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Disclosery

13F-HR filed by Westwood Wealth Management

Westwood Wealth Management filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-11, with 42 holding rows worth $254,820,888.

Accession
0001172661-26-001656
Filer
CIK 1861125
Filed
2026-05-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 42 entries on the cover page, a total value of $254,820,888 stated on the cover page (in dollars after the unit check, H1), rows summing to $254,820,888 with VALUE read as dollars as filed, 13F file number 028-22023. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM563,747$98,317,473dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM74,368$21,385,262dollars as filed
META PLATFORMS INC CL A30303M102COM26,763$15,311,909dollars as filed
Broadcom Inc.11135F101COM44,715$13,839,740dollars as filed
PROSHARES TR74347R206PSHS ULTRA QQQ216,730$13,220,530dollars as filed
Apple Inc037833100COM42,751$10,849,776dollars as filed
DIREXION SHARES ETF TRUST25459W458DAI SEM BUL ETF225,545$10,805,861dollars as filed
Microsoft Corp594918104COM24,061$8,906,660dollars as filed
Tesla Motors, Inc88160R101COM21,310$7,921,993dollars as filed
Palantir Technologies Inc. Class A69608A108COM43,079$6,301,596dollars as filed
Amazon.com, Inc023135106COM28,536$5,943,191dollars as filed
VANECK ETF TRUST92189F676COM14,025$5,377,185dollars as filed
OKLO INC COM CL A02156V109Stock93,190$4,621,292dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS25,135$3,802,423dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF19,210$3,551,737dollars as filed
ISHARES TR464287457COM39,050$3,224,359dollars as filed
INVESCO QQQ TR46090E103COM4,985$2,877,237dollars as filed
Advanced Micro Devices,Inc.007903107COM12,723$2,588,240dollars as filed
PALO ALTO NETWORKS INC697435105COM14,300$2,292,576dollars as filed
Uber Technologies90353T100COM24,350$1,751,496dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,877$1,685,876dollars as filed
DIREXION SHARES ETF TRUST25459W847DAILY SMALL CAP24,665$1,088,466dollars as filed
iShares U.S. Technology ETF464287721SHS5,810$1,054,050dollars as filed
SPY78462F103SHS1,331$865,603dollars as filed
ISHARES TR464287556ISHARES BIOTECH5,100$861,135dollars as filed
JPMorgan Chase & Co46625H100COM2,662$783,054dollars as filed
Union Pacific Corporation907818108COM2,375$576,223dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF7,420$526,152dollars as filed
Goldman Sachs Group,Inc.38141G104COM545$461,065dollars as filed
Oracle Corporation68389X105COM3,025$445,008dollars as filed
BLACKSTONE INC09260D107COM3,575$411,089dollars as filed
Walt Disney Co254687106COM3,905$376,364dollars as filed
ServiceNow,Inc.81762P102COM3,425$358,084dollars as filed
Johnson & Johnson478160104COM1,354$330,972dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock4,750$315,780dollars as filed
Vanguard S&P 500 ETF922908363COM506$302,360dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN15,500$299,150dollars as filed
FEDEX CORP COM31428X106Stock775$276,040dollars as filed
JOBY AVIATION INCg65163100COMMON STOCK29,150$240,779dollars as filed
Eli Lilly and Company532457108COM260$239,131dollars as filed
Costco Wholesale Corporation22160K105COM220$219,215dollars as filed
Walmart Inc.931142103COM1,728$214,756dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-001656this filing2026-05-11acceptance time not in the bulk data set