Westwood Wealth Management: 13F holdings
CIK 18611252026Q2
| Positions | 43 |
|---|
| Reported value | $345.0m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 43 (+1 vs prior quarter) |
|---|
| Reported value | $345.0m (+35.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 556,854 | $111.4m | 32.3% |
| SOXL DIREXION SHARES ETF TRUST | 175,015 | $46.7m | 13.5% |
| GOOGL ALPHABET INC | 73,544 | $26.3m | 7.6% |
| QLD PROSHARES TR | 217,975 | $21.1m | 6.1% |
| AVGO BROADCOM INC | 44,290 | $16.7m | 4.9% |
| META META PLATFORMS INC | 21,050 | $11.9m | 3.4% |
| AAPL APPLE INC | 40,955 | $11.9m | 3.4% |
| ARM ARM HOLDINGS PLC | 28,860 | $10.2m | 3.0% |
| SMH VANECK ETF TRUST | 13,425 | $8.8m | 2.6% |
| MSFT MICROSOFT CORP | 21,778 | $8.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1861125")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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