Westwood Wealth Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Westwood Wealth Management reported 43 stock positions worth $345.0 million. Its top holding was Nvidia (NVDA) at 32.3% of the portfolio, followed by Direx Dail Semi Bu 3X Et-Usd (SOXL, 13.5%) and Alphabet Class A (GOOGL, 7.6%). Compared with Q1 2026, it opened 4 new positions, sold out of 3, added to 11 and reduced 24. The biggest buy was Arm Holdings PLC-ADR (ARM, shares +15%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001861125
- Portfolio Value
- $345.0M (Q2 2026)
- SEC Filing
- 0001172661-26-003154 ↗ filed Aug 7, 2026
Holdings Value
Holdings 43 stocks · $345.0M
| NVDA Nvidia Corp. | 32.30% | 556,854 | $111.4M | Reduce -1.2% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 13.53% | 175,015 | $46.7M | Reduce -22.4% |
| GOOGL Alphabet Inc. Class A | 7.62% | 73,544 | $26.3M | Reduce -1.1% |
| QLD Proshares Ultra QQQ | 6.11% | 217,975 | $21.1M | Add +0.6% |
| AVGO Broadcom Inc. | 4.85% | 44,290 | $16.7M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 3.44% | 21,050 | $11.9M | Reduce -21.4% |
| AAPL Apple Inc. | 3.44% | 40,955 | $11.9M | Reduce -4.2% |
| ARM Arm Holdings PLC-ADR | 2.97% | 28,860 | $10.2M | Add +14.8% |
| SMH Vaneck Semiconductor ETF | 2.55% | 13,425 | $8.8M | Reduce -4.3% |
| MSFT Microsoft Corp. | 2.35% | 21,778 | $8.1M | Reduce -9.5% |
| TSLA Tesla Inc. | 2.35% | 19,242 | $8.1M | Reduce -9.7% |
| AMD Advanced Micro Devices | 2.13% | 12,667 | $7.4M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.99% | 28,837 | $6.9M | Add +1.1% |
| SHY iShares 1-3 Year Treasury Bo | 1.97% | 82,750 | $6.8M | Add +111.9% |
| OKLO Oklo Inc. | 1.48% | 97,240 | $5.1M | Add +4.3% |
| PANW Palo Alto Networks Inc. | 1.38% | 14,000 | $4.8M | Reduce -2.1% |
| SPXL Direxion Daily S&P 500 Bull | 1.36% | 17,335 | $4.7M | Reduce -9.8% |
| PLTR Palantir Technologies Inc. Class A | 1.11% | 32,899 | $3.8M | Reduce -23.6% |
| MRNA Moderna Inc. | 1.08% | 53,140 | $3.7M | New |
| QQQ Invesco QQQ Trust Series 1 | 1.05% | 4,907 | $3.6M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.60% | 5,889 | $2.1M | Add +0.2% |
| SPCX Space Exploration Techn Class A | 0.60% | 12,040 | $2.1M | New |
| UBER Uber Technologies Inc. | 0.49% | 23,467 | $1.7M | Reduce -3.6% |
| IYW iShares Ustechnology ETF | 0.41% | 5,590 | $1.4M | Reduce -3.8% |
| IBB iShares Biotechnology ETF | 0.36% | 6,600 | $1.3M | Add +29.4% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.29% | 13,240 | $994K | Reduce -46.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 1,191 | $889K | Reduce -10.5% |
| JPM JPMorgan Chase & Co. | 0.24% | 2,528 | $827K | Reduce -5.0% |
| RVMD Revolution Medicines Inc. | 0.19% | 3,515 | $658K | New |
| UNP Union Pacific Corp. | 0.18% | 2,250 | $612K | Reduce -5.3% |
| DFUS Dimensional US Eq MKT ETF | 0.18% | 7,420 | $608K | No change |
| GS Goldman Sachs Group Inc. | 0.15% | 495 | $501K | Reduce -9.2% |
| DAL Delta Air Lines Inc. | 0.13% | 4,750 | $445K | No change |
| VOO Vanguard S&P 500 ETF | 0.12% | 620 | $426K | Add +22.5% |
| JOBY Joby Aviation Inc. | 0.11% | 40,800 | $364K | Add +40.0% |
| JNJ Johnson & Johnson | 0.10% | 1,397 | $355K | Add +3.2% |
| LLY Eli Lilly & Co. | 0.09% | 259 | $312K | Reduce -0.4% |
| BX Blackstone Inc. | 0.09% | 2,575 | $303K | Reduce -28.0% |
| ET Energy Transfer LP | 0.09% | 15,546 | $297K | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 3,025 | $291K | Reduce -22.5% |
| FDX FedEx Corp. | 0.07% | 775 | $243K | No change |
| COST Costco Wholesale Corp. | 0.06% | 220 | $206K | No change |
| EXPE Expedia Group Inc. | 0.06% | 800 | $205K | New |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -1.2% | 32.30% | −6.28 |
| META Meta Platforms Inc. Class A | Reduce -21.4% | 3.44% | −2.57 |
| PLTR Palantir Technologies Inc. Class A | Reduce -23.6% | 1.11% | −1.36 |
| MSFT Microsoft Corp. | Reduce -9.5% | 2.35% | −1.14 |
| AAPL Apple Inc. | Reduce -4.2% | 3.44% | −0.82 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 7.62% | −0.77 |
| TSLA Tesla Inc. | Reduce -9.7% | 2.35% | −0.76 |
| AVGO Broadcom Inc. | Reduce -0.9% | 4.85% | −0.58 |
| UBER Uber Technologies Inc. | Reduce -3.6% | 0.49% | −0.20 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.17 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.14 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Reduce -46.3% | 0.29% | −0.14 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.5% | 0.26% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.6% | 1.05% | −0.08 |
| BX Blackstone Inc. | Reduce -28.0% | 0.09% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -5.0% | 0.24% | −0.07 |
| DIS The Walt Disney Co. | Reduce -22.5% | 0.08% | −0.06 |
| UNP Union Pacific Corp. | Reduce -5.3% | 0.18% | −0.05 |
| GS Goldman Sachs Group Inc. | Reduce -9.2% | 0.15% | −0.04 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -9.8% | 1.36% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -3.8% | 0.41% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 0.09% | −0.00 |
| SMH Vaneck Semiconductor ETF | Reduce -4.3% | 2.55% | +0.44 |
| PANW Palo Alto Networks Inc. | Reduce -2.1% | 1.38% | +0.48 |
| AMD Advanced Micro Devices | Reduce -0.4% | 2.13% | +1.12 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -22.4% | 13.53% | +9.29 |
Portfolio Buys Q1 2026 → Q2 2026
| ARM Arm Holdings PLC-ADR | Add +14.8% | 2.97% | +1.47 |
| MRNA Moderna Inc. | New | 1.08% | +1.08 |
| QLD Proshares Ultra QQQ | Add +0.6% | 6.11% | +0.93 |
| SHY iShares 1-3 Year Treasury Bo | Add +111.9% | 1.97% | +0.70 |
| SPCX Space Exploration Techn Class A | New | 0.60% | +0.60 |
| RVMD Revolution Medicines Inc. | New | 0.19% | +0.19 |
| EXPE Expedia Group Inc. | New | 0.06% | +0.06 |
| IBB iShares Biotechnology ETF | Add +29.4% | 0.36% | +0.03 |
| JOBY Joby Aviation Inc. | Add +40.0% | 0.11% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +22.5% | 0.12% | +0.00 |
| JNJ Johnson & Johnson | Add +3.2% | 0.10% | −0.03 |
| ET Energy Transfer LP | Add +0.3% | 0.09% | −0.03 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.60% | −0.06 |
| OKLO Oklo Inc. | Add +4.3% | 1.48% | −0.34 |
| AMZN Amazon.com Inc. | Add +1.1% | 1.99% | −0.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $345.0M | NVDA, SOXL, GOOGL, QLD, AVGO |
| Q1 2026 | 42 | $254.8M | NVDA, GOOGL, META, AVGO, QLD |
| Q4 2025 | 106 | $133.0M | DFAI, AAPL, BIV, JAAA, SPHQ |
| Q3 2025 | 46 | $272.7M | NVDA, META, GOOGL, QLD, AVGO |
| Q2 2025 | 48 | $297.6M | NVDA, META, AAPL, QLD, AVGO |
| Q1 2025 | 45 | $231.9M | NVDA, AAPL, META, QLD, MSFT |
| Q4 2024 | 48 | $276.8M | NVDA, AAPL, META, QLD, AVGO |
| Q3 2024 | 39 | $255.1M | NVDA, AAPL, META, QLD, MSFT |
| Q2 2024 | 39 | $253.1M | NVDA, AAPL, META, QLD, SOXL |
| Q1 2024 | 36 | $203.8M | NVDA, AAPL, META, MSFT, QLD |