Westwood Wealth Management
Los Angeles, CA
$345m in 43 US stocks at the end of 30 June 2026. The top 10 are 79.2% of the money. It changed about 16.4% of the portfolio this quarter.
Value
$345m
Stocks
43
Top 10 share
79.2%
Turnover
16.4%
What changed this quarter
New
Bought for the first time this quarter.
- ModernaMRNA1.1% of the fund
- Space Exploration TechnologiesSPCX0.6% of the fund
- Revolution MedicinesRVMD0.2% of the fund
- Expedia GroupEXPE<0.1% of the fund
Added
Bought more of a stock they already held.
- ARM HoldingsARM3.0% of the fund+15%
- Ishares TRSHY2.0% of the fund+112%
- OkloOKLO1.5% of the fund+4%
- Ishares TRIBB0.4% of the fund+29%
- Vanguard Index FDSVOO0.1% of the fund+23%
- Joby AviationJOBY0.1% of the fund+40%
- Johnson & JohnsonJNJ0.1% of the fund+3%
Cut
Sold some of their stake.
- Direxion Shares ETF TrustSOXL13.5% of the fund-22%
- Meta PlatformsMETA3.4% of the fund-21%
- AppleAAPL3.4% of the fund-4%
- Vaneck ETF TrustSMH2.6% of the fund-4%
- MicrosoftMSFT2.4% of the fund-9%
- TeslaTSLA2.3% of the fund-10%
- Palo Alto NetworksPANW1.4% of the fund-2%
- Direxion Shares ETF TrustSPXL1.4% of the fund-10%
- Palantir TechnologiesPLTR1.1% of the fund-24%
- Uber TechnologiesUBER0.5% of the fund-4%
- Ishares TRIYW0.4% of the fund-4%
- Direxion Shares ETF TrustTNA0.3% of the fund-46%
- State STR Spdr S&P 500 ETF TSPY0.3% of the fund-11%
- JPMorgan ChaseJPM0.2% of the fund-5%
- Union PacificUNP0.2% of the fund-5%
- Goldman Sachs GroupGS0.1% of the fund-9%
- BlackstoneBX<0.1% of the fund-28%
- Walt DisneyDIS<0.1% of the fund-23%
Sold out
Sold their entire stake.
- OracleORCL-100%
- ServiceNowNOW-100%
- WalmartWMT-100%
Holdings
- Direxion Shares ETF TrustSOXL
- Share
- 13.5%
- Value
- $47m
- Shares
- 175,015
-22%
- Proshares TRQLD
- Share
- 6.1%
- Value
- $21m
- Shares
- 217,975
Held
- ARM HoldingsARM
- Share
- 3.0%
- Value
- $10m
- Shares
- 28,860
+15%
- Vaneck ETF TrustSMH
- Share
- 2.6%
- Value
- $9m
- Shares
- 13,425
-4%
- Ishares TRSHY
- Share
- 2.0%
- Value
- $7m
- Shares
- 82,750
+112%
- Direxion Shares ETF TrustSPXL
- Share
- 1.4%
- Value
- $5m
- Shares
- 17,335
-10%
- Invesco QQQ TRQQQ
- Share
- 1.0%
- Value
- $4m
- Shares
- 4,907
Held
- Space Exploration TechnologiesSPCX
- Share
- 0.6%
- Value
- $2m
- Shares
- 12,040
New
- Ishares TRIYW
- Share
- 0.4%
- Value
- $1m
- Shares
- 5,590
-4%
- Ishares TRIBB
- Share
- 0.4%
- Value
- $1m
- Shares
- 6,600
+29%
- Direxion Shares ETF TrustTNA
- Share
- 0.3%
- Value
- $994,461
- Shares
- 13,240
-46%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $889,405
- Shares
- 1,191
-11%
- Dimensional ETF TrustDFUS
- Share
- 0.2%
- Value
- $607,995
- Shares
- 7,420
Held
- Vanguard Index FDSVOO
- Share
- 0.1%
- Value
- $425,823
- Shares
- 620
+23%
- Energy Transfer L PET
- Share
- <0.1%
- Value
- $297,240
- Shares
- 15,546
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 32.3% | $111m | 556,854 | Held |
| Direxion Shares ETF TrustSOXL | 13.5% | $47m | 175,015 | -22% |
| AlphabetGOOGL | 7.6% | $26m | 73,544 | Held |
| Proshares TRQLD | 6.1% | $21m | 217,975 | Held |
| BroadcomAVGO | 4.9% | $17m | 44,290 | Held |
| Meta PlatformsMETA | 3.4% | $12m | 21,050 | -21% |
| AppleAAPL | 3.4% | $12m | 40,955 | -4% |
| ARM HoldingsARM | 3.0% | $10m | 28,860 | +15% |
| Vaneck ETF TrustSMH | 2.6% | $9m | 13,425 | -4% |
| MicrosoftMSFT | 2.4% | $8m | 21,778 | -9% |
| TeslaTSLA | 2.3% | $8m | 19,242 | -10% |
| Advanced Micro DevicesAMD | 2.1% | $7m | 12,667 | Held |
| Amazon.comAMZN | 2.0% | $7m | 28,837 | Held |
| Ishares TRSHY | 2.0% | $7m | 82,750 | +112% |
| OkloOKLO | 1.5% | $5m | 97,240 | +4% |
| Palo Alto NetworksPANW | 1.4% | $5m | 14,000 | -2% |
| Direxion Shares ETF TrustSPXL | 1.4% | $5m | 17,335 | -10% |
| Palantir TechnologiesPLTR | 1.1% | $4m | 32,899 | -24% |
| ModernaMRNA | 1.1% | $4m | 53,140 | New |
| Invesco QQQ TRQQQ | 1.0% | $4m | 4,907 | Held |
| AlphabetGOOG | 0.6% | $2m | 5,889 | Held |
| Space Exploration TechnologiesSPCX | 0.6% | $2m | 12,040 | New |
| Uber TechnologiesUBER | 0.5% | $2m | 23,467 | -4% |
| Ishares TRIYW | 0.4% | $1m | 5,590 | -4% |
| Ishares TRIBB | 0.4% | $1m | 6,600 | +29% |
| Direxion Shares ETF TrustTNA | 0.3% | $994,461 | 13,240 | -46% |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $889,405 | 1,191 | -11% |
| JPMorgan ChaseJPM | 0.2% | $827,491 | 2,528 | -5% |
| Revolution MedicinesRVMD | 0.2% | $658,289 | 3,515 | New |
| Union PacificUNP | 0.2% | $612,000 | 2,250 | -5% |
| Dimensional ETF TrustDFUS | 0.2% | $607,995 | 7,420 | Held |
| Goldman Sachs GroupGS | 0.1% | $500,630 | 495 | -9% |
| Delta Air LinesDAL | 0.1% | $444,885 | 4,750 | Held |
| Vanguard Index FDSVOO | 0.1% | $425,823 | 620 | +23% |
| Joby AviationJOBY | 0.1% | $363,936 | 40,800 | +40% |
| Johnson & JohnsonJNJ | 0.1% | $354,797 | 1,397 | +3% |
| Eli LillyLLY | <0.1% | $311,839 | 259 | Held |
| BlackstoneBX | <0.1% | $303,001 | 2,575 | -28% |
| Energy Transfer L PET | <0.1% | $297,240 | 15,546 | Held |
| Walt DisneyDIS | <0.1% | $291,157 | 3,025 | -23% |
| FedExFDX | <0.1% | $242,677 | 775 | Held |
| Costco WholesaleCOST | <0.1% | $205,804 | 220 | Held |
| Expedia GroupEXPE | <0.1% | $204,704 | 800 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 15.9% since 30 June 2025.
Where the money is
Technology51.1%
Media & telecom11.7%
Retail & consumer4.4%
Utilities1.5%
Health care1.5%
Industrials1.0%
Financial services0.5%
Everyday goods0.1%
Other28.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.