Westwood Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Westwood Wealth Management reported 48 stock positions worth $297.6 million. Its top holding was Nvidia (NVDA) at 35.3% of the portfolio, followed by Meta Platforms Class A (META, 8.6%) and Apple (AAPL, 8.1%). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 11 and reduced 24. The biggest buy was Direx Dail Semi Bu 3X Et-Usd (SOXL, shares +31%) and the biggest sale Apple (AAPL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001861125
- Portfolio Value
- $297.6M (Q2 2025)
- SEC Filing
- 0001172661-25-002877 ↗ filed Aug 5, 2025
Holdings Value
Holdings 48 stocks · $297.6M
| NVDA Nvidia Corp. | 35.31% | 665,325 | $105.1M | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 8.63% | 34,794 | $25.7M | Reduce -4.6% |
| AAPL Apple Inc. | 8.06% | 116,873 | $24.0M | Reduce -5.9% |
| QLD Proshares Ultra QQQ | 5.88% | 148,615 | $17.5M | Add +7.9% |
| AVGO Broadcom Inc. | 5.50% | 59,375 | $16.4M | Reduce -0.9% |
| MSFT Microsoft Corp. | 4.95% | 29,617 | $14.7M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 4.03% | 68,037 | $12.0M | Add +9.3% |
| PLTR Palantir Technologies Inc. Class A | 2.83% | 61,778 | $8.4M | Add +17.8% |
| AMZN Amazon.com Inc. | 2.82% | 38,201 | $8.4M | Reduce -2.1% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 2.57% | 304,070 | $7.6M | Add +31.5% |
| SPXL Direxion Daily S&P 500 Bull | 1.98% | 34,025 | $5.9M | Add +3.5% |
| OKLO Oklo Inc. | 1.98% | 105,250 | $5.9M | Reduce -4.8% |
| PANW Palo Alto Networks Inc. | 1.81% | 26,346 | $5.4M | Reduce -4.0% |
| SMH Vaneck Semiconductor ETF | 1.48% | 15,815 | $4.4M | Reduce -4.2% |
| UBER Uber Technologies Inc. | 1.30% | 41,575 | $3.9M | Reduce -3.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.99% | 5,340 | $2.9M | Add +5.1% |
| TSLA Tesla Inc. | 0.88% | 8,243 | $2.6M | Reduce -37.6% |
| ARM Arm Holdings PLC-ADR | 0.87% | 16,100 | $2.6M | Reduce -12.3% |
| NFLX Netflix Inc. | 0.70% | 1,554 | $2.1M | Add +0.4% |
| IYW iShares Ustechnology ETF | 0.58% | 9,995 | $1.7M | Reduce -0.8% |
| NXPI NXP Semiconductors NV | 0.56% | 7,655 | $1.7M | No change |
| ORCL Oracle Corp. | 0.52% | 7,075 | $1.5M | Add +1.4% |
| SMCI Super Micro Computer Inc. | 0.48% | 29,100 | $1.4M | Reduce -31.7% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.48% | 42,365 | $1.4M | Reduce -34.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 2,186 | $1.4M | Reduce -0.2% |
| NOW ServiceNow Inc. | 0.41% | 1,180 | $1.2M | Add +2.6% |
| GOOG Alphabet Inc. Class C | 0.40% | 6,677 | $1.2M | Add +0.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.38% | 13,500 | $1.1M | New |
| UNP Union Pacific Corp. | 0.34% | 4,435 | $1.0M | Reduce -11.9% |
| BX Blackstone Inc. | 0.31% | 6,175 | $924K | No change |
| IBB iShares Biotechnology ETF | 0.29% | 6,880 | $870K | Reduce -49.6% |
| JPM JPMorgan Chase & Co. | 0.28% | 2,902 | $841K | Add +4.1% |
| LLY Eli Lilly & Co. | 0.27% | 1,035 | $807K | Reduce -55.2% |
| AMD Advanced Micro Devices | 0.19% | 4,053 | $575K | Reduce -17.5% |
| DFUS Dimensional US Eq MKT ETF | 0.17% | 7,420 | $497K | No change |
| CRM Salesforce Inc. | 0.15% | 1,590 | $434K | Reduce -49.6% |
| NKE Nike Inc. Class B | 0.13% | 5,552 | $394K | Reduce -24.0% |
| BIB Proshares Ultra Nasd Biotech | 0.12% | 8,000 | $366K | No change |
| FDX FedEx Corp. | 0.12% | 1,600 | $364K | No change |
| DELL Dell Technologies -C | 0.10% | 2,500 | $307K | No change |
| QCOM Qualcomm Inc. | 0.10% | 1,886 | $300K | Reduce -15.7% |
| VOO Vanguard S&P 500 ETF | 0.10% | 528 | $300K | New |
| ET Energy Transfer LP | 0.09% | 15,500 | $281K | Reduce -10.9% |
| GS Goldman Sachs Group Inc. | 0.09% | 395 | $280K | No change |
| DAL Delta Air Lines Inc. | 0.08% | 4,800 | $236K | No change |
| XYZ Block Inc. | 0.08% | 3,450 | $234K | New |
| COST Costco Wholesale Corp. | 0.07% | 220 | $218K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 1,725 | $214K | New |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -5.9% | 8.06% | −3.84 |
| TSLA Tesla Inc. | Reduce -37.6% | 0.88% | −0.60 |
| LLY Eli Lilly & Co. | Reduce -55.2% | 0.27% | −0.55 |
| IBB iShares Biotechnology ETF | Reduce -49.6% | 0.29% | −0.46 |
| META Meta Platforms Inc. Class A | Reduce -4.6% | 8.63% | −0.44 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 2.82% | −0.39 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Reduce -34.0% | 0.48% | −0.33 |
| CRM Salesforce Inc. | Reduce -49.6% | 0.15% | −0.22 |
| PANW Palo Alto Networks Inc. | Reduce -4.0% | 1.81% | −0.21 |
| UNP Union Pacific Corp. | Reduce -11.9% | 0.34% | −0.17 |
| SMCI Super Micro Computer Inc. | Reduce -31.7% | 0.48% | −0.15 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.45% | −0.07 |
| NKE Nike Inc. Class B | Reduce -24.0% | 0.13% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -15.7% | 0.10% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -3.1% | 1.30% | −0.05 |
| ET Energy Transfer LP | Reduce -10.9% | 0.09% | −0.05 |
| IYW iShares Ustechnology ETF | Reduce -0.8% | 0.58% | −0.03 |
| AMD Advanced Micro Devices | Reduce -17.5% | 0.19% | −0.02 |
| SMH Vaneck Semiconductor ETF | Reduce -4.2% | 1.48% | −0.02 |
| ARM Arm Holdings PLC-ADR | Reduce -12.3% | 0.87% | +0.03 |
| MSFT Microsoft Corp. | Reduce -0.9% | 4.95% | +0.11 |
| OKLO Oklo Inc. | Reduce -4.8% | 1.98% | +0.95 |
| AVGO Broadcom Inc. | Reduce -0.9% | 5.50% | +1.17 |
| NVDA Nvidia Corp. | Reduce -4.5% | 35.31% | +2.77 |
Portfolio Buys Q1 2025 → Q2 2025
| SOXL Direx Dail Semi Bu 3X Et-Usd | Add +31.5% | 2.57% | +0.97 |
| PLTR Palantir Technologies Inc. Class A | Add +17.8% | 2.83% | +0.92 |
| QLD Proshares Ultra QQQ | Add +7.9% | 5.88% | +0.60 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.38% | +0.38 |
| VOO Vanguard S&P 500 ETF | New | 0.10% | +0.10 |
| ORCL Oracle Corp. | Add +1.4% | 0.52% | +0.10 |
| XYZ Block Inc. | New | 0.08% | +0.08 |
| NFLX Netflix Inc. | Add +0.4% | 0.70% | +0.08 |
| DIS The Walt Disney Co. | New | 0.07% | +0.07 |
| NOW ServiceNow Inc. | Add +2.6% | 0.41% | +0.01 |
| SPXL Direxion Daily S&P 500 Bull | Add +3.5% | 1.98% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +4.1% | 0.28% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.1% | 0.99% | −0.04 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 0.40% | −0.05 |
| GOOGL Alphabet Inc. Class A | Add +9.3% | 4.03% | −0.12 |
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 |