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Westwood Wealth Management

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13F filer, CIK 1861125, Los Angeles, CA

Westwood Wealth Management reported $254,820,888 across 42 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 81.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001656

Period
2026-03-31
Reported value
$255M
Holdings
42
Top 10 weight
81.18%
New
24
Sold out
88

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+553,536$96.5M
GOOGLadded+73,022$21M
AVGOadded+44,129$13.7M
METAadded+23,542$13.5M
QLDnew+216,730$13.2M

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
DFAIexited-233,188-$8.89M
BIVexited-72,757-$5.67M
JAAAexited-108,762-$5.5M
SPHQexited-69,732-$5.23M
DFATexited-84,545-$5.03M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001656, largest first. % of portfolio is the value over $254,820,888, 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; 2024Q2: restricted; 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 563,747$98.3M38.58%+553,536Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 74,368$21.4M8.39%+73,022Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 26,763$15.3M6.01%+23,542Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 44,715$13.8M5.43%+44,129Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 216,730$13.2M5.19%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 42,751$10.8M4.26%+18,282Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 225,545$10.8M4.24%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 24,061$8.91M3.5%+21,004Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 21,310$7.92M3.11%+17,335Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 43,079$6.3M2.47%+29,804Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 28,536$5.94M2.33%+22,299Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,025$5.38M2.11%newTimeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 93,190$4.62M1.81%newTimeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 25,135$3.8M1.49%newTimeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 19,210$3.55M1.39%newTimeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,500 shares; 2025Q3: 25,750 shares; 2025Q4: not reported; 2026Q1: 39,050 shares 39,050$3.22M1.27%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,985$2.88M1.13%+1,050Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,723$2.59M1.02%+7,614Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,300$2.29M0.9%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 24,350$1.75M0.69%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,877$1.69M0.66%+3,198Timeline
TNADIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 24,665$1.09M0.43%newTimeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,810$1.05M0.41%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,331$866K0.34%-2,286Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,100$861K0.34%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,662$783K0.31%-568Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,375$576K0.23%newTimeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,420$526K0.21%+169Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 445 shares; 2025Q4: not reported; 2026Q1: 545 shares 545$461K0.18%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 6,975 shares; 2025Q2: 7,075 shares; 2025Q3: 5,825 shares; 2025Q4: not reported; 2026Q1: 3,025 shares 3,025$445K0.17%newTimeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,575$411K0.16%+1,152Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,905$376K0.15%-181Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 1,150 shares; 2025Q2: 1,180 shares; 2025Q3: 705 shares; 2025Q4: not reported; 2026Q1: 3,425 shares 3,425$358K0.14%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,354$331K0.13%newTimeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,750$316K0.12%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 506 shares; 2025Q4: not reported; 2026Q1: 506 shares 506$302K0.12%newTimeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 15,500$299K0.12%newTimeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 775$276K0.11%newTimeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,150 shares 29,150$241K0.09%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 260$239K0.09%-694Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: not reported; 2026Q1: 220 shares 220$219K0.09%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,728 shares 1,728$215K0.08%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
DFAIDIMENSIONAL ETF TRUST233,188$8.89Mshares
BIVVANGUARD BD INDEX FDS72,757$5.67Mshares
JAAAJANUS DETROIT STR TR108,762$5.5Mshares
SPHQINVESCO EXCHANGE TRADED FD T69,732$5.23Mshares
DFATDIMENSIONAL ETF TRUST84,545$5.03Mshares
SPYGSPDR SERIES TRUST43,544$4.65Mshares
TGRWT ROWE PRICE EXCHANGE-TRADED76,980$3.54Mshares
JMBSJANUS DETROIT STR TR70,435$3.22Mshares
EZMWISDOMTREE TR43,341$2.9Mshares
SJNKSPDR SERIES TRUST110,861$2.81Mshares
VOEVANGUARD INDEX FDS15,525$2.75Mshares
PWRQUANTA SVCS INC6,169$2.6Mshares
VOTVANGUARD INDEX FDS8,828$2.46Mshares
VGSHVANGUARD SCOTTSDALE FDS41,925$2.46Mshares
PEGPUBLIC SVC ENTERPRISE GROUP28,562$2.29Mshares
SMAYFIRST TR EXCHNG TRADED FD VI83,294$2.16Mshares
TFLOISHARES TR41,616$2.1Mshares
QCJLFIRST TR EXCHNG TRADED FD VI78,626$1.87Mshares
DFAUDIMENSIONAL ETF TRUST37,070$1.73Mshares
XLKSELECT SECTOR SPDR TR11,943$1.72Mshares
DJANFIRST TR EXCHNG TRADED FD VI39,315$1.71Mshares
VBVANGUARD INDEX FDS5,180$1.34Mshares
SOXXISHARES TR4,413$1.33Mshares
SGOVISHARES TR12,313$1.24Mshares
SCHBSCHWAB STRATEGIC TR46,656$1.22Mshares
SEIXVIRTUS ETF TR II47,885$1.12Mshares
TMOTHERMO FISHER SCIENTIFIC INC1,825$1.06Mshares
IWFISHARES TR1,867$884Kshares
HDHOME DEPOT INC2,555$879Kshares
BNYBANK OF NY MELLON CORP7,311$849Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL1,687$848Kshares
QCOMQUALCOMM INC4,910$840Kshares
IWMISHARES TR3,330$820Kshares
AZZAZZ INC7,000$750Kshares
PFEPFIZER INC29,234$728Kshares
NANNUVEEN NY DIVI ADV63,700$717Kshares
BONDPIMCO ETF TR7,498$701Kshares
DUHPDIMENSIONAL ETF TRUST18,141$690Kshares
SCHFSCHWAB STRATEGIC TR26,742$643Kshares
AOSSMITH A O CORP9,488$635Kshares
HYGISHARES TR7,845$633Kshares
RSPINVESCO EXCHANGE TRADED FD T3,178$609Kshares
MRKMERCK & CO INC5,704$600Kshares
ABBVABBVIE INC2,421$553Kshares
XLISELECT SECTOR SPDR TR3,095$480Kshares
DFICDIMENSIONAL ETF TRUST13,802$476Kshares
RTXRTX CORPORATION2,429$445Kshares
SNPSSYNOPSYS INC926$435Kshares
AGGYWISDOMTREE TR9,749$429Kshares
MEARISHARES U S ETF TR8,460$426Kshares
TMUST-MOBILE US INC2,043$415Kshares
VTVVANGUARD INDEX FDS2,156$412Kshares
YMARFIRST TR EXCHNG TRADED FD VI15,055$407Kshares
CRMSALESFORCE INC1,511$400Kshares
FHDGFIRST TR EXCHNG TRADED FD VI11,167$379Kshares
CRWDCROWDSTRIKE HLDGS INC802$376Kshares
ASTSAST SPACEMOBILE INC5,000$363Kshares
JMUBJ P MORGAN EXCHANGE TRADED F6,910$350Kshares
INTUINTUIT518$343Kshares
NOCNORTHROP GRUMMAN CORP577$329Kshares
WFCWELLS FARGO & CO3,473$324Kshares
ITWILLINOIS TOOL WKS INC1,285$316Kshares
XLFSELECT SECTOR SPDR TR5,724$314Kshares
OMAHTIDAL TRUST III16,292$305Kshares
COFCAPITAL ONE FINL CORP1,240$301Kshares
BBARRICK MNG CORP6,388$278Kshares
ABTABBOTT LABORATORIES2,220$278Kshares
BACBANK OF AMER CORP5,054$278Kshares
DFAEDIMENSIONAL ETF TRUST8,407$274Kshares
EDCONSOLIDATED EDISON INC2,662$264Kshares
MINOPIMCO ETF TR5,731$261Kshares
IWNISHARES TR1,430$259Kshares
HONHONEYWELL INTL INC1,263$246Kshares
AVDSAMERICAN CENTY ETF TR3,477$243Kshares
RSGREPUBLIC SVCS INC1,131$240Kshares
MPCMARATHON PETE CORP1,460$237Kshares
FEFIRSTENERGY CORP5,282$236Kshares
BABINVESCO EXCH TRADED FD TR II8,646$235Kshares
SPGIS&P GLOBAL INC438$229Kshares
UALUNITED AIRLS HLDGS INC2,046$229Kshares
PGPROCTER & GAMBLE CO1,542$221Kshares
AXPAMERICAN EXPRESS CO586$217Kshares
OWLBLUE OWL CAPITAL INC14,427$216Kshares
TAT&T INC8,474$210Kshares
LMTLOCKHEED MARTIN CORP423$205Kshares
VOVANGUARD INDEX FDS696$202Kshares
CSCOCISCO SYS INC2,619$202Kshares
ESOAENERGY SERVICES OF AMER CORP17,382$142Kshares

How Q1 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 0001172661-26-001656 base2026-05-11acceptance time not in the bulk data set