1y return+18.2%S&P 500 +20.9%
3y return+58.8%S&P 500 +68.5%
5y return+50.0%S&P 500 +74.5%
10y return+161.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $262 against $357 in the S&P 500.2
Wedbush Securities IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard S&p 500 | $411K | 10.6% | |
| AAPLApple Inc | $280K | 7.2% | −1.9% |
| NVDANvidia Corp | $185K | 4.8% | |
| COSTCostco Wholesale Corp | $108K | 2.8% | |
| AMZNAmazon.com Inc | $108K | 2.8% | |
| QQQInvesco | $89K | 2.3% | |
| MSFTMicrosoft Corp | $88K | 2.3% | |
| GOOGLAlphabet Inc | $62K | 1.6% | |
| GOOGAlphabet Inc | $46K | 1.2% | |
| AMDAdvanced Micro Devices | $43K | 1.1% | −18.5% |
| SPYState Street Spdr | $43K | 1.1% | −1.9% |
| TSLATesla Inc | $36K | 0.9% | |
| SGOVIshares | $33K | 0.8% | −6.6% |
| METAMeta Platforms Inc | $33K | 0.8% | −1.2% |
| AVGOBroadcom Inc | $31K | 0.8% | |
| JPMJpmorgan Chase & Co | $29K | 0.8% | −3.7% |
| IVVIshares | $27K | 0.7% | +7.2% |
| PANWPalo Alto Networks Inc | $25K | 0.6% | −8.4% |
| BRK/BBerkshire Hathaway Inc | $25K | 0.6% | −3.7% |
| CATCaterpillar Inc | $24K | 0.6% | |
| MUMicron Technology Inc | $24K | 0.6% | +11.7% |
| BSTZBlackrock Science & | $23K | 0.6% | +16.3% |
| LLYEli Lilly & Co | $22K | 0.6% | +1.1% |
| ABBVAbbvie Inc | $22K | 0.6% | |
| PLTRPalantir Technologies | $22K | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $185K |
| WDCWestern Digital Corp | June 30, 2020 | +1346.7% | $21K |
| PLTRPalantir Technologies | September 30, 2020 | +1128.1% | $22K |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $31K |
| AMDAdvanced Micro Devices | June 30, 2020 | +1004.1% | $43K |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $25K |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $24K |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $22K |
| GEVGe Vernova LLC | June 30, 2024 | +585.0% | $15K |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $62K |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $4,349
- FNCLFidelity was $832
- Carnival Corp Paired CtfCUSIP 143658300 was $819
- Tri Pointe Homes IncCUSIP 87265H109 was $544
- REGNRegeneron was $490
- SHProshares Short was $480
- MMDNyli Mackay was $458
- TRGPTarga Resources Corp was $424
- IGEBIshares was $410
- FEPIRex was $404
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.0% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +10.0% | +10.5% |
| March 31, 2025 | −4.7% | −4.6% |
| December 31, 2024 | +2.2% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +4.2% | +4.0% |
| March 31, 2024 | +8.1% | +10.0% |
| December 31, 2023 | +10.1% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +7.0% | +8.3% |
| March 31, 2023 | +6.8% | +7.0% |
| December 31, 2022 | +4.5% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −16.6% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +7.2% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wedbush Securities Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1142495&type=13F-HR&dateb=&owner=include&count=40CIK 1142495
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1142495/000114249526000008/Filed July 28, 2026 · accession 0001142495-26-000008