§ 13F · FUND PROFILE
Westwood Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $273M (13F)Positions · 46Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$56M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 564K | $98M | 38.6% | +5421% |
| 2 | GOOGL | ALPHABET INC | 74K | $21M | 8.4% | +5425% |
| 3 | META | META PLATFORMS INC | 27K | $15M | 6.0% | +731% |
| 4 | AVGO | BROADCOM INC | 45K | $14M | 5.4% | +7531% |
| 5 | QLD | PROSHARES TR | 217K | $13M | 5.2% | NEW |
| 6 | AAPL | APPLE INC | 43K | $11M | 4.3% | +75% |
| 7 | SOXL | DIREXION SHARES ETF TRUST | 226K | $11M | 4.2% | NEW |
| 8 | MSFT | MICROSOFT CORP | 24K | $9M | 3.5% | +687% |
| 9 | TSLA | TESLA INC | 21K | $8M | 3.1% | +436% |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | 43K | $6M | 2.5% | +225% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTWOOD SIGNAL
AC read
Westwood Wealth Management is a Other fund managing $273 million in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed