Westwood Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
Westwood Wealth Management 13F Holdings
CIK 0001861125
As of Sep 30, 2025, Westwood Wealth Management reported
46 positions worth $272.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| NVIDIA CORP | NVDA | Technology | 560,151 |
|
04.5M38.33% |
| META PLATFORMS INC | META | Communication Services | 27,214 | $20.0M | 7.33% |
| ALPHABET INC | GOOGL | Equity | 70,904 |
7.2M | 6.32% |
| PROSHARES ULTRA QQQ | QLD | — | 109,055 |
5.0M | 5.49% |
| BROADCOM INC | AVGO | Technology | 39,975 |
3.2M | 4.84% |
| MICROSOFT CORP | MSFT | Technology | 24,897 |
2.9M | 4.73% |
| APPLE INC | AAPL | Technology | 47,284 |
2.0M | 4.42% |
| OKLO INC | OKLO | Utilities | 75,255 | $8.4M | 3.08% |
| DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES | SOXL | — | 224,865 | $7.8M | 2.87% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 42,015 | $7.7M | 2.81% |
| TESLA INC | TSLA | Consumer Cyclical | 14,703 | $6.5M | 2.40% |
| AMAZON.COM INC | AMZN | Equity | 28,506 | $6.3M | 2.30% |
| DIREXION DAILY S&P 500(R) BULL 3X SHARES | SPXL | — | 27,625 | $5.9M | 2.15% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 14,025 | $4.6M | 1.68% |
| PALO ALTO NETWORKS INC | PANW | Technology | 15,056 | $3.1M | 1.12% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,965 | $3.0M | 1.09% |
| UBER TECHNOLOGIES INC | UBER | Technology | 27,300 | $2.7M | 0.98% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 25,750 | $2.1M | 0.78% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 9,995 | $2.0M | 0.72% |
| ORACLE CORP | ORCL | Technology | 5,825 |
.6M | 0.60% |
| ALPHABET INC | GOOG | Equity | 6,677 |
.6M | 0.60% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,186 |
.5M | 0.53% |
| DIREXION DAILY SMALL CAP BULL 3X SHARES | TNA | — | 28,805 |
.3M | 0.48% |
| ARM HOLDINGS PLC | ARM | Technology | 8,175 |
.2M | 0.42% |
| NXP SEMICONDUCTORS NV | NXPI | Technology | 4,880 |
.1M | 0.41% |