Westwood Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Westwood Wealth Management disclosed 42 stock positions valued at approximately $340.63M as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, DIREXION SHARES ETF TRUST, and ALPHABET INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 42
- Portfolio Value
- $340.63M
Holdings by Sector
Westwood Wealth Management Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 36.42% | 543,199 | -13,655 | -2.45% | $124,055,793 |
| DIREXION SHARES ETF TRUST | SOXL | Other | 7.75% | 178,465 | +3,450 | +1.97% | $26,387,838 |
| ALPHABET INC | GOOGL | Communication Services | 7.37% | 72,929 | -615 | -0.84% | $25,093,411 |
| PROSHARES TR | QLD | Other | 6.11% | 217,625 | -350 | -0.16% | $20,815,839 |
| BROADCOM INC | AVGO | Technology | 4.46% | 43,290 | -1,000 | -2.26% | $15,203,024 |
| APPLE INC | AAPL | Technology | 3.72% | 38,067 | -2,888 | -7.05% | $12,677,076 |
| META PLATFORMS INC | META | Communication Services | 3.31% | 15,539 | -5,511 | -26.18% | $11,269,059 |
| MICROSOFT CORP | MSFT | Technology | 3.21% | 21,338 | -440 | -2.02% | $10,944,265 |
| MODERNA INC | MRNA | Healthcare | 3.00% | 53,065 | -75 | -0.14% | $10,218,732 |
| ARM HOLDINGS PLC | ARM | Technology | 2.45% | 28,785 | -75 | -0.26% | $8,337,866 |
| VANECK ETF TRUST | SMH | Other | 2.40% | 13,425 | - | - | $8,175,825 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.27% | 12,657 | -10 | -0.08% | $7,743,046 |
| ISHARES TR | SHY | Other | 2.09% | 87,750 | +5,000 | +6.04% | $7,125,300 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.01% | 27,412 | -1,425 | -4.94% | $6,829,950 |
| TESLA INC | TSLA | Consumer Cyclical | 1.80% | 17,287 | -1,955 | -10.16% | $6,133,606 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.75% | 31,899 | -1,000 | -3.04% | $5,966,713 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.42% | 12,200 | -1,800 | -12.86% | $4,847,186 |
| DIREXION SHARES ETF TRUST | SPXL | Other | 1.42% | 17,235 | -100 | -0.58% | $4,844,762 |
| INVESCO QQQ TR | QQQ | Other | 1.07% | 4,908 | +1 | +0.02% | $3,630,799 |
| OKLO INC | OKLO | Utilities | 1.02% | 93,690 | -3,550 | -3.65% | $3,468,407 |
| SPACE EXPLORATION TECHN CORP | SPCX | Industrials | 0.91% | 20,435 | +8,395 | +69.73% | $3,082,829 |
| ALPHABET INC | GOOG | Communication Services | 0.59% | 5,889 | - | - | $2,006,618 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.45% | 22,467 | -1,000 | -4.26% | $1,539,216 |
| ISHARES TR | IYW | Other | 0.43% | 5,590 | - | - | $1,480,792 |
| ISHARES TR | IBB | Other | 0.32% | 5,200 | -1,400 | -21.21% | $1,094,756 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.27% | 1,191 | - | - | $908,292 |
| DIREXION SHARES ETF TRUST | TNA | Other | 0.22% | 13,120 | -120 | -0.91% | $757,550 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 0.21% | 3,515 | - | - | $721,489 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.21% | 2,131 | -397 | -15.70% | $705,000 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.18% | 7,420 | - | - | $616,083 |
Showing 30 of 42 holdings in the latest reporting period.
Westwood Wealth Management Options Holdings in Q3 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2026 | NVDA | NVIDIA Corporation | CALL | 20,000 | $4,567,600 |
| Q3 2026 | META | Meta Platforms, Inc. | CALL | 5,000 | $3,625,900 |
| Q3 2026 | TSLA | Tesla, Inc. | CALL | 5,000 | $1,774,050 |
| Q3 2026 | SPCX | Space Exploration Technologies | CALL | 10,000 | $1,508,600 |
| Q3 2026 | SOXL | Direxion Daily Semiconductor Bu | CALL | 5,000 | $739,300 |
Showing 5 of 5 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.