13F Insight
DOSSIER · 13F-HR · Q2 2026

Westwood Wealth Management

$345M in tracked AUM across 43 positions as of Q2 2026.

WW
CIK 0001861125 · last filed Jun 30, 2026
Total AUM
$345M
as of Q2 2026
Holdings
43
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Westwood Wealth Management SEC 13F Filing
Portfolio Overview

Westwood Wealth Management has reported a significant contraction in portfolio assets, with the total value decreasing by 41.0% from $225.54 million to $133.04 million as of December 31, 2025. This reduction is not solely attributable to market performance but is largely the result of a substantial strategic overhaul. The manager executed a massive turnover of the portfolio, adding 43 new positions and e...

Key Holdings

The composition of the top holdings has fundamentally transformed. The largest position is now DFAI (Dimensional ETF Trust) at $8.89 million (6.68%), a new addition that signals a pivot toward factor-based investing. Apple Inc. (AAPL) remains a core equity holding, ranking second with $6.65 million (5.00%), though this represents a new position in this reporting period, suggesting a rebalancing rather than a continuous hold.

The top ten list is heavily dominated by fixed income and smart beta ETFs rather than individual stocks. Notable positions include BIV (Vanguard Intermediate-Term Bond ETF) at $5.67 million (4.26%) and JAAA (Janus Henderson AAA ETF) at $5.50 million (4.14%). This contrasts sharply with the previous quarter's likely concentration in high-growth equities. Among individual stocks, Palantir (PLTR), Meta (META), NVIDIA (NVDA), and Tesla (TSLA) remain in the portfolio but have been drastically reduced in size, now representing smaller, satellite positions (between 1.3% and 1.8% each) rather than core drivers of performance.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$111M557K32.3%02
SOXL
DIREXION SHARES ETF TRUST
$47M175K13.5%03
GOOGL
ALPHABET INC
$26M74K7.6%04
QLD
PROSHARES TR
$21M218K6.1%05
AVGO
BROADCOM INC
$17M44K4.9%06
META
META PLATFORMS INC
$12M21K3.4%07
AAPL
APPLE INC
$12M41K3.4%08
ARM
ARM HOLDINGS PLC
$10M29K3.0%09
SMH
VANECK ETF TRUST
$9M13K2.6%10
MSFT
MICROSOFT CORP
$8M22K2.4%

Filing history

2026Q2Jun 30
$345M▲ 35.4%
43 positionsView →2026Q1Mar 31
$255M▲ 91.5%
42 positionsView →2025Q4Dec 31
$133M▼ 51.2%
106 positionsView →2025Q3Sep 30
$273M▼ 8.4%
46 positionsView →2025Q2Jun 30
$298M▲ 28.3%
48 positionsLocked2025Q1Mar 31
$232M▼ 16.2%
45 positionsLocked2024Q4Dec 31
$277M▲ 8.5%
48 positionsLocked2024Q3Sep 30
$255M▼ 4.9%
39 positionsLocked2024Q2Jun 30
$268M▲ 31.2%
42 positionsLocked2024Q1Mar 31
$204M▲ 57.6%
38 positionsLocked2023Q4Dec 31
$130M▼ 14.2%
34 positionsLocked2023Q3Sep 30
$151M▲ 6.5%
40 positionsLocked
Showing 12 of 19