Westwood Wealth Management
Latest statistics and disclosures from Westwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, META, GOOGL, QLD, AVGO, and represent 62.30% of Westwood Wealth Management's stock portfolio.
- Added to shares of these 9 stocks: TSLA, SHY, GOOGL, CRWV, DIS, JNJ, XLY, JPM, GS.
- Started 3 new stock positions in CRWV, JNJ, XLY.
- Reduced shares in these 10 stocks: NVDA (-$20M), AAPL (-$18M), AVGO (-$6.4M), META (-$5.6M), QLD (-$5.4M), PLTR, OKLO, SOXL, MSFT, PANW.
- Sold out of its positions in DELL, NFLX, BIB, QCOM, CRM.
- Westwood Wealth Management was a net seller of stock by $-78M.
- Westwood Wealth Management has $273M in assets under management (AUM), dropping by -8.39%.
- Central Index Key (CIK): 0001861125
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Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 46 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 38.3 | $105M | -15% | 560k | 186.58 |
|
| Meta Platforms Cl A (META) | 7.3 | $20M | -21% | 27k | 734.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $17M | +4% | 71k | 243.10 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.5 | $15M | -26% | 109k | 137.20 |
|
| Broadcom (AVGO) | 4.8 | $13M | -32% | 40k | 329.91 |
|
| Microsoft Corporation (MSFT) | 4.7 | $13M | -15% | 25k | 517.95 |
|
| Apple (AAPL) | 4.4 | $12M | -59% | 47k | 254.63 |
|
| Oklo Com Cl A (OKLO) | 3.1 | $8.4M | -28% | 75k | 111.63 |
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 2.9 | $7.8M | -26% | 225k | 34.84 |
|
| Palantir Technologies Cl A (PLTR) | 2.8 | $7.7M | -31% | 42k | 182.42 |
|
| Tesla Motors (TSLA) | 2.4 | $6.5M | +78% | 15k | 444.72 |
|
| Amazon (AMZN) | 2.3 | $6.3M | -25% | 29k | 219.57 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.1 | $5.9M | -18% | 28k | 211.90 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.7 | $4.6M | -11% | 14k | 326.36 |
|
| Palo Alto Networks (PANW) | 1.1 | $3.1M | -42% | 15k | 203.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $3.0M | -7% | 5.0k | 600.37 |
|
| Uber Technologies (UBER) | 1.0 | $2.7M | -34% | 27k | 97.97 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $2.1M | +90% | 26k | 82.96 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $2.0M | 10k | 195.86 |
|
|
| Oracle Corporation (ORCL) | 0.6 | $1.6M | -17% | 5.8k | 281.24 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.6M | 6.7k | 243.55 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.5M | 2.2k | 666.18 |
|
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.5 | $1.3M | -32% | 29k | 45.24 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $1.2M | -49% | 8.2k | 141.49 |
|
| Nxp Semiconductors N V (NXPI) | 0.4 | $1.1M | -36% | 4.9k | 227.73 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $958k | +4% | 3.0k | 315.43 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $923k | -7% | 6.4k | 144.37 |
|
| Union Pacific Corporation (UNP) | 0.3 | $774k | -26% | 3.3k | 236.37 |
|
| Servicenow (NOW) | 0.2 | $649k | -40% | 705.00 | 920.28 |
|
| Advanced Micro Devices (AMD) | 0.2 | $646k | 4.0k | 161.79 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $628k | -40% | 3.7k | 170.85 |
|
| Walt Disney Company (DIS) | 0.2 | $544k | +175% | 4.8k | 114.50 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $538k | 7.4k | 72.44 |
|
|
| Super Micro Computer Com New (SMCI) | 0.2 | $520k | -62% | 11k | 47.94 |
|
| Nike CL B (NKE) | 0.1 | $387k | 5.6k | 69.73 |
|
|
| Coreweave Com Cl A (CRWV) | 0.1 | $374k | NEW | 2.7k | 136.85 |
|
| Goldman Sachs (GS) | 0.1 | $354k | +12% | 445.00 | 796.35 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $317k | -59% | 415.00 | 763.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $310k | -4% | 506.00 | 612.38 |
|
| FedEx Corporation (FDX) | 0.1 | $271k | -28% | 1.2k | 235.81 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $270k | 4.8k | 56.75 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $266k | 16k | 17.16 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $260k | NEW | 1.4k | 185.42 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $215k | NEW | 895.00 | 239.64 |
|
| Block Cl A (XYZ) | 0.1 | $213k | -14% | 3.0k | 72.27 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $204k | 220.00 | 925.63 |
|
Past Filings by Westwood Wealth Management
SEC 13F filings are viewable for Westwood Wealth Management going back to 2021
- 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
- Westwood Wealth Management 2021 Q4 filed Feb. 14, 2022