Westwood Wealth Management

CIK 0001861125 • 6 13F filings • May 14, 2025 – Aug 7, 2026

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Filer information

Filed by: Westwood Wealth Management, President & Managing Partner
Address: 11150 SANTA MONICA BLVD, STE. 740, Los Angeles, CA, 90025
Phone: 425-255-3120
AUM: $133.0M

AUM over time

$345.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $133.0M105 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$278K	0.2%	2,220 SH	New
ABBVIE INC	COM	$553K	0.4%	2,421 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.8%Prev: 0.2%	5,109 SH	Increased+1,116 SH
ALPHABET INC	CAP STK CL A	$421K	0.3%Prev: 6.3%	1,346 SH	Decreased-69,558 SH
ALPHABET INC	CAP STK CL C	$841K	0.6%Prev: 0.6%	2,679 SH	Decreased-3,998 SH
AMAZON COM INC	COM	$1.4M	1.1%Prev: 2.3%	6,237 SH	Decreased-22,269 SH
AMERICAN CENTY ETF TR	AVANTIS INTL SML	$243K	0.2%	3,477 SH	New
AMERICAN EXPRESS CO	COM	$217K	0.2%	586 SH	New
APPLE INC	COM	$6.7M	5.0%Prev: 4.4%	24,469 SH	Decreased-22,815 SH
AST SPACEMOBILE INC	COM CL A	$363K	0.3%	5,000 SH	New
AT&T INC	COM	$210K	0.2%	8,474 SH	New
AZZ INC	COM	$750K	0.6%	7,000 SH	New
BANK AMERICA CORP	COM	$278K	0.2%	5,054 SH	New
BANK NEW YORK MELLON CORP	COM	$849K	0.6%	7,311 SH	New
BARRICK MNG CORP	COM SHS	$278K	0.2%	6,388 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$848K	0.6%	1,687 SH	New
BLACKSTONE INC	COM	$373K	0.3%Prev: 0.2%	2,423 SH	Decreased-1,252 SH
BLUE OWL CAPITAL INC	COM CL A	$216K	0.2%	14,427 SH	New
BROADCOM INC	COM	$203K	0.2%Prev: 4.8%	586 SH	Decreased-39,389 SH
CAPITAL ONE FINL CORP	COM	$301K	0.2%	1,240 SH	New
CISCO SYS INC	COM	$202K	0.2%	2,619 SH	New
CONSOLIDATED EDISON INC	COM	$264K	0.2%	2,662 SH	New
CROWDSTRIKE HLDGS INC	CL A	$376K	0.3%	802 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$274K	0.2%	8,407 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$8.9M	6.7%	233,188 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$476K	0.4%	13,802 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.7M	1.3%	37,070 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$538K	0.4%Prev: 0.2%	7,251 SH	Increased-169 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$690K	0.5%	18,141 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.0M	3.8%	84,545 SH	New
DISNEY WALT CO	COM	$465K	0.3%Prev: 0.2%	4,086 SH	Decreased-669 SH
ELI LILLY & CO	COM	$1.0M	0.8%Prev: 0.1%	954 SH	Increased+539 SH
ENERGY SVCS ACQUISITION CORP	COM	$142K	0.1%	17,382 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST INTER EQ	$407K	0.3%	15,055 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD 100	$1.9M	1.4%	78,626 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$2.2M	1.6%	83,294 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$1.7M	1.3%	39,315 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$379K	0.3%	11,167 SH	New
FIRSTENERGY CORP	COM	$236K	0.2%	5,282 SH	New
HOME DEPOT INC	COM	$879K	0.7%	2,555 SH	New
HONEYWELL INTL INC	COM	$246K	0.2%	1,263 SH	New
ILLINOIS TOOL WKS INC	COM	$316K	0.2%	1,285 SH	New
INTUIT	COM	$343K	0.3%	518 SH	New
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$235K	0.2%	8,646 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$609K	0.5%	3,178 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$5.2M	3.9%	69,732 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.4M	1.8%Prev: 1.1%	3,935 SH	Decreased-1,030 SH
ISHARES TR	0-3 MNTH TREASRY	$1.2M	0.9%	12,313 SH	New
ISHARES TR	IBOXX HI YD ETF	$633K	0.5%	7,845 SH	New
ISHARES TR	ISHARES SEMICDTR	$1.3M	1.0%	4,413 SH	New
ISHARES TR	RUS 1000 GRW ETF	$884K	0.7%	1,867 SH	New
ISHARES TR	RUS 2000 VAL ETF	$259K	0.2%	1,430 SH	New
ISHARES TR	RUSSELL 2000 ETF	$820K	0.6%	3,330 SH	New
ISHARES TR	TRS FLT RT BD	$2.1M	1.6%	41,616 SH	New
ISHARES U S ETF TR	SHORT MATURITY M	$426K	0.3%	8,460 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$350K	0.3%	6,910 SH	New
JANUS DETROIT STR TR	HENDERSON MTG	$3.2M	2.4%	70,435 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$5.5M	4.1%	108,762 SH	New
JPMORGAN CHASE & CO.	COM	$1.0M	0.8%Prev: 0.4%	3,230 SH	Increased+193 SH
LOCKHEED MARTIN CORP	COM	$205K	0.2%	423 SH	New
MARATHON PETE CORP	COM	$237K	0.2%	1,460 SH	New
MERCK & CO INC	COM	$600K	0.5%	5,704 SH	New
META PLATFORMS INC	CL A	$2.1M	1.6%Prev: 7.3%	3,221 SH	Decreased-23,993 SH
MICROSOFT CORP	COM	$1.5M	1.1%Prev: 4.7%	3,057 SH	Decreased-21,840 SH
NORTHROP GRUMMAN CORP	COM	$329K	0.2%	577 SH	New
NUVEEN NEW YORK QLT MUN INC	COM	$717K	0.5%	63,700 SH	New
NVIDIA CORPORATION	COM	$1.9M	1.4%Prev: 38.3%	10,211 SH	Decreased-549,940 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.4M	1.8%Prev: 2.8%	13,275 SH	Decreased-28,740 SH
PFIZER INC	COM	$728K	0.5%	29,234 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$701K	0.5%	7,498 SH	New
PIMCO ETF TR	MUNI INCOME OPP	$261K	0.2%	5,731 SH	New
PROCTER AND GAMBLE CO	COM	$221K	0.2%	1,542 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$2.3M	1.7%	28,562 SH	New
QUALCOMM INC	COM	$840K	0.6%	4,910 SH	New
QUANTA SVCS INC	COM	$2.6M	2.0%	6,169 SH	New
REPUBLIC SVCS INC	COM	$240K	0.2%	1,131 SH	New
RTX CORPORATION	COM	$445K	0.3%	2,429 SH	New
S&P GLOBAL INC	COM	$229K	0.2%	438 SH	New
SALESFORCE INC	COM	$400K	0.3%	1,511 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$643K	0.5%	26,742 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	0.9%	46,656 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$314K	0.2%	5,724 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$480K	0.4%	3,095 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.7M	1.3%	11,943 SH	New
SMITH A O CORP	COM	$635K	0.5%	9,488 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.5M	1.9%Prev: 0.5%	3,617 SH	Increased+1,431 SH
SPDR SERIES TRUST	STATE STREET SPD	$7.5M	5.6%	154,405 SH	New
SYNOPSYS INC	COM	$435K	0.3%	926 SH	New
T ROWE PRICE ETF INC	PRICE GRW STOCK	$3.5M	2.7%	76,980 SH	New
T-MOBILE US INC	COM	$415K	0.3%	2,043 SH	New
TESLA INC	COM	$1.8M	1.3%Prev: 2.4%	3,975 SH	Decreased-10,728 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.1M	0.8%	1,825 SH	New
TIDAL TRUST III	VISTASHARES TRGT	$305K	0.2%	16,292 SH	New
UNITED AIRLS HLDGS INC	COM	$229K	0.2%	2,046 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$5.7M	4.3%	72,757 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.5M	1.9%	8,828 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$2.8M	2.1%	15,525 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$202K	0.2%	696 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	1.0%	5,180 SH	New
VANGUARD INDEX FDS	VALUE ETF	$412K	0.3%	2,156 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.5M	1.9%	41,925 SH	New
VIRTUS ETF TR II	SEIX SR LN ETF	$1.1M	0.8%	47,885 SH	New
WELLS FARGO CO NEW	COM	$324K	0.2%	3,473 SH	New
WISDOMTREE TR	US MIDCAP FUND	$2.9M	2.2%	43,341 SH	New
WISDOMTREE TR	YIELD ENHANCD US	$429K	0.3%	9,749 SH	New

Sold (vs prior filing)

ARM HOLDINGS PLC — $1.2M
BLOCK INC — $213K
COREWEAVE INC — $374K
COSTCO WHSL CORP NEW — $204K
DELTA AIR LINES INC DEL — $270K
DIREXION SHS ETF TR — $7.8M
DIREXION SHS ETF TR — $1.3M
DIREXION SHS ETF TR — $5.9M
ENERGY TRANSFER L P — $266K
FEDEX CORP — $271K
GOLDMAN SACHS GROUP INC — $354K
ISHARES TR — $2.1M
ISHARES TR — $923K
ISHARES TR — $2.0M
JOHNSON & JOHNSON — $260K
NIKE INC — $387K
NXP SEMICONDUCTORS N V — $1.1M
OKLO INC — $8.4M
ORACLE CORP — $1.6M
PALO ALTO NETWORKS INC — $3.1M
… and 8 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 20, 2026	Q4 2025	13F-HR	0001172661-26-000228	$133.0M	View
Oct 24, 2025	Q3 2025	13F-HR	0001172661-25-004427	$272.7M	View
Aug 7, 2026	Q2 2026