Westwood Wealth Management Portfolio Holdings
Westwood Wealth Management
- $262 Million
- Q3 2025
Westwood Wealth Management has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $262 Million distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $105M, Meta Platforms, Inc. with a value of $20M, Alphabet Inc. with a value of $17.2M, Proshares Ultra Qqq with a value of $15M, and Broadcom Inc. with a value of $13.2M.
Examining the 13F form we can see an decrease of $25.5M in the current position value, from $288M to 262M.
Below you can find more details about Westwood Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$262 Million
Technology: $160 Million
ETFs: $45 Million
Communication Services: $39.4 Million
Consumer Cyclical: $13.2 Million
Financial Services: $1.94 Million
Industrials: $1.31 Million
Healthcare: $576,000
Energy: $265,000
Other: $203,000