Westwood Wealth Management Portfolio Holdings

Westwood Wealth Management

  • $288 Million
  • Q2 2025

Westwood Wealth Management has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $288 Million distributed in 48 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 $25.7M, Apple Inc. with a value of $24M, Proshares Ultra Qqq with a value of $17.5M, and Broadcom Inc. with a value of $16.4M.

Examining the 13F form we can see an increase of $61.6M in the current position value, from $226M to 288M.

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

Portfolio value $288 Million
Technology: $184 Million
ETFs: $46 Million
Communication Services: $41.1 Million
Consumer Cyclical: $11.4 Million
Financial Services: $2.04 Million
Industrials: $1.62 Million
Healthcare: $806,000
Energy: $281,000
Other: $217,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$105 Million 36.54% of portfolio
665,325
Q2 2025 Reduced 4.47%
$1.78T
$25.7 Million 8.93% of portfolio
34,794
Q2 2025 Reduced 4.62%
$3.69T
$24 Million 8.34% of portfolio
116,873
Q2 2025 Reduced 5.92%
$3.95T
$14.7 Million 5.12% of portfolio
29,617
Q2 2025 Reduced 0.88%
$1.21T
$12 Million 4.17% of portfolio
68,037
Q2 2025 Added 9.25%
$367B
$8.42 Million 2.93% of portfolio
61,778
Q2 2025 Added 17.78%
$2.26T
$8.38 Million 2.91% of portfolio
38,201
Q2 2025 Reduced 2.09%
$1.08T
$2.62 Million 0.91% of portfolio
8,243
Q2 2025 Reduced 37.65%
$545B
$2.08 Million 0.72% of portfolio
1,554
Q2 2025 Added 0.39%
$684B
$1.55 Million 0.54% of portfolio
7,075
Q2 2025 Added 1.43%
$1.24T
$1.18 Million 0.41% of portfolio
6,677
Q2 2025 Added 0.56%
$859B
$841,000 0.29% of portfolio
2,902
Q2 2025 Added 4.13%
$608B
$806,000 0.28% of portfolio
1,035
Q2 2025 Reduced 55.19%
$282B
$575,000 0.2% of portfolio
4,053
Q2 2025 Reduced 17.49%
$232B
$433,000 0.15% of portfolio
1,590
Q2 2025 Reduced 49.56%
$254B
$279,000 0.1% of portfolio
395
Q4 2024 New
$207B
$213,000 0.07% of portfolio
1,725
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $288 Million
  • Prior Value $226 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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