Top 42 Westwood Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 38.58% | 563.7K | $98.3M | +5420.98%(+553.54K) | $177.72(+9.63%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 8.39% | 74.4K | $21.4M | +5425.11%(+73.02K) | $297.43(+21.01%) | 2026-03-31 | |
| META | META PLATFORMS INC | 6.01% | 26.8K | $15.3M | +730.89%(+23.54K) | $595.58(-2.13%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.43% | 44.7K | $13.8M | +7530.55%(+44.13K) | $324.23(+11.17%) | 2026-03-31 | |
| QLD | PROSHARES TR | 5.19% | 216.7K | $13.2M | new | $37.38(+142.41%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.26% | 42.8K | $10.8M | +74.71%(+18.28K) | $206.69(+49.32%) | 2026-03-31 | |
| SOXL | DIREXION SHARES ETF TRUST | 4.24% | 225.5K | $10.8M | new | $22.00(+724.84%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.5% | 24.1K | $8.9M | +687.08%(+21.00K) | $414.45(-5.78%) | 2026-03-31 | |
| TSLA | TESLA INC | 3.11% | 21.3K | $7.9M | +436.10%(+17.34K) | $396.07(-0.66%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.47% | 43.1K | $6.3M | +224.51%(+29.80K) | $136.13(-5.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +46.31% | +213.18% |
| Top 20 Holdings Unweighted | +33.85% | +139.78% |
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