Q3 2026 13F · SEC CIK 1861125

Westwood Wealth Management

Hedge fundFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $340.6M
Reported positions: 42
Top holdings a year, 3 yrs: +35.5%
Assets under management: $749.5M

Westwood Wealth Management is a hedge fund that reported 42 positions worth $340.6M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Nvidia Corporation (NVDA, 36.4%), Direxion Shares ETF Trust (SOXL, 7.7%), Alphabet Inc (GOOGL, 7.4%). A portfolio copying its top holdings returned 35.5% a year over the last 3 years, against 20.4% for the S&P 500.

Westwood Wealth Management holdings all 42 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Westwood Wealth Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	36.4%	32.3%	543,199	-2.5%	$124.1M
SOXLDirexion Shares ETF Trust	7.7%	13.5%	178,465	+2.0%	$26.4M
GOOGLAlphabet Inc	7.4%	7.6%	72,929	-0.8%	$25.1M
QLDProshares Tr	6.1%	6.1%	217,625	-0.2%	$20.8M
AVGOBroadcom Inc	4.5%	4.8%	43,290	-2.3%	$15.2M
AAPLApple Inc	3.7%	3.4%	38,067	-7.1%	$12.7M
METAMeta Platforms Inc	3.3%	3.4%	15,539	-26.2%	$11.3M
MSFTMicrosoft Corp	3.2%	2.4%	21,338	-2.0%	$10.9M
MRNAModerna Inc	3.0%	1.1%	53,065	-0.1%	$10.2M
ARMArm Holdings PLC	2.4%	3.0%	28,785	-0.3%	$8.3M
SMHVaneck ETF Trust	2.4%	2.6%	13,425	+0.0%	$8.2M
AMDAdvanced Micro Devices Inc	2.3%	2.1%	12,657	-0.1%	$7.7M
SHYIshares Tr	2.1%	2.0%	87,750	+6.0%	$7.1M
AMZNAmazon Com Inc	2.0%	2.0%	27,412	-4.9%	$6.8M
TSLATesla Inc	1.8%	2.3%	17,287	-10.2%	$6.1M
PLTRPalantir Technologies Inc	1.8%	1.1%	31,899	-3.0%	$6.0M
PANWPalo Alto Networks Inc	1.4%	1.4%	12,200	-12.9%	$4.8M
SPXLDirexion Shares ETF Trust	1.4%	1.4%	17,235	-0.6%	$4.8M
QQQInvesco Qqq Tr	1.1%	1.0%	4,908	+0.0%	$3.6M
OKLOOklo Inc	1.0%	1.5%	93,690	-3.7%	$3.5M
SPCXSpace Exploration Techn Corp	0.9%	0.6%	20,435	+69.7%	$3.1M
GOOGAlphabet Inc	0.6%	0.6%	5,889	+0.0%	$2.0M
UBERUber Technologies Inc	0.5%	0.5%	22,467	-4.3%	$1.5M
IYWIshares Tr	0.4%	0.4%	5,590	+0.0%	$1.5M
IBBIshares Tr	0.3%	0.4%	5,200	-21.2%	$1.1M
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	1,191	+0.0%	$908K
TNADirexion Shares ETF Trust	0.2%	0.3%	13,120	-0.9%	$758K
RVMDRevolution Medicines Inc	0.2%	0.2%	3,515	+0.0%	$721K
JPMJpmorgan Chase & Co	0.2%	0.2%	2,131	-15.7%	$705K
DFUSDimensional ETF Trust	0.2%	0.2%	7,420	+0.0%	$616K
UNPUnion Pac Corp	0.2%	0.2%	2,250	+0.0%	$612K
VOOVanguard Index Fds	0.1%	0.1%	620	+0.0%	$435K
GSGoldman Sachs Group Inc	0.1%	0.1%	475	-4.0%	$428K
DALDelta Air Lines Inc	0.1%	0.1%	4,750	+0.0%	$396K
DISDisney Walt Co	0.1%	0.1%	3,025	+0.0%	$317K
ETPCEnergy Transfer L P	0.1%	0.1%	15,546	+0.0%	$307K
LLYEli Lilly & Co	0.1%	0.1%	264	+1.9%	$307K
JNJJohnson & Johnson	0.1%	0.1%	1,100	-21.3%	$291K
JOBYJoby Aviation Inc	0.1%	0.1%	37,300	-8.6%	$226K
FDXFedex Corp	0.1%	0.1%	775	+0.0%	$221K
EXPEExpedia Group Inc	0.1%	0.1%	800	+0.0%	$211K
COSTCostco Wholesale Corporation	0.1%	0.1%	220	+0.0%	$200K

What Westwood Wealth Management bought and sold in Q3 2026, against Q2 2026.

New positions

No new positions among the largest holdings.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +9.7% /yr; S&P 500 +20.1%
3 years: +35.5% /yr; S&P 500 +20.4%
5 years: +21.9% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$340.6M	42
Q2 2026	$345.0M	43
Q1 2026	$254.8M	42
Q4 2025	$133.0M	106
Q3 2025	$272.7M	46
Q2 2025	$297.6M	48
Q1 2025	$231.9M	45
Q4 2024	$276.8M	48
Q3 2024	$255.1M	39
Q2 2024	$253.1M	39
Q1 2024	$203.8M	36
Q4 2023	$129.6M	33

Questions about Westwood Wealth Management's portfolio

What stocks does Westwood Wealth Management own?

Westwood Wealth Management's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 42 positions worth $340.6M. The largest are Nvidia Corporation (NVDA) at 36.4%, Direxion Shares ETF Trust (SOXL) at 7.7%, Alphabet Inc (GOOGL) at 7.4%, Proshares Tr (QLD) at 6.1% and Broadcom Inc (AVGO) at 4.5%.

What did Westwood Wealth Management buy last quarter?

In Q3 2026, Westwood Wealth Management added Space Exploration Techn Corp (SPCX) (+69.7% shares) and Ishares Tr (SHY) (+6.0% shares), compared with its Q2 2026 filing.

What did Westwood Wealth Management sell last quarter?

In Q3 2026, Westwood Wealth Management sold all of Blackstone Inc (BX), Meta Platforms Inc (META) (-26.2% shares), Johnson & Johnson (JNJ) (-21.3% shares) and Ishares Tr (IBB) (-21.2% shares), compared with its Q2 2026 filing.

How has Westwood Wealth Management's portfolio performed?

A portfolio copying Westwood Wealth Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +35.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.7% against +20.1%. Over 5 years: +21.9% a year against +13.0%.

When is Westwood Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Westwood Wealth Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Westwood Wealth Management manage?

Westwood Wealth Management reported $749.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $340.6M.