Westwood Wealth Management
Westwood Wealth Management, managed by Bryan Casey, reported 43 positions worth $344.94M in its 2026 Q2 13F filing: 4 new and 3 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +113.5% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +31.6% | +11.4% |
| 2025 Q3 | +17.8% | +7.6% |
| 2025 Q4 | +1.1% | +3.1% |
| 2026 Q1 | -3.0% | -5.8% |
| 2026 Q2 | +40.5% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $111.42M | 32.30% | -1.2% |
| SOXL | DIREXION SHARES ETF TRUST | $46.68M | 13.50% | -22.4% |
| GOOGL | ALPHABET INC | $26.28M | 7.60% | -1.1% |
| QLD | PROSHARES TR | $21.09M | 6.10% | +0.6% |
| AVGO | BROADCOM INC | $16.73M | 4.90% | -1% |
| META | META PLATFORMS INC | $11.86M | 3.40% | -21.3% |
| AAPL | APPLE INC | $11.85M | 3.40% | -4.2% |
| ARM | ARM HOLDINGS PLC | $10.23M | 3.00% | +14.8% |
| SMH | VANECK ETF TRUST | $8.81M | 2.60% | -4.3% |
| MSFT | MICROSOFT CORP | $8.12M | 2.40% | -9.5% |
| TSLA | TESLA INC | $8.09M | 2.30% | -9.7% |
| AMD | ADVANCED MICRO DEVICES INC | $7.36M | 2.10% | -0.4% |
| AMZN | AMAZON COM INC | $6.87M | 2.00% | +1.1% |
| SHY | ISHARES TR | $6.79M | 2.00% | +111.9% |
| OKLO | OKLO INC | $5.09M | 1.50% | +4.3% |
| PANW | PALO ALTO NETWORKS INC | $4.77M | 1.40% | -2.1% |
| SPXL | DIREXION SHARES ETF TRUST | $4.69M | 1.40% | -9.8% |
| PLTR | PALANTIR TECHNOLOGIES INC | $3.84M | 1.10% | -23.6% |
| MRNA | MODERNA INC | $3.72M | 1.10% | NEW |
| QQQ | INVESCO QQQ TR | $3.61M | 1.00% | -1.6% |
| GOOG | ALPHABET INC | $2.08M | 0.60% | +0.2% |
| SPCX | SPACE EXPLORATION TECHN CORP | $2.06M | 0.60% | NEW |
| UBER | UBER TECHNOLOGIES INC | $1.69M | 0.49% | -3.6% |
| IYW | ISHARES TR | $1.41M | 0.41% | -3.8% |
| IBB | ISHARES TR | $1.26M | 0.36% | +29.4% |
| TNA | DIREXION SHARES ETF TRUST | $994.46K | 0.29% | -46.3% |
| SPY | STATE STR SPDR S&P 500 ETF T | $889.40K | 0.26% | -10.5% |
| JPM | JPMORGAN CHASE & CO | $827.49K | 0.24% | -5% |
| RVMD | REVOLUTION MEDICINES INC | $658.29K | 0.19% | NEW |
| UNP | UNION PAC CORP | $612.00K | 0.18% | -5.3% |
| DFUS | DIMENSIONAL ETF TRUST | $608.00K | 0.18% | NO CHANGE |
| GS | GOLDMAN SACHS GROUP INC | $500.63K | 0.15% | -9.2% |
| DAL | DELTA AIR LINES INC | $444.88K | 0.13% | NO CHANGE |
| VOO | VANGUARD INDEX FDS | $425.82K | 0.12% | +22.5% |
| JOBY | JOBY AVIATION INC | $363.94K | 0.11% | +40% |
| JNJ | JOHNSON & JOHNSON | $354.80K | 0.10% | +3.2% |
| LLY | ELI LILLY & CO | $311.84K | 0.09% | -0.4% |
| BX | BLACKSTONE INC | $303.00K | 0.09% | -28% |
| ET | ENERGY TRANSFER L P | $297.24K | 0.09% | +0.3% |
| DIS | DISNEY WALT CO | $291.16K | 0.08% | -22.5% |
| FDX | FEDEX CORP | $242.68K | 0.07% | NO CHANGE |
| COST | COSTCO WHOLESALE CORPORATION | $205.80K | 0.06% | NO CHANGE |
| EXPE | EXPEDIA GROUP INC | $204.70K | 0.06% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.