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Disclosery

13F-HR filed by Westwood Wealth Management

Westwood Wealth Management filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-24, with 46 holding rows worth $272,675,976.

Accession
0001172661-25-004427
Filer
CIK 1861125
Filed
2025-10-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 46 entries on the cover page, a total value of $272,675,976 stated on the cover page (in dollars after the unit check, H1), rows summing to $272,675,976 with VALUE read as dollars as filed, 13F file number 028-22023. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM560,151$104,512,974dollars as filed
META PLATFORMS INC CL A30303M102COM27,214$19,985,417dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM70,904$17,236,762dollars as filed
PROSHARES TR74347R206PSHS ULTRA QQQ109,055$14,962,346dollars as filed
Broadcom Inc.11135F101COM39,975$13,188,152dollars as filed
Microsoft Corp594918104COM24,897$12,895,401dollars as filed
Apple Inc037833100COM47,284$12,039,925dollars as filed
OKLO INC COM CL A02156V109Stock75,255$8,400,716dollars as filed
DIREXION SHARES ETF TRUST25459W458DAI SEM BUL ETF224,865$7,834,297dollars as filed
Palantir Technologies Inc. Class A69608A108COM42,015$7,664,376dollars as filed
Tesla Motors, Inc88160R101COM14,703$6,538,718dollars as filed
Amazon.com, Inc023135106COM28,506$6,259,062dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF27,625$5,853,738dollars as filed
VANECK ETF TRUST92189F676COM14,025$4,577,199dollars as filed
PALO ALTO NETWORKS INC697435105COM15,056$3,065,703dollars as filed
INVESCO QQQ TR46090E103COM4,965$2,980,837dollars as filed
Uber Technologies90353T100COM27,300$2,674,581dollars as filed
ISHARES TR464287457COM25,750$2,136,220dollars as filed
iShares U.S. Technology ETF464287721SHS9,995$1,957,621dollars as filed
Oracle Corporation68389X105COM5,825$1,638,223dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,677$1,626,183dollars as filed
SPY78462F103SHS2,186$1,456,269dollars as filed
DIREXION SHARES ETF TRUST25459W847DAILY SMALL CAP28,805$1,303,138dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS8,175$1,156,681dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock4,880$1,111,322dollars as filed
JPMorgan Chase & Co46625H100COM3,037$957,961dollars as filed
ISHARES TR464287556ISHARES BIOTECH6,395$923,246dollars as filed
Union Pacific Corporation907818108COM3,275$774,112dollars as filed
ServiceNow,Inc.81762P102COM705$648,797dollars as filed
Advanced Micro Devices,Inc.007903107COM3,993$646,027dollars as filed
BLACKSTONE INC09260D107COM3,675$627,874dollars as filed
Walt Disney Co254687106COM4,755$544,448dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF7,420$537,505dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW10,850$520,149dollars as filed
NIKE,Inc. Class B654106103COM5,552$387,141dollars as filed
COREWEAVE INC COM CL A21873S108COM2,730$373,601dollars as filed
Goldman Sachs Group,Inc.38141G104COM445$354,376dollars as filed
Eli Lilly and Company532457108COM415$316,645dollars as filed
Vanguard S&P 500 ETF922908363COM506$309,864dollars as filed
FEDEX CORP COM31428X106Stock1,150$271,182dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock4,750$269,563dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN15,500$265,980dollars as filed
Johnson & Johnson478160104COM1,404$260,330dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR895$214,478dollars as filed
BLOCK INC CL A852234103Stock2,950$213,197dollars as filed
Costco Wholesale Corporation22160K105COM220$203,639dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-004427this filing2025-10-24acceptance time not in the bulk data set