Westwood Wealth Management has filed its Form 13F-HR, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists 47 separate positions held by the firm during the reported period.
The largest holding disclosed in the portfolio is NVIDIA Corporation, which accounts for approximately 54.2% of the total equity portfolio value. The firm holds 543,199 shares of NVIDIA as common stock and 20,000 shares as call options. Other major technology positions include Advanced Micro Devices (AMD), with 12,657 shares, and Palantir Technologies, with 31,899 shares.
Westwood Wealth Management also holds significant positions in the healthcare and biotechnology sectors. Moderna Inc. is the largest healthcare holding, with 52,815 shares. The firm also holds positions in Eli Lilly & Co., Johnson & Johnson, and Revolution Medicines Inc.
The filing includes a mix of individual equities and exchange-traded funds (ETFs). Notable ETF holdings include the Invesco QQQ Trust, which holds 4,908 shares, and the VanEck Semiconductor ETF, which holds 13,425 shares. The portfolio also includes leveraged and inverse ETFs, such as the Direxion Daily Small Cap 3x ETF and the ProShares Ultra QQQ.
The filing was signed by Michael Puryear, President and Managing Partner, on October 29, 2026.
