Filed: 5/11/2026ACC: 0001172661-26-001656
📋 What this filing means
WESTWOOD WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $254.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$254.82M
Total AUM (reported)
1.68M
Total Shares
Allocation by class
COM$157.10M61.7%
CL A$21.61M8.5%
CAP STK CL A$21.39M8.4%
PSHS ULTRA QQQ$13.22M5.2%
DAILY SEMICONDUC$10.81M4.2%
SEMICONDUCTR ETF$5.38M2.1%
COM CL A$4.62M1.8%
Portfolio Concentration
Top 3$135.01M53.0%
4–10$71.85M28.2%
11–25$41.58M16.3%
Rest$6.38M2.5%
Top 3 weight
53.0%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 1.68M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.68M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings42
Rows:
NVIDIA CORPORATION
SOLEShares563.75K
TypeSH
Market value$98.32M
38.58%
Sole
0.00
Shared
0.00
None
563.75K
ALPHABET INC
SOLEShares74.37K
TypeSH
Market value$21.39M
8.39%
Sole
0.00
Shared
0.00
None
74.37K
META PLATFORMS INC
SOLEShares26.76K
TypeSH
Market value$15.31M
6.01%
Sole
0.00
Shared
0.00
None
26.76K
BROADCOM INC
SOLEShares44.72K
TypeSH
Market value$13.84M
5.43%
Sole
0.00
Shared
0.00
None
44.72K
PROSHARES TR
SOLEShares216.73K
TypeSH
Market value$13.22M
5.19%
Sole
0.00
Shared
0.00
None
216.73K
APPLE INC
SOLEShares42.75K
TypeSH
Market value$10.85M
4.26%
Sole
0.00
Shared
0.00
None
42.75K
DIREXION SHARES ETF TRUST
SOLEShares225.54K
TypeSH
Market value$10.81M
4.24%
Sole
0.00
Shared
0.00
None
225.54K
MICROSOFT CORP
SOLEShares24.06K
TypeSH
Market value$8.91M
3.50%
Sole
0.00
Shared
0.00
None
24.06K
TESLA INC
SOLEShares21.31K
TypeSH
Market value$7.92M
3.11%
Sole
0.00
Shared
0.00
None
21.31K
PALANTIR TECHNOLOGIES INC
SOLEShares43.08K
TypeSH
Market value$6.30M
2.47%
Sole
0.00
Shared
0.00
None
43.08K
AMAZON COM INC
SOLEShares28.54K
TypeSH
Market value$5.94M
2.33%
Sole
0.00
Shared
0.00
None
28.54K
VANECK ETF TRUST
SOLEShares14.03K
TypeSH
Market value$5.38M
2.11%
Sole
0.00
Shared
0.00
None
14.03K
OKLO INC
SOLEShares93.19K
TypeSH
Market value$4.62M
1.81%
Sole
0.00
Shared
0.00
None
93.19K
ARM HOLDINGS PLC
SOLEShares25.14K
TypeSH
Market value$3.80M
1.49%
Sole
0.00
Shared
0.00
None
25.14K
DIREXION SHARES ETF TRUST
SOLEShares19.21K
TypeSH
Market value$3.55M
1.39%
Sole
0.00
Shared
0.00
None
19.21K
ISHARES TR
SOLEShares39.05K
TypeSH
Market value$3.22M
1.27%
Sole
0.00
Shared
0.00
None
39.05K
INVESCO QQQ TR
SOLEShares4.99K
TypeSH
Market value$2.88M
1.13%
Sole
0.00
Shared
0.00
None
4.99K
ADVANCED MICRO DEVICES INC
SOLEShares12.72K
TypeSH
Market value$2.59M
1.02%
Sole
0.00
Shared
0.00
None
12.72K
PALO ALTO NETWORKS INC
SOLEShares14.30K
TypeSH
Market value$2.29M
0.90%
Sole
0.00
Shared
0.00
None
14.30K
UBER TECHNOLOGIES INC
SOLEShares24.35K
TypeSH
Market value$1.75M
0.69%
Sole
0.00
Shared
0.00
None
24.35K
ALPHABET INC
SOLEShares5.88K
TypeSH
Market value$1.69M
0.66%
Sole
0.00
Shared
0.00
None
5.88K
DIREXION SHARES ETF TRUST
SOLEShares24.66K
TypeSH
Market value$1.09M
0.43%
Sole
0.00
Shared
0.00
None
24.66K
ISHARES TR
SOLEShares5.81K
TypeSH
Market value$1.05M
0.41%
Sole
0.00
Shared
0.00
None
5.81K
STATE STR SPDR S&P 500 ETF T
SOLEShares1.33K
TypeSH
Market value$865.6K
0.34%
Sole
0.00
Shared
0.00
None
1.33K
ISHARES TR
SOLEShares5.10K
TypeSH
Market value$861.1K
0.34%
Sole
0.00
Shared
0.00
None
5.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 563.75K | SH | $98.32M 38.58% | 0.00 | 0.00 | 563.75K |
ALPHABET INCSOLE | CAP STK CL A | 74.37K | SH | $21.39M 8.39% | 0.00 | 0.00 | 74.37K |
META PLATFORMS INCSOLE | CL A | 26.76K | SH | $15.31M 6.01% | 0.00 | 0.00 | 26.76K |
BROADCOM INCSOLE | COM | 44.72K | SH | $13.84M 5.43% | 0.00 | 0.00 | 44.72K |
PROSHARES TRSOLE | PSHS ULTRA QQQ | 216.73K | SH | $13.22M 5.19% | 0.00 | 0.00 | 216.73K |
APPLE INCSOLE | COM | 42.75K | SH | $10.85M 4.26% | 0.00 | 0.00 | 42.75K |
DIREXION SHARES ETF TRUSTSOLE | DAILY SEMICONDUC | 225.54K | SH | $10.81M 4.24% | 0.00 | 0.00 | 225.54K |
MICROSOFT CORPSOLE | COM | 24.06K | SH | $8.91M 3.50% | 0.00 | 0.00 | 24.06K |
TESLA INCSOLE | COM | 21.31K | SH | $7.92M 3.11% | 0.00 | 0.00 | 21.31K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 43.08K | SH | $6.30M 2.47% | 0.00 | 0.00 | 43.08K |
AMAZON COM INCSOLE | COM | 28.54K | SH | $5.94M 2.33% | 0.00 | 0.00 | 28.54K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 14.03K | SH | $5.38M 2.11% | 0.00 | 0.00 | 14.03K |
OKLO INCSOLE | COM CL A | 93.19K | SH | $4.62M 1.81% | 0.00 | 0.00 | 93.19K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 25.14K | SH | $3.80M 1.49% | 0.00 | 0.00 | 25.14K |
DIREXION SHARES ETF TRUSTSOLE | DAILY S&P 500 BU | 19.21K | SH | $3.55M 1.39% | 0.00 | 0.00 | 19.21K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 39.05K | SH | $3.22M 1.27% | 0.00 | 0.00 | 39.05K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.99K | SH | $2.88M 1.13% | 0.00 | 0.00 | 4.99K |
ADVANCED MICRO DEVICES INCSOLE | COM | 12.72K | SH | $2.59M 1.02% | 0.00 | 0.00 | 12.72K |
PALO ALTO NETWORKS INCSOLE | COM | 14.30K | SH | $2.29M 0.90% | 0.00 | 0.00 | 14.30K |
UBER TECHNOLOGIES INCSOLE | COM | 24.35K | SH | $1.75M 0.69% | 0.00 | 0.00 | 24.35K |
ALPHABET INCSOLE | CAP STK CL C | 5.88K | SH | $1.69M 0.66% | 0.00 | 0.00 | 5.88K |
DIREXION SHARES ETF TRUSTSOLE | DAILY SMALL CAP | 24.66K | SH | $1.09M 0.43% | 0.00 | 0.00 | 24.66K |
ISHARES TRSOLE | U.S. TECH ETF | 5.81K | SH | $1.05M 0.41% | 0.00 | 0.00 | 5.81K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.33K | SH | $865.6K 0.34% | 0.00 | 0.00 | 1.33K |
ISHARES TRSOLE | ISHARES BIOTECH | 5.10K | SH | $861.1K 0.34% | 0.00 | 0.00 | 5.10K |
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