Fund HoldingsWestwood Wealth Management

Total Portfolio Value
$344.95M
Total Bought
$26.97M
Total Sold
$79.13M
Net Transaction
-$52.16M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
225,545175,015-50,53010,80646,67813.53%+35,872
NVIDIA CORPORATION(NVDA)563,747556,854-6,89398,317111,42132.30%+13,103
PROSHARES TR
PSHS ULTRA QQQ
216,730217,975+1,24513,22121,0916.11%+7,871
ARM HOLDINGS PLC25,13528,860+3,7253,80210,2332.97%+6,430
ALPHABET INC(GOOG)74,36873,544-82421,38526,2827.62%+4,897
ADVANCED MICRO DEVICES INC(AMD)12,72312,667-562,5887,3582.13%+4,770
MODERNA INC(MRNA)053,140+53,14003,7211.08%+3,721
ISHARES TR39,05082,750+43,7003,2246,7951.97%+3,570
VANECK ETF TRUST
SEMICONDUCTR ETF
14,02513,425-6005,3778,8052.55%+3,428
BROADCOM INC(AVGO)44,71544,290-42513,84016,7314.85%+2,891
PALO ALTO NETWORKS INC(PANW)14,30014,000-3002,2934,7741.38%+2,482
SPACE EXPLORATION TECHN CORP012,040+12,04002,0570.60%+2,057
DIREXION SHARES ETF TRUST
DA 500 BU 3X ETF
19,21017,335-1,8753,5524,6921.36%+1,140
APPLE INC(AAPL)42,75140,955-1,79610,85011,8513.44%+1,001
AMAZON COM INC(AMZN)28,53628,837+3015,9436,8731.99%+930
INVESCO QQQ TR4,9854,907-782,8773,6141.05%+737
REVOLUTION MEDICINES INC(RVMD)03,515+3,51506580.19%+658
OKLO INC(OKLO)93,19097,240+4,0504,6215,0891.48%+467
ALPHABET INC(GOOG)5,8775,889+121,6862,0810.60%+395
ISHARES TR5,1006,600+1,5008611,2550.36%+394
ISHARES TR5,8105,590-2201,0541,4100.41%+356
EXPEDIA GROUP INC(EXPE)0800+80002050.06%+205
TESLA INC(TSLA)21,31019,242-2,0687,9228,0932.35%+171
DELTA AIR LINES INC(DAL)4,7504,75003164450.13%+129
VANGUARD INDEX FDS506620+1143024260.12%+123
JOBY AVIATION INC(JOBY)29,15040,800+11,6502413640.11%+123
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,4207,42005266080.18%+82
ELI LILLY & CO(LLY)260259-12393120.09%+73
JPMORGAN CHASE & CO(JPM)2,6622,528-1347838270.24%+44
GOLDMAN SACHS GROUP INC(GS)545495-504615010.15%+40
UNION PAC CORP(UNP)2,3752,250-1255766120.18%+36
JOHNSON & JOHNSON(JNJ)1,3541,397+433313550.10%+24
STATE STR SPDR S&P 500 ETF T(SPY)1,3311,191-1408668890.26%+24
ENERGY TRANSFER L P(ET)15,50015,546+462992970.09%-2
COSTCO WHOLESALE CORPORATION(COST)22022002192060.06%-13
FEDEX CORP(FDX)77577502762430.07%-33
UBER TECHNOLOGIES INC(UBER)24,35023,467-8831,7511,6930.49%-58
DISNEY WALT CO(DIS)3,9053,025-8803762910.08%-85
DIREXION SHARES ETF TRUST
DAILY SMALL CAP
24,66513,240-11,4251,0889940.29%-94
BLACKSTONE INC(BX)3,5752,575-1,0004113030.09%-108
WALMART INC(WMT)1,7280-1,7282150-215
SERVICENOW INC(NOW)3,4250-3,4253580-358
ORACLE CORP(ORCL)3,0250-3,0254450-445
MICROSOFT CORP(MSFT)24,06121,778-2,2838,9078,1242.35%-783
PALANTIR TECHNOLOGIES INC(PLTR)43,07932,899-10,1806,3023,8381.11%-2,463
META PLATFORMS INC(META)26,76321,050-5,71315,31211,8583.44%-3,454
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Westwood Wealth Management — 13F Holdings — Q2 2026 | TickerTrail