StockDriftsStockDriftsTop 42 Westwood Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 32.3% | 556.9K | $111.4M | -1.22%(-6.89K) | $177.72(+27.20%) | 2026-06-30 | |
| SOXL | DIREXION SHARES ETF TRUST | 13.53% | 175.0K | $46.7M | -22.40%(-50.53K) | $22.00(+558.84%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7.62% | 73.5K | $26.3M | -1.11%(-824) | $297.43(+15.90%) | 2026-06-30 | |
| QLD | PROSHARES TR | 6.11% | 218.0K | $21.1M | +0.57%(+1.25K) | $37.60(+150.37%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.85% | 44.3K | $16.7M | -0.95%(-425) | $324.23(+21.44%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.44% | 21.1K | $11.9M | -21.35%(-5.71K) | $595.58(-2.57%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.44% | 41.0K | $11.9M | -4.20%(-1.80K) | $206.69(+47.75%) | 2026-06-30 | |
| ARM | ARM HOLDINGS PLC | 2.97% | 28.9K | $10.2M | +14.82%(+3.73K) | $145.28(+91.99%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 2.55% | 13.4K | $8.8M | -4.28%(-600) | $149.38(+293.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.35% | 21.8K | $8.1M | -9.49%(-2.28K) | $414.45(+17.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +54.08% | +265.77% | — | — | +238.92% |
| Top 20 Holdings Unweighted | +48.21% | +225.57% | — | — | +170.06% |
Westwood Wealth Management reports $344.95M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (32.3%), SOXL (13.5%) and GOOGL (7.6%). The top 20 holdings account for 95.06% of reported assets. Its disclosed equity book has returned +265.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Westwood Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1861125). View Westwood Wealth Management’s 13F filings on SEC