Titelia

Holdings of Westwood Wealth Management

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Net assets
-
Positions
41 in 2 countries
Top ten
81.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 563,74798.3M $
2Alphabet Inc 74,36821.4M $
3Meta Platforms Inc 26,76315.3M $
4Broadcom Inc 44,71513.8M $
5ProShares Ultra QQQ 216,73013.2M $
6Apple Inc 42,75110.8M $
7Direxion Shares ETF Trust 225,54510.8M $
8Microsoft Corp 24,0618.9M $
9Tesla Inc 21,3107.9M $
10Palantir Technologies Inc 43,0796.3M $
11Amazon.com Inc 28,5365.9M $
12VanEck Semiconductor ETF 14,0255.4M $
13Oklo Inc 93,1904.6M $
14ARM Holdings PLC 25,1353.8M $
15Direxion Shares ETF Trust 19,2103.6M $
16iShares Trust 39,0503.2M $
17Invesco QQQ Trust Series 1 4,9852.9M $
18Advanced Micro Devices Inc 12,7232.6M $
19Palo Alto Networks Inc 14,3002.3M $
20Uber Technologies Inc 24,3501.8M $
21Alphabet Inc 5,8771.7M $
22Direxion Shares ETF Trust 24,6651.1M $
23iShares U.S. Technology ETF 5,8101.1M $
24State Street SPDR S&P 500 ETF Trust 1,331865.6K $
25iShares Biotechnology ETF 5,100861.1K $
26JPMorgan Chase & Co 2,662783.1K $
27Union Pacific Corp 2,375576.2K $
28Dimensional ETF Trust 7,420526.2K $
29Goldman Sachs Group Inc/The 545461.1K $
30Oracle Corp 3,025445K $
31Blackstone Inc 3,575411.1K $
32Walt Disney Co/The 3,905376.4K $
33ServiceNow Inc 3,425358.1K $
34Johnson & Johnson 1,354331K $
35Delta Air Lines Inc 4,750315.8K $
36Vanguard S&P 500 ETF 506302.4K $
37Energy Transfer LP 15,500299.2K $
38FedEx Corp 775276K $
39Eli Lilly & Co 260239.1K $
40Costco Wholesale Corp 220219.2K $
41Walmart Inc 1,728214.8K $

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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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 98.5 %
  • United Kingdom 1.5 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States40250.8M $98.51 %
2United Kingdom13.8M $1.49 %
Cite this page

Titelia. "Holdings of Westwood Wealth Management". https://titelia.com/en/funds/US13F1861125