Holders — by stockHoldings — by fund
Westwood Wealth Management
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1861125
$345.0M
disclosed book value
43
positions
32.3%
largest position share
Positions, as of 2026-06-30
top 43 of 43 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 556,854 | $111.4M | 32.3% |
| 2 | SOXLDIREXION SHARES ETF TRUST | 175,015 | $46.7M | 13.5% |
| 3 | GOOGLALPHABET INC | 73,544 | $26.3M | 7.6% |
| 4 | QLDPROSHARES TR | 217,975 | $21.1M | 6.1% |
| 5 | AVGOBROADCOM INC | 44,290 | $16.7M | 4.9% |
| 6 | METAMETA PLATFORMS INC | 21,050 | $11.9M | 3.4% |
| 7 | AAPLAPPLE INC | 40,955 | $11.9M | 3.4% |
| 8 | ARMARM HOLDINGS PLC | 28,860 | $10.2M | 3% |
| 9 | SMHVANECK ETF TRUST | 13,425 | $8.8M | 2.6% |
| 10 | MSFTMICROSOFT CORP | 21,778 | $8.1M | 2.4% |
| 11 | TSLATESLA INC | 19,242 | $8.1M | 2.3% |
| 12 | AMDADVANCED MICRO DEVICES INC | 12,667 | $7.4M | 2.1% |
| 13 | AMZNAMAZON COM INC | 28,837 | $6.9M | 2% |
| 14 | SHYISHARES TR | 82,750 | $6.8M | 2% |
| 15 | OKLOOKLO INC | 97,240 | $5.1M | 1.5% |
| 16 | PANWPALO ALTO NETWORKS INC | 14,000 | $4.8M | 1.4% |
| 17 | SPXLDIREXION SHARES ETF TRUST | 17,335 | $4.7M | 1.4% |
| 18 | PLTRPALANTIR TECHNOLOGIES INC | 32,899 | $3.8M | 1.1% |
| 19 | MRNAMODERNA INC | 53,140 | $3.7M | 1.1% |
| 20 | QQQINVESCO QQQ TR | 4,907 | $3.6M | 1% |
| 21 | GOOGALPHABET INC | 5,889 | $2.1M | 0.6% |
| 22 | SPCXSPACE EXPLORATION TECHN CORP | 12,040 | $2.1M | 0.6% |
| 23 | UBERUBER TECHNOLOGIES INC | 23,467 | $1.7M | 0.5% |
| 24 | IYWISHARES TR | 5,590 | $1.4M | 0.4% |
| 25 | IBBISHARES TR | 6,600 | $1.3M | 0.4% |
| 26 | TNADIREXION SHARES ETF TRUST | 13,240 | $994,461 | 0.3% |
| 27 | SPYSTATE STR SPDR S&P 500 ETF T | 1,191 | $889,405 | 0.3% |
| 28 | JPMJPMORGAN CHASE & CO | 2,528 | $827,491 | 0.2% |
| 29 | RVMDREVOLUTION MEDICINES INC | 3,515 | $658,289 | 0.2% |
| 30 | UNPUNION PAC CORP | 2,250 | $612,000 | 0.2% |
| 31 | DFUSDIMENSIONAL ETF TRUST | 7,420 | $607,995 | 0.2% |
| 32 | GSGOLDMAN SACHS GROUP INC | 495 | $500,630 | 0.1% |
| 33 | DALDELTA AIR LINES INC | 4,750 | $444,885 | 0.1% |
| 34 | VOOVANGUARD INDEX FDS | 620 | $425,823 | 0.1% |
| 35 | JOBY AVIATION INC | 40,800 | $363,936 | 0.1% |
| 36 | JNJJOHNSON & JOHNSON | 1,397 | $354,797 | 0.1% |
| 37 | LLYELI LILLY & CO | 259 | $311,839 | 0.1% |
| 38 | BXBLACKSTONE INC | 2,575 | $303,001 | 0.1% |
| 39 | ETENERGY TRANSFER L P | 15,546 | $297,240 | 0.1% |
| 40 | DISDISNEY WALT CO | 3,025 | $291,157 | 0.1% |
| 41 | FDXFEDEX CORP | 775 | $242,677 | 0.1% |
| 42 | COSTCOSTCO WHOLESALE CORPORATION | 220 | $205,804 | 0.1% |
| 43 | EXPEEXPEDIA GROUP INC | 800 | $204,704 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.