Westwood Wealth Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Westwood Wealth Management reported 106 stock positions worth $133.0 million. Its top holding was Dimensional International (DFAI) at 6.7% of the portfolio, followed by Apple (AAPL, 5.0%) and Vanguard Intermediate-Term B (BIV, 4.3%). Compared with Q3 2025, it opened 88 new positions, sold out of 28, added to 4 and reduced 14. The biggest buy was a new position in Dimensional International (DFAI) and the biggest sale Nvidia (NVDA, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001861125
- Portfolio Value
- $133.0M (Q4 2025)
- SEC Filing
- 0001172661-26-000228 ↗ filed Jan 20, 2026
Holdings Value
Holdings 106 stocks · $133.0M
| DFAI Dimensional International Co. | 6.68% | 233,188 | $8.9M | New |
| AAPL Apple Inc. | 5.00% | 24,469 | $6.7M | Reduce -48.3% |
| BIV Vanguard Intermediate-Term B | 4.26% | 72,757 | $5.7M | New |
| JAAA Janus Henderson Aaa Clo ETF | 4.14% | 108,762 | $5.5M | New |
| SPHQ Invesco S&P 500 Quality ETF | 3.93% | 69,732 | $5.2M | New |
| DFAT Dimensional US Target Value | 3.78% | 84,545 | $5.0M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.49% | 43,544 | $4.6M | New |
| TGRW T Rowe Price Growth Stock Et | 2.66% | 76,980 | $3.5M | New |
| JMBS Janus Henderson Mortg Backed | 2.42% | 70,435 | $3.2M | New |
| EZM Wisdomtree US Midcap Fund | 2.18% | 43,341 | $2.9M | New |
| SJNK SS SPDR BB St Hi Yield ETF | 2.11% | 110,861 | $2.8M | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.07% | 15,525 | $2.8M | New |
| PWR Quanta Services Inc. | 1.96% | 6,169 | $2.6M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.85% | 3,617 | $2.5M | Add +65.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.85% | 8,828 | $2.5M | New |
| VGSH Vanguard Short-Term Treasury | 1.85% | 41,925 | $2.5M | New |
| QQQ Invesco QQQ Trust Series 1 | 1.82% | 3,935 | $2.4M | Reduce -20.8% |
| PLTR Palantir Technologies Inc. Class A | 1.77% | 13,275 | $2.4M | Reduce -68.4% |
| PEG Public Service Enterprise GP | 1.72% | 28,562 | $2.3M | New |
| SMAY FT Vest U.S. Small Cap Moder | 1.63% | 83,294 | $2.2M | New |
| META Meta Platforms Inc. Class A | 1.60% | 3,221 | $2.1M | Reduce -88.2% |
| TFLO iShares Treasury Floating Ra | 1.58% | 41,616 | $2.1M | New |
| NVDA Nvidia Corp. | 1.43% | 10,211 | $1.9M | Reduce -98.2% |
| QCJL FT NSDQ 100 CN Buff ETF-Jul | 1.40% | 78,626 | $1.9M | New |
| TSLA Tesla Inc. | 1.34% | 3,975 | $1.8M | Reduce -73.0% |
| DFAU Dimensional US Core Equity M | 1.30% | 37,070 | $1.7M | New |
| XLK SS Technology Select Sector | 1.29% | 11,943 | $1.7M | New |
| DJAN FT Vest U.S. Equity Deep Buf | 1.28% | 39,315 | $1.7M | New |
| MSFT Microsoft Corp. | 1.11% | 3,057 | $1.5M | Reduce -87.7% |
| AMZN Amazon.com Inc. | 1.08% | 6,237 | $1.4M | Reduce -78.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.00% | 5,180 | $1.3M | New |
| SOXX iShares Semiconductor ETF | 1.00% | 4,413 | $1.3M | New |
| SGOV iShares 0-3 Month Treasury B | 0.93% | 12,313 | $1.2M | New |
| SCHB Schwab US Broad Market ETF | 0.92% | 46,656 | $1.2M | New |
| SEIX Virtus Seix Senior Loan ETF | 0.84% | 47,885 | $1.1M | New |
| AMD Advanced Micro Devices | 0.82% | 5,109 | $1.1M | Add +27.9% |
| TMO Thermo Fisher Scientific Inc. | 0.79% | 1,825 | $1.1M | New |
| JPM JPMorgan Chase & Co. | 0.78% | 3,230 | $1.0M | Add +6.3% |
| LLY Eli Lilly & Co. | 0.77% | 954 | $1.0M | Add +129.9% |
| IWF iShares Russell 1000 Growth | 0.66% | 1,867 | $884K | New |
| HD Home Depot Inc. | 0.66% | 2,555 | $879K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.64% | 7,311 | $849K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 1,687 | $848K | New |
| GOOG Alphabet Inc. Class C | 0.63% | 2,679 | $841K | Reduce -59.9% |
| QCOM Qualcomm Inc. | 0.63% | 4,910 | $840K | New |
| IWM iShares Russell 2000 ETF | 0.62% | 3,330 | $820K | New |
| AZZ Azz Inc. | 0.56% | 7,000 | $750K | New |
| PFE Pfizer Inc. | 0.55% | 29,234 | $728K | New |
| NAN Nuveen NY QLTY Muni Inc. | 0.54% | 63,700 | $717K | New |
| BOND PIMCO Active Bond Exchange-T | 0.53% | 7,498 | $701K | New |
| DUHP Dimensional US High Profi Et | 0.52% | 18,141 | $690K | New |
| SCHF Schwab Intl Equity ETF | 0.48% | 26,742 | $643K | New |
| AOS Smith (a.o.) Corp. | 0.48% | 9,488 | $635K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.48% | 7,845 | $633K | New |
| RSP Invesco S&P 500 Equal Weight | 0.46% | 3,178 | $609K | New |
| MRK Merck & Co. Inc. | 0.45% | 5,704 | $600K | New |
| ABBV Abbvie Inc. | 0.42% | 2,421 | $553K | New |
| DFUS Dimensional US Eq MKT ETF | 0.40% | 7,251 | $538K | Reduce -2.3% |
| XLI SS Industrial Select Sector | 0.36% | 3,095 | $480K | New |
| DFIC Dimensional International Co. | 0.36% | 13,802 | $476K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.35% | 4,086 | $465K | Reduce -14.1% |
| RTX RTX Corp. | 0.33% | 2,429 | $445K | New |
| SNPS Synopsys Inc. | 0.33% | 926 | $435K | New |
| AGGY Wisdomtree Yield Enhanced US | 0.32% | 9,749 | $429K | New |
| MEAR Ishrs Short Mat Muni Act ETF | 0.32% | 8,460 | $426K | New |
| GOOGL Alphabet Inc. Class A | 0.32% | 1,346 | $421K | Reduce -98.1% |
| TMUS T-Mobile US Inc. | 0.31% | 2,043 | $415K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 2,156 | $412K | New |
| YMAR FT VT Int Equ M B- Mar-US I | 0.31% | 15,055 | $407K | New |
| CRM Salesforce Inc. | 0.30% | 1,511 | $400K | New |
| FHDG Ftequity Qrtrly DYN Buff ETF | 0.28% | 11,167 | $379K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.28% | 802 | $376K | New |
| BX Blackstone Inc. | 0.28% | 2,423 | $373K | Reduce -34.1% |
| ASTS Ast Spacemobile Inc. | 0.27% | 5,000 | $363K | New |
| JMUB JPMorgan Municipal ETF | 0.26% | 6,910 | $350K | New |
| INTU Intuit Inc. | 0.26% | 518 | $343K | New |
| NOC Northrop Grumman Corp. | 0.25% | 577 | $329K | New |
| WFC Wells Fargo & Co. | 0.24% | 3,473 | $324K | New |
| ITW Illinois Tool Works | 0.24% | 1,285 | $316K | New |
| XLF SS Financial Select Sector | 0.24% | 5,724 | $314K | New |
| OMAH Vistashares TRG 15 Berkshire | 0.23% | 16,292 | $305K | New |
| COF Capital One Financial Corp. | 0.23% | 1,240 | $301K | New |
| B Barrick Mining Corp. | 0.21% | 6,388 | $278K | New |
| ABT Abbott Laboratories | 0.21% | 2,220 | $278K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 5,054 | $278K | New |
| DFAE Dimensional Emerging Core Eq | 0.21% | 8,407 | $274K | New |
| ED Consolidated Edison Inc. | 0.20% | 2,662 | $264K | New |
| MINO PIMCO Municipal Income Oppor | 0.20% | 5,731 | $261K | New |
| IWN iShares Russell 2000 Value E | 0.19% | 1,430 | $259K | New |
| HON Honeywell International Inc. | 0.19% | 1,263 | $246K | New |
| AVDS Avantis Intl SM Cap Eq ETF | 0.18% | 3,477 | $243K | New |
| RSG Republic Services Inc. | 0.18% | 1,131 | $240K | New |
| MPC Marathon Petroleum Corp. | 0.18% | 1,460 | $237K | New |
| FE Firstenergy Corp. | 0.18% | 5,282 | $236K | New |
| BAB Invesco Taxable Municipal Bo | 0.18% | 8,646 | $235K | New |
| SPGI S&P Global Inc. | 0.17% | 438 | $229K | New |
| UAL United Airlines Holdings Inc. | 0.17% | 2,046 | $229K | New |
| PG The Procter & Gamble Co. | 0.17% | 1,542 | $221K | New |
| AXP American Express Co. | 0.16% | 586 | $217K | New |
| OWL Blue Owl Capital Inc. | 0.16% | 14,427 | $216K | New |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -98.2% | 1.43% | −36.90 |
| GOOGL Alphabet Inc. Class A | Reduce -98.1% | 0.32% | −6.00 |
| META Meta Platforms Inc. Class A | Reduce -88.2% | 1.60% | −5.73 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −5.49 |
| AVGO Broadcom Inc. | Reduce -98.5% | 0.15% | −4.68 |
| MSFT Microsoft Corp. | Reduce -87.7% | 1.11% | −3.62 |
| OKLO Oklo Inc. | Sold out | 0.00% | −3.08 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Sold out | 0.00% | −2.87 |
| SPXL Direxion Daily S&P 500 Bull | Sold out | 0.00% | −2.15 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −1.68 |
| AMZN Amazon.com Inc. | Reduce -78.1% | 1.08% | −1.21 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −1.12 |
| TSLA Tesla Inc. | Reduce -73.0% | 1.34% | −1.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -68.4% | 1.77% | −1.04 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.98 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.78 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.72 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.60 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Sold out | 0.00% | −0.48 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.42 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.41 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.34 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.28 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.24 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.19 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.14 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.14 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.13 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.11 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.10 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.10 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.10 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.10 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.08 |
| XYZ Block Inc. | Sold out | 0.00% | −0.08 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -59.9% | 0.63% | +0.04 |
| BX Blackstone Inc. | Reduce -34.1% | 0.28% | +0.05 |
| DIS The Walt Disney Co. | Reduce -14.1% | 0.35% | +0.15 |
| DFUS Dimensional US Eq MKT ETF | Reduce -2.3% | 0.40% | +0.21 |
| AAPL Apple Inc. | Reduce -48.3% | 5.00% | +0.58 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -20.8% | 1.82% | +0.72 |
Portfolio Buys Q3 2025 → Q4 2025
| DFAI Dimensional International Co. | New | 6.68% | +6.68 |
| BIV Vanguard Intermediate-Term B | New | 4.26% | +4.26 |
| JAAA Janus Henderson Aaa Clo ETF | New | 4.14% | +4.14 |
| SPHQ Invesco S&P 500 Quality ETF | New | 3.93% | +3.93 |
| DFAT Dimensional US Target Value | New | 3.78% | +3.78 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 3.49% | +3.49 |
| TGRW T Rowe Price Growth Stock Et | New | 2.66% | +2.66 |
| JMBS Janus Henderson Mortg Backed | New | 2.42% | +2.42 |
| EZM Wisdomtree US Midcap Fund | New | 2.18% | +2.18 |
| SJNK SS SPDR BB St Hi Yield ETF | New | 2.11% | +2.11 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 2.07% | +2.07 |
| PWR Quanta Services Inc. | New | 1.96% | +1.96 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 1.85% | +1.85 |
| VGSH Vanguard Short-Term Treasury | New | 1.85% | +1.85 |
| PEG Public Service Enterprise GP | New | 1.72% | +1.72 |
| SMAY FT Vest U.S. Small Cap Moder | New | 1.63% | +1.63 |
| TFLO iShares Treasury Floating Ra | New | 1.58% | +1.58 |
| QCJL FT NSDQ 100 CN Buff ETF-Jul | New | 1.40% | +1.40 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +65.5% | 1.85% | +1.32 |
| DFAU Dimensional US Core Equity M | New | 1.30% | +1.30 |
| XLK SS Technology Select Sector | New | 1.29% | +1.29 |
| DJAN FT Vest U.S. Equity Deep Buf | New | 1.28% | +1.28 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 1.00% | +1.00 |
| SOXX iShares Semiconductor ETF | New | 1.00% | +1.00 |
| SGOV iShares 0-3 Month Treasury B | New | 0.93% | +0.93 |
| SCHB Schwab US Broad Market ETF | New | 0.92% | +0.92 |
| SEIX Virtus Seix Senior Loan ETF | New | 0.84% | +0.84 |
| TMO Thermo Fisher Scientific Inc. | New | 0.79% | +0.79 |
| IWF iShares Russell 1000 Growth | New | 0.66% | +0.66 |
| HD Home Depot Inc. | New | 0.66% | +0.66 |
| LLY Eli Lilly & Co. | Add +129.9% | 0.77% | +0.65 |
| BNY Bank of New York Mellon Corp. | New | 0.64% | +0.64 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.64% | +0.64 |
| QCOM Qualcomm Inc. | New | 0.63% | +0.63 |
| IWM iShares Russell 2000 ETF | New | 0.62% | +0.62 |
| AMD Advanced Micro Devices | Add +27.9% | 0.82% | +0.59 |
| AZZ Azz Inc. | New | 0.56% | +0.56 |
| PFE Pfizer Inc. | New | 0.55% | +0.55 |
| NAN Nuveen NY QLTY Muni Inc. | New | 0.54% | +0.54 |
| BOND PIMCO Active Bond Exchange-T | New | 0.53% | +0.53 |
| DUHP Dimensional US High Profi Et | New | 0.52% | +0.52 |
| SCHF Schwab Intl Equity ETF | New | 0.48% | +0.48 |
| AOS Smith (a.o.) Corp. | New | 0.48% | +0.48 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.48% | +0.48 |
| RSP Invesco S&P 500 Equal Weight | New | 0.46% | +0.46 |
| MRK Merck & Co. Inc. | New | 0.45% | +0.45 |
| JPM JPMorgan Chase & Co. | Add +6.3% | 0.78% | +0.43 |
| ABBV Abbvie Inc. | New | 0.42% | +0.42 |
| XLI SS Industrial Select Sector | New | 0.36% | +0.36 |
| DFIC Dimensional International Co. | New | 0.36% | +0.36 |
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 |