Westwood Wealth Management
Long book
$254.8M
Q1 2026
Positions
42
Top-10 weight
81%
concentration
Last quarter
+30.8%
SPY +14.8%
Turnover
86%
of book per quarter
Strategy in plain words
auto-generated from filingsWestwood Wealth Management is a concentrated fundamental stock-picker, specialised in technology (88% of the long book), running a $254.8M US long book across 42 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: NVIDIA CORP, ALPHABET INC-CL A, META PLATFORMS INC-CLASS A, BROADCOM INC, PROSHARES ULTRA QQQ.
Over the last 9 quarters its long book ran on average 5.5pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+20.3%
Q2 2024
-0.6%
Q3 2024
+6.6%
Q4 2024
-15.9%
Q1 2025
+31.8%
Q2 2025
+17.8%
Q3 2025
+1.0%
Q4 2025
-2.1%
Q1 2026
+30.8%
Sector allocation
Technology 88%
Industrials 5%
Consumer discretionary 3%
Utilities 2%
Services media 1%
Financials 1%
Healthcare 0%
Long book by quarter
What does Westwood Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 563.7K | $98.3M | 38.6% | +5421.0% |
| GOOGL ALPHABET INC-CL A | Technology | 74.4K | $21.4M | 8.4% | +5425.1% |
| META META PLATFORMS INC-CLASS A | Technology | 26.8K | $15.3M | 6.0% | +730.9% |
| AVGO BROADCOM INC | Technology | 44.7K | $13.8M | 5.4% | +7530.5% |
| AAPL APPLE INC | Technology | 42.8K | $10.8M | 4.3% | +74.7% |
| MSFT MICROSOFT CORP | Technology | 24.1K | $8.9M | 3.5% | +687.1% |
| TSLA TESLA INC | Industrials | 21.3K | $7.9M | 3.1% | +436.1% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 43.1K | $6.3M | 2.5% | +224.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 28.5K | $5.9M | 2.3% | +357.5% |
| OKLO OKLO INC | Utilities | 93.2K | $4.6M | 1.8% | New |
| AMD ADVANCED MICRO DEVICES | Technology | 12.7K | $2.6M | 1.0% | +149.0% |
| PANW PALO ALTO NETWORKS INC | Technology | 14.3K | $2.3M | 0.9% | New |
| UBER UBER TECHNOLOGIES INC | Services media | 24.4K | $1.8M | 0.7% | New |
| GOOG ALPHABET INC-CL C | Technology | 5.9K | $1.7M | 0.7% | +119.4% |
| JPM JPMORGAN CHASE & CO | Financials | 2.7K | $783K | 0.3% | -17.6% |
| UNP UNION PACIFIC CORP | Industrials | 2.4K | $576K | 0.2% | New |
| GS GOLDMAN SACHS GROUP INC | Financials | 545 | $461K | 0.2% | New |
| ORCL ORACLE CORP | Technology | 3.0K | $445K | 0.2% | New |
| BX BLACKSTONE INC | Financials | 3.6K | $411K | 0.2% | +47.5% |
| DIS WALT DISNEY CO/THE | Services media | 3.9K | $376K | 0.1% | -4.4% |
| NOW SERVICENOW INC | Technology | 3.4K | $358K | 0.1% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.4K | $331K | 0.1% | New |
| DAL DELTA AIR LINES INC | Industrials | 4.8K | $316K | 0.1% | New |
| ET ENERGY TRANSFER LP | Utilities | 15.5K | $299K | 0.1% | New |
| FDX FEDEX CORP | Industrials | 775 | $276K | 0.1% | New |
| JOBY JOBY AVIATION INC | Industrials | 29.1K | $241K | 0.1% | New |
| LLY ELI LILLY & CO | Healthcare | 260 | $239K | 0.1% | -72.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 220 | $219K | 0.1% | New |
| WMT WALMART INC | Consumer discretionary | 1.7K | $215K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 42 | $254.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 20, 2026 | 106 | $133.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 46 | $272.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 48 | $297.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 45 | $231.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 48 | $276.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 39 | $255.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 42 | $268.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 1, 2024 | 38 | $204.5M | canonical | SEC ↗ |