Westwood Wealth Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Westwood Wealth Management reported 42 stock positions worth $254.8 million. Its top holding was Nvidia (NVDA) at 38.6% of the portfolio, followed by Alphabet Class A (GOOGL, 8.4%) and Meta Platforms Class A (META, 6.0%). Compared with Q4 2025, it opened 24 new positions, sold out of 88, added to 14 and reduced 4. The biggest buy was Nvidia (NVDA, shares +5421%) and the biggest sale an exit from Dimensional International (DFAI).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001861125
- Portfolio Value
- $254.8M (Q1 2026)
- SEC Filing
- 0001172661-26-001656 ↗ filed May 11, 2026
Holdings Value
Holdings 42 stocks · $254.8M
| NVDA Nvidia Corp. | 38.58% | 563,747 | $98.3M | Add +5421.0% |
| GOOGL Alphabet Inc. Class A | 8.39% | 74,368 | $21.4M | Add +5425.1% |
| META Meta Platforms Inc. Class A | 6.01% | 26,763 | $15.3M | Add +730.9% |
| AVGO Broadcom Inc. | 5.43% | 44,715 | $13.8M | Add +7530.6% |
| QLD Proshares Ultra QQQ | 5.19% | 216,730 | $13.2M | New |
| AAPL Apple Inc. | 4.26% | 42,751 | $10.8M | Add +74.7% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 4.24% | 225,545 | $10.8M | New |
| MSFT Microsoft Corp. | 3.50% | 24,061 | $8.9M | Add +687.1% |
| TSLA Tesla Inc. | 3.11% | 21,310 | $7.9M | Add +436.1% |
| PLTR Palantir Technologies Inc. Class A | 2.47% | 43,079 | $6.3M | Add +224.5% |
| AMZN Amazon.com Inc. | 2.33% | 28,536 | $5.9M | Add +357.5% |
| SMH Vaneck Semiconductor ETF | 2.11% | 14,025 | $5.4M | New |
| OKLO Oklo Inc. | 1.81% | 93,190 | $4.6M | New |
| ARM Arm Holdings PLC-ADR | 1.49% | 25,135 | $3.8M | New |
| SPXL Direxion Daily S&P 500 Bull | 1.39% | 19,210 | $3.6M | New |
| SHY iShares 1-3 Year Treasury Bo | 1.27% | 39,050 | $3.2M | New |
| QQQ Invesco QQQ Trust Series 1 | 1.13% | 4,985 | $2.9M | Add +26.7% |
| AMD Advanced Micro Devices | 1.02% | 12,723 | $2.6M | Add +149.0% |
| PANW Palo Alto Networks Inc. | 0.90% | 14,300 | $2.3M | New |
| UBER Uber Technologies Inc. | 0.69% | 24,350 | $1.8M | New |
| GOOG Alphabet Inc. Class C | 0.66% | 5,877 | $1.7M | Add +119.4% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.43% | 24,665 | $1.1M | New |
| IYW iShares Ustechnology ETF | 0.41% | 5,810 | $1.1M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 1,331 | $866K | Reduce -63.2% |
| IBB iShares Biotechnology ETF | 0.34% | 5,100 | $861K | New |
| JPM JPMorgan Chase & Co. | 0.31% | 2,662 | $783K | Reduce -17.6% |
| UNP Union Pacific Corp. | 0.23% | 2,375 | $576K | New |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 7,420 | $526K | Add +2.3% |
| GS Goldman Sachs Group Inc. | 0.18% | 545 | $461K | New |
| ORCL Oracle Corp. | 0.17% | 3,025 | $445K | New |
| BX Blackstone Inc. | 0.16% | 3,575 | $411K | Add +47.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 3,905 | $376K | Reduce -4.4% |
| NOW ServiceNow Inc. | 0.14% | 3,425 | $358K | New |
| JNJ Johnson & Johnson | 0.13% | 1,354 | $331K | New |
| DAL Delta Air Lines Inc. | 0.12% | 4,750 | $316K | New |
| VOO Vanguard S&P 500 ETF | 0.12% | 506 | $302K | New |
| ET Energy Transfer LP | 0.12% | 15,500 | $299K | New |
| FDX FedEx Corp. | 0.11% | 775 | $276K | New |
| JOBY Joby Aviation Inc. | 0.09% | 29,150 | $241K | New |
| LLY Eli Lilly & Co. | 0.09% | 260 | $239K | Reduce -72.8% |
| COST Costco Wholesale Corp. | 0.09% | 220 | $219K | New |
| WMT Walmart Inc. | 0.08% | 1,728 | $215K | New |
Portfolio Sells Q4 2025 → Q1 2026
| DFAI Dimensional International Co. | Sold out | 0.00% | −6.68 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −4.26 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −4.14 |
| SPHQ Invesco S&P 500 Quality ETF | Sold out | 0.00% | −3.93 |
| DFAT Dimensional US Target Value | Sold out | 0.00% | −3.78 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −3.49 |
| TGRW T Rowe Price Growth Stock Et | Sold out | 0.00% | −2.66 |
| JMBS Janus Henderson Mortg Backed | Sold out | 0.00% | −2.42 |
| EZM Wisdomtree US Midcap Fund | Sold out | 0.00% | −2.18 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −2.11 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −2.07 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −1.96 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −1.85 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −1.85 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −1.72 |
| SMAY FT Vest U.S. Small Cap Moder | Sold out | 0.00% | −1.63 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −1.58 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -63.2% | 0.34% | −1.51 |
| QCJL FT NSDQ 100 CN Buff ETF-Jul | Sold out | 0.00% | −1.40 |
| DFAU Dimensional US Core Equity M | Sold out | 0.00% | −1.30 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −1.29 |
| DJAN FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −1.28 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −1.00 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −1.00 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.93 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.92 |
| SEIX Virtus Seix Senior Loan ETF | Sold out | 0.00% | −0.84 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.79 |
| LLY Eli Lilly & Co. | Reduce -72.8% | 0.09% | −0.68 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.66 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.66 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.64 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.64 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.63 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.62 |
| AZZ Azz Inc. | Sold out | 0.00% | −0.56 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.55 |
| NAN Nuveen NY QLTY Muni Inc. | Sold out | 0.00% | −0.54 |
| BOND PIMCO Active Bond Exchange-T | Sold out | 0.00% | −0.53 |
| DUHP Dimensional US High Profi Et | Sold out | 0.00% | −0.52 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.48 |
| AOS Smith (a.o.) Corp. | Sold out | 0.00% | −0.48 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.48 |
| JPM JPMorgan Chase & Co. | Reduce -17.6% | 0.31% | −0.47 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.46 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.45 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.42 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.36 |
| DFIC Dimensional International Co. | Sold out | 0.00% | −0.36 |
| RTX RTX Corp. | Sold out | 0.00% | −0.33 |
Portfolio Buys Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Add +5421.0% | 38.58% | +37.15 |
| GOOGL Alphabet Inc. Class A | Add +5425.1% | 8.39% | +8.08 |
| AVGO Broadcom Inc. | Add +7530.6% | 5.43% | +5.28 |
| QLD Proshares Ultra QQQ | New | 5.19% | +5.19 |
| META Meta Platforms Inc. Class A | Add +730.9% | 6.01% | +4.41 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | New | 4.24% | +4.24 |
| MSFT Microsoft Corp. | Add +687.1% | 3.50% | +2.38 |
| SMH Vaneck Semiconductor ETF | New | 2.11% | +2.11 |
| OKLO Oklo Inc. | New | 1.81% | +1.81 |
| TSLA Tesla Inc. | Add +436.1% | 3.11% | +1.77 |
| ARM Arm Holdings PLC-ADR | New | 1.49% | +1.49 |
| SPXL Direxion Daily S&P 500 Bull | New | 1.39% | +1.39 |
| SHY iShares 1-3 Year Treasury Bo | New | 1.27% | +1.27 |
| AMZN Amazon.com Inc. | Add +357.5% | 2.33% | +1.25 |
| PANW Palo Alto Networks Inc. | New | 0.90% | +0.90 |
| PLTR Palantir Technologies Inc. Class A | Add +224.5% | 2.47% | +0.70 |
| UBER Uber Technologies Inc. | New | 0.69% | +0.69 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | New | 0.43% | +0.43 |
| IYW iShares Ustechnology ETF | New | 0.41% | +0.41 |
| IBB iShares Biotechnology ETF | New | 0.34% | +0.34 |
| UNP Union Pacific Corp. | New | 0.23% | +0.23 |
| AMD Advanced Micro Devices | Add +149.0% | 1.02% | +0.19 |
| GS Goldman Sachs Group Inc. | New | 0.18% | +0.18 |
| ORCL Oracle Corp. | New | 0.17% | +0.17 |
| NOW ServiceNow Inc. | New | 0.14% | +0.14 |
| JNJ Johnson & Johnson | New | 0.13% | +0.13 |
| DAL Delta Air Lines Inc. | New | 0.12% | +0.12 |
| VOO Vanguard S&P 500 ETF | New | 0.12% | +0.12 |
| ET Energy Transfer LP | New | 0.12% | +0.12 |
| FDX FedEx Corp. | New | 0.11% | +0.11 |
| JOBY Joby Aviation Inc. | New | 0.09% | +0.09 |
| COST Costco Wholesale Corp. | New | 0.09% | +0.09 |
| WMT Walmart Inc. | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +119.4% | 0.66% | +0.03 |
| BX Blackstone Inc. | Add +47.5% | 0.16% | −0.12 |
| DFUS Dimensional US Eq MKT ETF | Add +2.3% | 0.21% | −0.20 |
| QQQ Invesco QQQ Trust Series 1 | Add +26.7% | 1.13% | −0.69 |
| AAPL Apple Inc. | Add +74.7% | 4.26% | −0.74 |
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 |