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The Analysis of Westwood Wealth Management's Holdings & P&L

Currently, Westwood Wealth Management holds 43 types of securities in its portfolio with a total value $345.0M. In the most recent quarter, they have increased their positions in MRNA (+53.1K shares, valued at $3.7M), SHY (+43.7K shares, valued at $3.6M), N/A (+12.0K shares, valued at $2.1M); decreased their positions in SOXL (-50.5K shares, valued at $13.5M), N/A (-5.7K shares, valued at $3.2M), NVDA (-6.9K shares, valued at $1.4M); initiated new positions in MRNA (+53.1K shares, valued at $3.7M), N/A (+12.0K shares, valued at $2.1M), RVMD (+3.5K shares, valued at $658.3K).

1M P&L

+6.0M+2.28%

3M P&L

+6.5M+2.46%

HY P&L

+64.6M+31.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors129.0M

41.8%

2N/A96.4M

31.2%

3Internet Content & Information28.4M

9.2%

Top Industries by Stock Count

1N/A11 stocks

30.6%

2Semiconductors3 stocks

8.3%

3Internet Content & Information2 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION556.9K shares-1.22%2026-06-302026-08-07

SOXL DIREXION SHARES ETF TRUST175.0K shares-22.40%2026-06-302026-08-07

GOOGL ALPHABET INC73.5K shares-1.11%2026-06-302026-08-07

QLD PROSHARES TR218.0K shares0.57%2026-06-302026-08-07

BROADCOM INC BROADCOM INC44.3K shares-0.95%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC21.1K shares-21.35%2026-06-302026-08-07

AAPL APPLE INC41.0K shares-4.20%2026-06-302026-08-07

ARM ARM HOLDINGS PLC28.9K shares14.82%2026-06-302026-08-07

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SMH VANECK ETF TRUST13.4K shares-4.28%2026-06-302026-08-07

MSFT MICROSOFT CORP21.8K shares-9.49%2026-06-302026-08-07

TSLA TESLA INC19.2K shares-9.70%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC12.7K shares-0.44%2026-06-302026-08-07

AMZN AMAZON COM INC28.8K shares1.05%2026-06-302026-08-07

SHY ISHARES TR82.8K shares111.91%2026-06-302026-08-07

OKLO OKLO INC97.2K shares4.35%2026-06-302026-08-07

PANW PALO ALTO NETWORKS INC14.0K shares-2.10%2026-06-302026-08-07

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SPXL DIREXION SHARES ETF TRUST17.3K shares-9.76%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC32.9K shares-23.63%2026-06-302026-08-07

MRNA MODERNA INC53.1K sharesnew addition2026-06-302026-08-07

QQQ INVESCO QQQ TR4.9K shares-1.56%2026-06-302026-08-07

GOOG ALPHABET INC5.9K shares0.20%2026-06-302026-08-07

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP12.0K sharesnew addition2026-06-302026-08-07

UBER UBER TECHNOLOGIES INC23.5K shares-3.63%2026-06-302026-08-07

IYW ISHARES TR5.6K shares-3.79%2026-06-302026-08-07

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IBB ISHARES TR6.6K shares29.41%2026-06-302026-08-07

TNA DIREXION SHARES ETF TRUST13.2K shares-46.32%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.2K shares-10.52%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.5K shares-5.03%2026-06-302026-08-07

RVMD REVOLUTION MEDICINES INC3.5K sharesnew addition2026-06-302026-08-07

UNP UNION PAC CORP2.3K shares-5.26%2026-06-302026-08-07

DFUS DIMENSIONAL ETF TRUST7.4K shares0.00%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC495 shares-9.17%2026-06-302026-08-07

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DAL DELTA AIR LINES INC4.8K shares0.00%2026-06-302026-08-07

VOO VANGUARD INDEX FDS620 shares22.53%2026-06-302026-08-07

JOBY JOBY AVIATION INC40.8K shares39.97%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON1.4K shares3.18%2026-06-302026-08-07

LLY ELI LILLY & CO259 shares-0.38%2026-06-302026-08-07

BX BLACKSTONE INC2.6K shares-27.97%2026-06-302026-08-07

ET ENERGY TRANSFER L P15.5K shares0.30%2026-06-302026-08-07

DIS DISNEY WALT CO3.0K shares-22.54%2026-06-302026-08-07

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FDX FEDEX CORP775 shares0.00%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION220 shares0.00%2026-06-302026-08-07

EXPE EXPEDIA GROUP INC800 sharesnew addition2026-06-302026-08-07

NVDA

NVIDIA CORPORATION

-1.22%

Shares556.9K

Event2026-06-30

Filed2026-08-07

SOXL

DIREXION SHARES ETF TRUST

-22.40%

Shares175.0K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-1.11%

Shares73.5K

Event2026-06-30

Filed2026-08-07

QLD

PROSHARES TR

0.57%

Shares218.0K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-0.95%

Shares44.3K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-21.35%

Shares21.1K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-4.20%

Shares41.0K

Event2026-06-30

Filed2026-08-07

ARM

ARM HOLDINGS PLC

14.82%

Shares28.9K

Event2026-06-30

Filed2026-08-07

SMH

VANECK ETF TRUST

-4.28%

Shares13.4K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-9.49%

Shares21.8K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

-9.70%

Shares19.2K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

-0.44%

Shares12.7K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

1.05%

Shares28.8K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES TR

111.91%

Shares82.8K

Event2026-06-30

Filed2026-08-07

OKLO

OKLO INC

4.35%

Shares97.2K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

-2.10%

Shares14.0K

Event2026-06-30

Filed2026-08-07

SPXL

DIREXION SHARES ETF TRUST

-9.76%

Shares17.3K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

-23.63%

Shares32.9K

Event2026-06-30

Filed2026-08-07

MRNA

MODERNA INC

New

Shares53.1K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-1.56%

Shares4.9K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

0.20%

Shares5.9K

Event2026-06-30

Filed2026-08-07

SPACE EXPLORATION TECHN CORP

New

Shares12.0K

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

-3.63%

Shares23.5K

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

-3.79%

Shares5.6K

Event2026-06-30

Filed2026-08-07

IBB

ISHARES TR

29.41%

Shares6.6K

Event2026-06-30

Filed2026-08-07

TNA

DIREXION SHARES ETF TRUST

-46.32%

Shares13.2K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

-10.52%

Shares1.2K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-5.03%

Shares2.5K

Event2026-06-30

Filed2026-08-07

RVMD

REVOLUTION MEDICINES INC

New

Shares3.5K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

-5.26%

Shares2.3K

Event2026-06-30

Filed2026-08-07

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-9.17%

Shares495

Event2026-06-30

Filed2026-08-07

DAL

DELTA AIR LINES INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

22.53%

Shares620

Event2026-06-30

Filed2026-08-07

JOBY

JOBY AVIATION INC

39.97%

Shares40.8K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

3.18%

Shares1.4K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

-0.38%

Shares259

Event2026-06-30

Filed2026-08-07

BLACKSTONE INC

-27.97%

Shares2.6K

Event2026-06-30

Filed2026-08-07

ENERGY TRANSFER L P

0.30%

Shares15.5K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

-22.54%

Shares3.0K

Event2026-06-30

Filed2026-08-07

FDX

FEDEX CORP

0.00%

Shares775

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

0.00%

Shares220

Event2026-06-30

Filed2026-08-07

EXPE

EXPEDIA GROUP INC

New

Shares800

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available