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Westwood Wealth Management

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13F filer, CIK 1861125, Los Angeles, CA

Westwood Wealth Management reported $272,675,976 across 46 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-24. Its ten largest share positions make up 80.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004427

Period
2025-09-30
Reported value
$273M
Holdings
46
Top 10 weight
80.21%
New
3
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSLAadded+6,460$2.87M
SHYadded+12,250$1.02M
GOOGLadded+2,867$697K
CRWVnew+2,730$374K
DISadded+3,030$347K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-105,174-$19.6M
AAPLreduced-69,589-$17.7M
AVGOreduced-19,400-$6.4M
METAreduced-7,580-$5.57M
QLDreduced-39,560-$5.43M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004427, largest first. % of portfolio is the value over $272,675,976, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782,796 shares; 2024Q4: 776,170 shares; 2025Q1: 696,424 shares; 2025Q2: 665,325 shares; 2025Q3: 560,151 shares 560,151$105M38.33%-105,174Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,436 shares; 2024Q4: 31,740 shares; 2025Q1: 36,480 shares; 2025Q2: 34,794 shares; 2025Q3: 27,214 shares 27,214$20M7.33%-7,580Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,226 shares; 2024Q4: 62,212 shares; 2025Q1: 62,277 shares; 2025Q2: 68,037 shares; 2025Q3: 70,904 shares 70,904$17.2M6.32%+2,867Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,860 shares; 2024Q4: 133,365 shares; 2025Q1: 137,765 shares; 2025Q2: 148,615 shares; 2025Q3: 109,055 shares 109,055$15M5.49%-39,560Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,500 shares; 2024Q4: 58,750 shares; 2025Q1: 59,900 shares; 2025Q2: 59,375 shares; 2025Q3: 39,975 shares 39,975$13.2M4.84%-19,400Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,452 shares; 2024Q4: 29,194 shares; 2025Q1: 29,879 shares; 2025Q2: 29,617 shares; 2025Q3: 24,897 shares 24,897$12.9M4.73%-4,720Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,501 shares; 2024Q4: 135,158 shares; 2025Q1: 124,233 shares; 2025Q2: 116,873 shares; 2025Q3: 47,284 shares 47,284$12M4.42%-69,589Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,700 shares; 2025Q1: 110,500 shares; 2025Q2: 105,250 shares; 2025Q3: 75,255 shares 75,255$8.4M3.08%-29,995Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,720 shares; 2024Q4: 228,445 shares; 2025Q1: 231,245 shares; 2025Q2: 304,070 shares; 2025Q3: 224,865 shares 224,865$7.83M2.87%-79,205Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,500 shares; 2025Q1: 52,450 shares; 2025Q2: 61,778 shares; 2025Q3: 42,015 shares 42,015$7.66M2.81%-19,763Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 15,560 shares; 2025Q1: 13,220 shares; 2025Q2: 8,243 shares; 2025Q3: 14,703 shares 14,703$6.54M2.4%+6,460Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,187 shares; 2024Q4: 35,765 shares; 2025Q1: 39,015 shares; 2025Q2: 38,201 shares; 2025Q3: 28,506 shares 28,506$6.26M2.3%-9,695Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,975 shares; 2024Q4: 33,475 shares; 2025Q1: 32,875 shares; 2025Q2: 34,025 shares; 2025Q3: 27,625 shares 27,625$5.85M2.15%-6,400Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,790 shares; 2024Q4: 15,790 shares; 2025Q1: 16,515 shares; 2025Q2: 15,815 shares; 2025Q3: 14,025 shares 14,025$4.58M1.68%-1,790Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,678 shares; 2024Q4: 27,346 shares; 2025Q1: 27,446 shares; 2025Q2: 26,346 shares; 2025Q3: 15,056 shares 15,056$3.07M1.12%-11,290Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 5,170 shares; 2025Q1: 5,080 shares; 2025Q2: 5,340 shares; 2025Q3: 4,965 shares 4,965$2.98M1.09%-375Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,275 shares; 2024Q4: 41,575 shares; 2025Q1: 42,925 shares; 2025Q2: 41,575 shares; 2025Q3: 27,300 shares 27,300$2.67M0.98%-14,275Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,500 shares; 2025Q3: 25,750 shares 25,750$2.14M0.78%+12,250Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 11,725 shares; 2025Q1: 10,075 shares; 2025Q2: 9,995 shares; 2025Q3: 9,995 shares 9,995$1.96M0.72%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 6,975 shares; 2025Q2: 7,075 shares; 2025Q3: 5,825 shares 5,825$1.64M0.6%-1,250Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,653 shares; 2024Q4: 6,640 shares; 2025Q1: 6,640 shares; 2025Q2: 6,677 shares; 2025Q3: 6,677 shares 6,677$1.63M0.6%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,276 shares; 2025Q1: 2,191 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares 2,186$1.46M0.53%0Timeline
TNADIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,080 shares; 2024Q4: 95,205 shares; 2025Q1: 64,205 shares; 2025Q2: 42,365 shares; 2025Q3: 28,805 shares 28,805$1.3M0.48%-13,560Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 9,725 shares; 2025Q1: 18,350 shares; 2025Q2: 16,100 shares; 2025Q3: 8,175 shares 8,175$1.16M0.42%-7,925Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,830 shares; 2024Q4: 7,655 shares; 2025Q1: 7,655 shares; 2025Q2: 7,655 shares; 2025Q3: 4,880 shares 4,880$1.11M0.41%-2,775Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,902 shares; 2025Q3: 3,037 shares 3,037$958K0.35%+135Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 13,740 shares; 2025Q1: 13,640 shares; 2025Q2: 6,880 shares; 2025Q3: 6,395 shares 6,395$923K0.34%-485Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 5,285 shares; 2025Q1: 5,035 shares; 2025Q2: 4,435 shares; 2025Q3: 3,275 shares 3,275$774K0.28%-1,160Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 1,150 shares; 2025Q2: 1,180 shares; 2025Q3: 705 shares 705$649K0.24%-475Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 4,832 shares; 2025Q1: 4,912 shares; 2025Q2: 4,053 shares; 2025Q3: 3,993 shares 3,993$646K0.24%-60Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,175 shares; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 3,675 shares 3,675$628K0.23%-2,500Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: not reported; 2025Q2: 1,725 shares; 2025Q3: 4,755 shares 4,755$544K0.2%+3,030Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,420 shares; 2024Q4: 7,420 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares 7,420$538K0.2%0Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,600 shares; 2025Q2: 29,100 shares; 2025Q3: 10,850 shares 10,850$520K0.19%-18,250Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 7,302 shares; 2025Q1: 7,302 shares; 2025Q2: 5,552 shares; 2025Q3: 5,552 shares 5,552$387K0.14%0Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,730 shares 2,730$374K0.14%newTimeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 445 shares 445$354K0.13%+50Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,410 shares; 2025Q1: 2,310 shares; 2025Q2: 1,035 shares; 2025Q3: 415 shares 415$317K0.12%-620Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 506 shares 506$310K0.11%-22Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,630 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,150 shares 1,150$271K0.1%-450Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,750 shares 4,750$270K0.1%-50Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 17,400 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares 15,500$266K0.1%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,947 shares; 2025Q1: 1,947 shares; 2025Q2: not reported; 2025Q3: 1,404 shares 1,404$260K0.1%newTimeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 895 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 895 shares 895$214K0.08%newTimeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,450 shares; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 2,950 shares 2,950$213K0.08%-500Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares 220$204K0.07%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NFLXNETFLIX INC.1,554$2.08Mshares
CRMSALESFORCE INC1,590$434Kshares
BIBPROSHARES TR8,000$366Kshares
DELLDELL TECHNOLOGIES INC2,500$306Kshares
QCOMQUALCOMM INC1,886$300Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-004427 base2025-10-24acceptance time not in the bulk data set