M
30,581 shares@ $577.63 avg price
TPC
Tutor Perini Corp
Recent Activity
Decreased -3.35%
2.59%
$16.892M
218,832 shares@ $77.2 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.06%
2.09%
$13.611M
47,074 shares@ $289.15 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.48%
1.91%
$12.435M
59,551 shares@ $208.81 avg price
ETON
Eton Pharmaceuticals Inc
Recent Activity
Decreased -0.64%
1.77%
$11.548M
467,915 shares@ $24.69 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 4630.88%
1.62%
$10.516M
116,143 shares@ $90.55 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.46%
1.61%
$10.502M
28,312 shares@ $370.95 avg price

1-10 of 1477