Westwood Wealth Management Portfolio Holdings

Westwood Wealth Management

  • $127 Million
  • Q4 2025

Westwood Wealth Management has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $127 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $8.65M, Apple Inc. with a value of $6.54M, Vanguard Bd Index Fd Inc Inter with a value of $5.67M, Janus Detroit Str Tr Janus Hen with a value of $5.51M, and Invesco Exchange Traded Fd Tr with a value of $5.12M.

Examining the 13F form we can see an decrease of $135M in the current position value, from $262M to 127M.

Below you can find more details about Westwood Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $127 Million
ETFs: $80.1 Million
Technology: $16.2 Million
Industrials: $6.06 Million
Financial Services: $5.12 Million
Communication Services: $4.5 Million
Healthcare: $4.13 Million
Consumer Cyclical: $4 Million
Utilities: $2.88 Million
Other: $515,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.65 Million 6.79% of portfolio
233,188
Q4 2025 New
$4.3T
$6.54 Million 5.14% of portfolio
24,469
Q4 2025 Reduced 48.25%
$0
$5.67 Million 4.45% of portfolio
72,757
Q4 2025 New
$0
$5.51 Million 4.32% of portfolio
108,762
Q4 2025 New
$0
$5.12 Million 4.02% of portfolio
69,732
Q4 2025 New
$0
$4.81 Million 3.78% of portfolio
84,545
Q4 2025 New
$0
$4.56 Million 3.58% of portfolio
43,544
Q4 2025 New
$0
$3.52 Million 2.76% of portfolio
76,980
Q4 2025 New
$0
$3.44 Million 2.7% of portfolio
11,943
Q4 2025 New
$0
$3.21 Million 2.52% of portfolio
70,435
Q4 2025 New
$0
$2.8 Million 2.2% of portfolio
43,341
Q4 2025 New
$0
$2.8 Million 2.2% of portfolio
110,861
Q4 2025 New
$0
$2.7 Million 2.12% of portfolio
15,525
Q4 2025 New
$61.4B
$2.65 Million 2.08% of portfolio
6,169
Q4 2025 New
$0
$2.47 Million 1.94% of portfolio
8,828
Q4 2025 New
$0
$2.46 Million 1.93% of portfolio
41,925
Q4 2025 New
$0
$2.38 Million 1.86% of portfolio
3,935
Q4 2025 Reduced 20.75%
$41.3B
$2.37 Million 1.86% of portfolio
28,562
Q4 2025 New
$342B
$2.31 Million 1.81% of portfolio
13,275
Q4 2025 Reduced 68.4%
$0
$2.1 Million 1.65% of portfolio
41,616
Q4 2025 New
$1.37T
$1.96 Million 1.54% of portfolio
3,221
Q4 2025 Reduced 88.16%
$465B
$1.91 Million 1.49% of portfolio
10,211
Q4 2025 Reduced 98.18%
$0
$1.7 Million 1.34% of portfolio
37,070
Q4 2025 New
$0
$1.67 Million 1.31% of portfolio
39,315
Q4 2025 New
$1.29T
$1.63 Million 1.28% of portfolio
3,975
Q4 2025 Reduced 72.96%
$3.78T
$1.55 Million 1.22% of portfolio
3,057
Q4 2025 Reduced 87.72%
$2.39T
$1.46 Million 1.15% of portfolio
6,237
Q4 2025 Reduced 78.12%
$0
$1.29 Million 1.02% of portfolio
5,180
Q4 2025 New
$0
$1.27 Million 1.0% of portfolio
4,413
Q4 2025 New
$0
$1.24 Million 0.97% of portfolio
12,313
Q4 2025 New
$388B
$1.23 Million 0.96% of portfolio
5,109
Q4 2025 Added 27.95%
$0
$1.2 Million 0.94% of portfolio
46,656
Q4 2025 New
$0
$1.12 Million 0.88% of portfolio
47,885
Q4 2025 New
$222B
$1.04 Million 0.81% of portfolio
1,825
Q4 2025 New
$881B
$970,000 0.76% of portfolio
3,230
Q4 2025 Added 6.35%
$971B
$974,000 0.76% of portfolio
954
Q4 2025 Added 129.88%
$367B
$914,000 0.72% of portfolio
2,555
Q4 2025 New
$0
$879,000 0.69% of portfolio
1,867
Q4 2025 New
$662B
$858,000 0.67% of portfolio
1,687
Q4 2025 New
$187B
$818,000 0.64% of portfolio
4,910
Q4 2025 New
$89.3B
$807,000 0.63% of portfolio
7,311
Q4 2025 New
$0
$790,000 0.62% of portfolio
3,330
Q4 2025 New
$1.74T
$765,000 0.6% of portfolio
2,679
Q4 2025 Reduced 59.88%
$0
$738,000 0.58% of portfolio
63,700
Q4 2025 New
$141B
$733,000 0.58% of portfolio
29,234
Q4 2025 New
$0
$699,000 0.55% of portfolio
7,498
Q4 2025 New
$2.44B
$686,000 0.54% of portfolio
7,000
Q4 2025 New
$0
$683,000 0.54% of portfolio
18,141
Q4 2025 New
$0
$639,000 0.5% of portfolio
26,742
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $127 Million
  • Prior Value $262 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 88 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Westwood Wealth Management Portfolio

Follow Westwood Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westwood Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Westwood Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email