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CIK: 0001861125
Total reported value
$345.0M
$345.0M
46 檔
49.2%
At the close of Q3 2025, Westwood Wealth Management disclosed equity holdings valued at approximately $345.0M, spread across 46 reported holdings.
In Q3 2025, Westwood Wealth Management adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 38.33% | -6.28% | -15.81% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.33% | -2.57% | -21.79% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.32% | -0.77% | +4.21% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-Other | 5.49% | +0.92% | -26.62% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.84% | -0.58% | -32.67% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.73% | -1.14% | -15.94% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.42% | -0.82% | -59.54% | |
| 8 | OKLO | Oklo Inc | Stock-Utilities | 3.08% | -0.33% | -28.50% | |
| 9 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 2.87% | +9.29% | -26.05% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.81% | -1.36% | -31.99% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.40% | -0.76% | +78.37% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.34% | -25.38% | |
| 13 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 2.15% | -0.03% | -18.81% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.68% | +0.44% | -11.32% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.12% | +0.48% | -42.85% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.09% | -0.08% | -7.02% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 0.98% | -0.20% | -34.34% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.78% | +0.70% | +90.74% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.72% | — | — | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.17% | EXIT | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.06% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.08% | — | |
| 23 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.48% | -0.14% | -32.01% | |
| 24 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.42% | +1.48% | -49.22% | |
| 25 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.41% | — | -36.25% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.07% | +4.65% | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.34% | +0.02% | -7.05% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.28% | -0.05% | -26.16% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.24% | -0.14% | EXIT | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.24% | +1.11% | -1.48% | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.23% | -0.07% | -40.49% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.20% | -0.07% | +175.65% | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.20% | -0.03% | — | |
| 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% | -0.03% | +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% | -0.04% | -28.13% | |
| 41 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.10% | +0.01% | -1.04% | |
| 42 | ET | Energy Transfer LP | Stock-Energy | 0.10% | -0.03% | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.03% | — | |
| 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% | -0.03% | — |
| # | 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 |
According to official SEC Form 13F filings, Westwood Wealth Management reported a total U.S. public equity portfolio value of $345.0M across 46 disclosed positions in Q3 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, GOOGL) accounted for 49.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
SHY
市值: $2.1M
Top Position Liquidated / Trimmed
NFLX
前期市值: $1.4M
During Q3 2025, Westwood Wealth Management's top holdings by market value included NVDA (38.3%)、META (7.3%)、GOOGL (6.3%). The largest single position, NVDA, represented 38.3% of total portfolio value.
In Q3 2025, Westwood Wealth Management made 49 total portfolio adjustments, initiating 6 new buys, adding to 5 positions, trimming 33 holdings, and fully liquidating 5 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.
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