Westwood Wealth Management
SEC Form 13F institutional filer · CIK 0001861125
13F-HR · 32 reported holdings · 2026-03-31
Reported long-US-equity value
$0.21B
Top-10 concentration
90.9%
Westwood Wealth Management — $212M AUM allocation strategy
Westwood Wealth Management files SEC Form 13F and reports $212M of long US equity value across 32 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 67.6%, followed by Communication Services 18.2% and Consumer Discretionary 6.6%.
The top 10 holdings account for 91% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Westwood Wealth Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$212M
total across 32 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
91% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +554K sh · +$96.4M+$GOOG +73K sh · +$21M+$AVGO +44.1K sh · +$13.6M
Biggest trims (shares)
−$SPGI −92.1K sh · +$516K−$SPY −2.29K sh · −$1.6M−$LLY −694 sh · −$786K
Exited to nil (held last quarter, gone now)
$IVZ ($6.08M last qtr)$TROW ($3.54M last qtr)$PWR ($2.6M last qtr)$PEG ($2.29M last qtr)$IWM ($1.96M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors54.3%—
- Interactive Media & Services18.2%—
- Systems Software5.3%—
- Technology Hardware, Storage & Peripherals5.1%—
- Automobile Manufacturers3.7%—
- Application Software2.9%—
- Broadline Retail2.8%—
- Financial Exchanges & Data1.7%—
- Other holdings6.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 564K | $98.3M | +554K | 46.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 74.4K | $21.4M | +73K | 10.1% |
| $META | Meta Platforms Inc | 26.8K | $15.3M | +23.5K | 7.2% |
| $AVGO | Broadcom Inc | 44.7K | $13.8M | +44.1K | 6.5% |
| $AAPL | Apple Inc | 42.8K | $10.8M | +18.3K | 5.1% |
| $MSFT | Microsoft Corporation | 24.1K | $8.91M | +21K | 4.2% |
| $TSLA | Tesla Inc | 21.3K | $7.92M | +17.3K | 3.7% |
| $PLTR | Palantir Technologies Inc | 43.1K | $6.3M | +29.8K | 3.0% |
| $AMZN | Amazon.com Inc | 28.5K | $5.94M | +22.3K | 2.8% |
| $SPGI | S&P Global Inc | 19.2K | $3.55M | -92.1K | 1.7% |
…and 22 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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