Westwood Wealth Management
Westwood Wealth Management reported 43 holdings worth US$345M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Westwood Wealth Management reported 43 holdings worth US$345M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Broadcom Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$345M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 557K | US$111M | 32.3% |
| Alphabet Inc (google) Class C | 79,366 | US$28.4M | 8.2% |
| Broadcom Inc. | 44,290 | US$16.7M | 4.9% |
| Meta Platforms, Inc. | 21,050 | US$11.9M | 3.4% |
| Apple Inc | 40,955 | US$11.9M | 3.4% |
| Microsoft Corp. | 21,778 | US$8.12M | 2.4% |
| Tesla, Inc. | 19,242 | US$8.09M | 2.3% |
| Advanced Micro Devices Inc | 12,667 | US$7.36M | 2.1% |
| Amazon.com, Inc. | 28,837 | US$6.87M | 2.0% |
| Oklo Inc. | 97,240 | US$5.09M | 1.5% |
| Palo Alto Networks, Inc. | 14,000 | US$4.77M | 1.4% |
| Palantir Technologies Inc. | 32,899 | US$3.84M | 1.1% |
| Moderna, Inc. | 53,140 | US$3.72M | 1.1% |
| Space Exploration Technologies Corp | 12,040 | US$2.06M | 0.60% |
| Uber Technologies, Inc. | 23,467 | US$1.69M | 0.49% |
| Jp Morgan Chase & Co. | 2,528 | US$827K | 0.24% |
| Revolution Medicines, Inc. | 3,515 | US$658K | 0.19% |
| Union Pacific Corporation | 2,250 | US$612K | 0.18% |
| Goldman Sachs Group, Inc. (the) | 495 | US$501K | 0.15% |
| Delta Air Lines, Inc. | 4,750 | US$445K | 0.13% |
| Joby Aviation, Inc. | 40,800 | US$364K | 0.11% |
| Johnson & Johnson | 1,397 | US$355K | 0.10% |
| Eli Lilly And Company | 259 | US$312K | 0.09% |
| Blackstone Inc. | 2,575 | US$303K | 0.09% |
| Energy Transfer Lp | 15,546 | US$297K | 0.09% |
| Walt Disney Company (the) | 3,025 | US$291K | 0.08% |
| Fedex Corporation | 775 | US$243K | 0.07% |
| Costco Wholesale Corporation | 220 | US$206K | 0.06% |
| Expedia Group, Inc. | 800 | US$205K | 0.06% |
| Oracle Corporation | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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