Westwood Wealth Management

13F filer · CIK 0001861125

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$345MU.S. long equity reported on 13F

Positions344 new · 4 closed

Net flow last quarter-$2.24MBuys minus sells

Top 10 positions weight64.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202634 positions
NVDANvidia Corp	$111M	32.30%	0.00%	-1.2%	Q4 2021
GOOGLAlphabet Inc.	$26.3M	7.62%	0.00%	-1.1%	Q4 2021
AVGOBroadcom Inc.	$16.7M	4.85%	0.00%	-1.0%	Q3 2023
METAMeta Platforms, Inc.	$11.9M	3.44%	Not reported	-21.4%	Q4 2021
AAPLApple Inc.	$11.9M	3.44%	0.00%	-4.2%	Q4 2021
ARMArm Holdings PLC	$10.2M	2.97%	0.00%	+14.8%	Q2 2024
SMHMarket Vectors ETF Trust	$8.81M	2.55%	Not reported	-4.3%	Q4 2021
MSFTMicrosoft Corp	$8.12M	2.35%	0.00%	-9.5%	Q4 2021
TSLATesla, Inc.	$8.09M	2.35%	0.00%	-9.7%	Q3 2024
AMDAdvanced Micro Devices Inc	$7.36M	2.13%	0.00%	-0.4%	Q1 2022
AMZNAmazon Com Inc	$6.87M	1.99%	0.00%	+1.1%	Q4 2021
OKLOOklo Inc.	$5.09M	1.48%	0.05%	+4.4%	Q4 2024
PANWPalo Alto Networks Inc	$4.77M	1.38%	0.00%	-2.1%	Q4 2021
PLTRPalantir Technologies Inc.	$3.84M	1.11%	0.00%	-23.6%	Q4 2024
MRNAModerna, Inc.	$3.72M	1.08%	0.01%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$3.61M	1.05%	Not reported	-1.6%	Q1 2022
GOOGAlphabet Inc.	$2.08M	0.60%	Not reported	+0.2%	Q4 2021
SPCXSpace Exploration Technologies Corp	$2.06M	0.60%	Not reported	New	Q2 2026
UBERUber Technologies, Inc	$1.69M	0.49%	0.00%	-3.6%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$889K	0.26%	Not reported	-10.5%	Q1 2022
JPMJPMorgan Chase & Co	$827K	0.24%	0.00%	-5.0%	Q4 2021
RVMDRevolution Medicines, Inc.	$658K	0.19%	0.00%	New	Q2 2026
UNPUnion Pacific Corp	$612K	0.18%	0.00%	-5.3%	Q4 2021
GSGoldman Sachs Group Inc	$501K	0.15%	0.00%	-9.2%	Q4 2021
DALDelta Air Lines, Inc.	$445K	0.13%	0.00%	Not reported	Q1 2022
JOBYJoby Aviation, Inc.	$364K	0.11%	0.00%	+40.0%	Q1 2026
JNJJohnson & Johnson	$355K	0.10%	0.00%	+3.2%	Q4 2021
LLYELI LILLY & Co	$312K	0.09%	0.00%	-0.4%	Q1 2024
BXBlackstone Inc.	$303K	0.09%	0.00%	-28.0%	Q3 2022
ETEnergy Transfer LP	$297K	0.09%	0.00%	+0.3%	Q4 2022
DISWalt Disney Co	$291K	0.08%	0.00%	-22.5%	Q4 2021
FDXFedex Corp	$243K	0.07%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$206K	0.06%	0.00%	Not reported	Q4 2024
EXPEExpedia Group, Inc.	$205K	0.06%	0.00%	New	Q2 2026
Q1 2026Reported May 11, 202633 positions
NVDANvidia Corp	$98.3M	38.58%	0.00%	+5421.0%	Q4 2021
GOOGLAlphabet Inc.	$21.4M	8.39%	0.00%	+5425.1%	Q4 2021
METAMeta Platforms, Inc.	$15.3M	6.01%	Not reported	+730.9%	Q4 2021
AVGOBroadcom Inc.	$13.8M	5.43%	0.00%	+7530.6%	Q3 2023
AAPLApple Inc.	$10.8M	4.26%	0.00%	+74.7%	Q4 2021
MSFTMicrosoft Corp	$8.91M	3.50%	0.00%	+687.1%	Q4 2021
TSLATesla, Inc.	$7.92M	3.11%	0.00%	+436.1%	Q3 2024
PLTRPalantir Technologies Inc.	$6.3M	2.47%	0.00%	+224.5%	Q4 2024
AMZNAmazon Com Inc	$5.94M	2.33%	0.00%	+357.5%	Q4 2021
SMHMarket Vectors ETF Trust	$5.38M	2.11%	Not reported	Not reported	Q4 2021
OKLOOklo Inc.	$4.62M	1.81%	0.05%	Not reported	Q4 2024
ARMArm Holdings PLC	$3.8M	1.49%	0.00%	Not reported	Q2 2024
QQQInvesco QQQ Trust, Series 1	$2.88M	1.13%	Not reported	+26.7%	Q1 2022
AMDAdvanced Micro Devices Inc	$2.59M	1.02%	0.00%	+149.0%	Q1 2022
PANWPalo Alto Networks Inc	$2.29M	0.90%	0.00%	Not reported	Q4 2021
UBERUber Technologies, Inc	$1.75M	0.69%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$1.69M	0.66%	Not reported	+119.4%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$866K	0.34%	Not reported	-63.2%	Q1 2022
JPMJPMorgan Chase & Co	$783K	0.31%	0.00%	-17.6%	Q4 2021
UNPUnion Pacific Corp	$576K	0.23%	0.00%	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$461K	0.18%	0.00%	Not reported	Q4 2021
ORCLOracle Corp	$445K	0.17%	0.00%	Not reported	Q4 2024
BXBlackstone Inc.	$411K	0.16%	0.00%	+47.5%	Q3 2022
DISWalt Disney Co	$376K	0.15%	0.00%	-4.4%	Q4 2021
NOWServiceNow, Inc.	$358K	0.14%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$331K	0.13%	0.00%	Not reported	Q4 2021
DALDelta Air Lines, Inc.	$316K	0.12%	0.00%	Not reported	Q1 2022
ETEnergy Transfer LP	$299K	0.12%	0.00%	Not reported	Q4 2022
FDXFedex Corp	$276K	0.11%	0.00%	Not reported	Q4 2021
JOBYJoby Aviation, Inc.	$241K	0.09%	0.00%	New	Q1 2026
LLYELI LILLY & Co	$239K	0.09%	0.00%	-72.8%	Q1 2024
COSTCostco Wholesale Corp	$219K	0.09%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$215K	0.08%	0.00%	New	Q1 2026
Q4 2025Reported Jan 20, 202661 positions
AAPLApple Inc.	$6.65M	5.00%	0.00%	-48.3%	Q4 2021
TGRWArch Management Services Inc.	$3.54M	2.66%	Not reported	New	Q4 2025
PWRQuanta Services, Inc.	$2.6M	1.96%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$2.47M	1.85%	Not reported	+65.5%	Q1 2022
VOTVan Kampen Municipal Opportunity Trust II	$2.46M	1.85%	Not reported	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$2.42M	1.82%	Not reported	-20.8%	Q1 2022
PLTRPalantir Technologies Inc.	$2.36M	1.77%	0.00%	-68.4%	Q4 2024
PEGPublic Service Enterprise Group Inc	$2.29M	1.72%	0.01%	New	Q4 2025
METAMeta Platforms, Inc.	$2.13M	1.60%	Not reported	-88.2%	Q4 2021
NVDANvidia Corp	$1.9M	1.43%	0.00%	-98.2%	Q4 2021
TSLATesla, Inc.	$1.79M	1.34%	0.00%	-73.0%	Q3 2024
MSFTMicrosoft Corp	$1.48M	1.11%	0.00%	-87.7%	Q4 2021
AMZNAmazon Com Inc	$1.44M	1.08%	0.00%	-78.1%	Q4 2021
AMDAdvanced Micro Devices Inc	$1.09M	0.82%	0.00%	+28.0%	Q1 2022
TMOThermo Fisher Scientific Inc.	$1.06M	0.79%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$1.04M	0.78%	0.00%	+6.4%	Q4 2021
LLYELI LILLY & Co	$1.03M	0.77%	0.00%	+129.9%	Q1 2024
HDHome Depot, Inc.	$879K	0.66%	0.00%	New	Q4 2025
BNYBank of New York Mellon Corp	$849K	0.64%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$848K	0.64%	Not reported	New	Q4 2025
GOOGAlphabet Inc.	$841K	0.63%	Not reported	-59.9%	Q4 2021
QCOMQualcomm Inc	$840K	0.63%	0.00%	Not reported	Q1 2022
AZZAzz Inc	$750K	0.56%	0.02%	New	Q4 2025
PFEPfizer Inc	$728K	0.55%	0.00%	Not reported	Q4 2021
NANNuveen New York Quality Municipal Income Fund	$717K	0.54%	Not reported	New	Q4 2025
AOSSmith A O Corp	$635K	0.48%	0.01%	New	Q4 2025
MRKMerck & Co., Inc.	$600K	0.45%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$553K	0.42%	0.00%	New	Q4 2025
DISWalt Disney Co	$465K	0.35%	0.00%	-14.1%	Q4 2021
RTXRTX Corp	$445K	0.33%	0.00%	New	Q4 2025
SNPSSynopsys Inc	$435K	0.33%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$421K	0.32%	0.00%	-98.1%	Q4 2021
TMUST-Mobile US, Inc.	$415K	0.31%	0.00%	New	Q4 2025
CRMSalesforce, Inc.	$400K	0.30%	0.00%	Not reported	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$376K	0.28%	0.00%	New	Q4 2025
BXBlackstone Inc.	$373K	0.28%	0.00%	-34.1%	Q3 2022
ASTSAST SpaceMobile, Inc.	$363K	0.27%	Not reported	New	Q4 2025
INTUIntuit Inc.	$343K	0.26%	0.00%	New	Q4 2025
NOCNorthrop Grumman Corp	$329K	0.25%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$324K	0.24%	0.00%	New	Q4 2025
ITWIllinois Tool Works Inc	$316K	0.24%	0.00%	New	Q4 2025
COFCapital One Financial Corp	$301K	0.23%	0.00%	New	Q4 2025
BBarrick Mining Corp	$278K	0.21%	0.00%	New	Q4 2025
ABTAbbott Laboratories	$278K	0.21%	0.00%	New	Q4 2025
BACBank of America Corp	$278K	0.21%	0.00%	New	Q4 2025
EDConsolidated Edison Inc	$264K	0.20%	0.00%	New	Q4 2025
HONHoneywell International Inc	$246K	0.19%	0.00%	New	Q4 2025
RSGRepublic Services, Inc.	$240K	0.18%	0.00%	New	Q4 2025
MPCMarathon Petroleum Corp	$237K	0.18%	0.00%	New	Q4 2025
FEFirstenergy Corp	$236K	0.18%	0.00%	New	Q4 2025

Q3 2025Reported Oct 24, 202536 positions
NVDANvidia Corp	$105M	38.33%	0.00%	-15.8%	Q4 2021
METAMeta Platforms, Inc.	$20M	7.33%	Not reported	-21.8%	Q4 2021
GOOGLAlphabet Inc.	$17.2M	6.32%	0.00%	+4.2%	Q4 2021
AVGOBroadcom Inc.	$13.2M	4.84%	0.00%	-32.7%	Q3 2023
MSFTMicrosoft Corp	$12.9M	4.73%	0.00%	-15.9%	Q4 2021
AAPLApple Inc.	$12M	4.42%	0.00%	-59.5%	Q4 2021
OKLOOklo Inc.	$8.4M	3.08%	0.05%	-28.5%	Q4 2024
PLTRPalantir Technologies Inc.	$7.66M	2.81%	0.00%	-32.0%	Q4 2024
TSLATesla, Inc.	$6.54M	2.40%	0.00%	+78.4%	Q3 2024
AMZNAmazon Com Inc	$6.26M	2.30%	0.00%	-25.4%	Q4 2021
SMHMarket Vectors ETF Trust	$4.58M	1.68%	Not reported	-11.3%	Q4 2021
PANWPalo Alto Networks Inc	$3.07M	1.12%	0.00%	-42.9%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$2.98M	1.09%	Not reported	-7.0%	Q1 2022
UBERUber Technologies, Inc	$2.67M	0.98%	0.00%	-34.3%	Q4 2021
ORCLOracle Corp	$1.64M	0.60%	0.00%	-17.7%	Q4 2024
GOOGAlphabet Inc.	$1.63M	0.60%	Not reported	Not reported	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.46M	0.53%	Not reported	Not reported	Q1 2022
ARMArm Holdings PLC	$1.16M	0.42%	0.00%	-49.2%	Q2 2024
NXPINXP Semiconductors N.V.	$1.11M	0.41%	0.00%	-36.3%	Q4 2021
JPMJPMorgan Chase & Co	$958K	0.35%	0.00%	+4.7%	Q4 2021
UNPUnion Pacific Corp	$774K	0.28%	0.00%	-26.2%	Q4 2021
NOWServiceNow, Inc.	$649K	0.24%	0.00%	-40.3%	Q4 2021
AMDAdvanced Micro Devices Inc	$646K	0.24%	0.00%	-1.5%	Q1 2022
BXBlackstone Inc.	$628K	0.23%	0.00%	-40.5%	Q3 2022
DISWalt Disney Co	$544K	0.20%	0.00%	+175.7%	Q4 2021
SMCISuper Micro Computer, Inc.	$520K	0.19%	0.00%	-62.7%	Q2 2024
NKENIKE, Inc.	$387K	0.14%	0.00%	Not reported	Q4 2021
CRWVCoreWeave, Inc.	$374K	0.14%	Not reported	New	Q3 2025
GSGoldman Sachs Group Inc	$354K	0.13%	0.00%	+12.7%	Q4 2021
LLYELI LILLY & Co	$317K	0.12%	0.00%	-59.9%	Q1 2024
FDXFedex Corp	$271K	0.10%	0.00%	-28.1%	Q4 2021
DALDelta Air Lines, Inc.	$270K	0.10%	0.00%	-1.0%	Q1 2022
ETEnergy Transfer LP	$266K	0.10%	0.00%	Not reported	Q4 2022
JNJJohnson & Johnson	$260K	0.10%	0.00%	Not reported	Q4 2021
XYZBlock, Inc.	$213K	0.08%	Not reported	-14.5%	Q4 2021
COSTCostco Wholesale Corp	$204K	0.07%	0.00%	Not reported	Q4 2024

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