Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Westwood Wealth Management (CIK 1861125) reported $254.8M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($98.3M, 38.58%), GOOGL ($21.4M, 8.39%), META ($15.3M, 6.01%), AVGO ($13.8M, 5.43%), QLD ($13.2M, 5.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $98.3M | 38.58% | 563,747 | Added |
| 2 | GOOGL | ALPHABET INC | $21.4M | 8.39% | 74,368 | Added |
| 3 | META | META PLATFORMS INC | $15.3M | 6.01% | 26,763 | Added |
| 4 | AVGO | BROADCOM INC | $13.8M | 5.43% | 44,715 | Added |
| 5 | QLD | PROSHARES TR | $13.2M | 5.19% | 216,730 | New |
| 6 | AAPL | APPLE INC | $10.8M | 4.26% | 42,751 | Added |
| 7 | SOXL | DIREXION SHARES ETF TRUST | $10.8M | 4.24% | 225,545 | New |
| 8 | MSFT | MICROSOFT CORP | $8.9M | 3.50% | 24,061 | Added |
| 9 | TSLA | TESLA INC | $7.9M | 3.11% | 21,310 | Added |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | $6.3M | 2.47% | 43,079 | Added |
| 11 | AMZN | AMAZON COM INC | $5.9M | 2.33% | 28,536 | Added |
| 12 | SMH | VANECK ETF TRUST | $5.4M | 2.11% | 14,025 | New |
| 13 | ALCC | OKLO INC | $4.6M | 1.81% | 93,190 | New |
| 14 | ARM | ARM HOLDINGS PLC | $3.8M | 1.49% | 25,135 | New |
| 15 | SPXL | DIREXION SHARES ETF TRUST | $3.6M | 1.39% | 19,210 | New |
| 16 | SHY | ISHARES TR | $3.2M | 1.27% | 39,050 | New |
| 17 | QQQ | INVESCO QQQ TR | $2.9M | 1.13% | 4,985 | Added |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $2.6M | 1.02% | 12,723 | Added |
| 19 | PANW | PALO ALTO NETWORKS INC | $2.3M | 0.90% | 14,300 | New |
| 20 | UBER | UBER TECHNOLOGIES INC | $1.8M | 0.69% | 24,350 | New |
| 21 | GOOG | ALPHABET INC | $1.7M | 0.66% | 5,877 | Added |
| 22 | TNA | DIREXION SHARES ETF TRUST | $1.1M | 0.43% | 24,665 | New |
| 23 | IYW | ISHARES TR | $1.1M | 0.41% | 5,810 | New |
| 24 | IBB | ISHARES TR | $861,135 | 0.34% | 5,100 | New |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $865,603 | 0.34% | 1,331 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31