Westwood Wealth Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Westwood Wealth Management reported 48 stock positions worth $276.8 million. Its top holding was Nvidia (NVDA) at 37.7% of the portfolio, followed by Apple (AAPL, 12.2%) and Meta Platforms Class A (META, 6.7%). Compared with Q3 2024, it opened 9 new positions, added to 10 and reduced 21. The biggest buy was Tesla (TSLA, shares +1334%) and the biggest sale Direx Dail Semi Bu 3X Et-Usd (SOXL, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001861125
- Portfolio Value
- $276.8M (Q4 2024)
- SEC Filing
- 0001172661-25-000721 ↗ filed Feb 13, 2025
Holdings Value
Holdings 48 stocks · $276.8M
| NVDA Nvidia Corp. | 37.65% | 776,170 | $104.2M | Reduce -0.8% |
| AAPL Apple Inc. | 12.23% | 135,158 | $33.8M | Reduce -5.2% |
| META Meta Platforms Inc. Class A | 6.71% | 31,740 | $18.6M | Add +1.0% |
| QLD Proshares Ultra QQQ | 5.21% | 133,365 | $14.4M | Add +1.1% |
| AVGO Broadcom Inc. | 4.92% | 58,750 | $13.6M | Reduce -1.3% |
| MSFT Microsoft Corp. | 4.45% | 29,194 | $12.3M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 4.25% | 62,212 | $11.8M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 2.83% | 35,765 | $7.8M | Add +1.6% |
| TSLA Tesla Inc. | 2.27% | 15,560 | $6.3M | Add +1334.1% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 2.25% | 228,445 | $6.2M | Reduce -11.0% |
| SPXL Direxion Daily S&P 500 Bull | 2.04% | 33,475 | $5.6M | Reduce -1.5% |
| PANW Palo Alto Networks Inc. | 1.80% | 27,346 | $5.0M | No change |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 1.44% | 95,205 | $4.0M | Add +2.3% |
| SMH Vaneck Semiconductor ETF | 1.38% | 15,790 | $3.8M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.95% | 5,170 | $2.6M | Add +5.1% |
| UBER Uber Technologies Inc. | 0.91% | 41,575 | $2.5M | Add +0.7% |
| IYW iShares Ustechnology ETF | 0.68% | 11,725 | $1.9M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.67% | 2,410 | $1.9M | Reduce -17.2% |
| IBB iShares Biotechnology ETF | 0.66% | 13,740 | $1.8M | Reduce -5.2% |
| NXPI NXP Semiconductors NV | 0.57% | 7,655 | $1.6M | Reduce -13.3% |
| NFLX Netflix Inc. | 0.50% | 1,548 | $1.4M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 2,276 | $1.3M | Add +1.1% |
| PLTR Palantir Technologies Inc. Class A | 0.48% | 17,500 | $1.3M | New |
| GOOG Alphabet Inc. Class C | 0.46% | 6,640 | $1.3M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.44% | 5,285 | $1.2M | Reduce -2.8% |
| ARM Arm Holdings PLC-ADR | 0.43% | 9,725 | $1.2M | No change |
| BX Blackstone Inc. | 0.38% | 6,175 | $1.1M | No change |
| ORCL Oracle Corp. | 0.33% | 5,400 | $900K | New |
| NOW ServiceNow Inc. | 0.27% | 700 | $742K | No change |
| JPM JPMorgan Chase & Co. | 0.24% | 2,787 | $668K | Reduce -0.6% |
| AMD Advanced Micro Devices | 0.21% | 4,832 | $584K | Add +4.1% |
| NKE Nike Inc. Class B | 0.20% | 7,302 | $553K | Reduce -0.1% |
| DFUS Dimensional US Eq MKT ETF | 0.17% | 7,420 | $473K | No change |
| FDX FedEx Corp. | 0.17% | 1,630 | $459K | Reduce -5.8% |
| OKLO Oklo Inc. | 0.15% | 19,700 | $418K | New |
| BIB Proshares Ultra Nasd Biotech | 0.15% | 8,000 | $405K | Reduce -42.9% |
| QCOM Qualcomm Inc. | 0.12% | 2,236 | $343K | Reduce -0.6% |
| ET Energy Transfer LP | 0.11% | 15,500 | $304K | No change |
| XYZ Block Inc. | 0.11% | 3,450 | $293K | Add +7.5% |
| DAL Delta Air Lines Inc. | 0.10% | 4,800 | $290K | Reduce -0.9% |
| DELL Dell Technologies -C | 0.10% | 2,500 | $288K | New |
| JNJ Johnson & Johnson | 0.10% | 1,947 | $282K | Reduce -0.7% |
| GS Goldman Sachs Group Inc. | 0.08% | 395 | $226K | New |
| ACN Accenture PLC Class A | 0.08% | 600 | $211K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 1,825 | $203K | New |
| COST Costco Wholesale Corp. | 0.07% | 220 | $202K | New |
| XLY SS Consumer Disc Select Sect | 0.07% | 895 | $201K | New |
| WVE Wave Life Sciences Ltd. | 0.04% | 10,000 | $124K | New |
Portfolio Sells Q3 2024 → Q4 2024
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -11.0% | 2.25% | −1.44 |
| AAPL Apple Inc. | Reduce -5.2% | 12.23% | −0.79 |
| MSFT Microsoft Corp. | Reduce -4.1% | 4.45% | −0.69 |
| LLY Eli Lilly & Co. | Reduce -17.2% | 0.67% | −0.34 |
| NXPI NXP Semiconductors NV | Reduce -13.3% | 0.57% | −0.26 |
| BIB Proshares Ultra Nasd Biotech | Reduce -42.9% | 0.15% | −0.20 |
| IBB iShares Biotechnology ETF | Reduce -5.2% | 0.66% | −0.17 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -1.5% | 2.04% | −0.14 |
| UNP Union Pacific Corp. | Reduce -2.8% | 0.44% | −0.09 |
| NKE Nike Inc. Class B | Reduce -0.1% | 0.20% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -0.6% | 0.12% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -0.4% | 0.68% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.10% | −0.02 |
| FDX FedEx Corp. | Reduce -5.8% | 0.17% | −0.02 |
| DAL Delta Air Lines Inc. | Reduce -0.9% | 0.10% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 0.24% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 0.46% | +0.02 |
| NFLX Netflix Inc. | Reduce -0.4% | 0.50% | +0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -0.0% | 4.25% | +0.21 |
| NVDA Nvidia Corp. | Reduce -0.8% | 37.65% | +0.38 |
| AVGO Broadcom Inc. | Reduce -1.3% | 4.92% | +0.90 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Add +1334.1% | 2.27% | +2.16 |
| PLTR Palantir Technologies Inc. Class A | New | 0.48% | +0.48 |
| ORCL Oracle Corp. | New | 0.33% | +0.33 |
| AMZN Amazon.com Inc. | Add +1.6% | 2.83% | +0.26 |
| OKLO Oklo Inc. | New | 0.15% | +0.15 |
| DELL Dell Technologies -C | New | 0.10% | +0.10 |
| GS Goldman Sachs Group Inc. | New | 0.08% | +0.08 |
| DIS The Walt Disney Co. | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | New | 0.07% | +0.07 |
| XLY SS Consumer Disc Select Sect | New | 0.07% | +0.07 |
| WVE Wave Life Sciences Ltd. | New | 0.04% | +0.04 |
| XYZ Block Inc. | Add +7.5% | 0.11% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.1% | 0.95% | +0.01 |
| QLD Proshares Ultra QQQ | Add +1.1% | 5.21% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 0.48% | −0.02 |
| AMD Advanced Micro Devices | Add +4.1% | 0.21% | −0.09 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Add +2.3% | 1.44% | −0.18 |
| UBER Uber Technologies Inc. | Add +0.7% | 0.91% | −0.31 |
| META Meta Platforms Inc. Class A | Add +1.0% | 6.71% | −0.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $345.0M | NVDA, SOXL, GOOGL, QLD, AVGO |
| Q1 2026 | 42 | $254.8M | NVDA, GOOGL, META, AVGO, QLD |
| Q4 2025 | 106 | $133.0M | DFAI, AAPL, BIV, JAAA, SPHQ |
| Q3 2025 | 46 | $272.7M | NVDA, META, GOOGL, QLD, AVGO |
| Q2 2025 | 48 | $297.6M | NVDA, META, AAPL, QLD, AVGO |
| Q1 2025 | 45 | $231.9M | NVDA, AAPL, META, QLD, MSFT |
| Q4 2024 | 48 | $276.8M | NVDA, AAPL, META, QLD, AVGO |
| Q3 2024 | 39 | $255.1M | NVDA, AAPL, META, QLD, MSFT |
| Q2 2024 | 39 | $253.1M | NVDA, AAPL, META, QLD, SOXL |
| Q1 2024 | 36 | $203.8M | NVDA, AAPL, META, MSFT, QLD |