Westwood Wealth Management
Latest statistics and disclosures from Westwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOGL, META, AVGO, QLD, and represent 63.60% of Westwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$97M), GOOGL (+$21M), AVGO (+$14M), META (+$14M), QLD (+$13M), SOXL (+$11M), MSFT (+$7.8M), TSLA (+$6.4M), SMH (+$5.4M), AMZN.
- Started 24 new stock positions in QLD, ARM, DAL, JNJ, PANW, GS, SOXL, TNA, FDX, SMH. IYW, UBER, COST, SHY, SPXL, JOBY, IBB, ORCL, ET, NOW, VOO, OKLO, WMT, UNP.
- Reduced shares in these 10 stocks: DFAI (-$8.9M), BIV (-$5.7M), JAAA (-$5.5M), SPHQ (-$5.2M), DFAT (-$5.0M), , TGRW, JMBS, , .
- Sold out of its positions in T, ASTS, AZZ, ABT, ABBV, AVDS, AXP, BAC, BK, B.
- Westwood Wealth Management was a net buyer of stock by $125M.
- Westwood Wealth Management has $255M in assets under management (AUM), dropping by 91.54%.
- Central Index Key (CIK): 0001861125
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Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 42 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 38.6 | $98M | +5420% | 564k | 174.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $21M | +5425% | 74k | 287.56 |
|
| Meta Platforms Cl A (META) | 6.0 | $15M | +730% | 27k | 572.13 |
|
| Broadcom (AVGO) | 5.4 | $14M | +7530% | 45k | 309.51 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.2 | $13M | NEW | 217k | 61.00 |
|
| Apple (AAPL) | 4.3 | $11M | +74% | 43k | 253.79 |
|
| Direxion Shares Etf Trust Daily Semiconduc (SOXL) | 4.2 | $11M | NEW | 226k | 47.91 |
|
| Microsoft Corporation (MSFT) | 3.5 | $8.9M | +687% | 24k | 370.17 |
|
| Tesla Motors (TSLA) | 3.1 | $7.9M | +436% | 21k | 371.75 |
|
| Palantir Technologies Cl A (PLTR) | 2.5 | $6.3M | +224% | 43k | 146.28 |
|
| Amazon (AMZN) | 2.3 | $5.9M | +357% | 29k | 208.27 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.1 | $5.4M | NEW | 14k | 383.40 |
|
| Oklo Com Cl A (OKLO) | 1.8 | $4.6M | NEW | 93k | 49.59 |
|
| Arm Holdings Sponsored Ads (ARM) | 1.5 | $3.8M | NEW | 25k | 151.28 |
|
| Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL) | 1.4 | $3.6M | NEW | 19k | 184.89 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.3 | $3.2M | NEW | 39k | 82.57 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $2.9M | +26% | 5.0k | 577.18 |
|
| Advanced Micro Devices (AMD) | 1.0 | $2.6M | +149% | 13k | 203.43 |
|
| Palo Alto Networks (PANW) | 0.9 | $2.3M | NEW | 14k | 160.32 |
|
| Uber Technologies (UBER) | 0.7 | $1.8M | NEW | 24k | 71.93 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.7M | +119% | 5.9k | 286.86 |
|
| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.4 | $1.1M | NEW | 25k | 44.13 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.1M | NEW | 5.8k | 181.42 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $866k | -63% | 1.3k | 650.34 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $861k | NEW | 5.1k | 168.85 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $783k | -17% | 2.7k | 294.16 |
|
| Union Pacific Corporation (UNP) | 0.2 | $576k | NEW | 2.4k | 242.62 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $526k | +2% | 7.4k | 70.91 |
|
| Goldman Sachs (GS) | 0.2 | $461k | NEW | 545.00 | 845.99 |
|
| Oracle Corporation (ORCL) | 0.2 | $445k | NEW | 3.0k | 147.11 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $411k | +47% | 3.6k | 114.99 |
|
| Walt Disney Company (DIS) | 0.1 | $376k | -4% | 3.9k | 96.38 |
|
| Servicenow (NOW) | 0.1 | $358k | NEW | 3.4k | 104.55 |
|
| Johnson & Johnson (JNJ) | 0.1 | $331k | NEW | 1.4k | 244.44 |
|
| Delta Air Lines Com New (DAL) | 0.1 | $316k | NEW | 4.8k | 66.48 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $302k | NEW | 506.00 | 597.55 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $299k | NEW | 16k | 19.30 |
|
| FedEx Corporation (FDX) | 0.1 | $276k | NEW | 775.00 | 356.18 |
|
| Joby Aviation Common Stock (JOBY) | 0.1 | $241k | NEW | 29k | 8.26 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $239k | -72% | 260.00 | 919.73 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $219k | NEW | 220.00 | 996.43 |
|
| Wal-Mart Stores (WMT) | 0.1 | $215k | NEW | 1.7k | 124.28 |
|
Past Filings by Westwood Wealth Management
SEC 13F filings are viewable for Westwood Wealth Management going back to 2021
- Westwood Wealth Management 2026 Q1 filed May 11, 2026
- Westwood Wealth Management 2025 Q4 filed Jan. 20, 2026
- Westwood Wealth Management 2025 Q3 filed Oct. 24, 2025
- Westwood Wealth Management 2025 Q2 filed Aug. 5, 2025
- Westwood Wealth Management 2025 Q1 filed May 14, 2025
- Westwood Wealth Management 2024 Q4 filed Feb. 13, 2025
- Westwood Wealth Management 2024 Q3 filed Nov. 12, 2024
- Westwood Wealth Management 2024 Q2 filed Aug. 14, 2024
- Westwood Wealth Management 2024 Q1 filed May 1, 2024
- Westwood Wealth Management 2023 Q4 filed Feb. 12, 2024
- Westwood Wealth Management 2023 Q3 filed Nov. 8, 2023
- Westwood Wealth Management 2023 Q2 filed July 26, 2023
- Westwood Wealth Management 2023 Q1 filed April 25, 2023
- Westwood Wealth Management 2022 Q4 filed Feb. 14, 2023
- Westwood Wealth Management 2022 Q3 filed Nov. 14, 2022
- Westwood Wealth Management 2022 Q2 filed Aug. 5, 2022