Institutions / Westwood Wealth Management
Westwood Wealth Management
CIK 1861125 · Institution · as of Jun 30, 2026
Portfolio value
$344.95M
Positions
43
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$344.95M+159.3%Positions
43-59.4%Top holdings
Jun 30, 2026View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $111.42M | 32.3% |
| Direxion Shares ETF Trust | $46.68M | 13.5% |
| Alphabet Inc. | $26.28M | 7.6% |
| ProShares Tr | $21.09M | 6.1% |
| Broadcom Inc. | $16.73M | 4.9% |
| Meta Platforms Inc | $11.86M | 3.4% |
| Apple Inc. | $11.85M | 3.4% |
| Arm Holdings PLC /UkARM | $10.23M | 3.0% |
| VanEck ETF Trust | $8.81M | 2.6% |
| Microsoft Corp | $8.12M | 2.4% |
| Tesla Inc | $8.09M | 2.3% |
| Advanced Micro Devices Inc | $7.36M | 2.1% |
| Amazon.com Inc | $6.87M | 2.0% |
| iShares Tr | $6.79M | 2.0% |
| Oklo Inc. | $5.09M | 1.5% |
| Palo Alto Networks Inc | $4.77M | 1.4% |
| Direxion Shares ETF Trust | $4.69M | 1.4% |
| Palantir Technologies Inc | $3.84M | 1.1% |
| Moderna, Inc. | $3.72M | 1.1% |
| Invesco Qqq Tr | $3.61M | 1.0% |
| Alphabet Inc. | $2.08M | 0.6% |
| Space Exploration Technologies CorpSPCX | $2.06M | 0.6% |
| Uber Technologies, Inc | $1.69M | 0.5% |
| iShares Tr | $1.41M | 0.4% |
| iShares Tr | $1.26M | 0.4% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $109.38M | +547K +5353.47% | 556,854 32.30% of portfolio | high |
| Q2 2026 as of | New | 25459W458 Common stock | $46.68M | +175K | 175,015 13.53% of portfolio | medium |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $25.80M | +72K +5363.89% | 73,544 7.62% of portfolio | medium |
| Q2 2026 as of | New | 74347R206 Common stock | $21.09M | +218K | 217,975 6.11% of portfolio | medium |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $16.51M | +44K +7458.02% | 44,290 4.85% of portfolio | medium |
| Q2 2026 as of | New | ARM Arm Holdings PLC /Uk ADR | $10.23M | +29K | 28,860 2.97% of portfolio | medium |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $10.04M | +18K +553.52% | 21,050 3.44% of portfolio | medium |
| Q2 2026 as of | Exit | 25434V203 Common stock | $-8.89M | -233K -100.00% | 0 | medium |
| Q2 2026 as of | New | 92189F676 Common stock | $8.81M | +13K | 13,425 2.55% of portfolio | medium |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $6.98M | +19K +612.40% | 21,778 2.35% of portfolio | medium |