Westwood Wealth Management
13F Reported Value
ⓘ$254.8M
Holdings
42
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Westwood Wealth Management disclosed 42 positions worth $254.8M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 38.6% of the equity portfolio, followed by $GOOG and $META. During the quarter the fund opened 20 new positions and exited 70. The portfolio is most concentrated in Technology (73.7% of disclosed assets). All figures are sourced directly from Westwood Wealth Management’s Form 13F-HR filing with the SEC under CIK 1861125.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$98.3M563,747 sh - 80.2#45
Quality
$21.4M74,368 sh - 80.9#35
Quality
$15.3M26,763 sh - 86.4
Quality
$13.8M44,715 sh PROSHARES TR
—Quality
$13.2M216,730 sh- 76.1
Quality
$10.8M42,751 sh DIREXION SHARES ETF TRUST
—Quality
$10.8M225,545 sh- 83.7
Quality
$8.9M24,061 sh - 50.1
Quality
$7.9M21,310 sh - 85.8
Quality
$6.3M43,079 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $98.3M | 563,747 |
 Alphabet Inc.$GOOG | 80.2#45 | $21.4M | 74,368 |
 Meta Platforms, Inc.$META | 80.9#35 | $15.3M | 26,763 |
 Broadcom Inc.$AVGO | 86.4 | $13.8M | 44,715 |
| PROSHARES TR | — | $13.2M | 216,730 |
 Apple Inc.$AAPL | 76.1 | $10.8M | 42,751 |
| DIREXION SHARES ETF TRUST | — | $10.8M | 225,545 |
 MICROSOFT CORP$MSFT | 83.7 | $8.9M | 24,061 |
 Tesla, Inc.$TSLA | 50.1 | $7.9M | 21,310 |
 Palantir Technologies Inc.$PLTR | 85.8 | $6.3M | 43,079 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Westwood Wealth Management's 42 positions.
Showing top 10 of 42 holdings.
Sector Allocation
Technology
$187.8M
Other
$43.8M
Industrials
$9.3M
Consumer Discretionary
$6.4M
Utilities
$4.6M
Financials
$1.7M
Healthcare
$570,103
Communication Services
$376,364
Full Holdings — Westwood Wealth Management (Q1 2026)
All 42 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $98.3M | 38.6% | +5421% | 90.2 |
| 2 | $GOOG | Alphabet Inc. | $21.4M | 8.4% | +5425% | 80.2 |
| 3 | $META | Meta Platforms, Inc. | $15.3M | 6.0% | +731% | 80.9 |
| 4 | $AVGO | Broadcom Inc. | $13.8M | 5.4% | +7531% | 86.4 |
| 5 | — | PROSHARES TR | $13.2M | 5.2% | NEW | — |
| 6 | $AAPL | Apple Inc. | $10.8M | 4.3% | +75% | 76.1 |
| 7 | — | DIREXION SHARES ETF TRUST | $10.8M | 4.2% | NEW | — |
| 8 | $MSFT | MICROSOFT CORP | $8.9M | 3.5% | +687% | 83.7 |
| 9 | $TSLA | Tesla, Inc. | $7.9M | 3.1% | +436% | 50.1 |
| 10 | $PLTR | Palantir Technologies Inc. | $6.3M | 2.5% | +225% | 85.8 |
| 11 |  $AMZN | AMAZON COM INC | $5.9M | 2.3% | +358% | 74.6 |
| 12 | — | VANECK ETF TRUST | $5.4M | 2.1% | NEW | — |
| 13 |  $OKLO | Oklo Inc. | $4.6M | 1.8% | NEW | — |
| 14 |  $ARM | ARM HOLDINGS PLC /UK | $3.8M | 1.5% | NEW | — |
| 15 | — | DIREXION SHARES ETF TRUST | $3.6M | 1.4% | NEW | — |
| 16 | — | ISHARES TR | $3.2M | 1.3% | +217% | — |
| 17 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.9M | 1.1% | +27% | — |
| 18 |  $AMD | ADVANCED MICRO DEVICES INC | $2.6M | 1.0% | +149% | 78.8 |
| 19 |  $PANW | Palo Alto Networks Inc | $2.3M | 0.9% | NEW | 66.5 |
| 20 |  $UBER | Uber Technologies, Inc | $1.8M | 0.7% | NEW | 79.3 |
| 21 |  $GOOGL | Alphabet Inc. | $1.7M | 0.7% | +119% | 80.2 |
| 22 | — | DIREXION SHARES ETF TRUST | $1.1M | 0.4% | NEW | — |
| 23 | — | ISHARES TR | $1.1M | 0.4% | -53% | — |
| 24 |  $SPY | SPDR S&P 500 ETF TRUST | $865,603 | 0.3% | -63% | — |
| 25 | — | ISHARES TR | $861,135 | 0.3% | -59% | — |
| 26 |  $JPM | JPMORGAN CHASE & CO | $783,054 | 0.3% | -18% | 35.6 |
| 27 |  $UNP | UNION PACIFIC CORP | $576,223 | 0.2% | NEW | 74 |
| 28 | — | DIMENSIONAL ETF TRUST | $526,152 | 0.2% | +2% | — |
| 29 |  $GS | GOLDMAN SACHS GROUP INC | $461,065 | 0.2% | NEW | — |
| 30 |  $ORCL | ORACLE CORP | $445,008 | 0.2% | NEW | 67.2 |
| 31 |  $BX | Blackstone Inc. | $411,089 | 0.2% | +48% | 68 |
| 32 |  $DIS | Walt Disney Co | $376,364 | 0.1% | -4% | 68.9 |
| 33 |  $NOW | ServiceNow, Inc. | $358,084 | 0.1% | NEW | 76 |
| 34 |  $JNJ | JOHNSON & JOHNSON | $330,972 | 0.1% | NEW | 72.8 |
| 35 |  $DAL | DELTA AIR LINES, INC. | $315,780 | 0.1% | NEW | 64.4 |
| 36 | — | VANGUARD INDEX FDS | $302,360 | 0.1% | -94% | — |
| 37 |  $ET | Energy Transfer LP | $299,150 | 0.1% | NEW | 64.5 |
| 38 |  $FDX | FEDEX CORP | $276,040 | 0.1% | NEW | 60.3 |
| 39 |  $JOBY | Joby Aviation, Inc. | $240,779 | 0.1% | NEW | 28.7 |
| 40 |  $LLY | ELI LILLY & Co | $239,131 | 0.1% | -73% | 89.3 |
| 41 |  $COST | COSTCO WHOLESALE CORP /NEW | $219,215 | 0.1% | NEW | 67 |
| 42 |  $WMT | Walmart Inc. | $214,756 | 0.1% | NEW | 63.2 |
New Positions (20)
$OKLO Oklo Inc.$4.6M$ARM ARM HOLDINGS PLC /UK$3.8M$PANW Palo Alto Networks Inc$2.3M$UBER Uber Technologies, Inc$1.8M$UNP UNION PACIFIC CORP$576,223$GS GOLDMAN SACHS GROUP INC$461,065$ORCL ORACLE CORP$445,008$NOW ServiceNow, Inc.$358,084$JNJ JOHNSON & JOHNSON$330,972$DAL DELTA AIR LINES, INC.$315,780Exited Positions (70)
$IVZ Invesco Ltd.
$WT WisdomTree, Inc.
$PWR QUANTA SERVICES, INC.
$PEG PUBLIC SERVICE ENTERPRISE GROUP INCBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Westwood Wealth Management
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Every holding in Westwood Wealth Management's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.