Westwood Wealth Management Portfolio Holdings

Westwood Wealth Management

  • $262 Million
  • Q3 2025

Westwood Wealth Management has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $262 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $105M, Meta Platforms, Inc. with a value of $20M, Alphabet Inc. with a value of $17.2M, Proshares Ultra Qqq with a value of $15M, and Broadcom Inc. with a value of $13.2M.

Examining the 13F form we can see an decrease of $25.5M in the current position value, from $288M to 262M.

Below you can find more details about Westwood Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $262 Million
Technology: $160 Million
ETFs: $45 Million
Communication Services: $39.4 Million
Consumer Cyclical: $13.2 Million
Financial Services: $1.94 Million
Industrials: $1.31 Million
Healthcare: $576,000
Energy: $265,000
Other: $203,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$451B
$105 Million 39.87% of portfolio
560,151
Q3 2025 Reduced 15.81%
$1.65T
$20 Million 7.62% of portfolio
27,214
Q3 2025 Reduced 21.79%
$1.5T
$17.2 Million 6.57% of portfolio
70,904
Q3 2025 Added 4.21%
$0
$15 Million 5.71% of portfolio
109,055
Q3 2025 Reduced 26.62%
$139B
$13.2 Million 5.03% of portfolio
39,975
Q3 2025 Reduced 32.67%
$3.86T
$12.9 Million 4.92% of portfolio
24,897
Q3 2025 Reduced 15.94%
$4.22T
$12 Million 4.59% of portfolio
47,284
Q3 2025 Reduced 59.54%
$0
$7.83 Million 2.99% of portfolio
224,865
Q3 2025 Reduced 26.05%
$356B
$7.66 Million 2.92% of portfolio
42,015
Q3 2025 Reduced 31.99%
$1.4T
$6.54 Million 2.49% of portfolio
14,703
Q3 2025 Added 78.37%
$2.26T
$6.26 Million 2.39% of portfolio
28,506
Q3 2025 Reduced 25.38%
$0
$5.85 Million 2.23% of portfolio
27,625
Q3 2025 Reduced 18.81%
$0
$4.58 Million 1.75% of portfolio
14,025
Q3 2025 Reduced 11.32%
$64.2B
$3.07 Million 1.17% of portfolio
15,056
Q3 2025 Reduced 42.85%
$0
$2.98 Million 1.14% of portfolio
4,965
Q3 2025 Reduced 7.02%
$184B
$2.67 Million 1.02% of portfolio
27,300
Q3 2025 Reduced 34.34%
$0
$1.96 Million 0.75% of portfolio
9,995
Q2 2025 Reduced 0.79%
$742B
$1.64 Million 0.62% of portfolio
5,825
Q3 2025 Reduced 17.67%
$1.53T
$1.63 Million 0.62% of portfolio
6,677
Q2 2025 Added 0.56%
$0
$1.46 Million 0.56% of portfolio
2,186
Q2 2025 Reduced 0.23%
$0
$1.3 Million 0.5% of portfolio
28,805
Q3 2025 Reduced 32.01%
$58.4B
$1.11 Million 0.42% of portfolio
4,880
Q3 2025 Reduced 36.25%
$871B
$957,000 0.37% of portfolio
3,037
Q3 2025 Added 4.65%
$0
$923,000 0.35% of portfolio
6,395
Q3 2025 Reduced 7.05%
$139B
$774,000 0.3% of portfolio
3,275
Q3 2025 Reduced 26.16%
$190B
$648,000 0.25% of portfolio
705
Q3 2025 Reduced 40.25%
$384B
$646,000 0.25% of portfolio
3,993
Q3 2025 Reduced 1.48%
$114B
$627,000 0.24% of portfolio
3,675
Q3 2025 Reduced 40.49%
$208B
$544,000 0.21% of portfolio
4,755
Q3 2025 Added 175.65%
$0
$537,000 0.2% of portfolio
7,420
Q2 2022 Added 0.19%
$86.1B
$387,000 0.15% of portfolio
5,552
Q2 2025 Reduced 23.97%
$259B
$354,000 0.14% of portfolio
445
Q3 2025 Added 12.66%
$760B
$316,000 0.12% of portfolio
415
Q3 2025 Reduced 59.9%
$0
$309,000 0.12% of portfolio
506
Q3 2025 Reduced 4.17%
$40B
$269,000 0.1% of portfolio
4,750
Q3 2025 Reduced 1.04%
$63.2B
$271,000 0.1% of portfolio
1,150
Q3 2025 Reduced 28.13%
$502B
$260,000 0.1% of portfolio
1,404
Q3 2025 New
$51.7B
$265,000 0.1% of portfolio
15,500
Q2 2025 Reduced 10.92%
$0
$214,000 0.08% of portfolio
895
Q3 2025 New
$415B
$203,000 0.08% of portfolio
220
Q4 2024 New
$30.3B
$168,000 0.06% of portfolio
2,950
Q3 2025 Reduced 14.49%
Coreweave Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 49.22%
$0
$0 0.0% of portfolio
75,255
Q3 2025 Reduced 28.5%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 62.71%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $262 Million
  • Prior Value $288 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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