Westwood Wealth Management

Q1 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$254,821
Net value change ($000)
+121,786 (91.5%)
New positions
24
Sold out positions
88
Turnover %
62.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 96,413 5063.7%
GOOGL 20,964 4979.6%
AVGO 13,637 6717.7%
QLD 13,221 NEW
META 13,186 620.2%
SOXL 10,806 NEW
MSFT 7,428 502.2%
TSLA 6,134 343.1%
SMH 5,377 NEW
OKLO 4,621 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAI -8,887 -100.0%
BIV -5,666 -100.0%
JAAA -5,501 -100.0%
SPHQ -5,233 -100.0%
DFAT -5,034 -100.0%
SPYG -4,646 -100.0%
TGRW -3,542 -100.0%
JMBS -3,218 -100.0%
EZM -2,895 -100.0%
SJNK -2,807 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type