Westwood Wealth Management
Sector Allocation
- Technology63.3%$218.3M
- Other28.2%$97.3M
- Consumer Discretionary4.4%$15.2M
- Utilities1.5%$5.1M
- Healthcare1.5%$5.0M
- Industrials0.5%$1.7M
- Financials0.5%$1.6M
- Energy0.1%$297,240
- Communication Services0.1%$291,157
- Consumer Staples0.1%$205,804
AUM History
13fpro.ai/research/fund/westwood-wealth-management-1861125
Conviction and streaks
Diversifying · top 10 = 79.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$111.4M- DIREXION$46.7M
GOOGL
$26.3M- PROSHARES$21.1M
AVGO
$16.7MMETA
$11.9MAAPL
$11.9MARM
$10.2M- VANECK$8.8M
MSFT
$8.1MTSLA
$8.1MAMD
$7.4MAMZN
$6.9M- ISHARES$6.8M
OKLO
$5.1MPANW
$4.8M- DIREXION$4.7M
PLTR
$3.8MMRNA
$3.7MQQQ
$3.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/westwood-wealth-management-1861125
Westwood Wealth Management 13F holdings — Q2 2026
$345.0M portfolio (+35.4% QoQ) · 43 holdings · Q2 2026 13F · top 10 are 79% of the stock portfolio
$111.4M
32.3% of stocks
-1%This quarter-3.5%Since filed10+ qtrsHeld- 2
DIREXION SHARES ETF TRUST - DAI SEM BUL ETF
$46.7M
13.5% of stocks
-22%This quarter—Since filed—HeldAIQuality—Est. buy— $26.3M
7.6% of stocks
-1%This quarter-11.1%Since filed10+ qtrsHeld- 4
PROSHARES TR - PSHS ULTRA QQQ
$21.1M
6.1% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $16.7M
4.8% of stocks
-1.0%This quarter-23.1%Since filed10+ qtrsHeld$11.9M
3.4% of stocks
-21%This quarter+6.5%Since filed10+ qtrsHeld$11.9M
3.4% of stocks
-4%This quarter+9.8%Since filed10+ qtrsHeld$10.2M
3.0% of stocks
+15%This quarter-21.0%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 9
VANECK ETF TRUST - SEMICONDUCTR ETF
$8.8M
2.5% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $8.1M
2.4% of stocks
-9%This quarter+6.5%Since filed10+ qtrsHeld
All holdings — Westwood Wealth Management (Q2 2026)
43 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Tesla, Inc. | Consumer Discretionary | $8.1M | 2.4% | 19K | -10% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ADVANCED MICRO DEVICES INC | Technology | $7.4M | 2.1% | 13K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $6.9M | 2.0% | 29K | +1% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - 1 3 YR TREAS BDetf/fund | — | $6.8M | 2.0% | 83K | +112% | — | — | 13F |
| 15 | Oklo Inc. | Utilities | $5.1M | 1.5% | 97K | +4% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Palo Alto Networks Inc | Technology | $4.8M | 1.4% | 14K | -2% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | DIREXION SHARES ETF TRUST - DA 500 BU 3X ETFetf/fund | — | $4.7M | 1.4% | 17K | -10% | — | — | 13F |
| 18 | Palantir Technologies Inc. | Technology | $3.8M | 1.1% | 33K | -24% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Moderna, Inc. | Healthcare | $3.7M | 1.1% | 53K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $3.6M | 1.1% | 4,907 | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Alphabet Inc. | Technology | $2.1M | 0.6% | 5,889 | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.1M | 0.6% | 12K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F |
| 23 | Uber Technologies, Inc | Technology | $1.7M | 0.5% | 23K | -4% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - U.S. TECH ETFetf/fund | — | $1.4M | 0.4% | 5,590 | -4% | — | — | 13F |
| 25 | — | ISHARES TR - ISHARES BIOTECHetf/fund | — | $1.3M | 0.4% | 6,600 | +29% | — | — | 13F |
| 26 | — | DIREXION SHARES ETF TRUST - DAILY SMALL CAP | — | $994K | 0.3% | 13K | -46% | |||
| 27 | $SPY | SPDR S&P 500 ETF TRUST | — | $889K | 0.3% | 1,191 | -11% | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $827K | 0.2% | 2,528 | -5% | |||
| 29 | $RVMD | Revolution Medicines, Inc. | Healthcare | $658K | 0.2% | 3,515 | New | |||
| 30 | $UNP | UNION PACIFIC CORP | Industrials | $612K | 0.2% | 2,250 | -5% | |||
| 31 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $608K | 0.2% | 7,420 | — | |||
| 32 | $GS | GOLDMAN SACHS GROUP INC | Financials | $501K | 0.1% | 495 | -9% | |||
| 33 | $DAL | DELTA AIR LINES, INC. | Industrials | $445K | 0.1% | 4,750 | — | |||
| 34 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $426K | 0.1% | 620 | +23% | |||
| 35 | $JOBY | Joby Aviation, Inc. | Industrials | $364K | 0.1% | 41K | +40% | |||
| 36 | $JNJ | JOHNSON & JOHNSON | Healthcare | $355K | 0.1% | 1,397 | +3% | |||
| 37 | $LLY | ELI LILLY & Co | Healthcare | $312K | 0.1% | 259 | -0.4% | |||
| 38 | $BX | Blackstone Inc. | Financials | $303K | 0.1% | 2,575 | -28% | |||
| 39 | $ET | Energy Transfer LP | Energy | $297K | 0.1% | 16K | +0.3% | |||
| 40 | $DIS | Walt Disney Co | Communication Services | $291K | 0.1% | 3,025 | -23% | |||
| 41 | $FDX | FEDEX CORP | Industrials | $243K | 0.1% | 775 | — | |||
| 42 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $206K | 0.1% | 220 | — | |||
| 43 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $205K | 0.1% | 800 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 11 added to, 24 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (11)
- ISHARES TR - 1 3 YR TREAS BD+112%
now $6.8M
now $10.2M · held 2 qtrs, 2 adds in a row
- ISHARES TR - ISHARES BIOTECH+29%
now $1.3M
now $5.1M · held 2 qtrs, 2 adds in a row
- PROSHARES TR - PSHS ULTRA QQQ+0.6%
now $21.1M
$JOBYJoby Aviation, Inc.+40%
now $364K · held 2 qtrs, 2 adds in a row
+5 more in the Excel export
Trimmed (24)
- DIREXION SHARES ETF TRUST - DAI SEM BUL ETF-22%
now $46.7M
now $11.9M · held 10+ qtrs
now $111.4M · held 10+ qtrs
now $3.8M · held 7 qtrs
now $8.1M · held 8 qtrs
- DIREXION SHARES ETF TRUST - DAILY SMALL CAP-46%
now $994K
+18 more in the Excel export
Holdings by quarter
Every 13F Westwood Wealth Management has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Westwood Wealth Management?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Westwood Wealth Management's top 20 holdings: 80/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-4.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 114% over the last 4
Top 10 weight
79%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Westwood Wealth Management disclosed 43 positions worth $345.0M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 32.3% of the equity portfolio. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $MRNA and a full exit from $ORCL. The portfolio is most concentrated in Technology (63.3% of disclosed assets). All figures are sourced directly from Westwood Wealth Management’s Form 13F-HR filing with the SEC under CIK 1861125.
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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 an AI quality ranking built from its SEC filings (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.