Latest Westwood Wealth Management Stock Portfolio
$254Million– No. of Holdings #42
About Westwood Wealth Management and 13F Hedge Fund Stock Holdings
On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Westwood Wealth Management reported an equity portfolio of $254.8 Millions as of 31 Mar, 2026.
The top stock holdings of Westwood Wealth Management are NVDA, GOOG, META. The fund has invested 38.6% of it's portfolio in NVIDIA CORPORATION and 8.4% of portfolio in ALPHABET INC.
The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), VANGUARD BD INDEX FDS (BIV) and JANUS DETROIT STR TR (JAAA) stocks. They significantly reduced their stock positions in ELI LILLY & CO (LLY), STATE STR SPDR S&P 500 ETF T (SPY) and JPMORGAN CHASE & CO (JPM). Westwood Wealth Management opened new stock positions in PROSHARES TR (BIB), DIREXION SHARES ETF TRUST (DRN) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), ALPHABET INC (GOOG) and NVIDIA CORPORATION (NVDA).
The top stock holdings of Westwood Wealth Management are NVDA, GOOG, META. The fund has invested 38.6% of it's portfolio in NVIDIA CORPORATION and 8.4% of portfolio in ALPHABET INC.
The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), VANGUARD BD INDEX FDS (BIV) and JANUS DETROIT STR TR (JAAA) stocks. They significantly reduced their stock positions in ELI LILLY & CO (LLY), STATE STR SPDR S&P 500 ETF T (SPY) and JPMORGAN CHASE & CO (JPM). Westwood Wealth Management opened new stock positions in PROSHARES TR (BIB), DIREXION SHARES ETF TRUST (DRN) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), ALPHABET INC (GOOG) and NVIDIA CORPORATION (NVDA).
Westwood Wealth Management Equity Portfolio Value
Last Reported on: 11 May, 2026
Westwood Wealth Management Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| proshares tr | 13,220,500 |
| direxion shares etf trust | 10,805,900 |
| vaneck etf trust | 5,377,180 |
| oklo inc | 4,621,290 |
| arm holdings plc | 3,802,420 |
| direxion shares etf trust | 3,551,740 |
| ishares tr | 3,224,360 |
| palo alto networks inc | 2,292,580 |
New stocks bought by Westwood Wealth Management
Additions
| Ticker | % Inc. |
|---|---|
| broadcom inc | 7,530 |
| alphabet inc | 5,425 |
| nvidia corporation | 5,420 |
| meta platforms inc | 730 |
| microsoft corp | 687 |
| tesla inc | 436 |
| amazon com inc | 357 |
| palantir technologies inc | 224 |
Additions to existing portfolio by Westwood Wealth Management
Reductions
| Ticker | % Reduced |
|---|---|
| eli lilly & co | -72.75 |
| state str spdr s&p 500 etf t | -63.2 |
| jpmorgan chase & co | -17.59 |
| disney walt co | -4.43 |
Westwood Wealth Management reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| dimensional etf trust | -8,886,790 |
| spdr series trust | -2,807,000 |
| janus detroit str tr | -5,501,180 |
| dimensional etf trust | -5,033,790 |
| first tr exchng traded fd vi | -2,162,860 |
| first tr exchng traded fd vi | -1,865,680 |
| t rowe price etf inc | -3,542,040 |
| vanguard bd index fds | -5,666,320 |
Westwood Wealth Management got rid off the above stocks
Sector Distribution
- Technology
- Others
- Communication Services
- Consumer Cyclical
| Sector | % |
|---|---|
| Technology | 57.2 |
| Others | 20.5 |
| Communication Services | 15.2 |
| Consumer Cyclical | 5.4 |
Market Cap. Distribution
- MEGA-CAP
- UNALLOCATED
- LARGE-CAP
| Category | % |
|---|---|
| MEGA-CAP | 76.8 |
| UNALLOCATED | 20.5 |
| LARGE-CAP | 2.6 |
Stocks belong to which Index?
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 76.2 |
| Others | 23.8 |
Westwood Wealth Management Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Westwood Wealth Management
Last Reported on: 11 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.26 | 42,751 | 10,849,800 | added | 74.71 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AEMB | american centy etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 2.11 | 14,025 | 5,377,180 | new | |||
| AFLG | first tr exchng traded fd vi | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFLG | first tr exchng traded fd vi | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFLG | first tr exchng traded fd vi | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFLG | first tr exchng traded fd vi | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALCC | oklo inc | 1.81 | 93,190 | 4,621,290 | new | |||
| AMD | advanced micro devices inc | 1.02 | 12,723 | 2,588,240 | added | 149 | ||
| AMZN | amazon com inc | 2.33 | 28,536 | 5,943,190 | added | 357 | ||
| AOS | smith a o corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ASTS | ast spacemobile inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVGO | broadcom inc | 5.43 | 44,715 | 13,839,700 | added | 7,530 | ||
| AXP | american express co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AZZ | azz inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||