Westwood Wealth Management
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Westwood Wealth Management reported 39 stock positions worth $255.1 million. Its top holding was Nvidia (NVDA) at 37.3% of the portfolio, followed by Apple (AAPL, 13.0%) and Meta Platforms Class A (META, 7.1%). Compared with Q2 2024, it opened 2 new positions, sold out of 2, added to 20 and reduced 14. The biggest buy was Apple (AAPL, shares +8%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001861125
- Portfolio Value
- $255.1M (Q3 2024)
- SEC Filing
- 0001861125-24-000009 ↗ filed Nov 12, 2024
Holdings Value
Holdings 39 stocks · $255.1M
| NVDA Nvidia Corp. | 37.27% | 782,796 | $95.1M | Reduce -2.3% |
| AAPL Apple Inc. | 13.02% | 142,501 | $33.2M | Add +7.8% |
| META Meta Platforms Inc. Class A | 7.05% | 31,436 | $18.0M | Add +18.2% |
| QLD Proshares Ultra QQQ | 5.21% | 131,860 | $13.3M | Add +2.2% |
| MSFT Microsoft Corp. | 5.14% | 30,452 | $13.1M | Add +10.3% |
| GOOGL Alphabet Inc. Class A | 4.05% | 62,226 | $10.3M | Add +0.2% |
| AVGO Broadcom Inc. | 4.02% | 59,500 | $10.3M | Add +8.7% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 3.69% | 256,720 | $9.4M | Add +13.1% |
| AMZN Amazon.com Inc. | 2.57% | 35,187 | $6.6M | Reduce -0.2% |
| SPXL Direxion Daily S&P 500 Bull | 2.18% | 33,975 | $5.6M | Add +2.4% |
| PANW Palo Alto Networks Inc. | 1.83% | 13,678 | $4.7M | Reduce -7.3% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 1.62% | 93,080 | $4.1M | Reduce -5.7% |
| SMH Vaneck Semiconductor ETF | 1.52% | 15,790 | $3.9M | Reduce -8.7% |
| UBER Uber Technologies Inc. | 1.22% | 41,275 | $3.1M | Reduce -17.0% |
| LLY Eli Lilly & Co. | 1.01% | 2,910 | $2.6M | Add +50.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.94% | 4,920 | $2.4M | Add +5.0% |
| NXPI NXP Semiconductors NV | 0.83% | 8,830 | $2.1M | No change |
| IBB iShares Biotechnology ETF | 0.83% | 14,500 | $2.1M | Add +17.6% |
| IYW iShares Ustechnology ETF | 0.70% | 11,775 | $1.8M | Reduce -2.3% |
| ARM Arm Holdings PLC-ADR | 0.55% | 9,725 | $1.4M | Reduce -58.9% |
| UNP Union Pacific Corp. | 0.53% | 5,435 | $1.3M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 2,251 | $1.3M | No change |
| GOOG Alphabet Inc. Class C | 0.44% | 6,653 | $1.1M | Add +0.2% |
| NFLX Netflix Inc. | 0.43% | 1,554 | $1.1M | Add +52.4% |
| BX Blackstone Inc. | 0.37% | 6,175 | $946K | Reduce -13.9% |
| BIB Proshares Ultra Nasd Biotech | 0.35% | 14,000 | $893K | Add +40.0% |
| AMD Advanced Micro Devices | 0.30% | 4,643 | $762K | Add +8.5% |
| NKE Nike Inc. Class B | 0.25% | 7,311 | $646K | Reduce -11.9% |
| NOW ServiceNow Inc. | 0.25% | 700 | $626K | Add +16.7% |
| JPM JPMorgan Chase & Co. | 0.23% | 2,803 | $591K | Add +0.6% |
| FDX FedEx Corp. | 0.19% | 1,730 | $473K | Reduce -28.8% |
| DFUS Dimensional US Eq MKT ETF | 0.18% | 7,420 | $462K | No change |
| QCOM Qualcomm Inc. | 0.15% | 2,249 | $382K | Reduce -16.9% |
| JNJ Johnson & Johnson | 0.12% | 1,960 | $318K | Add +0.7% |
| TSLA Tesla Inc. | 0.11% | 1,085 | $284K | New |
| ET Energy Transfer LP | 0.10% | 15,500 | $249K | Add +3.3% |
| DAL Delta Air Lines Inc. | 0.10% | 4,845 | $246K | Add +0.9% |
| XYZ Block Inc. | 0.08% | 3,210 | $215K | Reduce -9.8% |
| ACN Accenture PLC Class A | 0.08% | 600 | $212K | New |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -2.3% | 37.27% | −1.84 |
| ARM Arm Holdings PLC-ADR | Reduce -58.9% | 0.55% | −0.99 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.57 |
| SMH Vaneck Semiconductor ETF | Reduce -8.7% | 1.52% | −0.26 |
| UBER Uber Technologies Inc. | Reduce -17.0% | 1.22% | −0.21 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.18 |
| PANW Palo Alto Networks Inc. | Reduce -7.3% | 1.83% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 2.57% | −0.12 |
| FDX FedEx Corp. | Reduce -28.8% | 0.19% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -16.9% | 0.15% | −0.06 |
| IYW iShares Ustechnology ETF | Reduce -2.3% | 0.70% | −0.02 |
| XYZ Block Inc. | Reduce -9.8% | 0.08% | −0.01 |
| NKE Nike Inc. Class B | Reduce -11.9% | 0.25% | +0.01 |
| BX Blackstone Inc. | Reduce -13.9% | 0.37% | +0.02 |
| UNP Union Pacific Corp. | Reduce -1.8% | 0.53% | +0.03 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Reduce -5.7% | 1.62% | +0.19 |
Portfolio Buys Q2 2024 → Q3 2024
| AAPL Apple Inc. | Add +7.8% | 13.02% | +2.01 |
| META Meta Platforms Inc. Class A | Add +18.2% | 7.05% | +1.76 |
| AVGO Broadcom Inc. | Add +8.7% | 4.02% | +0.55 |
| LLY Eli Lilly & Co. | Add +50.0% | 1.01% | +0.32 |
| SPXL Direxion Daily S&P 500 Bull | Add +2.4% | 2.18% | +0.27 |
| MSFT Microsoft Corp. | Add +10.3% | 5.14% | +0.26 |
| NFLX Netflix Inc. | Add +52.4% | 0.43% | +0.16 |
| IBB iShares Biotechnology ETF | Add +17.6% | 0.83% | +0.16 |
| QLD Proshares Ultra QQQ | Add +2.2% | 5.21% | +0.12 |
| BIB Proshares Ultra Nasd Biotech | Add +40.0% | 0.35% | +0.12 |
| TSLA Tesla Inc. | New | 0.11% | +0.11 |
| ACN Accenture PLC Class A | New | 0.08% | +0.08 |
| NOW ServiceNow Inc. | Add +16.7% | 0.25% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.0% | 0.94% | +0.05 |
| AMD Advanced Micro Devices | Add +8.5% | 0.30% | +0.02 |
| JNJ Johnson & Johnson | Add +0.7% | 0.12% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.23% | +0.01 |
| DAL Delta Air Lines Inc. | Add +0.9% | 0.10% | +0.01 |
| ET Energy Transfer LP | Add +3.3% | 0.10% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.44% | −0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 4.05% | −0.42 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Add +13.1% | 3.69% | −1.27 |
Options Activity Q2 2024 → Q3 2024
| META Meta Platforms Inc. Class A | call | Sold out | 200 | $10.1Mbefore exit |
| QQQ Invesco QQQ Trust Series 1 | call | Sold out | 100 | $4.8Mbefore exit |
| NVDA Nvidia Corp. | call | Sold out | 30 | $371Kbefore 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 |