Westwood Wealth Management
44 holdingsFiling period: 2026-06-30Current AUM: $324.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 556.9K | $111.4M | $118.1M | 36.46% | -6,893 | 2026-06-30 |
| 2 | SOXL | DIREXION SHARES ETF TRUST | 175.0K | $46.7M | $17.9M | 5.53% | -50,530 | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 73.5K | $26.3M | $25.4M | 7.83% | -824 | 2026-06-30 |
| 4 | QLD | PROSHARES TR | 218.0K | $21.1M | $19.0M | 5.85% | +1.2K | 2026-06-30 |
| 5 | AVGO | BROADCOM INC | 44.3K | $16.7M | $15.0M | 4.64% | -425 | 2026-06-30 |
| 6 | META | META PLATFORMS INC | 21.1K | $11.9M | $14.1M | 4.35% | -5,713 | 2026-06-30 |
| 7 | AAPL | APPLE INC | 41.0K | $11.8M | $13.6M | 4.19% | -1,796 | 2026-06-30 |
| 8 | ARM | ARM HOLDINGS PLC | 28.9K | $10.2M | $7.0M | 2.15% | +3.7K | 2026-06-30 |
| 9 | SMH | VANECK ETF TRUST | 13.4K | $8.8M | $7.3M | 2.25% | -600 | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 21.8K | $8.1M | $10.8M | 3.34% | -2,283 | 2026-06-30 |
| 11 | TSLA | TESLA INC | 19.2K | $8.1M | $6.9M | 2.12% | -2,068 | 2026-06-30 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | 12.7K | $7.4M | $6.4M | 1.97% | -56 | 2026-06-30 |
| 13 | AMZN | AMAZON COM INC | 28.8K | $6.9M | $7.2M | 2.21% | +301 | 2026-06-30 |
| 14 | SHY | ISHARES TR | 82.8K | $6.8M | $6.7M | 2.08% | +43.7K | 2026-06-30 |
| 15 | OKLO | OKLO INC | 97.2K | $5.1M | $3.5M | 1.08% | +4.0K | 2026-06-30 |
| 16 | PANW | PALO ALTO NETWORKS INC | 14.0K | $4.8M | $5.3M | 1.62% | -300 | 2026-06-30 |
| 17 | SPXL | DIREXION SHARES ETF TRUST | 17.3K | $4.7M | $4.8M | 1.47% | -1,875 | 2026-06-30 |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | 32.9K | $3.8M | $5.7M | 1.75% | -10,180 | 2026-06-30 |
| 19 | MRNA | MODERNA INC | 53.1K | $3.7M | $7.6M | 2.36% | -- | 2026-06-30 |
| 20 | QQQ | INVESCO QQQ TR | 4.9K | $3.6M | $3.5M | 1.07% | -78 | 2026-06-30 |
| 21 | GOOG | ALPHABET INC | 5.9K | $2.1M | $2.0M | 0.62% | +12 | 2026-06-30 |
| 22 | SPCX | SPACE EXPLORATION TECHN CORP | 12.0K | $2.1M | $1.7M | 0.53% | -- | 2026-06-30 |
| 23 | SPCX | SPACE EXPLORATION TECHN CORP | 12.0K | $2.1M | $1.7M | 0.53% | -- | 2026-06-30 |
| 24 | UBER | UBER TECHNOLOGIES INC | 23.5K | $1.7M | $1.7M | 0.52% | -883 | 2026-06-30 |
| 25 | IYW | ISHARES TR | 5.6K | $1.4M | $1.4M | 0.43% | -220 | 2026-06-30 |
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