Westwood Wealth Management In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), Westwood Wealth Management reported 36 stock positions worth $203.8 million . Its top holding was Nvidia (NVDA) at 33.2% of the portfolio, followed by Apple (AAPL, 13.7% ) and Meta Platforms Class A (META, 5.8% ). Compared with Q4 2023, it opened 6 new positions, sold out of 3, added to 15 and reduced 11. The biggest buy was a new position in Direx Dail Semi Bu 3X Et-Usd (SOXL) and the biggest sale an exit from Blackstone (BX).
Location Los Angeles, CA
CIK 0001861125
Portfolio Value $203.8M (Q1 2024) Holdings 36 stocks · $203.8M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 NVDA Nvidia Corp. 74,804 $67.6M Reduce -1.9% AAPL Apple Inc. 162,748 $27.9M Add +7.3% META Meta Platforms Inc. Class A 24,473 $11.9M Add +297.9% MSFT Microsoft Corp. 26,639 $11.2M Add +10.0% QLD Proshares Ultra QQQ 124,920 $10.9M Add +1.0% SOXL Direx Dail Semi Bu 3X Et-Usd 218,315 $10.2M New GOOGL Alphabet Inc. Class A 62,800 $9.5M New AVGO Broadcom Inc. 5,475 $7.3M Add +14.1% AMZN Amazon.com Inc. 34,221 $6.2M Add +15.9% TNA Dir Dai SML Ca Bul 3X Et-Usd 127,730 $5.5M Add +124.5% SPXL Direxion Daily S&P 500 Bull 33,950 $4.6M Add +14.1% PANW Palo Alto Networks Inc. 14,978 $4.3M Add +0.3% UBER Uber Technologies Inc. 49,750 $3.8M Add +6.5% SMH Vaneck Semiconductor ETF 15,790 $3.6M Reduce -1.3% NXPI NXP Semiconductors NV 8,830 $2.2M Add +9.3% QQQ Invesco QQQ Trust Series 1 4,145 $1.8M Add +14.7% IBB iShares Biotechnology ETF 12,475 $1.7M Add +48.3% IYW iShares Ustechnology ETF 12,055 $1.6M Reduce -6.4% UNP Union Pacific Corp. 5,535 $1.4M Reduce -0.7% LLY Eli Lilly & Co. 1,615 $1.3M New SPY SS SPDR S&P 500 ETF Trust-US 2,251 $1.2M Reduce -13.6% NKE Nike Inc. Class B 10,952 $1.0M No change GOOG Alphabet Inc. Class C 6,640 $1.0M Reduce -7.3% AMD Advanced Micro Devices 4,279 $772K New FDX FedEx Corp. 2,435 $706K Reduce -3.9% DIS The Walt Disney Co. filed as DISNEY WALT CO 5,370 $657K Reduce -3.6% NFLX Netflix Inc. 1,020 $619K Add +102.8% BIB Proshares Ultra Nasd Biotech 10,000 $575K New JPM JPMorgan Chase & Co. 2,787 $558K Reduce -3.5% NOW ServiceNow Inc. 600 $457K Add +14.3% DFUS Dimensional US Eq MKT ETF 7,420 $423K No change XYZ Block Inc. 4,560 $386K Reduce -43.8% QCOM Qualcomm Inc. 2,208 $374K Reduce -28.4% JNJ Johnson & Johnson 2,297 $363K No change ET Energy Transfer LP 15,000 $236K No change DAL Delta Air Lines Inc. 4,800 $230K New
Options reported separately and not counted above: NVDA calls ($389K), NVDA puts ($271K).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ BX Blackstone Inc. Sold out 0.00% −0.72 IYW iShares Ustechnology ETF Reduce -6.4% 0.80% −0.42 SMH Vaneck Semiconductor ETF Reduce -1.3% 1.74% −0.41 UNP Union Pacific Corp. Reduce -0.7% 0.67% −0.39 SPY SS SPDR S&P 500 ETF Trust-US Reduce -13.6% 0.58% −0.38 XYZ Block Inc. Reduce -43.8% 0.19% −0.29 GOOG Alphabet Inc. Class C Reduce -7.3% 0.50% −0.28 GM General Motors Co. Sold out 0.00% −0.26 BIIB Biogen Inc. Sold out 0.00% −0.22 QCOM Qualcomm Inc. Reduce -28.4% 0.18% −0.16 FDX FedEx Corp. Reduce -3.9% 0.35% −0.15 JPM JPMorgan Chase & Co. Reduce -3.5% 0.27% −0.10 DIS The Walt Disney Co. Reduce -3.6% 0.32% −0.07 NVDA Nvidia Corp. Reduce -1.9% 33.16% +4.03
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ SOXL Direx Dail Semi Bu 3X Et-Usd New 4.98% +4.98 GOOGL Alphabet Inc. Class A New 4.65% +4.65 META Meta Platforms Inc. Class A Add +297.9% 5.83% +4.15 TNA Dir Dai SML Ca Bul 3X Et-Usd Add +124.5% 2.69% +0.96 LLY Eli Lilly & Co. New 0.62% +0.62 AMD Advanced Micro Devices New 0.38% +0.38 BIB Proshares Ultra Nasd Biotech New 0.28% +0.28 NFLX Netflix Inc. Add +102.8% 0.30% +0.12 DAL Delta Air Lines Inc. New 0.11% +0.11 IBB iShares Biotechnology ETF Add +48.3% 0.84% −0.04 NOW ServiceNow Inc. Add +14.3% 0.22% −0.06 SPXL Direxion Daily S&P 500 Bull Add +14.1% 2.23% −0.15 QQQ Invesco QQQ Trust Series 1 Add +14.7% 0.90% −0.24 UBER Uber Technologies Inc. Add +6.5% 1.88% −0.34 NXPI NXP Semiconductors NV Add +9.3% 1.07% −0.36 AMZN Amazon.com Inc. Add +15.9% 3.03% −0.43 AVGO Broadcom Inc. Add +14.1% 3.56% −0.57 PANW Palo Alto Networks Inc. Add +0.3% 2.09% −1.31 MSFT Microsoft Corp. Add +10.0% 5.50% −1.53 QLD Proshares Ultra QQQ Add +1.0% 5.36% −1.89 AAPL Apple Inc. Add +7.3% 13.69% −8.83
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ NVDA Nvidia Corp. call New 430 $389K NVDA Nvidia Corp. put New 300 $271K AAPL Apple Inc. call Sold out 600 $116Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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