Westwood Wealth Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Westwood Wealth Management reported 45 stock positions worth $231.9 million. Its top holding was Nvidia (NVDA) at 32.5% of the portfolio, followed by Apple (AAPL, 11.9%) and Meta Platforms Class A (META, 9.1%). Compared with Q4 2024, it opened 2 new positions, sold out of 5, added to 17 and reduced 12. The biggest buy was Meta Platforms Class A (META, shares +15%) and the biggest sale Nvidia (NVDA, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001861125
- Portfolio Value
- $231.9M (Q1 2025)
- SEC Filing
- 0001172661-25-001860 ↗ filed May 14, 2025
Holdings Value
Holdings 45 stocks · $231.9M
| NVDA Nvidia Corp. | 32.55% | 696,424 | $75.5M | Reduce -10.3% |
| AAPL Apple Inc. | 11.90% | 124,233 | $27.6M | Reduce -8.1% |
| META Meta Platforms Inc. Class A | 9.07% | 36,480 | $21.0M | Add +14.9% |
| QLD Proshares Ultra QQQ | 5.28% | 137,765 | $12.2M | Add +3.3% |
| MSFT Microsoft Corp. | 4.84% | 29,879 | $11.2M | Add +2.4% |
| AVGO Broadcom Inc. | 4.32% | 59,900 | $10.0M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 4.15% | 62,277 | $9.6M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.20% | 39,015 | $7.4M | Add +9.1% |
| PANW Palo Alto Networks Inc. | 2.02% | 27,446 | $4.7M | Add +0.4% |
| SPXL Direxion Daily S&P 500 Bull | 1.99% | 32,875 | $4.6M | Reduce -1.8% |
| PLTR Palantir Technologies Inc. Class A | 1.91% | 52,450 | $4.4M | Add +199.7% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 1.59% | 231,245 | $3.7M | Add +1.2% |
| SMH Vaneck Semiconductor ETF | 1.51% | 16,515 | $3.5M | Add +4.6% |
| TSLA Tesla Inc. | 1.48% | 13,220 | $3.4M | Reduce -15.0% |
| UBER Uber Technologies Inc. | 1.35% | 42,925 | $3.1M | Add +3.3% |
| OKLO Oklo Inc. | 1.03% | 110,500 | $2.4M | Add +460.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.03% | 5,080 | $2.4M | Reduce -1.7% |
| ARM Arm Holdings PLC-ADR | 0.84% | 18,350 | $2.0M | Add +88.7% |
| LLY Eli Lilly & Co. | 0.82% | 2,310 | $1.9M | Reduce -4.2% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.81% | 64,205 | $1.9M | Reduce -32.6% |
| IBB iShares Biotechnology ETF | 0.75% | 13,640 | $1.7M | Reduce -0.7% |
| SMCI Super Micro Computer Inc. | 0.63% | 42,600 | $1.5M | New |
| NXPI NXP Semiconductors NV | 0.63% | 7,655 | $1.5M | No change |
| NFLX Netflix Inc. | 0.62% | 1,548 | $1.4M | No change |
| IYW iShares Ustechnology ETF | 0.61% | 10,075 | $1.4M | Reduce -14.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 2,191 | $1.2M | Reduce -3.7% |
| UNP Union Pacific Corp. | 0.51% | 5,035 | $1.2M | Reduce -4.7% |
| GOOG Alphabet Inc. Class C | 0.45% | 6,640 | $1.0M | No change |
| ORCL Oracle Corp. | 0.42% | 6,975 | $975K | Add +29.2% |
| NOW ServiceNow Inc. | 0.39% | 1,150 | $916K | Add +64.3% |
| BX Blackstone Inc. | 0.37% | 6,175 | $863K | No change |
| CRM Salesforce Inc. | 0.36% | 3,152 | $846K | New |
| JPM JPMorgan Chase & Co. | 0.29% | 2,787 | $684K | No change |
| AMD Advanced Micro Devices | 0.22% | 4,912 | $505K | Add +1.7% |
| NKE Nike Inc. Class B | 0.20% | 7,302 | $464K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.19% | 7,420 | $449K | No change |
| FDX FedEx Corp. | 0.17% | 1,600 | $390K | Reduce -1.8% |
| BIB Proshares Ultra Nasd Biotech | 0.17% | 8,000 | $385K | No change |
| QCOM Qualcomm Inc. | 0.15% | 2,236 | $343K | No change |
| ET Energy Transfer LP | 0.14% | 17,400 | $323K | Add +12.3% |
| JNJ Johnson & Johnson | 0.14% | 1,947 | $323K | No change |
| DELL Dell Technologies -C | 0.10% | 2,500 | $228K | No change |
| GS Goldman Sachs Group Inc. | 0.09% | 395 | $216K | No change |
| DAL Delta Air Lines Inc. | 0.09% | 4,800 | $209K | No change |
| COST Costco Wholesale Corp. | 0.09% | 220 | $208K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -10.3% | 32.55% | −5.11 |
| TSLA Tesla Inc. | Reduce -15.0% | 1.48% | −0.79 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Reduce -32.6% | 0.81% | −0.63 |
| AAPL Apple Inc. | Reduce -8.1% | 11.90% | −0.33 |
| XYZ Block Inc. | Sold out | 0.00% | −0.11 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.08 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.07 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -14.1% | 0.61% | −0.07 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -1.8% | 1.99% | −0.05 |
| WVE Wave Life Sciences Ltd. | Sold out | 0.00% | −0.04 |
| FDX FedEx Corp. | Reduce -1.8% | 0.17% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.7% | 0.53% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.7% | 1.03% | +0.07 |
| UNP Union Pacific Corp. | Reduce -4.7% | 0.51% | +0.08 |
| IBB iShares Biotechnology ETF | Reduce -0.7% | 0.75% | +0.10 |
| LLY Eli Lilly & Co. | Reduce -4.2% | 0.82% | +0.15 |
Portfolio Buys Q4 2024 → Q1 2025
| META Meta Platforms Inc. Class A | Add +14.9% | 9.07% | +2.35 |
| PLTR Palantir Technologies Inc. Class A | Add +199.7% | 1.91% | +1.43 |
| OKLO Oklo Inc. | Add +460.9% | 1.03% | +0.88 |
| SMCI Super Micro Computer Inc. | New | 0.63% | +0.63 |
| UBER Uber Technologies Inc. | Add +3.3% | 1.35% | +0.44 |
| ARM Arm Holdings PLC-ADR | Add +88.7% | 0.84% | +0.41 |
| MSFT Microsoft Corp. | Add +2.4% | 4.84% | +0.39 |
| AMZN Amazon.com Inc. | Add +9.1% | 3.20% | +0.37 |
| CRM Salesforce Inc. | New | 0.36% | +0.36 |
| PANW Palo Alto Networks Inc. | Add +0.4% | 2.02% | +0.22 |
| NOW ServiceNow Inc. | Add +64.3% | 0.39% | +0.13 |
| SMH Vaneck Semiconductor ETF | Add +4.6% | 1.51% | +0.12 |
| ORCL Oracle Corp. | Add +29.2% | 0.42% | +0.10 |
| QLD Proshares Ultra QQQ | Add +3.3% | 5.28% | +0.07 |
| ET Energy Transfer LP | Add +12.3% | 0.14% | +0.03 |
| AMD Advanced Micro Devices | Add +1.7% | 0.22% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 4.15% | −0.10 |
| AVGO Broadcom Inc. | Add +2.0% | 4.32% | −0.60 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Add +1.2% | 1.59% | −0.66 |
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 |