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WESTWOOD WEALTH MANAGEMENT
WESTWOOD WEALTH MANAGEMENT
Latest filing: 2026-06-30
WESTWOOD WEALTH MANAGEMENT runs WESTWOOD WEALTH MANAGEMENT and currently holds 43 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $344.95M. Their top holdings are NVDA, SOXL, GOOGL, QLD, AVGO. The top five represent 64.4% of reported portfolio weight. WESTWOOD WEALTH MANAGEMENT ranks #45 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WESTWOOD WEALTH MANAGEMENT initiated 4 new positions. They added to 11 existing positions. They trimmed 24 positions. Their current best-performing preview position is SOXL with returns of +456.69%.
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43 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 32.30% | $171.87 | $214.76 | +24.95% | Trimmed -1.22% |
 SOXL DIREXION SHARES ETF TRUST | 13.53% | $47.91 | $120.65 | +151.82% | Trimmed -22.40% |
 GOOGL ALPHABET INC | 7.62% | $285.26 | $344.82 | +20.88% | Trimmed -1.11% |
 QLD PROSHARES TR | 6.11% | $61.20 | $89.49 | +46.23% | Added +0.57% |
 AVGO BROADCOM INC | 4.85% | $306.76 | $368.45 | +20.11% | Trimmed -0.95% |
 META META PLATFORMS INC | 3.44% | $560.88 | $549.90 | -1.96% | Trimmed -21.35% |
 AAPL APPLE INC | 3.44% | $210.52 | $309.35 | +46.95% | Trimmed -4.20% |
 ARM ARM HOLDINGS PLC | 2.97% | $177.52 | $243.32 | +37.07% | Added +14.82% |
 SMH VANECK ETF TRUST | 2.55% | $383.40 | $560.42 | +46.17% | Trimmed -4.28% |
 MSFT MICROSOFT CORP | 2.35% | $367.60 | $483.24 | +31.46% | Trimmed -9.49% |
Showing 1-10 of 43