Westwood Wealth Management
42 holdingsFiling period: 2026-03-31Current AUM: $315.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 563.7K | $98.3M | $113.2M | 35.85% | +553.5K | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 74.4K | $21.4M | $26.5M | 8.39% | +73.0K | 2026-03-31 |
| 3 | META | META PLATFORMS INC | 26.8K | $15.3M | $14.9M | 4.72% | +23.5K | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 44.7K | $13.8M | $17.4M | 5.51% | +44.1K | 2026-03-31 |
| 5 | QLD | PROSHARES TR | 216.7K | $13.2M | $18.1M | 5.74% | -- | 2026-03-31 |
| 6 | AAPL | APPLE INC | 42.8K | $10.8M | $13.2M | 4.18% | +18.3K | 2026-03-31 |
| 7 | SOXL | DIREXION SHARES ETF TRUST | 225.5K | $10.8M | $25.9M | 8.20% | -- | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 24.1K | $8.9M | $11.2M | 3.54% | +21.0K | 2026-03-31 |
| 9 | TSLA | TESLA INC | 21.3K | $7.9M | $6.6M | 2.10% | +17.3K | 2026-03-31 |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | 43.1K | $6.3M | $5.3M | 1.68% | +29.8K | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 28.5K | $5.9M | $7.7M | 2.46% | +22.3K | 2026-03-31 |
| 12 | SMH | VANECK ETF TRUST | 14.0K | $5.4M | $7.6M | 2.40% | -- | 2026-03-31 |
| 13 | OKLO | OKLO INC | 93.2K | $4.6M | $3.6M | 1.15% | -- | 2026-03-31 |
| 14 | ARM | ARM HOLDINGS PLC | 25.1K | $3.8M | $6.0M | 1.91% | -- | 2026-03-31 |
| 15 | SPXL | DIREXION SHARES ETF TRUST | 19.2K | $3.6M | $5.2M | 1.63% | -- | 2026-03-31 |
| 16 | SHY | ISHARES TR | 39.0K | $3.2M | $3.2M | 1.01% | -- | 2026-03-31 |
| 17 | QQQ | INVESCO QQQ TR | 5.0K | $2.9M | $3.4M | 1.09% | +1.1K | 2026-03-31 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | 12.7K | $2.6M | $6.1M | 1.92% | +7.6K | 2026-03-31 |
| 19 | PANW | PALO ALTO NETWORKS INC | 14.3K | $2.3M | $4.7M | 1.50% | -- | 2026-03-31 |
| 20 | UBER | UBER TECHNOLOGIES INC | 24.4K | $1.8M | $1.7M | 0.54% | -- | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 5.9K | $1.7M | $2.1M | 0.66% | +3.2K | 2026-03-31 |
| 22 | TNA | DIREXION SHARES ETF TRUST | 24.7K | $1.1M | $1.7M | 0.53% | -- | 2026-03-31 |
| 23 | IYW | ISHARES TR | 5.8K | $1.1M | $1.4M | 0.44% | -- | 2026-03-31 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | 1.3K | $865K | $994K | 0.31% | -2,286 | 2026-03-31 |
| 25 | IBB | ISHARES TR | 5.1K | $861K | $951K | 0.30% | -- | 2026-03-31 |
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