Westwood Wealth Management as of March 31, 2026
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 | 564k | 174.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $21M | 74k | 287.56 | |
| Meta Platforms Cl A (META) | 6.0 | $15M | 27k | 572.13 | |
| Broadcom (AVGO) | 5.4 | $14M | 45k | 309.51 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.2 | $13M | 217k | 61.00 | |
| Apple (AAPL) | 4.3 | $11M | 43k | 253.79 | |
| Direxion Shares Etf Trust Daily Semiconduc (SOXL) | 4.2 | $11M | 226k | 47.91 | |
| Microsoft Corporation (MSFT) | 3.5 | $8.9M | 24k | 370.17 | |
| Tesla Motors (TSLA) | 3.1 | $7.9M | 21k | 371.75 | |
| Palantir Technologies Cl A (PLTR) | 2.5 | $6.3M | 43k | 146.28 | |
| Amazon (AMZN) | 2.3 | $5.9M | 29k | 208.27 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.1 | $5.4M | 14k | 383.40 | |
| Oklo Com Cl A (OKLO) | 1.8 | $4.6M | 93k | 49.59 | |
| Arm Holdings Sponsored Ads (ARM) | 1.5 | $3.8M | 25k | 151.28 | |
| Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL) | 1.4 | $3.6M | 19k | 184.89 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.3 | $3.2M | 39k | 82.57 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $2.9M | 5.0k | 577.18 | |
| Advanced Micro Devices (AMD) | 1.0 | $2.6M | 13k | 203.43 | |
| Palo Alto Networks (PANW) | 0.9 | $2.3M | 14k | 160.32 | |
| Uber Technologies (UBER) | 0.7 | $1.8M | 24k | 71.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.7M | 5.9k | 286.86 | |
| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.4 | $1.1M | 25k | 44.13 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.1M | 5.8k | 181.42 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $866k | 1.3k | 650.34 | |
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $861k | 5.1k | 168.85 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $783k | 2.7k | 294.16 | |
| Union Pacific Corporation (UNP) | 0.2 | $576k | 2.4k | 242.62 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $526k | 7.4k | 70.91 | |
| Goldman Sachs (GS) | 0.2 | $461k | 545.00 | 845.99 | |
| Oracle Corporation (ORCL) | 0.2 | $445k | 3.0k | 147.11 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $411k | 3.6k | 114.99 | |
| Walt Disney Company (DIS) | 0.1 | $376k | 3.9k | 96.38 | |
| Servicenow (NOW) | 0.1 | $358k | 3.4k | 104.55 | |
| Johnson & Johnson (JNJ) | 0.1 | $331k | 1.4k | 244.44 | |
| Delta Air Lines Com New (DAL) | 0.1 | $316k | 4.8k | 66.48 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $302k | 506.00 | 597.55 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $299k | 16k | 19.30 | |
| FedEx Corporation (FDX) | 0.1 | $276k | 775.00 | 356.18 | |
| Joby Aviation Common Stock (JOBY) | 0.1 | $241k | 29k | 8.26 | |
| Eli Lilly & Co. (LLY) | 0.1 | $239k | 260.00 | 919.73 | |
| Costco Wholesale Corporation (COST) | 0.1 | $219k | 220.00 | 996.43 | |
| Wal-Mart Stores (WMT) | 0.1 | $215k | 1.7k | 124.28 |
