Institutional Fund
Westwood Wealth Management
Los Angeles, CACIK 18611255 filings on record
Portfolio Value
$254.82M
Q1 2026
Holdings
42
Reported positions
New Buys
24
Opened this quarter
QoQ Change
+91.5%
from $133.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation38.6%
- Alphabet Inc8.4%
- Meta Platforms Inc6.0%
- Broadcom Inc5.4%
- Proshares Tr5.2%
- Apple Inc4.3%
- Other32.1%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 563.7K | $98.32M | 38.6% | +553.5K | Added |
| 2 | Alphabet Inc | 74.4K | $21.39M | 8.4% | +73.0K | Added |
| 3 | Meta Platforms Inc | 26.8K | $15.31M | 6.0% | +23.5K | Added |
| 4 | Broadcom Inc | 44.7K | $13.84M | 5.4% | +44.1K | Added |
| 5 | Proshares Tr | 216.7K | $13.22M | 5.2% | +216.7K | New |
| 6 | Apple Inc | 42.8K | $10.85M | 4.3% | +18.3K | Added |
| 7 | Direxion Shs ETF Tr | 225.5K | $10.81M | 4.2% | +225.5K | New |
| 8 | Microsoft Corp | 24.1K | $8.91M | 3.5% | +21.0K | Added |
| 9 | Tesla Inc | 21.3K | $7.92M | 3.1% | +17.3K | Added |
| 10 | Palantir Technologies Inc | 43.1K | $6.30M | 2.5% | +29.8K | Added |
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