StockDrifts LogoStockDrifts

Westwood Wealth Management

Portfolio Manager
Westwood Wealth Management
Performance
-1.14% (2026 Q1)
AUM (13F)
$254.82M
# of Holdings
42
Performance Rank
Allocation (Top 20)
95.32%

Westwood Wealth Management Holdings Map

Top 42 Westwood Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
38.58%563.7K$98.3M
+5420.98%(+553.54K)
2025-Q1: 696.4K shares2025-Q2: 665.3K shares2025-Q3: 560.2K shares2025-Q4: 10.2K shares2026-Q1: 563.7K shares
$177.72(+9.63%)
2026-03-31
GOOGL
ALPHABET INC
8.39%74.4K$21.4M
+5425.11%(+73.02K)
2025-Q1: 62.3K shares2025-Q2: 68.0K shares2025-Q3: 70.9K shares2025-Q4: 1.3K shares2026-Q1: 74.4K shares
$297.43(+21.01%)
2026-03-31
META
META PLATFORMS INC
6.01%26.8K$15.3M
+730.89%(+23.54K)
2025-Q1: 36.5K shares2025-Q2: 34.8K shares2025-Q3: 27.2K shares2025-Q4: 3.2K shares2026-Q1: 26.8K shares
$595.58(-2.13%)
2026-03-31
AVGO
BROADCOM INC
5.43%44.7K$13.8M
+7530.55%(+44.13K)
2025-Q1: 59.9K shares2025-Q2: 59.4K shares2025-Q3: 40.0K shares2025-Q4: 586 shares2026-Q1: 44.7K shares
$324.23(+11.17%)
2026-03-31
QLD
PROSHARES TR
5.19%216.7K$13.2Mnew2025-Q1: 137.8K shares2025-Q2: 148.6K shares2025-Q3: 109.1K shares2025-Q4: 0 shares2026-Q1: 216.7K shares
$37.38(+142.41%)
2026-03-31
AAPL
APPLE INC
4.26%42.8K$10.8M
+74.71%(+18.28K)
2025-Q1: 124.2K shares2025-Q2: 116.9K shares2025-Q3: 47.3K shares2025-Q4: 24.5K shares2026-Q1: 42.8K shares
$206.69(+49.32%)
2026-03-31
SOXL
DIREXION SHARES ETF TRUST
4.24%225.5K$10.8Mnew2025-Q1: 231.2K shares2025-Q2: 304.1K shares2025-Q3: 224.9K shares2025-Q4: 0 shares2026-Q1: 225.5K shares
$22.00(+724.84%)
2026-03-31
MSFT
MICROSOFT CORP
3.5%24.1K$8.9M
+687.08%(+21.00K)
2025-Q1: 29.9K shares2025-Q2: 29.6K shares2025-Q3: 24.9K shares2025-Q4: 3.1K shares2026-Q1: 24.1K shares
$414.45(-5.78%)
2026-03-31
TSLA
TESLA INC
3.11%21.3K$7.9M
+436.10%(+17.34K)
2025-Q1: 13.2K shares2025-Q2: 8.2K shares2025-Q3: 14.7K shares2025-Q4: 4.0K shares2026-Q1: 21.3K shares
$396.07(-0.66%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
2.47%43.1K$6.3M
+224.51%(+29.80K)
2025-Q1: 52.5K shares2025-Q2: 61.8K shares2025-Q3: 42.0K shares2025-Q4: 13.3K shares2026-Q1: 43.1K shares
$136.13(-5.02%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Westwood Wealth Management, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all