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Westwood Wealth Management

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13F filer, CIK 1861125, Los Angeles, CA

Westwood Wealth Management reported $344,954,632 across 43 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07. Its ten largest share positions make up 79.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003154

Period
2026-06-30
Reported value
$345M
Holdings
43
Top 10 weight
79.16%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MRNAnew+53,140$3.72M
SHYadded+43,700$3.59M
SPCXnew+12,040$2.06M
ARMadded+3,725$1.32M
RVMDnew+3,515$658K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SOXLreduced-50,530-$13.5M
METAreduced-5,713-$3.22M
NVDAreduced-6,893-$1.38M
PLTRreduced-10,180-$1.19M
TSLAreduced-2,068-$870K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003154, largest first. % of portfolio is the value over $344,954,632, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 782,796 shares; 2024Q4: 776,170 shares; 2025Q1: 696,424 shares; 2025Q2: 665,325 shares; 2025Q3: 560,151 shares; 2025Q4: 10,211 shares; 2026Q1: 563,747 shares; 2026Q2: 556,854 shares 556,854$111M32.3%-6,893Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,720 shares; 2024Q4: 228,445 shares; 2025Q1: 231,245 shares; 2025Q2: 304,070 shares; 2025Q3: 224,865 shares; 2025Q4: not reported; 2026Q1: 225,545 shares; 2026Q2: 175,015 shares 175,015$46.7M13.53%-50,530Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,226 shares; 2024Q4: 62,212 shares; 2025Q1: 62,277 shares; 2025Q2: 68,037 shares; 2025Q3: 70,904 shares; 2025Q4: 1,346 shares; 2026Q1: 74,368 shares; 2026Q2: 73,544 shares 73,544$26.3M7.62%-824Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,860 shares; 2024Q4: 133,365 shares; 2025Q1: 137,765 shares; 2025Q2: 148,615 shares; 2025Q3: 109,055 shares; 2025Q4: not reported; 2026Q1: 216,730 shares; 2026Q2: 217,975 shares 217,975$21.1M6.11%+1,245Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,500 shares; 2024Q4: 58,750 shares; 2025Q1: 59,900 shares; 2025Q2: 59,375 shares; 2025Q3: 39,975 shares; 2025Q4: 586 shares; 2026Q1: 44,715 shares; 2026Q2: 44,290 shares 44,290$16.7M4.85%-425Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,436 shares; 2024Q4: 31,740 shares; 2025Q1: 36,480 shares; 2025Q2: 34,794 shares; 2025Q3: 27,214 shares; 2025Q4: 3,221 shares; 2026Q1: 26,763 shares; 2026Q2: 21,050 shares 21,050$11.9M3.44%-5,713Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,501 shares; 2024Q4: 135,158 shares; 2025Q1: 124,233 shares; 2025Q2: 116,873 shares; 2025Q3: 47,284 shares; 2025Q4: 24,469 shares; 2026Q1: 42,751 shares; 2026Q2: 40,955 shares 40,955$11.9M3.44%-1,796Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,725 shares; 2024Q4: 9,725 shares; 2025Q1: 18,350 shares; 2025Q2: 16,100 shares; 2025Q3: 8,175 shares; 2025Q4: not reported; 2026Q1: 25,135 shares; 2026Q2: 28,860 shares 28,860$10.2M2.97%+3,725Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,790 shares; 2024Q4: 15,790 shares; 2025Q1: 16,515 shares; 2025Q2: 15,815 shares; 2025Q3: 14,025 shares; 2025Q4: not reported; 2026Q1: 14,025 shares; 2026Q2: 13,425 shares 13,425$8.81M2.55%-600Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,452 shares; 2024Q4: 29,194 shares; 2025Q1: 29,879 shares; 2025Q2: 29,617 shares; 2025Q3: 24,897 shares; 2025Q4: 3,057 shares; 2026Q1: 24,061 shares; 2026Q2: 21,778 shares 21,778$8.12M2.35%-2,283Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085 shares; 2024Q4: 15,560 shares; 2025Q1: 13,220 shares; 2025Q2: 8,243 shares; 2025Q3: 14,703 shares; 2025Q4: 3,975 shares; 2026Q1: 21,310 shares; 2026Q2: 19,242 shares 19,242$8.09M2.35%-2,068Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,643 shares; 2024Q4: 4,832 shares; 2025Q1: 4,912 shares; 2025Q2: 4,053 shares; 2025Q3: 3,993 shares; 2025Q4: 5,109 shares; 2026Q1: 12,723 shares; 2026Q2: 12,667 shares 12,667$7.36M2.13%-56Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,187 shares; 2024Q4: 35,765 shares; 2025Q1: 39,015 shares; 2025Q2: 38,201 shares; 2025Q3: 28,506 shares; 2025Q4: 6,237 shares; 2026Q1: 28,536 shares; 2026Q2: 28,837 shares 28,837$6.87M1.99%+301Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,500 shares; 2025Q3: 25,750 shares; 2025Q4: not reported; 2026Q1: 39,050 shares; 2026Q2: 82,750 shares 82,750$6.79M1.97%+43,700Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,700 shares; 2025Q1: 110,500 shares; 2025Q2: 105,250 shares; 2025Q3: 75,255 shares; 2025Q4: not reported; 2026Q1: 93,190 shares; 2026Q2: 97,240 shares 97,240$5.09M1.48%+4,050Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,678 shares; 2024Q4: 27,346 shares; 2025Q1: 27,446 shares; 2025Q2: 26,346 shares; 2025Q3: 15,056 shares; 2025Q4: not reported; 2026Q1: 14,300 shares; 2026Q2: 14,000 shares 14,000$4.77M1.38%-300Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,975 shares; 2024Q4: 33,475 shares; 2025Q1: 32,875 shares; 2025Q2: 34,025 shares; 2025Q3: 27,625 shares; 2025Q4: not reported; 2026Q1: 19,210 shares; 2026Q2: 17,335 shares 17,335$4.69M1.36%-1,875Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,500 shares; 2025Q1: 52,450 shares; 2025Q2: 61,778 shares; 2025Q3: 42,015 shares; 2025Q4: 13,275 shares; 2026Q1: 43,079 shares; 2026Q2: 32,899 shares 32,899$3.84M1.11%-10,180Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,140 shares 53,140$3.72M1.08%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,920 shares; 2024Q4: 5,170 shares; 2025Q1: 5,080 shares; 2025Q2: 5,340 shares; 2025Q3: 4,965 shares; 2025Q4: 3,935 shares; 2026Q1: 4,985 shares; 2026Q2: 4,907 shares 4,907$3.61M1.05%-78Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,653 shares; 2024Q4: 6,640 shares; 2025Q1: 6,640 shares; 2025Q2: 6,677 shares; 2025Q3: 6,677 shares; 2025Q4: 2,679 shares; 2026Q1: 5,877 shares; 2026Q2: 5,889 shares 5,889$2.08M0.6%+12Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,040 shares 12,040$2.06M0.6%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,275 shares; 2024Q4: 41,575 shares; 2025Q1: 42,925 shares; 2025Q2: 41,575 shares; 2025Q3: 27,300 shares; 2025Q4: not reported; 2026Q1: 24,350 shares; 2026Q2: 23,467 shares 23,467$1.69M0.49%-883Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,775 shares; 2024Q4: 11,725 shares; 2025Q1: 10,075 shares; 2025Q2: 9,995 shares; 2025Q3: 9,995 shares; 2025Q4: not reported; 2026Q1: 5,810 shares; 2026Q2: 5,590 shares 5,590$1.41M0.41%-220Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,500 shares; 2024Q4: 13,740 shares; 2025Q1: 13,640 shares; 2025Q2: 6,880 shares; 2025Q3: 6,395 shares; 2025Q4: not reported; 2026Q1: 5,100 shares; 2026Q2: 6,600 shares 6,600$1.26M0.36%+1,500Timeline
TNADIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,080 shares; 2024Q4: 95,205 shares; 2025Q1: 64,205 shares; 2025Q2: 42,365 shares; 2025Q3: 28,805 shares; 2025Q4: not reported; 2026Q1: 24,665 shares; 2026Q2: 13,240 shares 13,240$994K0.29%-11,425Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,251 shares; 2024Q4: 2,276 shares; 2025Q1: 2,191 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 3,617 shares; 2026Q1: 1,331 shares; 2026Q2: 1,191 shares 1,191$889K0.26%-140Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,803 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,902 shares; 2025Q3: 3,037 shares; 2025Q4: 3,230 shares; 2026Q1: 2,662 shares; 2026Q2: 2,528 shares 2,528$827K0.24%-134Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,515 shares 3,515$658K0.19%newTimeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,435 shares; 2024Q4: 5,285 shares; 2025Q1: 5,035 shares; 2025Q2: 4,435 shares; 2025Q3: 3,275 shares; 2025Q4: not reported; 2026Q1: 2,375 shares; 2026Q2: 2,250 shares 2,250$612K0.18%-125Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,420 shares; 2024Q4: 7,420 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares; 2025Q4: 7,251 shares; 2026Q1: 7,420 shares; 2026Q2: 7,420 shares 7,420$608K0.18%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 445 shares; 2025Q4: not reported; 2026Q1: 545 shares; 2026Q2: 495 shares 495$501K0.15%-50Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,845 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,750 shares; 2025Q4: not reported; 2026Q1: 4,750 shares; 2026Q2: 4,750 shares 4,750$445K0.13%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 506 shares; 2025Q4: not reported; 2026Q1: 506 shares; 2026Q2: 620 shares 620$426K0.12%+114Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,150 shares; 2026Q2: 40,800 shares 40,800$364K0.11%+11,650Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,960 shares; 2024Q4: 1,947 shares; 2025Q1: 1,947 shares; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: not reported; 2026Q1: 1,354 shares; 2026Q2: 1,397 shares 1,397$355K0.1%+43Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,910 shares; 2024Q4: 2,410 shares; 2025Q1: 2,310 shares; 2025Q2: 1,035 shares; 2025Q3: 415 shares; 2025Q4: 954 shares; 2026Q1: 260 shares; 2026Q2: 259 shares 259$312K0.09%-1Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,175 shares; 2024Q4: 6,175 shares; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 3,675 shares; 2025Q4: 2,423 shares; 2026Q1: 3,575 shares; 2026Q2: 2,575 shares 2,575$303K0.09%-1,000Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 17,400 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: not reported; 2026Q1: 15,500 shares; 2026Q2: 15,546 shares 15,546$297K0.09%+46Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: not reported; 2025Q2: 1,725 shares; 2025Q3: 4,755 shares; 2025Q4: 4,086 shares; 2026Q1: 3,905 shares; 2026Q2: 3,025 shares 3,025$291K0.08%-880Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,730 shares; 2024Q4: 1,630 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,150 shares; 2025Q4: not reported; 2026Q1: 775 shares; 2026Q2: 775 shares 775$243K0.07%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: not reported; 2026Q1: 220 shares; 2026Q2: 220 shares 220$206K0.06%0Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800$205K0.06%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ORCLORACLE CORP3,025$445Kshares
NOWSERVICENOW INC3,425$358Kshares
WMTWALMART INC1,728$215Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-003154 base2026-08-07acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-003154 Quarter ended 2026-06-302026-08-07acceptance time not in the bulk data set
13F-HR 0001172661-26-001656 Quarter ended 2026-03-312026-05-11acceptance time not in the bulk data set
13F-HR 0001172661-26-000228 Quarter ended 2025-12-312026-01-20acceptance time not in the bulk data set
13F-HR 0001172661-25-004427 Quarter ended 2025-09-302025-10-24acceptance time not in the bulk data set
13F-HR 0001172661-25-002877 Quarter ended 2025-06-302025-08-05acceptance time not in the bulk data set
13F-HR 0001172661-25-001860 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001172661-25-000721 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0001861125-24-000009 Quarter ended 2024-09-302024-11-12acceptance time not in the bulk data set
13F-HR 0001861125-24-000006 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001861125-24-000003 Quarter ended 2024-03-312024-05-01acceptance time not in the bulk data set
13F-HR 0001861125-24-000001 Quarter ended 2023-12-312024-02-12acceptance time not in the bulk data set
13F-HR 0001861125-23-000004 Quarter ended 2023-09-302023-11-08acceptance time not in the bulk data set
13F-HR 0001861125-23-000003 Quarter ended 2023-06-302023-07-26acceptance time not in the bulk data set
13F-HR 0001861125-23-000002 Quarter ended 2023-03-312023-04-25acceptance time not in the bulk data set
13F-HR 0001861125-23-000001 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001861125-22-000004 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001861125-22-000003 Quarter ended 2022-06-302022-08-05acceptance time not in the bulk data set
13F-HR 0001861125-22-000002 Quarter ended 2022-03-312022-05-11acceptance time not in the bulk data set
13F-HR 0001861125-22-000001 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set