Westwood Wealth Management

Westwood Wealth Management as of Dec. 31, 2025

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 233k 38.11
Apple (AAPL) 5.0 $6.7M 25k 271.86
Vanguard Bd Index Fds Intermed Term (BIV) 4.3 $5.7M 73k 77.88
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.1 $5.5M 109k 50.58
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 3.9 $5.2M 70k 75.05
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.8 $5.0M 85k 59.54
Spdr Series Trust State Street Spd (SPYG) 3.5 $4.6M 44k 106.70
T Rowe Price Etf Price Grw Stock (TGRW) 2.7 $3.5M 77k 46.01
Janus Detroit Str Tr Henderson Mtg (JMBS) 2.4 $3.2M 70k 45.69
Wisdomtree Tr Us Midcap Fund (EZM) 2.2 $2.9M 43k 66.80
Spdr Series Trust State Street Spd (SJNK) 2.1 $2.8M 111k 25.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.1 $2.8M 16k 177.37
Quanta Services (PWR) 2.0 $2.6M 6.2k 422.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $2.5M 3.6k 681.88
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.9 $2.5M 8.8k 279.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.9 $2.5M 42k 58.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $2.4M 3.9k 614.36
Palantir Technologies Cl A (PLTR) 1.8 $2.4M 13k 177.75
Public Service Enterprise (PEG) 1.7 $2.3M 29k 80.30
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY) 1.6 $2.2M 83k 25.97
Meta Platforms Cl A (META) 1.6 $2.1M 3.2k 660.09
Ishares Tr TRS FLT RT BD (TFLO) 1.6 $2.1M 42k 50.46
NVIDIA Corporation (NVDA) 1.4 $1.9M 10k 186.50
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL) 1.4 $1.9M 79k 23.73
Tesla Motors (TSLA) 1.3 $1.8M 4.0k 449.72
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.3 $1.7M 37k 46.80
Select Sector Spdr Tr State Street Tec (XLK) 1.3 $1.7M 12k 143.97
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 1.3 $1.7M 39k 43.41
Microsoft Corporation (MSFT) 1.1 $1.5M 3.1k 483.69
Amazon (AMZN) 1.1 $1.4M 6.2k 230.82
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.3M 5.2k 257.94
Ishares Tr Ishares Semicdtr (SOXX) 1.0 $1.3M 4.4k 301.15
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $1.2M 12k 100.38
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.2M 47k 26.23
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.8 $1.1M 48k 23.34
Advanced Micro Devices (AMD) 0.8 $1.1M 5.1k 214.16
Thermo Fisher Scientific (TMO) 0.8 $1.1M 1.8k 579.45
JPMorgan Chase & Co. (JPM) 0.8 $1.0M 3.2k 322.22
Eli Lilly & Co. (LLY) 0.8 $1.0M 954.00 1074.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $884k 1.9k 473.38
Home Depot (HD) 0.7 $879k 2.6k 344.10
Bank of New York Mellon Corporation (BK) 0.6 $849k 7.3k 116.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $848k 1.7k 502.65
Alphabet Cap Stk Cl C (GOOG) 0.6 $841k 2.7k 313.78
Qualcomm (QCOM) 0.6 $840k 4.9k 171.05
Ishares Tr Russell 2000 Etf (IWM) 0.6 $820k 3.3k 246.15
AZZ Incorporated (AZZ) 0.6 $750k 7.0k 107.18
Pfizer (PFE) 0.5 $728k 29k 24.90
Nuveen Ny Divid Advntg Mun F (NAN) 0.5 $717k 64k 11.26
Pimco Etf Tr Active Bd Etf (BOND) 0.5 $701k 7.5k 93.48
Dimensional Etf Trust Us High Profitab (DUHP) 0.5 $690k 18k 38.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $643k 27k 24.04
A. O. Smith Corporation (AOS) 0.5 $635k 9.5k 66.88
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $633k 7.8k 80.63
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $609k 3.2k 191.56
Merck & Co (MRK) 0.5 $600k 5.7k 105.26
Abbvie (ABBV) 0.4 $553k 2.4k 228.49
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $538k 7.3k 74.17
Select Sector Spdr Tr State Street Ind (XLI) 0.4 $480k 3.1k 155.12
Dimensional Etf Trust Intl Core Equity (DFIC) 0.4 $476k 14k 34.46
Walt Disney Company (DIS) 0.3 $465k 4.1k 113.76
Raytheon Technologies Corp (RTX) 0.3 $446k 2.4k 183.40
Synopsys (SNPS) 0.3 $435k 926.00 469.72
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.3 $429k 9.7k 44.05
Ishares U S Etf Tr Short Maturity M (MEAR) 0.3 $426k 8.5k 50.32
Alphabet Cap Stk Cl A (GOOGL) 0.3 $421k 1.3k 313.00
Metropcs Communications (TMUS) 0.3 $415k 2.0k 203.04
Vanguard Index Fds Value Etf (VTV) 0.3 $412k 2.2k 190.99
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) 0.3 $407k 15k 27.02
salesforce (CRM) 0.3 $400k 1.5k 264.91
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (FHDG) 0.3 $379k 11k 33.93
Crowdstrike Hldgs Cl A (CRWD) 0.3 $376k 802.00 468.76
Blackstone Group Inc Com Cl A (BX) 0.3 $374k 2.4k 154.14
Ast Spacemobile Com Cl A (ASTS) 0.3 $363k 5.0k 72.63
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $350k 6.9k 50.66
Intuit (INTU) 0.3 $343k 518.00 662.42
Northrop Grumman Corporation (NOC) 0.2 $329k 577.00 570.21
Wells Fargo & Company (WFC) 0.2 $324k 3.5k 93.20
Illinois Tool Works (ITW) 0.2 $317k 1.3k 246.30
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $314k 5.7k 54.77
Tidal Trust Iii Vistashares Trgt (OMAH) 0.2 $305k 16k 18.74
Capital One Financial (COF) 0.2 $301k 1.2k 242.36
Barrick Mng Corp Com Shs (B) 0.2 $278k 6.4k 43.55
Abbott Laboratories (ABT) 0.2 $278k 2.2k 125.29
Bank of America Corporation (BAC) 0.2 $278k 5.1k 55.00
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $274k 8.4k 32.57
Consolidated Edison (ED) 0.2 $264k 2.7k 99.32
Pimco Etf Tr Muni Income Opp (MINO) 0.2 $261k 5.7k 45.47
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $259k 1.4k 181.25
Honeywell International (HON) 0.2 $246k 1.3k 195.09
American Centy Etf Tr Avantis Intl Sml (AVDS) 0.2 $243k 3.5k 69.81
Republic Services (RSG) 0.2 $240k 1.1k 211.93
Marathon Petroleum Corp (MPC) 0.2 $237k 1.5k 162.63
FirstEnergy (FE) 0.2 $237k 5.3k 44.77
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.2 $235k 8.6k 27.20
S&p Global (SPGI) 0.2 $229k 438.00 522.59
Hldgs (UAL) 0.2 $229k 2.0k 111.82
Procter & Gamble Company (PG) 0.2 $221k 1.5k 143.35
American Express Company (AXP) 0.2 $217k 586.00 369.95
Blue Owl Capital Com Cl A (OWL) 0.2 $216k 14k 14.94
At&t (T) 0.2 $211k 8.5k 24.84
Lockheed Martin Corporation (LMT) 0.2 $205k 423.00 484.00
Broadcom (AVGO) 0.2 $203k 586.00 346.10
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $202k 696.00 290.36
Cisco Systems (CSCO) 0.2 $202k 2.6k 77.03
Energy Services of America (ESOA) 0.1 $142k 17k 8.17