Westwood Wealth Management holds a concentrated book of 43 stocks worth $345.0M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Moderna Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 32% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Westwood Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 46 / 43 | $2.7B |
| MORGAN STANLEY | 45 / 43 | $492.9B |
| JPMORGAN CHASE & CO | 45 / 43 | $471.7B |
| UBS Group AG | 45 / 43 | $121.1B |
| WELLS FARGO & COMPANY/MN | 45 / 43 | $118.0B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45 / 43 | $26.2B |
| HighTower Advisors, LLC | 45 / 43 | $21.5B |
| OSAIC HOLDINGS, INC. | 45 / 43 | $12.9B |
Ranked by how many of Westwood Wealth Management's top 43 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $111.4M | 556.9K | 32.3% | ▼−1.2% Reduced · −7K sh | |
| 2 | Direxion Shares ETF Trust DAI SEM BUL ETF | $46.7M | 175.0K | 13.5% | ▼−22% Reduced · −51K sh | |
| 3 | Alphabet Inc CAP STK CL A | $26.3M | 73.5K | 7.6% | ▼−1.1% Reduced · −824 sh | |
| 4 | Proshares TR PSHS ULTRA QQQ | $21.1M | 218.0K | 6.1% | ▲+0.6% Added · +1K sh | |
| 5 | Broadcom Inc COM | $16.7M | 44.3K | 4.9% | ▼−0.9% Reduced · −425 sh | |
| 6 | Meta Platforms Inc CL A | $11.9M | 21.1K | 3.4% | ▼−21% Reduced · −6K sh | |
| 7 | Apple Inc COM | $11.9M | 41.0K | 3.4% | ▼−4.2% Reduced · −2K sh | |
| 8 | Arm Holdings PLC SPONSORED ADS | $10.2M | 28.9K | 3.0% | ▲+15% Added · +4K sh | |
| 9 | Vaneck ETF Trust SEMICONDUCTR ETF | $8.8M | 13.4K | 2.6% | ▼−4.3% Reduced · −600 sh | |
| 10 | Microsoft Corp COM | $8.1M | 21.8K | 2.4% | ▼−9.5% Reduced · −2K sh | |
| 11 | Tesla Inc COM | $8.1M | 19.2K | 2.3% | ▼−9.7% Reduced · −2K sh | |
| 12 | Advanced Micro Devices Inc COM | $7.4M | 12.7K | 2.1% | ▼−0.4% Reduced · −56 sh | |
| 13 | Amazon Com Inc COM | $6.9M | 28.8K | 2.0% | ▲+1.1% Added · +301 sh | |
| 14 | Ishares TR 1 3 YR TREAS BD | $6.8M | 82.8K | 2.0% | ▲+112% Added · +44K sh | |
| 15 | Oklo Inc COM CL A | $5.1M | 97.2K | 1.5% | ▲+4.3% Added · +4K sh | |
| 16 | Palo Alto Networks Inc COM | $4.8M | 14.0K | 1.4% | ▼−2.1% Reduced · −300 sh | |
| 17 | Direxion Shares ETF Trust DA 500 BU 3X ETF | $4.7M | 17.3K | 1.4% | ▼−9.8% Reduced · −2K sh | |
| 18 | Palantir Technologies Inc CL A | $3.8M | 32.9K | 1.1% | ▼−24% Reduced · −10K sh | |
| 19 | Moderna Inc COM | $3.7M | 53.1K | 1.1% | ▲New New position | |
| 20 | Invesco QQQ TR UNIT SER 1 | $3.6M | 4.9K | 1.0% | ▼−1.6% Reduced · −78 sh | |
| 21 | Alphabet Inc CAP STK CL C | $2.1M | 5.9K | 0.6% | ▲+0.2% Added · +12 sh | |
| 22 | Space Exploration Techn Corp CLASS A COM STK | $2.1M | 12.0K | 0.6% | ▲New New position | |
| 23 | Uber Technologies Inc COM | $1.7M | 23.5K | 0.5% | ▼−3.6% Reduced · −883 sh | |
| 24 | Ishares TR U.S. TECH ETF | $1.4M | 5.6K | 0.4% | ▼−3.8% Reduced · −220 sh | |
| 25 | Ishares TR ISHARES BIOTECH | $1.3M | 6.6K | 0.4% | ▲+29% Added · +2K sh | |
| 26 | Direxion Shares ETF Trust DAILY SMALL CAP | $994K | 13.2K | 0.3% | ▼−46% Reduced · −11K sh | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $889K | 1.2K | 0.3% | ▼−11% Reduced · −140 sh | |
| 28 | JPMorgan Chase & Co COM | $827K | 2.5K | 0.2% | ▼−5.0% Reduced · −134 sh | |
| 29 | Revolution Medicines Inc COM | $658K | 3.5K | 0.2% | ▲New New position | |
| 30 | Union Pac Corp COM | $612K | 2.3K | 0.2% | ▼−5.3% Reduced · −125 sh | |
| 31 | Dimensional ETF Trust US EQUI MARK ETF | $608K | 7.4K | 0.2% | —Held | |
| 32 | Goldman Sachs Group Inc COM | $501K | 495 | 0.1% | ▼−9.2% Reduced · −50 sh | |
| 33 | Delta Air Lines Inc COM NEW | $445K | 4.8K | 0.1% | —Held | |
| 34 | Vanguard Index FDS S&P 500 ETF SHS | $426K | 620 | 0.1% | ▲+23% Added · +114 sh | |
| 35 | Joby Aviation Inc COMMON STOCK | $364K | 40.8K | 0.1% | ▲+40% Added · +12K sh | |
| 36 | Johnson & Johnson COM | $355K | 1.4K | 0.1% | ▲+3.2% Added · +43 sh | |
| 37 | Eli Lilly & Co COM | $312K | 259 | 0.1% | ▼−0.4% Reduced · −1 sh | |
| 38 | Blackstone Inc COM | $303K | 2.6K | 0.1% | ▼−28% Reduced · −1K sh | |
| 39 | Energy Transfer L P COM UT LTD PTN | $297K | 15.5K | 0.1% | ▲+0.3% Added · +46 sh | |
| 40 | Disney Walt Co COM | $291K | 3.0K | 0.1% | ▼−23% Reduced · −880 sh | |
| 41 | Fedex Corp COM | $243K | 775 | 0.1% | —Held | |
| 42 | Costco Wholesale Corporation COM | $206K | 220 | 0.1% | —Held | |
| 43 | Expedia Group Inc COM NEW | $205K | 800 | 0.1% | ▲New New position |
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Use Arkolith to show Westwood Wealth Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.