WESTWOOD WEALTH MANAGEMENT
Q2 2026 Form 13-F
LOS ANGELES, CALIFORNIA
CIK 0001861125
· CRD 290658
· SEC-registered investment adviser
$345.0M Reported Value Total
WESTWOOD WEALTH MANAGEMENT reports 143 total accounts under management (AUM). There are 143 discretionary accounts valued at $300,390,704, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
Hedge Fund: $0
Source: Form ADV filed 2026-05-14
Reported value
$345.0M
Quarter over quarter
+40.7%
Holdings
43
Top-10 concentration
79.2%
Key People
Form ADV owners & control persons
Michael Andrew Puryear
PRESIDENT & CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 07, 2026 |
| Form | 13F-HR |
| Reported value | $345.0M |
| Positions | 43 |
| Change in reported value | +35.4% |
| New positions | 4 |
| Exited positions | 3 |
| Position turnover | 15.2% |
| Top-10 concentration | 79.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 7, 2026
|
43 | $345.0M |
|
Q1 2026 13F
Filed May 11, 2026
|
42 | $254.8M |
|
Q4 2025 13F
Filed Jan 20, 2026
|
106 | $133.0M |
|
Q3 2025 13F
Filed Oct 24, 2025
|
46 | $272.7M |
|
Q2 2025 13F
Filed Aug 5, 2025
|
48 | $297.6M |
|
Q1 2025 13F
Filed May 14, 2025
|
45 | $231.9M |
|
Q4 2024 13F
Filed Feb 13, 2025
|
48 | $276.8M |
|
Q3 2024 13F
Filed Nov 12, 2024
|
39 | $255.1M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
39 | $268.3M |
|
Q1 2024 13F
Filed May 1, 2024
|
36 | $204.5M |
|
Q4 2023 13F
Filed Feb 12, 2024
|
33 | $129.7M |
|
Q3 2023 13F
Filed Nov 8, 2023
|
38 | $151.2M |
|
Q2 2023 13F
Filed Jul 26, 2023
|
43 | $142.0M |
|
Q1 2023 13F
Filed Apr 25, 2023
|
41 | $112.2M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
41 | $83.2M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
39 | $111.3M |
|
Q2 2022 13F
Filed Aug 5, 2022
|
39 | $86.7M |
|
Q1 2022 13F
Filed May 11, 2022
|
43 | $257.6M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
43 | $234.5M |
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $111.4M | 32.3% |
| 2 | SOXL DIREXION SHARES ETF TRUST | $46.7M | 13.53% |
| 3 | GOOGL ALPHABET INC | $26.3M | 7.62% |
| 4 | QLD PROSHARES TR | $21.1M | 6.11% |
| 5 | AVGO BROADCOM INC | $16.7M | 4.85% |
| 6 | META META PLATFORMS INC | $11.9M | 3.44% |
| 7 | AAPL APPLE INC | $11.9M | 3.44% |
| 8 | ARM ARM HOLDINGS PLC | $10.2M | 2.97% |
| 9 | SMH VANECK ETF TRUST | $8.8M | 2.55% |
| 10 | MSFT MICROSOFT CORP | $8.1M | 2.35% |
| 11 | TSLA TESLA INC | $8.1M | 2.35% |
| 12 | AMD ADVANCED MICRO DEVICES INC | $7.4M | 2.13% |
| 13 | AMZN AMAZON COM INC | $6.9M | 1.99% |
| 14 | SHY ISHARES TR | $6.8M | 1.97% |
| 15 | ALCC OKLO INC | $5.1M | 1.48% |
| 16 | PANW PALO ALTO NETWORKS INC | $4.8M | 1.38% |
| 17 | SPXL DIREXION SHARES ETF TRUST | $4.7M | 1.36% |
| 18 | PLTR PALANTIR TECHNOLOGIES INC | $3.8M | 1.11% |
| 19 | MRNA MODERNA INC | $3.7M | 1.08% |
| 20 | QQQ INVESCO QQQ TR | $3.6M | 1.05% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.