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Michael Puryear

Westwood Wealth Management

Assets Managed
$254.821M
Holdings
42
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
91.55%(2Q avg: 20.17%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Westwood Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Westwood Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 254.821M in assets, with a quarterly growth rate of 91.55% and a 2-quarter average growth rate of 20.17%. The portfolio is managed by Michael Puryear, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 5420.98%
38.59%
$98.317M
563,747 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 5425.12%
8.4%
$21.385M
74,368 shares@ $287.56 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 730.9%
6.01%
$15.312M
26,763 shares@ $572.13 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 7530.55%
5.44%
$13.84M
44,715 shares@ $309.52 avg price
QLD
Proshares Ultra Qqq
Recent Activity
New Position
5.19%
$13.221M
216,730 shares@ $61.0 avg price
AAPL
Apple Inc
Recent Activity
Increased 74.72%
4.26%
$10.85M
42,751 shares@ $253.79 avg price
SOXL
Direxion Daily Semi Bull 3x
Recent Activity
New Position
4.25%
$10.806M
225,545 shares@ $47.92 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 687.08%
3.5%
$8.907M
24,061 shares@ $370.17 avg price
TSLA
Tesla Inc
Recent Activity
Increased 436.11%
3.11%
$7.922M
21,310 shares@ $371.76 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 224.52%
2.48%
$6.302M
43,079 shares@ $146.28 avg price

1-10 of 42