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CIK: 0001861125
Total reported value
$345.0M
$345.0M
42 檔
47.0%
The Q1 2026 SEC filing reveals that Westwood Wealth Management held a total portfolio value of $345.0M, covering 42 public equity positions.
In Q1 2026, Westwood Wealth Management adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 88 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 38.58% | -6.28% | +5420.98% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.39% | -0.77% | +5425.11% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.01% | -2.57% | +730.89% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 5.43% | -0.58% | +7530.55% | |
| 5 | QLD | Proshares Ultra Qqq | ETF-Other | 5.19% | +0.92% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.26% | -0.82% | +74.71% | |
| 7 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 4.24% | +9.29% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.50% | -1.14% | +687.08% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.11% | -0.76% | +436.10% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.47% | -1.36% | +224.51% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | -0.34% | +357.53% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.11% | +0.44% | — | |
| 13 | OKLO | Oklo Inc | Stock-Utilities | 1.81% | -0.33% | — | |
| 14 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.49% | +1.48% | — | |
| 15 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 1.39% | -0.03% | — | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.27% | +0.70% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | -0.08% | +26.68% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.02% | +1.11% | +149.03% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.90% | +0.48% | — | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 0.69% | -0.20% | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.06% | +119.37% | |
| 22 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.43% | -0.14% | — | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.41% | — | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | -0.08% | -63.20% | |
| 25 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.34% | +0.02% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.07% | -17.59% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.23% | -0.05% | — | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.21% | -0.03% | +2.33% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.18% | -0.03% | — | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.17% | -0.17% | EXIT | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.16% | -0.07% | +47.54% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | -0.07% | -4.43% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.14% | -0.14% | EXIT | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.03% | — | |
| 35 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.12% | +0.01% | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 37 | ET | Energy Transfer LP | Stock-Energy | 0.12% | -0.03% | — | |
| 38 | FDX | Fedex CORP | Stock-Industrials | 0.11% | -0.04% | — | |
| 39 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 0.09% | +0.02% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | — | -72.75% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.03% | — | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.08% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +37.2% | +5420.98% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +8.1% | +5425.11% | Add |
| 3 | AVGO | Broadcom Inc | +5.3% | +7530.55% | Add |
| 4 | META | Meta Platforms Inc-class A | +4.4% | +730.89% | Add |
| 5 | MSFT | Microsoft CORP | +2.4% | +687.08% | Add |
| 6 | TSLA | Tesla Inc | +1.8% | +436.10% | Add |
| 7 | AMZN | Amazon.com Inc | +1.3% | +357.53% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.7% | +224.51% | Add |
| 9 | AMD | Advanced Micro Devices | +0.2% | +149.03% | Add |
| 10 | GOOG | Alphabet Inc-cl C | 0% | +119.37% | Add |
| 11 | BX | Blackstone Inc | -0.1% | +47.54% | Add |
| 12 | DFUS | Dimensional US Eq Mkt ETF | -0.2% | +2.33% | Add |
| 13 | DIS | Walt Disney Co/the | -0.2% | -4.43% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | -0.5% | -17.59% | Trim |
| 15 | LLY | Eli Lilly & Co | -0.7% | -72.75% | Trim |
| 16 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | +26.68% | Add |
| 17 | AAPL | Apple Inc | -0.7% | +74.71% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.5% | -63.20% | Trim |
| 19 | QLD | Proshares Ultra Qqq | — | NEW | New buy |
| 20 | SOXL | Direx Dail Semi Bu 3x Et-usd | — | NEW | New buy |
| 21 | DFAI | Dimensional International Co | — | EXIT | Sold out |
| 22 | BIV | Vanguard Intermediate-term B | — | EXIT | Sold out |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | — | EXIT | Sold out |
| 24 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | — | EXIT | Sold out |
| 26 | DFAT | Dimensional US Target Value | — | EXIT | Sold out |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | EXIT | Sold out |
| 28 | OKLO | Oklo Inc | — | NEW | New buy |
| 29 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 30 | SPXL | Direxion Daily S&p 500 Bull | — | NEW | New buy |
| 31 | TGRW | T Rowe Price Growth Stock Et | — | EXIT | Sold out |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 33 | JMBS | Janus Henderson Mortg Backed | — | EXIT | Sold out |
| 34 | EZM | Wisdomtree US Midcap Fund | — | EXIT | Sold out |
| 35 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | EXIT | Sold out |
| 36 | VOE | Vanguard Mid-cap Value ETF | — | EXIT | Sold out |
| 37 | PWR | Quanta Services Inc | — | EXIT | Sold out |
| 38 | VOT | Vanguard Mid-cap Growth ETF | — | EXIT | Sold out |
| 39 | VGSH | Vanguard Short-term Treasury | — | EXIT | Sold out |
| 40 | PEG | Public Service Enterprise Gp | — | EXIT | Sold out |
| 41 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 42 | SMAY | Ft Vest U.s. Small Cap Moder | — | EXIT | Sold out |
| 43 | TFLO | Ishares Treasury Floating Ra | — | EXIT | Sold out |
| 44 | QCJL | Ft Nsdq 100 Cn Buff Etf-jul | — | EXIT | Sold out |
| 45 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 46 | DFAU | Dimensional US Core Equity M | — | EXIT | Sold out |
| 47 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 48 | DJAN | Ft Vest U.s. Equity Deep Buf | — | EXIT | Sold out |
| 49 | VB | Vanguard Small-cap ETF | — | EXIT | Sold out |
| 50 | SOXX | Ishares Semiconductor ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Westwood Wealth Management reported a total U.S. public equity portfolio value of $345.0M across 42 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, META) accounted for 47.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
QLD
市值: $13.2M
Top Position Liquidated / Trimmed
DFAI
前期市值: $8.9M
During Q1 2026, Westwood Wealth Management's top holdings by market value included NVDA (38.6%)、GOOGL (8.4%)、META (6.0%). The largest single position, NVDA, represented 38.6% of total portfolio value.
In Q1 2026, Westwood Wealth Management made 130 total portfolio adjustments, initiating 24 new buys, adding to 14 positions, trimming 4 holdings, and fully liquidating 88 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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