Holdings of Westwood Wealth Management
41 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 81.3 % of the equity sleeve
Sector breakdown
- Technology 56.5 %
- Communication 15.2 %
- Consumer discretionary 5.4 %
- Funds 1.8 %
- Industrials 1.1 %
- Financials 0.7 %
- Health care 0.2 %
- Consumer staples 0.2 %
- Unattributed 18.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 40 | 250.8M $ | 98.51 % |
| 2 | GB | 1 | 3.8M $ | 1.49 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | NVIDIA Corp | 563,747 | 98.3M $ | |
| 2 | Alphabet Inc | 74,368 | 21.4M $ | |
| 3 | Meta Platforms Inc | 26,763 | 15.3M $ | |
| 4 | Broadcom Inc | 44,715 | 13.8M $ | |
| 5 | ProShares Ultra QQQ | 216,730 | 13.2M $ | |
| 6 | Apple Inc | 42,751 | 10.8M $ | |
| 7 | Direxion Shares ETF Trust | 225,545 | 10.8M $ | |
| 8 | Microsoft Corp | 24,061 | 8.9M $ | |
| 9 | Tesla Inc | 21,310 | 7.9M $ | |
| 10 | Palantir Technologies Inc | 43,079 | 6.3M $ | |
| 11 | Amazon.com Inc | 28,536 | 5.9M $ | |
| 12 | VanEck Semiconductor ETF | 14,025 | 5.4M $ | |
| 13 | Oklo Inc | 93,190 | 4.6M $ | |
| 14 | ARM Holdings PLC | 25,135 | 3.8M $ | |
| 15 | Direxion Shares ETF Trust | 19,210 | 3.6M $ | |
| 16 | iShares Trust | 39,050 | 3.2M $ | |
| 17 | Invesco QQQ Trust Series 1 | 4,985 | 2.9M $ | |
| 18 | Advanced Micro Devices Inc | 12,723 | 2.6M $ | |
| 19 | Palo Alto Networks Inc | 14,300 | 2.3M $ | |
| 20 | Uber Technologies Inc | 24,350 | 1.8M $ | |
| 21 | Alphabet Inc | 5,877 | 1.7M $ | |
| 22 | Direxion Shares ETF Trust | 24,665 | 1.1M $ | |
| 23 | iShares U.S. Technology ETF | 5,810 | 1.1M $ | |
| 24 | State Street SPDR S&P 500 ETF Trust | 1,331 | 865.6K $ | |
| 25 | iShares Biotechnology ETF | 5,100 | 861.1K $ | |
| 26 | JPMorgan Chase & Co | 2,662 | 783.1K $ | |
| 27 | Union Pacific Corp | 2,375 | 576.2K $ | |
| 28 | Dimensional ETF Trust | 7,420 | 526.2K $ | |
| 29 | Goldman Sachs Group Inc/The | 545 | 461.1K $ | |
| 30 | Oracle Corp | 3,025 | 445K $ | |
| 31 | Blackstone Inc | 3,575 | 411.1K $ | |
| 32 | Walt Disney Co/The | 3,905 | 376.4K $ | |
| 33 | ServiceNow Inc | 3,425 | 358.1K $ | |
| 34 | Johnson & Johnson | 1,354 | 331K $ | |
| 35 | Delta Air Lines Inc | 4,750 | 315.8K $ | |
| 36 | Vanguard S&P 500 ETF | 506 | 302.4K $ | |
| 37 | Energy Transfer LP | 15,500 | 299.2K $ | |
| 38 | FedEx Corp | 775 | 276K $ | |
| 39 | Eli Lilly & Co | 260 | 239.1K $ | |
| 40 | Costco Wholesale Corp | 220 | 219.2K $ | |
| 41 | Walmart Inc | 1,728 | 214.8K $ | |