Westwood Wealth Management

Q3 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$352,848
Net value change ($000)
+7,893 (2.3%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 12,635 11.3%
MRNA 6,498 174.6%
MSFT 2,820 34.7%
PLTR 2,129 55.5%
SPACE EXPLORATION TECHN CORP 1,026 49.9%
AAPL 826 7.0%
AMD 385 5.2%
SHY 330 4.9%
SPXL 153 3.3%
PANW 73 1.5%
Top Reduces (Value $000, Stocks/ETFs)
SOXL -20,290 -43.5%
TSLA -1,959 -24.2%
ARM -1,895 -18.5%
OKLO -1,621 -31.9%
AVGO -1,528 -9.1%
GOOGL -1,189 -4.5%
SMH -629 -7.1%
META -589 -5.0%
BX -303 -100.0%
QLD -275 -1.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 12,216 (3.5% of total reported value)
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