Westwood Wealth Management

Est. AUM

$254.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$98.3M	563747	38.58%	SOLE
2	ALPHABET INC	CAP STK CL A	$21.4M	74368	8.39%	SOLE
3	META PLATFORMS INC	CL A	$15.3M	26763	6.01%	SOLE
4	BROADCOM INC	COM	$13.8M	44715	5.43%	SOLE
5	PROSHARES TR	PSHS ULTRA QQQ	$13.2M	216730	5.19%	SOLE
6	APPLE INC	COM	$10.8M	42751	4.26%	SOLE
7	DIREXION SHARES ETF TRUST	DAILY SEMICONDUC	$10.8M	225545	4.24%	SOLE
8	MICROSOFT CORP	COM	$8.9M	24061	3.50%	SOLE
9	TESLA INC	COM	$7.9M	21310	3.11%	SOLE
10	PALANTIR TECHNOLOGIES INC	CL A	$6.3M	43079	2.47%	SOLE
11	AMAZON COM INC	COM	$5.9M	28536	2.33%	SOLE
12	VANECK ETF TRUST	SEMICONDUCTR ETF	$5.4M	14025	2.11%	SOLE
13	OKLO INC	COM CL A	$4.6M	93190	1.81%	SOLE
14	ARM HOLDINGS PLC	SPONSORED ADS	$3.8M	25135	1.49%	SOLE
15	DIREXION SHARES ETF TRUST	DAILY S&P 500 BU	$3.6M	19210	1.39%	SOLE
16	ISHARES TR	1 3 YR TREAS BD	$3.2M	39050	1.27%	SOLE
17	INVESCO QQQ TR	UNIT SER 1	$2.9M	4985	1.13%	SOLE
18	ADVANCED MICRO DEVICES INC	COM	$2.6M	12723	1.02%	SOLE
19	PALO ALTO NETWORKS INC	COM	$2.3M	14300	0.90%	SOLE
20	UBER TECHNOLOGIES INC	COM	$1.8M	24350	0.69%	SOLE
21	ALPHABET INC	CAP STK CL C	$1.7M	5877	0.66%	SOLE
22	DIREXION SHARES ETF TRUST	DAILY SMALL CAP	$1.1M	24665	0.43%	SOLE
23	ISHARES TR	U.S. TECH ETF	$1.1M	5810	0.41%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$866K	1331	0.34%	SOLE
25	ISHARES TR	ISHARES BIOTECH	$861K	5100	0.34%	SOLE
26	JPMORGAN CHASE & CO	COM	$783K	2662	0.31%	SOLE
27	UNION PAC CORP	COM	$576K	2375	0.23%	SOLE
28	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$526K	7420	0.21%	SOLE
29	GOLDMAN SACHS GROUP INC	COM	$461K	545	0.18%	SOLE
30	ORACLE CORP	COM	$445K	3025	0.17%	SOLE
31	BLACKSTONE INC	COM	$411K	3575	0.16%	SOLE
32	DISNEY WALT CO	COM	$376K	3905	0.15%	SOLE
33	SERVICENOW INC	COM	$358K	3425	0.14%	SOLE
34	JOHNSON & JOHNSON	COM	$331K	1354	0.13%	SOLE
35	DELTA AIR LINES INC	COM NEW	$316K	4750	0.12%	SOLE
36	VANGUARD INDEX FDS	S&P 500 ETF SHS	$302K	506	0.12%	SOLE
37	ENERGY TRANSFER L P	COM UT LTD PTN	$299K	15500	0.12%	SOLE
38	FEDEX CORP	COM	$276K	775	0.11%	SOLE
39	JOBY AVIATION INC	COMMON STOCK	$241K	29150	0.09%	SOLE
40	ELI LILLY & CO	COM	$239K	260	0.09%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$219K	220	0.09%	SOLE
42	WALMART INC	COM	$215K	1728	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.