Westwood Wealth Management Portfolio Stock Holdings
Westwood Wealth Management disclosed 42 stock positions valued at approximately $254.8 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, ALPHABET INC, and META PLATFORMS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 42
- Portfolio Value
- $254.8M
Holdings by Sector
Westwood Wealth Management Portfolio Holdings in Q1 2026
42 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 38.58% | 563,747 | +553,536 | +5420.98% | $98,317,473 |
| ALPHABET INC | GOOGL | Communication Services | 8.39% | 74,368 | +73,022 | +5425.11% | $21,385,262 |
| META PLATFORMS INC | META | Communication Services | 6.01% | 26,763 | +23,542 | +730.89% | $15,311,909 |
| BROADCOM INC | AVGO | Technology | 5.43% | 44,715 | +44,129 | +7530.55% | $13,839,740 |
| PROSHARES TR | QLD | Other | 5.19% | 216,730 | +216,730 | +100.00% | $13,220,530 |
| APPLE INC | AAPL | Technology | 4.26% | 42,751 | +18,282 | +74.71% | $10,849,776 |
| DIREXION SHARES ETF TRUST | SOXL | Other | 4.24% | 225,545 | +225,545 | +100.00% | $10,805,861 |
| MICROSOFT CORP | MSFT | Technology | 3.50% | 24,061 | +21,004 | +687.08% | $8,906,660 |
| TESLA INC | TSLA | Consumer Cyclical | 3.11% | 21,310 | +17,335 | +436.10% | $7,921,993 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.47% | 43,079 | +29,804 | +224.51% | $6,301,596 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.33% | 28,536 | +22,299 | +357.53% | $5,943,191 |
| VANECK ETF TRUST | SMH | Other | 2.11% | 14,025 | +14,025 | +100.00% | $5,377,185 |
| OKLO INC | OKLO | Utilities | 1.81% | 93,190 | +93,190 | +100.00% | $4,621,292 |
| ARM HOLDINGS PLC | ARM | Technology | 1.49% | 25,135 | +25,135 | +100.00% | $3,802,423 |
| DIREXION SHARES ETF TRUST | SPXL | Other | 1.39% | 19,210 | +19,210 | +100.00% | $3,551,737 |
| ISHARES TR | SHY | Other | 1.27% | 39,050 | +39,050 | +100.00% | $3,224,359 |
| INVESCO QQQ TR | QQQ | Other | 1.13% | 4,985 | +1,050 | +26.68% | $2,877,237 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.02% | 12,723 | +7,614 | +149.03% | $2,588,240 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.90% | 14,300 | +14,300 | +100.00% | $2,292,576 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.69% | 24,350 | +24,350 | +100.00% | $1,751,496 |
| ALPHABET INC | GOOG | Communication Services | 0.66% | 5,877 | +3,198 | +119.37% | $1,685,876 |
| DIREXION SHARES ETF TRUST | TNA | Other | 0.43% | 24,665 | +24,665 | +100.00% | $1,088,466 |
| ISHARES TR | IYW | Other | 0.41% | 5,810 | +5,810 | +100.00% | $1,054,050 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.34% | 1,331 | -2,286 | -63.20% | $865,603 |
| ISHARES TR | IBB | Other | 0.34% | 5,100 | +5,100 | +100.00% | $861,135 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.31% | 2,662 | -568 | -17.59% | $783,054 |
| UNION PAC CORP | UNP | Industrials | 0.23% | 2,375 | +2,375 | +100.00% | $576,223 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.21% | 7,420 | +169 | +2.33% | $526,152 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.18% | 545 | +545 | +100.00% | $461,065 |
| ORACLE CORP | ORCL | Technology | 0.17% | 3,025 | +3,025 | +100.00% | $445,008 |
| BLACKSTONE INC | BX | Financial Services | 0.16% | 3,575 | +1,152 | +47.54% | $411,089 |
| DISNEY WALT CO | DIS | Communication Services | 0.15% | 3,905 | -181 | -4.43% | $376,364 |
| SERVICENOW INC | NOW | Technology | 0.14% | 3,425 | +3,425 | +100.00% | $358,084 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.13% | 1,354 | +1,354 | +100.00% | $330,972 |
| DELTA AIR LINES INC | DAL | Industrials | 0.12% | 4,750 | +4,750 | +100.00% | $315,780 |
| VANGUARD INDEX FDS | VOO | Other | 0.12% | 506 | +506 | +100.00% | $302,360 |
| ENERGY TRANSFER L P | ET | Energy | 0.12% | 15,500 | +15,500 | +100.00% | $299,150 |
| FEDEX CORP | FDX | Industrials | 0.11% | 775 | +775 | +100.00% | $276,040 |
| JOBY AVIATION INC | G65163100 | Other | 0.09% | 29,150 | +29,150 | +100.00% | $240,779 |
| ELI LILLY & CO | LLY | Healthcare | 0.09% | 260 | -694 | -72.75% | $239,131 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.09% | 220 | +220 | +100.00% | $219,215 |
| WALMART INC | WMT | Consumer Defensive | 0.08% | 1,728 | +1,728 | +100.00% | $214,756 |