Westwood Wealth Management 13F Holdings · Q2 2026
Westwood Wealth Management reported 43 securities worth $344.95M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (32.30%), SOXL (13.53%), GOOGL (7.62%). Among its top 25 positions this quarter: 2 new, 7 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $111.4M | 32.30% | 556,854 | Trimmed |
| 2 | SOXL | DIREXION SHARES ETF TRUST | $46.7M | 13.53% | 175,015 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $26.3M | 7.62% | 73,544 | Trimmed |
| 4 | QLD | PROSHARES TR | $21.1M | 6.11% | 217,975 | Added |
| 5 | AVGO | BROADCOM INC | $16.7M | 4.85% | 44,290 | Trimmed |
| 6 | AAPL | APPLE INC | $11.9M | 3.44% | 40,955 | Trimmed |
| 7 | META | META PLATFORMS INC | $11.9M | 3.44% | 21,050 | Trimmed |
| 8 | ARM | ARM HOLDINGS PLC | $10.2M | 2.97% | 28,860 | Added |
| 9 | SMH | VANECK ETF TRUST | $8.8M | 2.55% | 13,425 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $8.1M | 2.35% | 21,778 | Trimmed |
| 11 | TSLA | TESLA INC | $8.1M | 2.35% | 19,242 | Trimmed |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $7.4M | 2.13% | 12,667 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $6.9M | 1.99% | 28,837 | Added |
| 14 | SHY | ISHARES TR | $6.8M | 1.97% | 82,750 | Added |
| 15 | OKLO | OKLO INC | $5.1M | 1.48% | 97,240 | Added |
| 16 | PANW | PALO ALTO NETWORKS INC | $4.8M | 1.38% | 14,000 | Trimmed |
| 17 | SPXL | DIREXION SHARES ETF TRUST | $4.7M | 1.36% | 17,335 | Trimmed |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | $3.8M | 1.11% | 32,899 | Trimmed |
| 19 | MRNA | MODERNA INC | $3.7M | 1.08% | 53,140 | New |
| 20 | QQQ | INVESCO QQQ TR | $3.6M | 1.05% | 4,907 | Trimmed |
| 21 | GOOG | ALPHABET INC | $2.1M | 0.60% | 5,889 | Added |
| 22 | SPCX | SPACE EXPLORATION TECHN CORP | $2.1M | 0.60% | 12,040 | New |
| 23 | UBER | UBER TECHNOLOGIES INC | $1.7M | 0.49% | 23,467 | Trimmed |
| 24 | IYW | ISHARES TR | $1.4M | 0.41% | 5,590 | Trimmed |
| 25 | IBB | ISHARES TR | $1.3M | 0.36% | 6,600 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR