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Westwood Wealth Management
Updated 7 days agoManaged by Westwood Wealth Management • Latest filing Q3 2026
Portfolio value
$352.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
96.5%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $133M |
| Q1 2026 | $254.8M |
| Q2 2026 | $345M |
| Q3 2026 | $352.8M |
Top holdings
47 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $124.1M | 543.2K | 35.16% | — | |
| 2 | ? N/A DIREXION SHARES ETF TRUST | $26.4M | 178.5K | 7.48% | — |
| 3 | $25.1M | 72.9K | 7.11% | — | |
| 4 | $20.8M | 217.6K | 5.90% | — | |
| 5 | $15.2M | 43.3K | 4.31% | — | |
| 6 | $12.7M | 38.1K | 3.59% | — | |
| 7 | $11.3M | 15.5K | 3.19% | — | |
| 8 | $10.9M | 21.3K | 3.10% | — | |
| 9 | $10.2M | 53.1K | 2.90% | — | |
| 10 | $8.3M | 28.8K | 2.36% | — | |
| 11 | $8.2M | 13.4K | 2.32% | — | |
| 12 | $7.7M | 12.7K | 2.19% | — | |
| 13 | $7.1M | 87.8K | 2.02% | — | |
| 14 | $6.8M | 27.4K | 1.94% | — | |
| 15 | $6.1M | 17.3K | 1.74% | — | |
| 16 | $6M | 31.9K | 1.69% | — | |
| 17 | $4.8M | 12.2K | 1.37% | — | |
| 18 | ? N/A DIREXION SHARES ETF TRUST | $4.8M | 17.2K | 1.37% | — |
| 19 | $4.6M | 20.0K | 1.29% | — | |
| 20 | $3.6M | 4.9K | 1.03% | — |