Westwood Wealth Management
Latest statistics and disclosures from Westwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAI, AAPL, BIV, JAAA, SPHQ, and represent 24.01% of Westwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFAI (+$8.9M), BIV (+$5.7M), JAAA (+$5.5M), SPHQ (+$5.2M), DFAT (+$5.0M), SPYG, TGRW, JMBS, EZM, SJNK.
- Started 88 new stock positions in T, MPC, LMT, XLI, OMAH, DFAU, AOS, JMUB, DFAI, ED.
- Reduced shares in these 10 stocks: NVDA (-$103M), GOOGL (-$22M), META (-$16M), , AVGO (-$14M), MSFT (-$11M), OKLO (-$8.4M), , AAPL (-$6.2M), .
- Sold out of its positions in OKLO, ARM, CRWV, COST, DAL, SOXL, TNA, SPXL, ET, FDX.
- Westwood Wealth Management was a net seller of stock by $-144M.
- Westwood Wealth Management has $133M in assets under management (AUM), dropping by -51.21%.
- Central Index Key (CIK): 0001861125
Tip: Access up to 7 years of quarterly data
Positions held by Westwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 106 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 6.7 | $8.9M | NEW | 233k | 38.11 |
|
| Apple (AAPL) | 5.0 | $6.7M | -48% | 25k | 271.86 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 4.3 | $5.7M | NEW | 73k | 77.88 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 4.1 | $5.5M | NEW | 109k | 50.58 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 3.9 | $5.2M | NEW | 70k | 75.05 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.8 | $5.0M | NEW | 85k | 59.54 |
|
| Spdr Series Trust State Street Spd (SPYG) | 3.5 | $4.6M | NEW | 44k | 106.70 |
|
| T Rowe Price Etf Price Grw Stock (TGRW) | 2.7 | $3.5M | NEW | 77k | 46.01 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.4 | $3.2M | NEW | 70k | 45.69 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 2.2 | $2.9M | NEW | 43k | 66.80 |
|
| Spdr Series Trust State Street Spd (SJNK) | 2.1 | $2.8M | NEW | 111k | 25.32 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.1 | $2.8M | NEW | 16k | 177.37 |
|
| Quanta Services (PWR) | 2.0 | $2.6M | NEW | 6.2k | 422.06 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $2.5M | +65% | 3.6k | 681.88 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.9 | $2.5M | NEW | 8.8k | 279.14 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.9 | $2.5M | NEW | 42k | 58.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $2.4M | -20% | 3.9k | 614.36 |
|
| Palantir Technologies Cl A (PLTR) | 1.8 | $2.4M | -68% | 13k | 177.75 |
|
| Public Service Enterprise (PEG) | 1.7 | $2.3M | NEW | 29k | 80.30 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY) | 1.6 | $2.2M | NEW | 83k | 25.97 |
|
| Meta Platforms Cl A (META) | 1.6 | $2.1M | -88% | 3.2k | 660.09 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.6 | $2.1M | NEW | 42k | 50.46 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $1.9M | -98% | 10k | 186.50 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL) | 1.4 | $1.9M | NEW | 79k | 23.73 |
|
| Tesla Motors (TSLA) | 1.3 | $1.8M | -72% | 4.0k | 449.72 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.3 | $1.7M | NEW | 37k | 46.80 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.3 | $1.7M | NEW | 12k | 143.97 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) | 1.3 | $1.7M | NEW | 39k | 43.41 |
|
| Microsoft Corporation (MSFT) | 1.1 | $1.5M | -87% | 3.1k | 483.69 |
|
| Amazon (AMZN) | 1.1 | $1.4M | -78% | 6.2k | 230.82 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $1.3M | NEW | 5.2k | 257.94 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.0 | $1.3M | NEW | 4.4k | 301.15 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $1.2M | NEW | 12k | 100.38 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.9 | $1.2M | NEW | 47k | 26.23 |
|
| Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) | 0.8 | $1.1M | NEW | 48k | 23.34 |
|
| Advanced Micro Devices (AMD) | 0.8 | $1.1M | +27% | 5.1k | 214.16 |
|
| Thermo Fisher Scientific (TMO) | 0.8 | $1.1M | NEW | 1.8k | 579.45 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.0M | +6% | 3.2k | 322.22 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $1.0M | +129% | 954.00 | 1074.68 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $884k | NEW | 1.9k | 473.38 |
|
| Home Depot (HD) | 0.7 | $879k | NEW | 2.6k | 344.10 |
|
| Bank of New York Mellon Corporation (BK) | 0.6 | $849k | NEW | 7.3k | 116.09 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $848k | NEW | 1.7k | 502.65 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $841k | -59% | 2.7k | 313.78 |
|
| Qualcomm (QCOM) | 0.6 | $840k | NEW | 4.9k | 171.05 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $820k | NEW | 3.3k | 246.15 |
|
| AZZ Incorporated (AZZ) | 0.6 | $750k | NEW | 7.0k | 107.18 |
|
| Pfizer (PFE) | 0.5 | $728k | NEW | 29k | 24.90 |
|
| Nuveen Ny Divid Advntg Mun F (NAN) | 0.5 | $717k | NEW | 64k | 11.26 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.5 | $701k | NEW | 7.5k | 93.48 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.5 | $690k | NEW | 18k | 38.03 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $643k | NEW | 27k | 24.04 |
|
| A. O. Smith Corporation (AOS) | 0.5 | $635k | NEW | 9.5k | 66.88 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $633k | NEW | 7.8k | 80.63 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $609k | NEW | 3.2k | 191.56 |
|
| Merck & Co (MRK) | 0.5 | $600k | NEW | 5.7k | 105.26 |
|
| Abbvie (ABBV) | 0.4 | $553k | NEW | 2.4k | 228.49 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.4 | $538k | -2% | 7.3k | 74.17 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.4 | $480k | NEW | 3.1k | 155.12 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.4 | $476k | NEW | 14k | 34.46 |
|
| Walt Disney Company (DIS) | 0.3 | $465k | -14% | 4.1k | 113.76 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $446k | NEW | 2.4k | 183.40 |
|
| Synopsys (SNPS) | 0.3 | $435k | NEW | 926.00 | 469.72 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.3 | $429k | NEW | 9.7k | 44.05 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.3 | $426k | NEW | 8.5k | 50.32 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $421k | -98% | 1.3k | 313.00 |
|
| Metropcs Communications (TMUS) | 0.3 | $415k | NEW | 2.0k | 203.04 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $412k | NEW | 2.2k | 190.99 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) | 0.3 | $407k | NEW | 15k | 27.02 |
|
| salesforce (CRM) | 0.3 | $400k | NEW | 1.5k | 264.91 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Equit (FHDG) | 0.3 | $379k | NEW | 11k | 33.93 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $376k | NEW | 802.00 | 468.76 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $374k | -34% | 2.4k | 154.14 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.3 | $363k | NEW | 5.0k | 72.63 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.3 | $350k | NEW | 6.9k | 50.66 |
|
| Intuit (INTU) | 0.3 | $343k | NEW | 518.00 | 662.42 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $329k | NEW | 577.00 | 570.21 |
|
| Wells Fargo & Company (WFC) | 0.2 | $324k | NEW | 3.5k | 93.20 |
|
| Illinois Tool Works (ITW) | 0.2 | $317k | NEW | 1.3k | 246.30 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $314k | NEW | 5.7k | 54.77 |
|
| Tidal Trust Iii Vistashares Trgt (OMAH) | 0.2 | $305k | NEW | 16k | 18.74 |
|
| Capital One Financial (COF) | 0.2 | $301k | NEW | 1.2k | 242.36 |
|
| Barrick Mng Corp Com Shs (B) | 0.2 | $278k | NEW | 6.4k | 43.55 |
|
| Abbott Laboratories (ABT) | 0.2 | $278k | NEW | 2.2k | 125.29 |
|
| Bank of America Corporation (BAC) | 0.2 | $278k | NEW | 5.1k | 55.00 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $274k | NEW | 8.4k | 32.57 |
|
| Consolidated Edison (ED) | 0.2 | $264k | NEW | 2.7k | 99.32 |
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.2 | $261k | NEW | 5.7k | 45.47 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $259k | NEW | 1.4k | 181.25 |
|
| Honeywell International (HON) | 0.2 | $246k | NEW | 1.3k | 195.09 |
|
| American Centy Etf Tr Avantis Intl Sml (AVDS) | 0.2 | $243k | NEW | 3.5k | 69.81 |
|
| Republic Services (RSG) | 0.2 | $240k | NEW | 1.1k | 211.93 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $237k | NEW | 1.5k | 162.63 |
|
| FirstEnergy (FE) | 0.2 | $237k | NEW | 5.3k | 44.77 |
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.2 | $235k | NEW | 8.6k | 27.20 |
|
| S&p Global (SPGI) | 0.2 | $229k | NEW | 438.00 | 522.59 |
|
| Hldgs (UAL) | 0.2 | $229k | NEW | 2.0k | 111.82 |
|
| Procter & Gamble Company (PG) | 0.2 | $221k | NEW | 1.5k | 143.35 |
|
| American Express Company (AXP) | 0.2 | $217k | NEW | 586.00 | 369.95 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.2 | $216k | NEW | 14k | 14.94 |
|
| At&t (T) | 0.2 | $211k | NEW | 8.5k | 24.84 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $205k | NEW | 423.00 | 484.00 |
|
| Broadcom (AVGO) | 0.2 | $203k | -98% | 586.00 | 346.10 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $202k | NEW | 696.00 | 290.36 |
|
| Cisco Systems (CSCO) | 0.2 | $202k | NEW | 2.6k | 77.03 |
|
| Energy Services of America (ESOA) | 0.1 | $142k | NEW | 17k | 8.17 |
|
Past Filings by Westwood Wealth Management
SEC 13F filings are viewable for Westwood Wealth Management going back to 2021
- Westwood Wealth Management 2025 Q4 filed Jan. 20, 2026
- Westwood Wealth Management 2025 Q3 filed Oct. 24, 2025
- Westwood Wealth Management 2025 Q2 filed Aug. 5, 2025
- Westwood Wealth Management 2025 Q1 filed May 14, 2025
- Westwood Wealth Management 2024 Q4 filed Feb. 13, 2025
- Westwood Wealth Management 2024 Q3 filed Nov. 12, 2024
- Westwood Wealth Management 2024 Q2 filed Aug. 14, 2024
- Westwood Wealth Management 2024 Q1 filed May 1, 2024
- Westwood Wealth Management 2023 Q4 filed Feb. 12, 2024
- Westwood Wealth Management 2023 Q3 filed Nov. 8, 2023
- Westwood Wealth Management 2023 Q2 filed July 26, 2023
- Westwood Wealth Management 2023 Q1 filed April 25, 2023
- Westwood Wealth Management 2022 Q4 filed Feb. 14, 2023
- Westwood Wealth Management 2022 Q3 filed Nov. 14, 2022
- Westwood Wealth Management 2022 Q2 filed Aug. 5, 2022
- Westwood Wealth Management 2022 Q1 filed May 11, 2022