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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. <br><br> 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. <br><br> 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
$254Million
  as of May 11, 2026

Westwood Wealth Management Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
proshares tr13,220,500
direxion shares etf trust10,805,900
vaneck etf trust5,377,180
oklo inc4,621,290
arm holdings plc3,802,420
direxion shares etf trust3,551,740
ishares tr3,224,360
palo alto networks inc2,292,580
New stocks bought by Westwood Wealth Management

Additions

Ticker% Inc.
broadcom inc7,530
alphabet inc5,425
nvidia corporation5,420
meta platforms inc730
microsoft corp687
tesla inc436
amazon com inc357
palantir technologies inc224
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%
Technology57.2
Others20.5
Communication Services15.2
Consumer Cyclical5.4

Market Cap. Distribution

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP76.8
UNALLOCATED20.5
LARGE-CAP2.6

Stocks belong to which Index?

  • S&P 500
  • Others
Index%
S&P 50076.2
Others23.8
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
BX
blackstone inc
-22.2 %
DIS
disney walt co
-14.9 %
MSFT
microsoft corp
-14.7 %
PLTR
palantir technologies inc
-12.3 %
TSLA
tesla inc
-11.1 %
Top 5 Losers ($)$
NVDA
nvidia corporation
-3.5 M
MSFT
microsoft corp
-1.5 M
META
meta platforms inc
-1.3 M
TSLA
tesla inc
-1.0 M
GOOG
alphabet inc
-1.0 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

$254.82MTotal Value
130Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of Westwood Wealth Management, last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Westwood Wealth Management's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Westwood Wealth Management's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Westwood Wealth Management's holding in American Centy Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Westwood Wealth Management's holding in Vaneck Etf Trust over time
2.11%14,025
$5.38M
2.11%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Westwood Wealth Management's holding in First Tr Exchng Traded Fd Vi over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Westwood Wealth Management's holding in First Tr Exchng Traded Fd Vi over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Westwood Wealth Management's holding in First Tr Exchng Traded Fd Vi over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Westwood Wealth Management's holding in First Tr Exchng Traded Fd Vi over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Westwood Wealth Management's holding in Wisdomtree Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ALCC
Oklo Inc

Oklo Inc

ALCC
Westwood Wealth Management's holding in Oklo Inc over time
1.81%93,190
$4.62M
1.81%
new position