Westwood Wealth Management
All holdings · as of Jun 30, 2026
| 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% |
| DIREXION SHARES ETF TRUST | $994.5K | 0.3% |
| STATE STR SPDR S&P 500 ETF T | $889.4K | 0.3% |
| JPMORGAN CHASE & CO | $827.5K | 0.2% |
| Revolution Medicines, Inc. | $658.3K | 0.2% |
| Union Pacific Corp | $612.0K | 0.2% |
| DIMENSIONAL ETF TRUST | $608.0K | 0.2% |
| THE GOLDMAN SACHS GROUP, INC. | $500.6K | 0.1% |
| DELTA AIR LINES, INC. | $444.9K | 0.1% |
| VANGUARD INDEX FDS | $425.8K | 0.1% |
| Joby Aviation, Inc. | $363.9K | 0.1% |
| JOHNSON & JOHNSON | $354.8K | 0.1% |
| ELI LILLY & Co | $311.8K | 0.1% |
| Blackstone Inc | $303.0K | 0.1% |
| Energy Transfer LPET | $297.2K | 0.1% |
| Walt Disney Co | $291.2K | 0.1% |
| FedEx Corp | $242.7K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $205.8K | 0.1% |
| Expedia Group Inc | $204.7K | 0.1% |