Westwood Wealth Management
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Westwood Wealth Management reported 46 stock positions worth $272.7 million. Its top holding was Nvidia (NVDA) at 38.3% of the portfolio, followed by Meta Platforms Class A (META, 7.3%) and Alphabet Class A (GOOGL, 6.3%). Compared with Q2 2025, it opened 3 new positions, sold out of 5, added to 6 and reduced 30. The biggest buy was Alphabet Class A (GOOGL, shares +4%) and the biggest sale Apple (AAPL, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001861125
- Portfolio Value
- $272.7M (Q3 2025)
- SEC Filing
- 0001172661-25-004427 ↗ filed Oct 24, 2025
Holdings Value
Holdings 46 stocks · $272.7M
| NVDA Nvidia Corp. | 38.33% | 560,151 | $104.5M | Reduce -15.8% |
| META Meta Platforms Inc. Class A | 7.33% | 27,214 | $20.0M | Reduce -21.8% |
| GOOGL Alphabet Inc. Class A | 6.32% | 70,904 | $17.2M | Add +4.2% |
| QLD Proshares Ultra QQQ | 5.49% | 109,055 | $15.0M | Reduce -26.6% |
| AVGO Broadcom Inc. | 4.84% | 39,975 | $13.2M | Reduce -32.7% |
| MSFT Microsoft Corp. | 4.73% | 24,897 | $12.9M | Reduce -15.9% |
| AAPL Apple Inc. | 4.42% | 47,284 | $12.0M | Reduce -59.5% |
| OKLO Oklo Inc. | 3.08% | 75,255 | $8.4M | Reduce -28.5% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 2.87% | 224,865 | $7.8M | Reduce -26.1% |
| PLTR Palantir Technologies Inc. Class A | 2.81% | 42,015 | $7.7M | Reduce -32.0% |
| TSLA Tesla Inc. | 2.40% | 14,703 | $6.5M | Add +78.4% |
| AMZN Amazon.com Inc. | 2.30% | 28,506 | $6.3M | Reduce -25.4% |
| SPXL Direxion Daily S&P 500 Bull | 2.15% | 27,625 | $5.9M | Reduce -18.8% |
| SMH Vaneck Semiconductor ETF | 1.68% | 14,025 | $4.6M | Reduce -11.3% |
| PANW Palo Alto Networks Inc. | 1.12% | 15,056 | $3.1M | Reduce -42.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.09% | 4,965 | $3.0M | Reduce -7.0% |
| UBER Uber Technologies Inc. | 0.98% | 27,300 | $2.7M | Reduce -34.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.78% | 25,750 | $2.1M | Add +90.7% |
| IYW iShares Ustechnology ETF | 0.72% | 9,995 | $2.0M | No change |
| ORCL Oracle Corp. | 0.60% | 5,825 | $1.6M | Reduce -17.7% |
| GOOG Alphabet Inc. Class C | 0.60% | 6,677 | $1.6M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 2,186 | $1.5M | No change |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.48% | 28,805 | $1.3M | Reduce -32.0% |
| ARM Arm Holdings PLC-ADR | 0.42% | 8,175 | $1.2M | Reduce -49.2% |
| NXPI NXP Semiconductors NV | 0.41% | 4,880 | $1.1M | Reduce -36.3% |
| JPM JPMorgan Chase & Co. | 0.35% | 3,037 | $958K | Add +4.7% |
| IBB iShares Biotechnology ETF | 0.34% | 6,395 | $923K | Reduce -7.0% |
| UNP Union Pacific Corp. | 0.28% | 3,275 | $774K | Reduce -26.2% |
| NOW ServiceNow Inc. | 0.24% | 705 | $649K | Reduce -40.3% |
| AMD Advanced Micro Devices | 0.24% | 3,993 | $646K | Reduce -1.5% |
| BX Blackstone Inc. | 0.23% | 3,675 | $628K | Reduce -40.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 4,755 | $544K | Add +175.7% |
| DFUS Dimensional US Eq MKT ETF | 0.20% | 7,420 | $538K | No change |
| SMCI Super Micro Computer Inc. | 0.19% | 10,850 | $520K | Reduce -62.7% |
| NKE Nike Inc. Class B | 0.14% | 5,552 | $387K | No change |
| CRWV Coreweave Inc. Class A | 0.14% | 2,730 | $374K | New |
| GS Goldman Sachs Group Inc. | 0.13% | 445 | $354K | Add +12.7% |
| LLY Eli Lilly & Co. | 0.12% | 415 | $317K | Reduce -59.9% |
| VOO Vanguard S&P 500 ETF | 0.11% | 506 | $310K | Reduce -4.2% |
| FDX FedEx Corp. | 0.10% | 1,150 | $271K | Reduce -28.1% |
| DAL Delta Air Lines Inc. | 0.10% | 4,750 | $270K | Reduce -1.0% |
| ET Energy Transfer LP | 0.10% | 15,500 | $266K | No change |
| JNJ Johnson & Johnson | 0.10% | 1,404 | $260K | New |
| XLY SS Consumer Disc Select Sect | 0.08% | 895 | $214K | New |
| XYZ Block Inc. | 0.08% | 2,950 | $213K | Reduce -14.5% |
| COST Costco Wholesale Corp. | 0.07% | 220 | $204K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| AAPL Apple Inc. | Reduce -59.5% | 4.42% | −3.64 |
| META Meta Platforms Inc. Class A | Reduce -21.8% | 7.33% | −1.30 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.70 |
| PANW Palo Alto Networks Inc. | Reduce -42.9% | 1.12% | −0.69 |
| AVGO Broadcom Inc. | Reduce -32.7% | 4.84% | −0.66 |
| AMZN Amazon.com Inc. | Reduce -25.4% | 2.30% | −0.52 |
| ARM Arm Holdings PLC-ADR | Reduce -49.2% | 0.42% | −0.45 |
| QLD Proshares Ultra QQQ | Reduce -26.6% | 5.49% | −0.39 |
| UBER Uber Technologies Inc. | Reduce -34.3% | 0.98% | −0.32 |
| SMCI Super Micro Computer Inc. | Reduce -62.7% | 0.19% | −0.29 |
| MSFT Microsoft Corp. | Reduce -15.9% | 4.73% | −0.22 |
| NOW ServiceNow Inc. | Reduce -40.3% | 0.24% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -59.9% | 0.12% | −0.15 |
| NXPI NXP Semiconductors NV | Reduce -36.3% | 0.41% | −0.15 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.15 |
| BIB Proshares Ultra Nasd Biotech | Sold out | 0.00% | −0.12 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.10 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.10 |
| BX Blackstone Inc. | Reduce -40.5% | 0.23% | −0.08 |
| UNP Union Pacific Corp. | Reduce -26.2% | 0.28% | −0.06 |
| FDX FedEx Corp. | Reduce -28.1% | 0.10% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -32.0% | 2.81% | −0.02 |
| XYZ Block Inc. | Reduce -14.5% | 0.08% | −0.00 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Reduce -32.0% | 0.48% | +0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -4.2% | 0.11% | +0.01 |
| DAL Delta Air Lines Inc. | Reduce -1.0% | 0.10% | +0.02 |
| AMD Advanced Micro Devices | Reduce -1.5% | 0.24% | +0.04 |
| IBB iShares Biotechnology ETF | Reduce -7.0% | 0.34% | +0.05 |
| ORCL Oracle Corp. | Reduce -17.7% | 0.60% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.0% | 1.09% | +0.10 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -18.8% | 2.15% | +0.16 |
| SMH Vaneck Semiconductor ETF | Reduce -11.3% | 1.68% | +0.20 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -26.1% | 2.87% | +0.31 |
| OKLO Oklo Inc. | Reduce -28.5% | 3.08% | +1.10 |
| NVDA Nvidia Corp. | Reduce -15.8% | 38.33% | +3.01 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +4.2% | 6.32% | +2.29 |
| TSLA Tesla Inc. | Add +78.4% | 2.40% | +1.52 |
| SHY iShares 1-3 Year Treasury Bo | Add +90.7% | 0.78% | +0.41 |
| CRWV Coreweave Inc. Class A | New | 0.14% | +0.14 |
| DIS The Walt Disney Co. | Add +175.7% | 0.20% | +0.13 |
| JNJ Johnson & Johnson | New | 0.10% | +0.10 |
| XLY SS Consumer Disc Select Sect | New | 0.08% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +4.7% | 0.35% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +12.7% | 0.13% | +0.04 |
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 |