Westwood Wealth Management Purchases in Q4 2025

Westwood Wealth Management

  • $127 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
233K
New
$35.82 - $37.52 $8.35M - $8.75M
233K $8.65M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
72.8K
New
$77.73 - $78.84 $5.66M - $5.74M
72.8K $5.67M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
109K
New
$50.55 - $50.74 $5.5M - $5.52M
109K $5.51M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
69.7K
New
$72.21 - $75.0 $5.04M - $5.23M
69.7K $5.12M
DFAT
Dimensional ETF Tr U S Target

ETFs
84.5K
New
$55.75 - $58.83 $4.71M - $4.97M
84.5K $4.81M
SPYG
Spdr Portfolio

ETFs
43.5K
New
$102.4 - $109.39 $4.46M - $4.76M
43.5K $4.56M
TGRW
T Rowe Price Exchange Traded F

Technology
77K
New
$44.65 - $48.03 $3.44M - $3.7M
77K $3.52M
XLK
Technology Sector Spdr

ETFs
11.9K
New
$278.39 - $304.13 $3.32M - $3.63M
11.9K $3.44M
JMBS
Janus Detroit Str Tr Henderson

ETFs
70.4K
New
$45.54 - $46.2 $3.21M - $3.25M
70.4K $3.21M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
43.3K
New
$63.24 - $66.46 $2.74M - $2.88M
43.3K $2.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
15.5K
New
$169.53 - $176.53 $2.63M - $2.74M
15.5K $2.7M
PWR
Quanta Services, Inc.

Industrials
6.17K
New
$412.21 - $453.83 $2.54M - $2.8M
6.17K $2.65M
VOT
Vanguard Mid Cap Growth Index

ETFs
8.83K
New
$279.76 - $298.12 $2.47M - $2.63M
8.83K $2.47M
VGSH
Vanguard

ETFs
41.9K
New
$58.64 - $58.96 $2.46M - $2.47M
41.9K $2.46M
PEG
Public Service Enterprise Group Inc

Utilities
28.6K
New
$79.86 - $84.83 $2.28M - $2.42M
28.6K $2.37M
TFLO
Ishares Treasury Floating Rate

ETFs
41.6K
New
$50.42 - $50.61 $2.1M - $2.11M
41.6K $2.1M
DFAU
Dimensional ETF Tr

ETFs
37.1K
New
$44.77 - $47.01 $1.66M - $1.74M
37.1K $1.7M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
39.3K
New
$41.81 - $42.69 $1.64M - $1.68M
39.3K $1.67M
VB
Vanguard Small Cap ETF

ETFs
5.18K
New
$248.1 - $260.08 $1.29M - $1.35M
5.18K $1.29M
SOXX
Ishares Semiconductor ETF

ETFs
4.41K
New
$271.99 - $309.6 $1.2M - $1.37M
4.41K $1.27M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
12.3K
New
$100.37 - $100.72 $1.24M - $1.24M
12.3K $1.24M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
46.7K
New
$25.2 - $26.46 $1.18M - $1.23M
46.7K $1.2M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
47.9K
New
$23.4 - $23.6 $1.12M - $1.13M
47.9K $1.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.83K
New
$524.58 - $588.02 $957K - $1.07M
1.83K $1.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.43K
+ 65.46%
$653.02 - $687.39 $934K - $984K
3.62K $2.41M
HD
Home Depot, Inc.

Consumer Cyclical
2.56K
New
$358.03 - $397.02 $915K - $1.01M
2.56K $914K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.87K
New
$459.47 - $491.71 $858K - $918K
1.87K $879K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.69K
New
$475.68 - $513.11 $802K - $866K
1.69K $858K
QCOM
Qualcomm Inc

Technology
4.91K
New
$153.59 - $187.68 $754K - $922K
4.91K $818K
BK
Bank Of New York Mellon Corp

Financial Services
7.31K
New
$104.54 - $112.64 $764K - $824K
7.31K $807K
IWM
Ishares Russell 2000 ETF

ETFs
3.33K
New
$236.79 - $250.33 $789K - $834K
3.33K $790K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
63.7K
New
$11.39 - $11.63 $726K - $741K
63.7K $738K
PFE
Pfizer Inc

Healthcare
29.2K
New
$24.23 - $27.37 $708K - $800K
29.2K $733K
BOND
Pimco Active Bond Exchange Tra

ETFs
7.5K
New
$93.0 - $94.55 $697K - $709K
7.5K $699K
AZZ
Azz Inc

Industrials
7K
New
$97.64 - $109.1 $683K - $764K
7K $686K
DUHP
Dimensional ETF Tr Dimensional

ETFs
18.1K
New
$37.18 - $38.47 $674K - $698K
18.1K $683K
LLY
Eli Lilly & CO

Healthcare
539
+ 129.88%
$799.57 - $1025.28 $431K - $553K
954 $974K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.7K
New
$23.02 - $24.23 $616K - $648K
26.7K $639K
HYG
Ishares Tr

ETFs
7.85K
New
$79.95 - $81.28 $627K - $638K
7.85K $629K
AOS
Smith A O Corp

Industrials
9.49K
New
$64.74 - $73.54 $614K - $698K
9.49K $614K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.18K
New
$185.12 - $192.11 $588K - $611K
3.18K $595K
AMD
Advanced Micro Devices Inc

Technology
1.12K
+ 27.95%
$164.01 - $264.33 $183K - $295K
5.11K $1.23M
ABBV
Abb Vie Inc.

Healthcare
2.42K
New
$211.96 - $244.38 $513K - $592K
2.42K $566K
MRK
Merck & Co., Inc.

Healthcare
5.7K
New
$82.49 - $92.93 $471K - $530K
5.7K $529K
XLI
Industrial Sector Spdr

ETFs
3.1K
New
$149.9 - $155.79 $464K - $482K
3.1K $470K
DFIC
Dimensional ETF Tr Dimensional

ETFs
13.8K
New
$32.24 - $33.72 $445K - $465K
13.8K $460K
TMUS
T Mobile Us, Inc.

Communication Services
2.04K
New
$201.01 - $233.26 $411K - $477K
2.04K $440K
CRWD
Crowd Strike Holdings, Inc.

Technology
802
New
$482.23 - $557.53 $387K - $447K
802 $431K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
9.75K
New
$44.07 - $44.82 $430K - $437K
9.75K $429K
Activity Summary
Buys All Purchases 92 New Holdings 88 Increased Positions 4 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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