Westwood Wealth Management
44 holdingsFiling period: 2026-06-30Current AUM: $332.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 556.9K | $111.4M | $120.5M | 36.25% | -6,893 | 2026-06-30 |
| 2 | SOXL | Direxion Shares ETF Trust | 175.0K | $46.7M | $17.1M | 5.13% | -50,530 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 73.5K | $26.3M | $25.0M | 7.53% | -824 | 2026-06-30 |
| 4 | QLD | ProShares TR | 218.0K | $21.1M | $19.5M | 5.87% | +1.2K | 2026-06-30 |
| 5 | AVGO | Broadcom Inc | 44.3K | $16.7M | $14.8M | 4.45% | -425 | 2026-06-30 |
| 6 | META | Meta Platforms Inc | 21.1K | $11.9M | $14.6M | 4.40% | -5,713 | 2026-06-30 |
| 7 | AAPL | Apple Inc | 41.0K | $11.8M | $13.9M | 4.18% | -1,796 | 2026-06-30 |
| 8 | ARM | Arm Holdings PLC | 28.9K | $10.2M | $6.4M | 1.92% | +3.7K | 2026-06-30 |
| 9 | SMH | VanEck ETF Trust | 13.4K | $8.8M | $7.3M | 2.21% | -600 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 21.8K | $8.1M | $11.6M | 3.48% | -2,283 | 2026-06-30 |
| 11 | TSLA | Tesla Inc | 19.2K | $8.1M | $7.2M | 2.16% | -2,068 | 2026-06-30 |
| 12 | AMD | Advanced Micro Devices Inc | 12.7K | $7.4M | $6.8M | 2.04% | -56 | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc | 28.8K | $6.9M | $7.6M | 2.28% | +301 | 2026-06-30 |
| 14 | SHY | iShares TR | 82.8K | $6.8M | $6.7M | 2.02% | +43.7K | 2026-06-30 |
| 15 | OKLO | Oklo Inc | 97.2K | $5.1M | $2.7M | 0.80% | +4.0K | 2026-06-30 |
| 16 | PANW | Palo Alto Networks Inc | 14.0K | $4.8M | $4.8M | 1.43% | -300 | 2026-06-30 |
| 17 | SPXL | Direxion Shares ETF Trust | 17.3K | $4.7M | $5.0M | 1.49% | -1,875 | 2026-06-30 |
| 18 | PLTR | Palantir Technologies Inc | 32.9K | $3.8M | $6.3M | 1.91% | -10,180 | 2026-06-30 |
| 19 | MRNA | Moderna Inc | 53.1K | $3.7M | $12.9M | 3.87% | -- | 2026-06-30 |
| 20 | QQQ | Invesco Qqq TR | 4.9K | $3.6M | $3.5M | 1.06% | -78 | 2026-06-30 |
| 21 | GOOG | Alphabet Inc | 5.9K | $2.1M | $2.0M | 0.60% | +12 | 2026-06-30 |
| 22 | SPCX | Space Exploration Techn Corp | 12.0K | $2.1M | $1.8M | 0.54% | -- | 2026-06-30 |
| 23 | SPCX | Space Exploration Techn Corp | 12.0K | $2.1M | $1.8M | 0.54% | -- | 2026-06-30 |
| 24 | UBER | Uber Technologies Inc | 23.5K | $1.7M | $1.6M | 0.49% | -883 | 2026-06-30 |
| 25 | IYW | iShares TR | 5.6K | $1.4M | $1.4M | 0.43% | -220 | 2026-06-30 |
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