Westwood Wealth Management — Q3 2025 13F Holdings

Name: Westwood Wealth Management — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001861125

Total reported value

$254.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	38.33%	+37.15%	-15.81%
2	META	Meta Platforms Inc-class A	Stock-Comm Services	7.33%	+4.41%	-21.79%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	6.32%	+8.07%	+4.21%
4	QLD	Proshares Ultra Qqq	ETF-Other	5.49%	+5.19%	NEW
5	AVGO	Broadcom INC	Stock-Tech	4.84%	+5.28%	-32.67%
6	MSFT	Microsoft CORP	Stock-Tech	4.73%	+2.39%	-15.94%
7	AAPL	Apple INC	Stock-Tech	4.42%	-0.74%	-59.54%
8	OKLO	Oklo INC	Stock-Utilities	3.08%	+1.81%	NEW
9	SOXL	Direx Dail Semi Bu 3x Et-usd	ETF-Other	2.87%	+4.24%	NEW
10	PLTR	Palantir Technologies Inc-a	Stock-Tech	2.81%	+0.70%	-31.99%
11	TSLA	Tesla INC	Stock-Consumer Disc	2.40%	+1.77%	+78.37%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	2.30%	+1.25%	-25.38%
13	SPXL	Direxion Daily S&p 500 Bull	ETF-Large Cap & Growth	2.15%	+1.39%	NEW
14	SMH	Vaneck Semiconductor ETF	ETF-Other	1.68%	+2.11%	NEW
15	PANW	Palo Alto Networks INC	Stock-Tech	1.12%	+0.90%	NEW
16	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.09%	—	-7.02%
17	UBER	Uber Technologies INC	Stock-Industrials	0.98%	+0.69%	NEW
18	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.78%	+1.27%	NEW
19	IYW	Ishares Ustechnology ETF	ETF-Tech	0.72%	+0.41%	NEW
20	ORCL	Oracle CORP	Stock-Tech	0.60%	—	-17.67%
21	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.60%	—	—
22	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.53%	-1.51%	—
23	TNA	Dir Dai Sml Ca Bul 3x Et-usd	ETF-Other	0.48%	+0.43%	NEW
24	ARM	Arm Holdings Plc-adr	Stock-Tech	0.42%	+1.49%	NEW
25	NXPI	NXP Semiconductors N.V.	Stock-Tech	0.41%	—	-36.25%
26	JPM	Jpmorgan Chase & Co	Stock-Financials	0.35%	—	+4.65%
27	IBB	Ishares Biotechnology ETF	ETF-Tech	0.34%	—	-7.05%
28	UNP	Union Pacific CORP	Stock-Industrials	0.28%	—	-26.16%
29	NOW	Servicenow INC	Stock-Tech	0.24%	—	-40.25%
30	AMD	Advanced Micro Devices	Stock-Tech	0.24%	+0.20%	-1.48%
31	BX	Blackstone INC	Stock-Financials	0.23%	—	-40.49%
32	DIS	Walt Disney Co/the	Stock-Comm Services	0.20%	—	+175.65%
33	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.20%	—	—
34	SMCI	Super Micro Computer INC	Stock-Tech	0.19%	—	-62.71%
35	NKE	Nike INC -cl B	Stock-Consumer Disc	0.14%	—	—
36	CRWV	Coreweave Inc-cl A	Stock-Tech	0.14%	—	—
37	GS	Goldman Sachs Group INC	Stock-Financials	0.13%	—	+12.66%
38	LLY	Eli Lilly & Co	Stock-Healthcare	0.12%	—	-59.90%
39	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.11%	—	-4.17%
40	FDX	Fedex CORP	Stock-Industrials	0.10%	—	-28.13%
41	DAL	Delta Air Lines INC	Stock-Industrials	0.10%	—	-1.04%
42	ET	Energy Transfer LP	Stock-Energy	0.10%	—	—
43	JNJ	Johnson & Johnson	Stock-Healthcare	0.10%	—	—
44	XLY	Ss Consumer Disc Select Sect	ETF-Other	0.08%	—	—
45	XYZ	Block INC	Stock-Financials	0.08%	—	-14.49%
46	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.07%	—	—

Holding changes this quarter

Position changes disclosed by Westwood Wealth Management for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+5.8%	-15.81%	Trim
2	GOOGL	Alphabet Inc-cl A	+2.2%	+4.21%	Add
3	OKLO	Oklo INC	+2.1%	-28.50%	Trim
4	SOXL	Direx Dail Semi Bu 3x Et-usd	+1.3%	-26.05%	Trim
5	TSLA	Tesla INC	+0.9%	+78.37%	Add
6	PLTR	Palantir Technologies Inc-a	+0.9%	-31.99%	Trim
7	AVGO	Broadcom INC	+0.5%	-32.67%	Trim
8	QLD	Proshares Ultra Qqq	+0.2%	-26.62%	Trim
9	ORCL	Oracle CORP	+0.2%	-17.67%	Trim
10	SMH	Vaneck Semiconductor ETF	+0.2%	-11.32%	Trim
11	SPXL	Direxion Daily S&p 500 Bull	+0.2%	-18.81%	Trim
12	GOOG	Alphabet Inc-cl C	+0.2%	—	Add
13	IYW	Ishares Ustechnology ETF	+0.1%	—	Trim
14	QQQ	Invesco Qqq Trust Series 1	+0.1%	-7.02%	Trim
15	JPM	Jpmorgan Chase & Co	+0.1%	+4.65%	Add
16	GS	Goldman Sachs Group INC	0%	+12.66%	Add
17	AMD	Advanced Micro Devices	0%	-1.48%	Trim
18	DFUS	Dimensional US Eq Mkt ETF	0%	—	Unchanged
19	DAL	Delta Air Lines INC	0%	-1.04%	Trim
20	SPY	Ss Spdr S&p 500 ETF Trust-us	—	—	Trim
21	JNJ	Johnson & Johnson	0%	—	Trim
22	ET	Energy Transfer LP	0%	—	Trim
23	NKE	Nike INC -cl B	-0.1%	—	Trim
24	FDX	Fedex CORP	-0.1%	-28.13%	Trim
25	MSFT	Microsoft CORP	-0.1%	-15.94%	Trim
26	BX	Blackstone INC	-0.1%	-40.49%	Trim
27	NOW	Servicenow INC	-0.2%	-40.25%	Trim
28	NXPI	NXP Semiconductors N.V.	-0.2%	-36.25%	Trim
29	UNP	Union Pacific CORP	-0.2%	-26.16%	Trim
30	TNA	Dir Dai Sml Ca Bul 3x Et-usd	-0.3%	-32.01%	Trim
31	UBER	Uber Technologies INC	-0.4%	-34.34%	Trim
32	IBB	Ishares Biotechnology ETF	-0.4%	-7.05%	Trim
33	ARM	Arm Holdings Plc-adr	-0.4%	-49.22%	Trim
34	SMCI	Super Micro Computer INC	-0.4%	-62.71%	Trim
35	LLY	Eli Lilly & Co	-0.7%	-59.90%	Trim
36	PANW	Palo Alto Networks INC	-0.9%	-42.85%	Trim
37	AMZN	Amazon.com INC	-0.9%	-25.38%	Trim
38	META	Meta Platforms Inc-class A	-1.7%	-21.79%	Trim
39	AAPL	Apple INC	-7.5%	-59.54%	Trim
40	SHY	Ishares 1-3 Year Treasury Bo	—	NEW	New buy
41	NFLX	Netflix INC	—	EXIT	Sold out
42	CRM	Salesforce INC	—	EXIT	Sold out
43	DIS	Walt Disney Co/the	—	NEW	New buy
44	BIB	Proshares Ultra Nasd Biotech	—	EXIT	Sold out
45	CRWV	Coreweave Inc-cl A	—	NEW	New buy
46	QCOM	Qualcomm INC	—	EXIT	Sold out
47	VOO	Vanguard S&p 500 ETF	—	NEW	New buy
48	DELL	Dell Technologies -c	—	EXIT	Sold out
49	XLY	Ss Consumer Disc Select Sect	—	NEW	New buy
50	XYZ	Block INC	—	NEW	New buy