Westwood Wealth Management

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Westwood Wealth Management reported 39 stock positions worth $253.1 million. Its top holding was Nvidia (NVDA) at 39.1% of the portfolio, followed by Apple (AAPL, 11.0%) and Meta Platforms Class A (META, 5.3%). Compared with Q1 2024, it opened 3 new positions, added to 10 and reduced 12. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale Apple (AAPL, shares −19%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001861125
Portfolio Value
$253.1M (Q2 2024)
SEC Filing
0001861125-24-000006 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $203.8M Q1 2024 Q2 2024: $253.1M $253.1M Q2 2024 Q3 2024: $255.1M Q3 2024 Q4 2024: $276.8M Q4 2024 Q1 2025: $231.9M Q1 2025 Q2 2025: $297.6M Q2 2025 Q3 2025: $272.7M Q3 2025 Q4 2025: $133.0M Q4 2025 Q1 2026: $254.8M Q1 2026 Q2 2026: $345.0M Q2 2026

Holdings 39 stocks · $253.1M
NVDA Nvidia Corp. 39.11% 801,120 $99.0M Add +7.1%
AAPL Apple Inc. 11.00% 132,226 $27.8M Reduce -18.8%
META Meta Platforms Inc. Class A 5.30% 26,591 $13.4M Add +8.7%
QLD Proshares Ultra QQQ 5.09% 129,010 $12.9M Add +3.3%
SOXL Direx Dail Semi Bu 3X Et-Usd 4.96% 226,970 $12.6M Add +4.0%
MSFT Microsoft Corp. 4.88% 27,622 $12.3M Add +3.7%
GOOGL Alphabet Inc. Class A 4.47% 62,107 $11.3M Reduce -1.1%
AVGO Broadcom Inc. 3.47% 5,475 $8.8M No change
AMZN Amazon.com Inc. 2.69% 35,270 $6.8M Add +3.1%
PANW Palo Alto Networks Inc. 1.98% 14,753 $5.0M Reduce -1.5%
SPXL Direxion Daily S&P 500 Bull 1.91% 33,175 $4.8M Reduce -2.3%
SMH Vaneck Semiconductor ETF 1.78% 17,290 $4.5M Add +9.5%
ARM Arm Holdings PLC-ADR 1.53% 23,675 $3.9M New
TNA Dir Dai SML Ca Bul 3X Et-Usd 1.43% 98,730 $3.6M Reduce -22.7%
UBER Uber Technologies Inc. 1.43% 49,750 $3.6M No change
NXPI NXP Semiconductors NV 0.94% 8,830 $2.4M No change
QQQ Invesco QQQ Trust Series 1 0.89% 4,685 $2.2M Add +13.0%
IYW iShares Ustechnology ETF 0.72% 12,050 $1.8M Reduce -0.0%
LLY Eli Lilly & Co. 0.69% 1,940 $1.8M Add +20.1%
IBB iShares Biotechnology ETF 0.67% 12,325 $1.7M Reduce -1.2%
SMCI Super Micro Computer Inc. 0.57% 1,750 $1.4M New
UNP Union Pacific Corp. 0.49% 5,535 $1.3M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.48% 2,251 $1.2M No change
GOOG Alphabet Inc. Class C 0.48% 6,640 $1.2M No change
BX Blackstone Inc. 0.35% 7,175 $888K New
FDX FedEx Corp. 0.29% 2,430 $729K Reduce -0.2%
AMD Advanced Micro Devices 0.27% 4,279 $694K No change
NFLX Netflix Inc. 0.27% 1,020 $688K No change
NKE Nike Inc. Class B 0.25% 8,302 $626K Reduce -24.2%
BIB Proshares Ultra Nasd Biotech 0.23% 10,000 $593K No change
JPM JPMorgan Chase & Co. 0.22% 2,787 $564K No change
QCOM Qualcomm Inc. 0.21% 2,708 $539K Add +22.6%
NOW ServiceNow Inc. 0.19% 600 $472K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 4,570 $454K Reduce -14.9%
DFUS Dimensional US Eq MKT ETF 0.17% 7,420 $437K No change
JNJ Johnson & Johnson 0.11% 1,947 $285K Reduce -15.2%
ET Energy Transfer LP 0.10% 15,000 $243K No change
XYZ Block Inc. 0.09% 3,560 $230K Reduce -21.9%
DAL Delta Air Lines Inc. 0.09% 4,800 $228K No change

Options reported separately and not counted above: META calls ($10.1M), QQQ calls ($4.8M), NVDA calls ($371K).

Portfolio Sells Q1 2024 → Q2 2024
AAPL Apple Inc. Reduce -18.8% 11.00% −2.69
TNA Dir Dai SML Ca Bul 3X Et-Usd Reduce -22.7% 1.43% −1.26
SPXL Direxion Daily S&P 500 Bull Reduce -2.3% 1.91% −0.32
NKE Nike Inc. Class B Reduce -24.2% 0.25% −0.26
GOOGL Alphabet Inc. Class A Reduce -1.1% 4.47% −0.18
IBB iShares Biotechnology ETF Reduce -1.2% 0.67% −0.17
DIS The Walt Disney Co. Reduce -14.9% 0.18% −0.14
PANW Palo Alto Networks Inc. Reduce -1.5% 1.98% −0.11
XYZ Block Inc. Reduce -21.9% 0.09% −0.10
IYW iShares Ustechnology ETF Reduce -0.0% 0.72% −0.08
JNJ Johnson & Johnson Reduce -15.2% 0.11% −0.07
FDX FedEx Corp. Reduce -0.2% 0.29% −0.06

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +7.1% 39.11% +5.94
ARM Arm Holdings PLC-ADR New 1.53% +1.53
SMCI Super Micro Computer Inc. New 0.57% +0.57
BX Blackstone Inc. New 0.35% +0.35
LLY Eli Lilly & Co. Add +20.1% 0.69% +0.08
SMH Vaneck Semiconductor ETF Add +9.5% 1.78% +0.04
QCOM Qualcomm Inc. Add +22.6% 0.21% +0.03
QQQ Invesco QQQ Trust Series 1 Add +13.0% 0.89% −0.02
SOXL Direx Dail Semi Bu 3X Et-Usd Add +4.0% 4.96% −0.02
QLD Proshares Ultra QQQ Add +3.3% 5.09% −0.27
AMZN Amazon.com Inc. Add +3.1% 2.69% −0.34
META Meta Platforms Inc. Class A Add +8.7% 5.30% −0.53
MSFT Microsoft Corp. Add +3.7% 4.88% −0.62

Options Activity Q1 2024 → Q2 2024
META Meta Platforms Inc. Class A call New 200 $10.1M
QQQ Invesco QQQ Trust Series 1 call New 100 $4.8M
NVDA Nvidia Corp. call Reduce -99.3% 30 $371K
NVDA Nvidia Corp. put Sold out 3,000 $271Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 43$345.0MNVDA, SOXL, GOOGL, QLD, AVGO
Q1 2026 42$254.8MNVDA, GOOGL, META, AVGO, QLD
Q4 2025 106$133.0MDFAI, AAPL, BIV, JAAA, SPHQ
Q3 2025 46$272.7MNVDA, META, GOOGL, QLD, AVGO
Q2 2025 48$297.6MNVDA, META, AAPL, QLD, AVGO
Q1 2025 45$231.9MNVDA, AAPL, META, QLD, MSFT
Q4 2024 48$276.8MNVDA, AAPL, META, QLD, AVGO
Q3 2024 39$255.1MNVDA, AAPL, META, QLD, MSFT
Q2 2024 39$253.1MNVDA, AAPL, META, QLD, SOXL
Q1 2024 36$203.8MNVDA, AAPL, META, MSFT, QLD