§ 13F · FUND PROFILE
Westwood Wealth Management.
AUM · $345M (13F)Positions · 43Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 557K | $111M | 32.3% | −1% |
| 2 | SOXL | DIREXION SHARES ETF TRUST | 175K | $47M | 13.5% | −22% |
| 3 | GOOGL | ALPHABET INC | 74K | $26M | 7.6% | −1% |
| 4 | QLD | PROSHARES TR | 218K | $21M | 6.1% | +1% |
| 5 | AVGO | BROADCOM INC | 44K | $17M | 4.9% | −1% |
| 6 | META | META PLATFORMS INC | 21K | $12M | 3.4% | −21% |
| 7 | AAPL | APPLE INC | 41K | $12M | 3.4% | −4% |
| 8 | ARM | ARM HOLDINGS PLC | 29K | $10M | 3.0% | +15% |
| 9 | SMH | VANECK ETF TRUST | 13K | $9M | 2.6% | −4% |
| 10 | MSFT | MICROSOFT CORP | 22K | $8M | 2.4% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTWOOD SIGNAL
AC read
Westwood Wealth Management is a Other fund managing $345 million in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →