Westwood Wealth Management reported 30 positions worth $264.36M for the quarter ended Sep 30, 2026, up 6.7% on the prior quarter. It opened 0 new positions, added to 2, trimmed 19 and exited 1. Its largest holding is Nvidia Corp at 46.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | -5,511 | -26.2% | $4.00M | 4.26% |
| NVDA Nvidia Corp | -13.7K | -2.5% | $3.12M | 46.93% |
| AAPL Apple Inc. | -2,888 | -7.1% | $961.76K | 4.8% |
| PANW Palo Alto Networks Inc | -1,800 | -12.9% | $715.16K | 1.83% |
| TSLA Tesla, Inc. | -1,955 | -10.2% | $693.65K | 2.32% |
| AMZN Amazon Com Inc | -1,425 | -4.9% | $355.05K | 2.58% |
| AVGO Broadcom Inc. | -1,000 | -2.3% | $351.19K | 5.75% |
| BX Blackstone Inc. | -2,575 | -100.0% | $303.00K | Exited |
| MSFT Microsoft Corp | -440 | -2.0% | $225.68K | 4.14% |
| GOOGL Alphabet Inc. | -615 | -0.8% | $211.61K | 9.49% |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BX Blackstone Inc. | -2,575 | $303.00K | 0.122% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 543.2K | $124.06M | 46.93% | -13.7K | -2.5% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 72.9K | $25.09M | 9.49% | -615 | -0.8% | Reduced | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 43.3K | $15.20M | 5.75% | -1,000 | -2.3% | Reduced | 0% |
| 4 | AAPL Apple Inc. | Technology | 38.1K | $12.68M | 4.8% | -2,888 | -7.1% | Reduced | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 15.5K | $11.27M | 4.26% | -5,511 | -26.2% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 21.3K | $10.94M | 4.14% | -440 | -2.0% | Reduced | 0% |
| 7 | MRNA Moderna, Inc. | Healthcare | 53.1K | $10.22M | 3.87% | -75 | -0.1% | Reduced | 0.01% |
| 8 | ARM Arm Holdings Plc | Technology | 28.8K | $8.34M | 3.15% | -75 | -0.3% | Reduced | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 12.7K | $7.74M | 2.93% | -10 | -0.1% | Reduced | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 27.4K | $6.83M | 2.58% | -1,425 | -4.9% | Reduced | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 17.3K | $6.13M | 2.32% | -1,955 | -10.2% | Reduced | 0% |
| 12 | PLTR Palantir Technologies Inc. | Technology | 31.9K | $5.97M | 2.26% | -1,000 | -3.0% | Reduced | 0% |
| 13 | PANW Palo Alto Networks Inc | Technology | 12.2K | $4.85M | 1.83% | -1,800 | -12.9% | Reduced | 0% |
| 14 | OKLO Oklo Inc. | Utilities | 93.7K | $3.47M | 1.31% | -3,550 | -3.7% | Reduced | 0.05% |
| 15 | SPCX Space Exploration Technologies Corp | Industrials | 20.4K | $3.08M | 1.17% | +8,395 | +69.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Westwood Wealth Management.
As of its Q3 2026 13F filing, Westwood Wealth Management’s five largest positions were Nvidia Corp (NVDA) at 46.9%, Alphabet Inc. (GOOGL) at 9.5%, Broadcom Inc. (AVGO) at 5.8%, Apple Inc. (AAPL) at 4.8%, Meta Platforms, Inc. (META) at 4.3% of the reported portfolio.
Westwood Wealth Management reported a 13F portfolio worth $264.36M across 30 positions for Q3 2026. That is up 6.7% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($1.27M), ELI LILLY & Co ($5.81K). It opened 0 new positions.
Its largest sales by value were Meta Platforms, Inc. ($4.00M), Nvidia Corp ($3.12M), Apple Inc. ($961.76K). It exited 1 positions entirely.
From the Form 13F-HR reports Westwood Wealth Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.