Westwood Wealth Management

CIK

1861125

Location

Los Angeles, CA

Portfolio Value

Small $252,197,005

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,973 / 8,517 ▲ 248

Top Industry

Semiconductors 58.8%

3Y Alpha vs SPY

+121.8%

Period ended 47 days ago

Filed Aug 7, 2026 · 9d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+1321.3%

SPY

+76.6%

Annualised alpha

+121.3%

Max drawdown

−29.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 98% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

44.2%

−1.4 pts

Top 5

71.5%

−3.4 pts

Top 10

87.6%

−2.9 pts

HHI

2,236

Moderately concentrated−134

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	69.8%	$176,023,090	9
Communication Services	16.1%	$40,511,589	3
Consumer Cyclical	6.0%	$15,170,899	3
Utilities	2.0%	$5,088,569	1
Healthcare	2.0%	$5,045,131	4
Unclassified	1.8%	$4,502,917	2
Industrials	1.5%	$3,720,650	5
Financial Services	0.6%	$1,631,118	3
Energy	0.1%	$297,239	1
Consumer Defensive	0.1%	$205,803	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
JOBY	Joby Aviation, Inc.	+11,650	40,800	$363,936
OKLO	Oklo Inc.	+4,050	97,240	$5,088,569
ARM	Arm Holdings PLC /Uk	+3,725	28,860	$10,232,890
AMZN	Amazon Com Inc	+301	28,837	$6,873,010
ET	Energy Transfer LP	+46	15,546	$297,239
JNJ	Johnson & Johnson	+43	1,397	$354,796
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	−10,180	32,899	$3,838,326
NVDA	Nvidia Corp	−6,893	556,854	$111,420,916
META	Meta Platforms, Inc.	−5,713	21,050	$11,857,254
MSFT	Microsoft Corp	−2,283	21,778	$8,123,629
TSLA	Tesla, Inc.	−2,068	19,242	$8,093,185
AAPL	Apple Inc.	−1,796	40,955	$11,850,738
BX	Blackstone Inc.	−1,000	2,575	$303,000
UBER	Uber Technologies, Inc	−883	23,467	$1,693,378
DIS	Walt Disney Co	−880	3,025	$291,156
GOOGL	Alphabet Inc.	−812	79,433	$28,363,179
AVGO	Broadcom Inc.	−425	44,290	$16,730,547
PANW	Palo Alto Networks Inc	−300	14,000	$4,774,280
SPY	Spdr S&P 500 ETF Trust	−140	1,191	$889,403
JPM	Jpmorgan Chase & Co	−134	2,528	$827,490
UNP	Union Pacific Corp	−125	2,250	$612,000
QQQ	Invesco Qqq Trust, Series 1	−78	4,907	$3,613,514
AMD	Advanced Micro Devices Inc	−56	12,667	$7,358,386
GS	Goldman Sachs Group Inc	−50	495	$500,628
LLY	ELI LILLY & Co	−1	259	$310,652
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MRNA	Moderna, Inc.	53,140	$3,721,394
SPCX	Space Exploration Technologies Corp	12,040	$2,057,154
RVMD	Revolution Medicines, Inc.	3,515	$658,289
EXPE	Expedia Group, Inc.	800	$204,704
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
IBB	iShares Biotechnology ETF	5,100	$861,135
ORCL	Oracle Corp	3,025	$445,007
NOW	ServiceNow, Inc.	3,425	$358,083
WMT	Walmart Inc.	1,728	$214,755
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $252,197,005 total · filing declares 43 positions · $344,954,632 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	556,854	-6,893	$111,420,916	+13.3%	44.18%
GOOGL	Alphabet Inc. Communication Services	Reduced	79,433	-812	$28,363,179	+22.9%	11.25%
AVGO	Broadcom Inc. Technology	Reduced	44,290	-425	$16,730,547	+20.9%	6.63%
META	Meta Platforms, Inc. Communication Services	Reduced	21,050	-5,713	$11,857,254	−22.6%	4.70%
AAPL	Apple Inc. Technology	Reduced	40,955	-1,796	$11,850,738	+9.2%	4.70%
ARM	Arm Holdings PLC /Uk Technology	Added	28,860	+3,725	$10,232,890	+169.1%	4.06%
MSFT	Microsoft Corp Technology	Reduced	21,778	-2,283	$8,123,629	−8.8%	3.22%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	19,242	-2,068	$8,093,185	+2.2%	3.21%
AMD	Advanced Micro Devices Inc Technology	Reduced	12,667	-56	$7,358,386	+184.3%	2.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	28,837	+301	$6,873,010	+15.6%	2.73%
OKLO	Oklo Inc. Utilities	Added	97,240	+4,050	$5,088,569	+10.1%	2.02%
PANW	Palo Alto Networks Inc Technology	Reduced	14,000	-300	$4,774,280	+108.2%	1.89%
PLTR	Palantir Technologies Inc. Technology	Reduced	32,899	-10,180	$3,838,326	−39.1%	1.52%
MRNA	Moderna, Inc. Healthcare	NEW	53,140	NEW	$3,721,394	NEW	1.48%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,907	-78	$3,613,514	+25.6%	1.43%
SPCX	Space Exploration Technologies Corp Industrials	NEW	12,040	NEW	$2,057,154	NEW	0.82%
UBER	Uber Technologies, Inc Technology	Reduced	23,467	-883	$1,693,378	−3.3%	0.67%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,191	-140	$889,403	+2.7%	0.35%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,528	-134	$827,490	+5.7%	0.33%
RVMD	Revolution Medicines, Inc. Healthcare	NEW	3,515	NEW	$658,289	NEW	0.26%
UNP	Union Pacific Corp Industrials	Reduced	2,250	-125	$612,000	+6.2%	0.24%
GS	Goldman Sachs Group Inc Financial Services	Reduced	495	-50	$500,628	+8.6%	0.20%
DAL	Delta Air Lines, Inc. Industrials	Held	4,750	0	$444,885	+40.9%	0.18%
JOBY	Joby Aviation, Inc. Industrials	Added	40,800	+11,650	$363,936	+51.1%	0.14%
JNJ	Johnson & Johnson Healthcare	Added	1,397	+43	$354,796	+7.2%	0.14%
LLY	ELI LILLY & Co Healthcare	Reduced	259	-1	$310,652	+29.9%	0.12%
BX	Blackstone Inc. Financial Services	Reduced	2,575	-1,000	$303,000	−26.3%	0.12%
ET	Energy Transfer LP Energy	Added	15,546	+46	$297,239	−0.6%	0.12%
DIS	Walt Disney Co Communication Services	Reduced	3,025	-880	$291,156	−22.6%	0.12%
FDX	Fedex Corp Industrials	Held	775	0	$242,675	−12.1%	0.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	220	0	$205,803	−6.1%	0.08%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	800	NEW	$204,704	NEW	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.