Westwood Wealth Management as of June 30, 2026
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 | |
| Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL) | 13.5 | $47M | 175k | 266.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.6 | $26M | 74k | 357.37 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 6.1 | $21M | 218k | 96.76 | |
| Broadcom (AVGO) | 4.9 | $17M | 44k | 377.75 | |
| Meta Platforms Cl A (META) | 3.4 | $12M | 21k | 563.31 | |
| Apple (AAPL) | 3.4 | $12M | 41k | 289.36 | |
| Arm Holdings Sponsored Ads (ARM) | 3.0 | $10M | 29k | 354.57 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.6 | $8.8M | 13k | 655.89 | |
| Microsoft Corporation (MSFT) | 2.4 | $8.1M | 22k | 373.02 | |
| Tesla Motors (TSLA) | 2.3 | $8.1M | 19k | 420.60 | |
| Advanced Micro Devices (AMD) | 2.1 | $7.4M | 13k | 580.91 | |
| Amazon (AMZN) | 2.0 | $6.9M | 29k | 238.35 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.0 | $6.8M | 83k | 82.11 | |
| Oklo Com Cl A (OKLO) | 1.5 | $5.1M | 97k | 52.33 | |
| Palo Alto Networks (PANW) | 1.4 | $4.8M | 14k | 341.02 | |
| Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL) | 1.4 | $4.7M | 17k | 270.67 | |
| Palantir Technologies Cl A (PLTR) | 1.1 | $3.8M | 33k | 116.67 | |
| Moderna (MRNA) | 1.1 | $3.7M | 53k | 70.03 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $3.6M | 4.9k | 736.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.1M | 5.9k | 353.33 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.6 | $2.1M | 12k | 170.86 | |
| Uber Technologies (UBER) | 0.5 | $1.7M | 24k | 72.16 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.4M | 5.6k | 252.23 | |
| Ishares Tr Ishares Biotech (IBB) | 0.4 | $1.3M | 6.6k | 190.19 | |
| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.3 | $995k | 13k | 75.11 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $889k | 1.2k | 746.77 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $828k | 2.5k | 327.33 | |
| Revolution Medicines (RVMD) | 0.2 | $658k | 3.5k | 187.28 | |
| Union Pacific Corporation (UNP) | 0.2 | $612k | 2.3k | 272.00 | |
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.2 | $608k | 7.4k | 81.94 | |
| Goldman Sachs (GS) | 0.1 | $501k | 495.00 | 1011.37 | |
| Delta Air Lines Com New (DAL) | 0.1 | $445k | 4.8k | 93.66 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $426k | 620.00 | 686.81 | |
| Joby Aviation Common Stock (JOBY) | 0.1 | $364k | 41k | 8.92 | |
| Johnson & Johnson (JNJ) | 0.1 | $355k | 1.4k | 253.97 | |
| Eli Lilly & Co. (LLY) | 0.1 | $312k | 259.00 | 1204.01 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $303k | 2.6k | 117.67 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $297k | 16k | 19.12 | |
| Walt Disney Company (DIS) | 0.1 | $291k | 3.0k | 96.25 | |
| FedEx Corporation (FDX) | 0.1 | $243k | 775.00 | 313.13 | |
| Costco Wholesale Corporation (COST) | 0.1 | $206k | 220.00 | 935.47 | |
| Expedia Group Com New (EXPE) | 0.1 | $205k | 800.00 | 255.88 |
