Westwood Wealth Management ETF holdings
Los Angeles, CA
Reported $97.3M in 12 ETFs in its Form 13F for June 30, 2026.
ETF value
$97.3M
ETFs held
12
Change from prior quarter
+122.3%
With price moves
ETFs as a share of its 13F
28.2%
of $345.0M
Top 10 of 12 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SOXL | Direxion Daily Semiconductor Bull 3X Shares | $46.7M | 175,015 | −50,530 shares |
| QLD | ProShares Ultra QQQ | $21.1M | 217,975 | +1,245 shares |
| SMH | VanEck Semiconductor ETF | $8.8M | 13,425 | −600 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $6.8M | 82,750 | +43,700 shares |
| SPXL | Direxion Daily S&P500 Bull 3X Shares | $4.7M | 17,335 | −1,875 shares |
| QQQ | Invesco QQQ Trust | $3.6M | 4,907 | −78 shares |
| IYW | iShares U.S. Technology ETF | $1.4M | 5,590 | −220 shares |
| IBB | iShares Biotechnology ETF | $1.3M | 6,600 | +1,500 shares |
| TNA | Direxion Daily Small Cap Bull 3X Shares | $994K | 13,240 | −11,425 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $889K | 1,191 | −140 shares |
2 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001861125. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Westwood Wealth Management own?
Westwood Wealth Management reported 12 ETF positions worth $97.3M in its Form 13F for June 30, 2026. The largest was SOXL, at $46.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.