Westwood Wealth Management
Top Portfolio Positions
31 positions ·
$213,123,185 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
563,747 | $98,317,476 | 46.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
74,368 | $21,385,262 | 10.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
26,763 | $15,311,915 | 7.18% | |
| AVGO |
Broadcom Inc.
Technology
|
44,715 | $13,839,739 | 6.49% | |
| AAPL |
Apple Inc.
Technology
|
42,751 | $10,849,776 | 5.09% | |
| MSFT |
Microsoft Corp
Technology
|
24,061 | $8,906,660 | 4.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
21,310 | $7,921,992 | 3.72% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
43,079 | $6,301,596 | 2.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,536 | $5,943,192 | 2.79% | |
| OKLO |
Oklo Inc.
Utilities
|
93,190 | $4,621,292 | 2.17% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ESOA
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $142,010 | 17,382 | Shares | Sole | 2026-01-20 | |
| No 13F history on record for this holder in this stock. | ||||||