Westwood Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$254.8M
Q ending 2026-03-31
Prior quarter
$133.0M
Q ending 2025-12-31
Change
+91.5% QoQ · +9.9% YoY
Positions
42
reported holdings
Largest positions
All 42 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $98.3M | 564K |
| Alphabet Inc | GOOGL | Shares | $21.4M | 74K |
| Meta Platforms Inc | META | Shares | $15.3M | 27K |
| Broadcom Inc | AVGO | Shares | $13.8M | 45K |
| Proshares Tr | QLD | Shares | $13.2M | 217K |
| Apple Inc | AAPL | Shares | $10.8M | 43K |
| Direxion Shares Etf Trust | SOXL | Shares | $10.8M | 226K |
| Microsoft Corp | MSFT | Shares | $8.9M | 24K |
| Tesla Inc | TSLA | Shares | $7.9M | 21K |
| Palantir Technologies Inc | PLTR | Shares | $6.3M | 43K |
| Amazon Com Inc | AMZN | Shares | $5.9M | 29K |
| Vaneck Etf Trust | SMH | Shares | $5.4M | 14K |
| Oklo Inc | OKLO | Shares | $4.6M | 93K |
| Arm Holdings Plc | ARM | Shares | $3.8M | 25K |
| Direxion Shares Etf Trust | SPXL | Shares | $3.6M | 19K |
| Ishares Tr | SHY | Shares | $3.2M | 39K |
| Invesco Qqq Tr | QQQ | Shares | $2.9M | 5K |
| Advanced Micro Devices Inc | AMD | Shares | $2.6M | 13K |
| Palo Alto Networks Inc | PANW | Shares | $2.3M | 14K |
| Uber Technologies Inc | UBER | Shares | $1.8M | 24K |
| Alphabet Inc | GOOG | Shares | $1.7M | 6K |
| Direxion Shares Etf Trust | TNA | Shares | $1.1M | 25K |
| Ishares Tr | IYW | Shares | $1.1M | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $866K | 1K |
| Ishares Tr | IBB | Shares | $861K | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $783K | 3K |
| Union Pac Corp | UNP | Shares | $576K | 2K |
| Dimensional Etf Trust | DFUS | Shares | $526K | 7K |
| Goldman Sachs Group Inc | GS | Shares | $461K | 545 |
| Oracle Corp | ORCL | Shares | $445K | 3K |
| Blackstone Inc | BX | Shares | $411K | 4K |
| Disney Walt Co | DIS | Shares | $376K | 4K |
| Servicenow Inc | NOW | Shares | $358K | 3K |
| Johnson & Johnson | JNJ | Shares | $331K | 1K |
| Delta Air Lines Inc | DAL | Shares | $316K | 5K |
| Vanguard Index Fds | VOO | Shares | $302K | 506 |
| Energy Transfer L P | ET | Shares | $299K | 16K |
| Fedex Corp | FDX | Shares | $276K | 775 |
| Joby Aviation Inc | Shares | $241K | 29K | |
| Eli Lilly & Co | LLY | Shares | $239K | 260 |
| Costco Wholesale Corporation | COST | Shares | $219K | 220 |
| Walmart Inc | WMT | Shares | $215K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.