Westwood Wealth Management
CIK
1861125
Location
Los Angeles, CA
Portfolio Value
Micro
$570,111
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,051
/ 8,578
▲ 2904
Top Industry
Semiconductors
56.6%
3Y Alpha vs SPY
+2.1%
Period ended 3 months ago
Filed May 11, 2026 · 35d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+86.8%
SPY
+77.5%
Annualised alpha
+2.1%
Max drawdown
−29.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
46.1%
+32.4 pts
Top 5
74.9%
+41.0 pts
Top 10
90.7%
+37.0 pts
HHI
2,410
Moderately concentrated+1,976
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 70.1% | $149,453,069 |
| Communication Services | 17.4% | $37,073,540 |
| Consumer Cyclical | 6.5% | $13,865,184 |
| Utilities | 2.2% | $4,621,292 |
| Unclassified | 1.8% | $3,742,844 |
| Financial Services | 0.8% | $1,655,206 |
| Industrials | 0.7% | $1,408,820 |
| Healthcare | 0.3% | $570,111 |
| Consumer Defensive | 0.2% | $433,969 |
| Energy | 0.1% | $299,150 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +553,536 | 563,747 | $98,317,476 | |
| GOOGL | Alphabet Inc. | +73,022 | 74,368 | $21,385,262 | |
| AVGO | Broadcom Inc. | +44,129 | 44,715 | $13,839,739 | |
| PLTR | Palantir Technologies Inc. | +29,804 | 43,079 | $6,301,596 | |
| META | Meta Platforms, Inc. | +23,542 | 26,763 | $15,311,915 | |
| AMZN | Amazon Com Inc | +22,299 | 28,536 | $5,943,192 | |
| MSFT | Microsoft Corp | +21,004 | 24,061 | $8,906,660 | |
| AAPL | Apple Inc. | +18,282 | 42,751 | $10,849,776 | |
| TSLA | Tesla, Inc. | +17,335 | 21,310 | $7,921,992 | |
| AMD | Advanced Micro Devices Inc | +7,614 | 12,723 | $2,588,239 | |
| BX | Blackstone Inc. | +1,152 | 3,575 | $411,089 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,050 | 4,985 | $2,877,242 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| OKLO | Oklo Inc. | 93,190 | $4,621,292 | |
| ARM | Arm Holdings PLC /Uk | 25,135 | $3,802,422 | |
| PANW | Palo Alto Networks Inc | 14,300 | $2,292,576 | |
| UBER | Uber Technologies, Inc | 24,350 | $1,751,495 | |
| UNP | Union Pacific Corp | 2,375 | $576,222 | |
| GS | Goldman Sachs Group Inc | 545 | $461,064 | |
| ORCL | Oracle Corp | 3,025 | $445,007 | |
| NOW | ServiceNow, Inc. | 3,425 | $358,083 | |
| JNJ | Johnson & Johnson | 1,354 | $330,971 | |
| DAL | Delta Air Lines, Inc. | 4,750 | $315,780 | |
| ET | Energy Transfer LP | 15,500 | $299,150 | |
| FDX | Fedex Corp | 775 | $276,039 | |
| JOBY | Joby Aviation, Inc. | 29,150 | $240,779 | |
| COST | Costco Wholesale Corp /New | 220 | $219,214 | |
| WMT | Walmart Inc. | 1,728 | $214,755 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PWR | Quanta Services, Inc. | 6,169 | $2,603,688 | |
| PEG | Public Service Enterprise Group Inc | 28,562 | $2,293,528 | |
| TMO | Thermo Fisher Scientific Inc. | 1,825 | $1,057,496 | |
| HD | Home Depot, Inc. | 2,555 | $879,175 | |
| BNY | Bank of New York Mellon Corp | 7,311 | $848,733 | |
| BRK-B | Berkshire Hathaway Inc | 1,687 | $847,970 | |
| QCOM | Qualcomm Inc/De | 4,910 | $839,855 | |
| AZZ | Azz Inc | 7,000 | $750,260 | |
| PFE | Pfizer Inc | 29,234 | $727,926 | |
| NAN | Nuveen New York Quality Municipal Income Fund | 63,700 | $717,262 | |
| AOS | Smith A O Corp | 9,488 | $634,557 | |
| MRK | Merck & Co., Inc. | 5,704 | $600,403 | |
| ABBV | AbbVie Inc. | 2,421 | $553,174 | |
| RTX | RTX Corp | 2,429 | $445,478 | |
| SNPS | Synopsys Inc | 926 | $434,960 | |
| TMUS | T-Mobile US, Inc. | 2,043 | $414,810 | |
| CRM | Salesforce, Inc. | 1,511 | $400,279 | |
| CRWD | CrowdStrike Holdings, Inc. | 802 | $375,945 | |
| ASTS | AST SpaceMobile, Inc. | 5,000 | $363,150 | |
| INTU | Intuit Inc. | 518 | $343,133 | |
| NOC | Northrop Grumman Corp /De/ | 577 | $329,011 | |
| WFC | Wells Fargo & Company/Mn | 3,473 | $323,683 | |
| ITW | Illinois Tool Works Inc | 1,285 | $316,495 | |
| COF | Capital One Financial Corp | 1,240 | $300,526 | |
| B | Barrick Mining Corp | 6,388 | $278,197 | |
| No positions match the current search. | ||||
2 positions ·
$570,111 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 260 | $239,140 | 41.95% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 1,354 | $330,971 | 58.05% |