Westwood Wealth Management

Q2 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$344,955
Net value change ($000)
+90,134 (35.4%)
New positions
4
Sold out positions
3
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SOXL 35,872 332.0%
NVDA 13,104 13.3%
QLD 7,870 59.5%
ARM 6,431 169.1%
GOOGL 4,897 22.9%
AMD 4,770 184.3%
MRNA 3,721 NEW
SHY 3,571 110.8%
SMH 3,428 63.8%
AVGO 2,891 20.9%
Top Reduces (Value $000, Stocks/ETFs)
META -3,454 -22.6%
PLTR -2,464 -39.1%
MSFT -783 -8.8%
ORCL -445 -100.0%
NOW -358 -100.0%
WMT -215 -100.0%
BX -108 -26.3%
TNA -94 -8.6%
DIS -85 -22.6%
UBER -58 -3.3%
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