Institutional Fund
Wedbush Securities Inc
Pasadena, CACIK 11424955 filings on record
Portfolio Value
$3.43M
Q1 2026
Holdings
1,237
Reported positions
New Buys
99
Opened this quarter
QoQ Change
+0.1%
from $3.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.5%
- Apple Inc7.3%
- Nvidia Corporation4.7%
- Costco Whsl Corp New3.4%
- Amazon Com Inc2.8%
- Microsoft Corp2.6%
- Other68.8%
Portfolio Holdings
1,237 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 600.5K | $358.8K | 10.5% | −19.5K | Reduced |
| 2 | Apple Inc | 987.4K | $250.6K | 7.3% | +73.4K | Added |
| 3 | Nvidia Corporation | 933.3K | $162.8K | 4.7% | +3.6K | Added |
| 4 | Costco Whsl Corp New | 116.4K | $116.0K | 3.4% | +1.7K | Added |
| 5 | Amazon Com Inc | 453.3K | $94.4K | 2.8% | +36.0K | Added |
| 6 | Microsoft Corp | 239.3K | $88.6K | 2.6% | +16.1K | Added |
| 7 | Invesco Qqq Tr | 120.9K | $69.8K | 2.0% | −435 | Reduced |
| 8 | Alphabet Inc | 174.6K | $50.2K | 1.5% | +7.2K | Added |
| 9 | Spdr S&P 500 ETF Tr | 58.5K | $38.0K | 1.1% | +570 | Added |
| 10 | Alphabet Inc | 130.2K | $37.3K | 1.1% | +937 | Added |
1,227 more holdings on Premium
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