13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001861125
Total reported value
$345.0M
$345.0M
48 檔
54.7%
During the Q2 2025 filing period, Westwood Wealth Management (CIK: 0001861125) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $345.0M across 48 reported positions.
During Q2 2025, Westwood Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 35.31% | -6.28% | -4.47% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.63% | -2.57% | -4.62% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.06% | -0.82% | -5.92% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-Other | 5.88% | +0.92% | +7.88% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 5.50% | -0.58% | -0.88% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | -1.14% | -0.88% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.03% | -0.77% | +9.25% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.83% | -1.36% | +17.78% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | -0.34% | -2.09% | |
| 10 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 2.57% | +9.29% | +31.49% | |
| 11 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 1.98% | -0.03% | +3.50% | |
| 12 | OKLO | Oklo Inc | Stock-Utilities | 1.98% | -0.33% | -4.75% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.81% | +0.48% | -4.01% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.48% | +0.44% | -4.24% | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 1.30% | -0.20% | -3.15% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | -0.08% | +5.12% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | -0.76% | -37.65% | |
| 18 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.87% | +1.48% | -12.26% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | — | +0.39% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.58% | — | -0.79% | |
| 21 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.56% | — | — | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.17% | EXIT | |
| 23 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.48% | — | -31.69% | |
| 24 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.48% | -0.14% | -34.02% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.08% | -0.23% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 0.41% | -0.14% | EXIT | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | -0.06% | +0.56% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.38% | +0.70% | — | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.34% | -0.05% | -11.92% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 0.31% | -0.07% | — | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.29% | +0.02% | -49.56% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.07% | +4.13% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | — | -55.19% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.19% | +1.11% | -17.49% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.17% | -0.03% | — | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.15% | — | -49.56% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.13% | — | -23.97% | |
| 38 | BIB | Proshares Ultra Nasd Biotech | ETF-Tech | 0.12% | — | — | |
| 39 | FDX | Fedex CORP | Stock-Industrials | 0.12% | -0.04% | — | |
| 40 | DELL | Dell Technologies -c | Stock-Tech | 0.10% | — | — | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.10% | — | -15.65% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | — | — | |
| 43 | ET | Energy Transfer LP | Stock-Energy | 0.09% | -0.03% | -10.92% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.09% | -0.03% | — | |
| 45 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.08% | +0.01% | — | |
| 46 | XYZ | Block Inc | Stock-Financials | 0.08% | — | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.07% | -0.03% | — | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.07% | -0.07% | — |
According to official SEC Form 13F filings, Westwood Wealth Management reported a total U.S. public equity portfolio value of $345.0M across 48 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, META, AAPL) accounted for 54.7% of total reported equity market value during Q2 2025.
During Q2 2025, Westwood Wealth Management's top holdings by market value included NVDA (35.3%)、META (8.6%)、AAPL (8.1%). The largest single position, NVDA, represented 35.3% of total portfolio value.
In Q2 2025, Westwood Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.