Westwood Wealth Management
Latest statistics and disclosures from Westwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SOXL, GOOGL, QLD, AVGO, and represent 64.42% of Westwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MRNA, SHY, SPCX, ARM, RVMD, IBB, OKLO, EXPE, QLD, JOBY.
- Started 4 new stock positions in SPCX, MRNA, RVMD, EXPE.
- Reduced shares in these 10 stocks: SOXL (-$14M), META, NVDA, PLTR, TSLA, TNA, MSFT, AAPL, SPXL, .
- Sold out of its positions in ORCL, NOW, WMT.
- Westwood Wealth Management was a net seller of stock by $-13M.
- Westwood Wealth Management has $345M in assets under management (AUM), dropping by 35.37%.
- Central Index Key (CIK): 0001861125
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Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 32.3 | $111M | 557k | 200.09 |
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| Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL) | 13.5 | $47M | -22% | 175k | 266.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.6 | $26M | 74k | 357.37 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 6.1 | $21M | 218k | 96.76 |
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| Broadcom (AVGO) | 4.9 | $17M | 44k | 377.75 |
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| Meta Platforms Cl A (META) | 3.4 | $12M | -21% | 21k | 563.31 |
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| Apple (AAPL) | 3.4 | $12M | -4% | 41k | 289.36 |
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| Arm Holdings Sponsored Ads (ARM) | 3.0 | $10M | +14% | 29k | 354.57 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.6 | $8.8M | -4% | 13k | 655.89 |
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| Microsoft Corporation (MSFT) | 2.4 | $8.1M | -9% | 22k | 373.02 |
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| Tesla Motors (TSLA) | 2.3 | $8.1M | -9% | 19k | 420.60 |
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| Advanced Micro Devices (AMD) | 2.1 | $7.4M | 13k | 580.91 |
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| Amazon (AMZN) | 2.0 | $6.9M | 29k | 238.35 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.0 | $6.8M | +111% | 83k | 82.11 |
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| Oklo Com Cl A (OKLO) | 1.5 | $5.1M | +4% | 97k | 52.33 |
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| Palo Alto Networks (PANW) | 1.4 | $4.8M | -2% | 14k | 341.02 |
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| Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL) | 1.4 | $4.7M | -9% | 17k | 270.67 |
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| Palantir Technologies Cl A (PLTR) | 1.1 | $3.8M | -23% | 33k | 116.67 |
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| Moderna (MRNA) | 1.1 | $3.7M | NEW | 53k | 70.03 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $3.6M | 4.9k | 736.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.1M | 5.9k | 353.33 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.6 | $2.1M | NEW | 12k | 170.86 |
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| Uber Technologies (UBER) | 0.5 | $1.7M | -3% | 24k | 72.16 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.4M | -3% | 5.6k | 252.23 |
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| Ishares Tr Ishares Biotech (IBB) | 0.4 | $1.3M | +29% | 6.6k | 190.19 |
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| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.3 | $995k | -46% | 13k | 75.11 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $889k | -10% | 1.2k | 746.77 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $828k | -5% | 2.5k | 327.33 |
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| Revolution Medicines (RVMD) | 0.2 | $658k | NEW | 3.5k | 187.28 |
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| Union Pacific Corporation (UNP) | 0.2 | $612k | -5% | 2.3k | 272.00 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.2 | $608k | 7.4k | 81.94 |
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| Goldman Sachs (GS) | 0.1 | $501k | -9% | 495.00 | 1011.37 |
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| Delta Air Lines Com New (DAL) | 0.1 | $445k | 4.8k | 93.66 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $426k | +22% | 620.00 | 686.81 |
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| Joby Aviation Common Stock (JOBY) | 0.1 | $364k | +39% | 41k | 8.92 |
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| Johnson & Johnson (JNJ) | 0.1 | $355k | +3% | 1.4k | 253.97 |
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| Eli Lilly & Co. (LLY) | 0.1 | $312k | 259.00 | 1204.01 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $303k | -27% | 2.6k | 117.67 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $297k | 16k | 19.12 |
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| Walt Disney Company (DIS) | 0.1 | $291k | -22% | 3.0k | 96.25 |
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| FedEx Corporation (FDX) | 0.1 | $243k | 775.00 | 313.13 |
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| Costco Wholesale Corporation (COST) | 0.1 | $206k | 220.00 | 935.47 |
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| Expedia Group Com New (EXPE) | 0.1 | $205k | NEW | 800.00 | 255.88 |
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Past Filings by Westwood Wealth Management
SEC 13F filings are viewable for Westwood Wealth Management going back to 2021
- Westwood Wealth Management 2026 Q2 filed Aug. 7, 2026
- 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