Westwood Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Westwood Wealth Management disclosed 42 stock positions valued at approximately $344.95M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, DIREXION SHARES ETF TRUST, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 42
- Portfolio Value
- $344.95M
Holdings by Sector
Westwood Wealth Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 32.30% | 556,854 | -6,893 | -1.22% | $111,420,926 |
| DIREXION SHARES ETF TRUST | SOXL | Other | 13.53% | 175,015 | -50,530 | -22.40% | $46,678,264 |
| ALPHABET INC | GOOGL | Communication Services | 7.62% | 73,544 | -824 | -1.11% | $26,282,432 |
| PROSHARES TR | QLD | Other | 6.11% | 217,975 | +1,245 | +0.57% | $21,091,261 |
| BROADCOM INC | AVGO | Technology | 4.85% | 44,290 | -425 | -0.95% | $16,730,555 |
| META PLATFORMS INC | META | Communication Services | 3.44% | 21,050 | -5,713 | -21.35% | $11,857,631 |
| APPLE INC | AAPL | Technology | 3.44% | 40,955 | -1,796 | -4.20% | $11,850,738 |
| ARM HOLDINGS PLC | ARM | Technology | 2.97% | 28,860 | +3,725 | +14.82% | $10,232,895 |
| VANECK ETF TRUST | SMH | Other | 2.55% | 13,425 | -600 | -4.28% | $8,805,324 |
| MICROSOFT CORP | MSFT | Technology | 2.35% | 21,778 | -2,283 | -9.49% | $8,123,631 |
| TESLA INC | TSLA | Consumer Cyclical | 2.35% | 19,242 | -2,068 | -9.70% | $8,093,185 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.13% | 12,667 | -56 | -0.44% | $7,358,394 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.99% | 28,837 | +301 | +1.05% | $6,873,245 |
| ISHARES TR | SHY | Other | 1.97% | 82,750 | +43,700 | +111.91% | $6,794,603 |
| OKLO INC | OKLO | Utilities | 1.48% | 97,240 | +4,050 | +4.35% | $5,088,576 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.38% | 14,000 | -300 | -2.10% | $4,774,280 |
| DIREXION SHARES ETF TRUST | SPXL | Other | 1.36% | 17,335 | -1,875 | -9.76% | $4,692,067 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.11% | 32,899 | -10,180 | -23.63% | $3,838,332 |
| MODERNA INC | MRNA | Healthcare | 1.08% | 53,140 | +53,140 | +100.00% | $3,721,398 |
| INVESCO QQQ TR | QQQ | Other | 1.05% | 4,907 | -78 | -1.56% | $3,614,243 |
| ALPHABET INC | GOOG | Communication Services | 0.60% | 5,889 | +12 | +0.20% | $2,080,761 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.49% | 23,467 | -883 | -3.63% | $1,693,379 |
| ISHARES TR | IYW | Other | 0.41% | 5,590 | -220 | -3.79% | $1,409,964 |
| ISHARES TR | IBB | Other | 0.36% | 6,600 | +1,500 | +29.41% | $1,255,255 |
| DIREXION SHARES ETF TRUST | TNA | Other | 0.29% | 13,240 | -11,425 | -46.32% | $994,461 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.26% | 1,191 | -140 | -10.52% | $889,405 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.24% | 2,528 | -134 | -5.03% | $827,491 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 0.19% | 3,515 | +3,515 | +100.00% | $658,289 |
| UNION PAC CORP | UNP | Industrials | 0.18% | 2,250 | -125 | -5.26% | $612,000 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.18% | 7,420 | - | - | $607,995 |
Showing 30 of 42 holdings in the latest reporting period.