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Latest Westwood Wealth Management Stock Portfolio

$344Million | No. of Holdings #43

Westwood Wealth Management Performance

2026 Q2+36.73%
YTD+30.71%
2025+30.08%

About Westwood Wealth Management and 13F Hedge Fund Stock Holdings

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Westwood Wealth Management reported an equity portfolio of $345 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Westwood Wealth Management are NVDA, DRN, GOOG. The fund has invested 32.3% of it's portfolio in NVIDIA CORPORATION and 13.5% of portfolio in DIREXION SHARES ETF TRUST. <br><br> The fund managers got completely rid off ORACLE CORP (ORCL), SERVICENOW INC (NOW) and WALMART INC (WMT) stocks. They significantly reduced their stock positions in DIREXION SHARES ETF TRUST (DRN), BLACKSTONE INC (BX) and PALANTIR TECHNOLOGIES INC (PLTR). Westwood Wealth Management opened new stock positions in MODERNA INC (MRNA), SPACE EXPLORATION TECHN CORP and REVOLUTION MEDICINES INC (RVMD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), JOBY AVIATION INC (JOBY) and VANGUARD INDEX FDS (VB).
Westwood Wealth Management Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$344Million
  as of Aug 07, 2026

Westwood Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Westwood Wealth Management made a return of 36.73% in the last quarter. In trailing 12 months, it's portfolio return was 52.74%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
moderna inc3,721,400
space exploration techn corp2,057,160
revolution medicines inc658,289
expedia group inc204,704
New stocks bought by Westwood Wealth Management

Additions

Ticker% Inc.
ishares tr111
joby aviation inc39.97
ishares tr29.41
vanguard index fds22.53
arm holdings plc14.82
oklo inc4.35
johnson & johnson3.18
amazon com inc1.05
Additions to existing portfolio by Westwood Wealth Management

Reductions

Ticker% Reduced
direxion shares etf trust-46.32
blackstone inc-27.97
palantir technologies inc-23.63
disney walt co-22.54
direxion shares etf trust-22.4
meta platforms inc-21.35
state str spdr s&p 500 etf t-10.52
direxion shares etf trust-9.76
Westwood Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
servicenow inc-358,084
oracle corp-445,008
walmart inc-214,756
Westwood Wealth Management got rid off the above stocks

Sector Distribution

Westwood Wealth Management has about 48.1% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Consumer Cyclical
  • Healthcare
Sector%
Technology48.1
Others33.2
Communication Services11.7
Consumer Cyclical4.4
Healthcare1.5

Market Cap. Distribution

Westwood Wealth Management has about 66.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP64.2
UNALLOCATED33.2
LARGE-CAP2.5

Stocks belong to which Index?

About 64.8% of the stocks held by Westwood Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50064.8
Others34.9
Top 5 Winners (%)%
DRN
direxion shares etf trust
405.5 %
AMD
advanced micro devices inc
185.2 %
arm holdings plc
115.7 %
PANW
palo alto networks inc
111.5 %
AFK
vaneck etf trust
69.5 %
Top 5 Winners ($)$
DRN
direxion shares etf trust
43.8 M
NVDA
nvidia corporation
14.4 M
BIB
proshares tr
7.8 M
arm holdings plc
5.5 M
GOOG
alphabet inc
5.2 M
Top 5 Losers (%)%
PLTR
palantir technologies inc
-17.9 %
FDX
fedex corp
-12.1 %
COST
costco wholesale corporation
-6.1 %
META
meta platforms inc
-1.4 %
ET
energy transfer l p
-0.9 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-1.1 M
META
meta platforms inc
-0.2 M
FDX
fedex corp
0.0 M
IJR
ishares tr
0.0 M
COST
costco wholesale corporation
0.0 M

Westwood Wealth Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Westwood Wealth Management

Westwood Wealth Management has 43 stocks in it's portfolio. About 79.2% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. DRN was the most profitable stock for Westwood Wealth Management last quarter.

$344.95MTotal Value
46.00Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Westwood Wealth Management, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Westwood Wealth Management's holding in Vaneck Etf Trust over time
2.55%13,425
$8.81M
2.55%
decreased 4.28 percentreduced
ALCC
Oklo Inc

Oklo Inc

ALCC
Westwood Wealth Management's holding in Oklo Inc over time
1.48%97,240
$5.09M
1.48%
increased 4.35 percentadded
BIB
Proshares Tr

Proshares Tr

BIB
Westwood Wealth Management's holding in Proshares Tr over time
6.11%217,975
$21.09M
6.11%
increased 0.57 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Westwood Wealth Management's holding in Dimensional Etf Trust over time
0.18%7,420
$608.0K
0.18%
unchanged 0 percentunchanged
DRN
Direxion Shares Etf Trust

Direxion Shares Etf Trust

DRN
Westwood Wealth Management's holding in Direxion Shares Etf Trust over time
13.53%175,015
$46.68M
13.53%
decreased 22.4 percentreduced
DRN
Direxion Shares Etf Trust

Direxion Shares Etf Trust

DRN
Westwood Wealth Management's holding in Direxion Shares Etf Trust over time
1.36%17,335
$4.69M
1.36%
decreased 9.76 percentreduced
DRN
Direxion Shares Etf Trust

Direxion Shares Etf Trust

DRN
Westwood Wealth Management's holding in Direxion Shares Etf Trust over time
0.29%13,240
$994.5K
0.29%
decreased 46.32 percentreduced