Westwood Wealth Management as of Sept. 30, 2025
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 | 560k | 186.58 | |
| Meta Platforms Cl A (META) | 7.3 | $20M | 27k | 734.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $17M | 71k | 243.10 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.5 | $15M | 109k | 137.20 | |
| Broadcom (AVGO) | 4.8 | $13M | 40k | 329.91 | |
| Microsoft Corporation (MSFT) | 4.7 | $13M | 25k | 517.95 | |
| Apple (AAPL) | 4.4 | $12M | 47k | 254.63 | |
| Oklo Com Cl A (OKLO) | 3.1 | $8.4M | 75k | 111.63 | |
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 2.9 | $7.8M | 225k | 34.84 | |
| Palantir Technologies Cl A (PLTR) | 2.8 | $7.7M | 42k | 182.42 | |
| Tesla Motors (TSLA) | 2.4 | $6.5M | 15k | 444.72 | |
| Amazon (AMZN) | 2.3 | $6.3M | 29k | 219.57 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.1 | $5.9M | 28k | 211.90 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.7 | $4.6M | 14k | 326.36 | |
| Palo Alto Networks (PANW) | 1.1 | $3.1M | 15k | 203.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $3.0M | 5.0k | 600.37 | |
| Uber Technologies (UBER) | 1.0 | $2.7M | 27k | 97.97 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $2.1M | 26k | 82.96 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $2.0M | 10k | 195.86 | |
| Oracle Corporation (ORCL) | 0.6 | $1.6M | 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 | 29k | 45.24 | |
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $1.2M | 8.2k | 141.49 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $1.1M | 4.9k | 227.73 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $958k | 3.0k | 315.43 | |
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $923k | 6.4k | 144.37 | |
| Union Pacific Corporation (UNP) | 0.3 | $774k | 3.3k | 236.37 | |
| Servicenow (NOW) | 0.2 | $649k | 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 | 3.7k | 170.85 | |
| Walt Disney Company (DIS) | 0.2 | $544k | 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 | 11k | 47.94 | |
| Nike CL B (NKE) | 0.1 | $387k | 5.6k | 69.73 | |
| Coreweave Com Cl A (CRWV) | 0.1 | $374k | 2.7k | 136.85 | |
| Goldman Sachs (GS) | 0.1 | $354k | 445.00 | 796.35 | |
| Eli Lilly & Co. (LLY) | 0.1 | $317k | 415.00 | 763.00 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $310k | 506.00 | 612.38 | |
| FedEx Corporation (FDX) | 0.1 | $271k | 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 | 1.4k | 185.42 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $215k | 895.00 | 239.64 | |
| Block Cl A (XYZ) | 0.1 | $213k | 3.0k | 72.27 | |
| Costco Wholesale Corporation (COST) | 0.1 | $204k | 220.00 | 925.63 |
