account_balance
Investment manager · 13F filer · SEC CIK 1729269
Westwind Capital
Reported value$426Mas of Sep 30, 2026
Positions87 23 new, 13 sold out
Top 10 weight45.9%VOO alone is 7%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
6.8%New
AMZNAmazon.com Inc
5.7%Trimmed −6%
GOOGAlphabet Inc.
5.6%Trimmed −7%
SPYMState Street SPDR Portfolio S&P 500 ETF
5.1%Trimmed −3%
VVisa Inc.
4.9%Trimmed −7%
MAMastercard Inc
4.6%Trimmed −7%
NVDANVIDIA Corp
4.5%Trimmed −5%
MSFTMicrosoft Corp
3.0%Trimmed −7%
GSGoldman Sachs Group Inc
2.8%Trimmed −8%
PLTRPalantir Technologies Inc.
2.8%Trimmed −6%
NOWServiceNow, Inc.
2.7%Trimmed −8%
WMTWalmart Inc.
2.7%Trimmed −9%
VOOVanguard S&P 500 ETF
6.8%New
AMZNAmazon.com Inc
5.7%
GOOGAlphabet Inc.
5.6%
SPYMState Street SPDR Portfolio S&P 500 ETF
5.1%
VVisa Inc.
4.9%
MAMastercard Inc
4.6%−7%
NVDANVIDIA Corp
4.5%−5%
MSFTMicrosoft Corp
3.0%
GSGoldman Sachs Group Inc
2.8%
PLTRNOW2.7%WMT2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 6.8% New
AMZN Amazon.com Inc 5.7% Trimmed −6%GOOG Alphabet Inc. 5.6% Trimmed −7%SPYM State Street SPDR Portfolio S&P 500 ETF 5.1% Trimmed −3%
V Visa Inc. 4.9% Trimmed −7%MA Mastercard Inc 4.6% Trimmed −7%NVDA NVIDIA Corp 4.5% Trimmed −5%MSFT Microsoft Corp 3.0% Trimmed −7%GS Goldman Sachs Group Inc 2.8% Trimmed −8%PLTR Palantir Technologies Inc. 2.8% Trimmed −6%NOW ServiceNow, Inc. 2.7% Trimmed −8%WMT Walmart Inc. 2.7% Trimmed −9%What changed
Biggest moves since Jun 30, 2026
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