Westwood Wealth Management
Westwood Wealth Management reported 42 stocks worth $341M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are NVDA (36.4%), SOXL (7.8%) and GOOGL (7.4%). Compared with Q2 2026, the fund added to SOXL, SHY and SPCX, trimmed NVDA, GOOGL and QLD and sold out of BX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $124M | 36.4% | 543K | −14K (−2%) | 8 of 8 | |
| 2 |  SOXL Direxion Shs ETF TR | $26.4M | 7.8% | 178K | +3,450 (+2%) | 7 of 8 | |
| 3 |  GOOGL Alphabet Inc | $25.1M | 7.4% | 73K | −615 (−1%) | 8 of 8 | |
| 4 |  QLD Proshares TR | $20.8M | 6.1% | 218K | −350 (−0%) | 7 of 8 | |
| 5 |  AVGO Broadcom Inc | $15.2M | 4.5% | 43K | −1,000 (−2%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $12.7M | 3.7% | 38K | −2,888 (−7%) | 8 of 8 | |
| 7 |  META Meta Platforms Inc | $11.3M | 3.3% | 16K | −5,511 (−26%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $10.9M | 3.2% | 21K | −440 (−2%) | 8 of 8 | |
| 9 |  MRNA Moderna Inc | $10.2M | 3.0% | 53K | −75 (−0%) | 2 of 8 | |
| 10 |  ARM Arm Hldgs PLC Equity A F | $8.3M | 2.5% | 29K | −75 (−0%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BX Blackstone Inc | $303K | 2,575 |
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Westwood Wealth Management 13F FAQ
What does Westwood Wealth Management own?
Westwood Wealth Management reported 42 stocks worth $341M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are NVDA (36.4%), SOXL (7.8%) and GOOGL (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Westwood Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 4 added to, 22 trimmed and 1 sold out. It sold all of BX.
When will Westwood Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Westwood Wealth Management's portfolio worth?
The Q3 2026 filing reports $341M in US stocks ($353M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.