Latest Westwood Wealth Management Stock Portfolio
Westwood Wealth Management Performance:
2025 Q2: 25.02%YTD: 9.68%2024: 28.56%
Performance for 2025 Q2 is 25.02%, and YTD is 9.68%, and 2024 is 28.56%.
About Westwood Wealth Management and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Westwood Wealth Management reported an equity portfolio of $297.6 Millions as of 30 Jun, 2025.
The top stock holdings of Westwood Wealth Management are NVDA, META, AAPL. The fund has invested 35.3% of it's portfolio in NVIDIA CORPORATION and 8.6% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off JOHNSON & JOHNSON (JNJ) stocks. They significantly reduced their stock positions in ELI LILLY & CO (LLY), ISHARES TR (IJR) and SALESFORCE INC (CRM). Westwood Wealth Management opened new stock positions in ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and BLOCK INC (SQ). The fund showed a lot of confidence in some stocks as they added substantially to DIREXION SHS ETF TR (DRN), PALANTIR TECHNOLOGIES INC (PLTR) and ALPHABET INC (GOOG).
The top stock holdings of Westwood Wealth Management are NVDA, META, AAPL. The fund has invested 35.3% of it's portfolio in NVIDIA CORPORATION and 8.6% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off JOHNSON & JOHNSON (JNJ) stocks. They significantly reduced their stock positions in ELI LILLY & CO (LLY), ISHARES TR (IJR) and SALESFORCE INC (CRM). Westwood Wealth Management opened new stock positions in ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and BLOCK INC (SQ). The fund showed a lot of confidence in some stocks as they added substantially to DIREXION SHS ETF TR (DRN), PALANTIR TECHNOLOGIES INC (PLTR) and ALPHABET INC (GOOG).
Westwood Wealth Management Annual Return Estimates Vs S&P 500
Our best estimate is that Westwood Wealth Management made a return of 25.02% in the last quarter. In trailing 12 months, it's portfolio return was 16.93%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 1,118,610 |
| vanguard index fds | 299,920 |
| block inc | 234,359 |
| disney walt co | 213,917 |
New stocks bought by Westwood Wealth Management
Additions
| Ticker | % Inc. |
|---|---|
| direxion shs etf tr | 31.49 |
| palantir technologies inc | 17.78 |
| alphabet inc | 9.25 |
| proshares tr | 7.88 |
| invesco qqq tr | 5.12 |
| jpmorgan chase & co. | 4.13 |
| direxion shs etf tr | 3.5 |
| servicenow inc | 2.61 |
Additions to existing portfolio by Westwood Wealth Management
Reductions
| Ticker | % Reduced |
|---|---|
| eli lilly & co | -55.19 |
| ishares tr | -49.56 |
| salesforce inc | -49.56 |
| tesla inc | -37.65 |
| direxion shs etf tr | -34.02 |
| super micro computer inc | -31.69 |
| nike inc | -23.97 |
| advanced micro devices inc | -17.49 |
Westwood Wealth Management reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| johnson & johnson | -322,890 |
Westwood Wealth Management got rid off the above stocks
Sector Distribution
Westwood Wealth Management has about 62.4% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 62.4 |
| Others | 18.3 |
| Communication Services | 13.8 |
| Consumer Cyclical | 3.8 |
Market Cap. Distribution
Westwood Wealth Management has about 81.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 72.8 |
| UNALLOCATED | 18.3 |
| LARGE-CAP | 8.9 |
Stocks belong to which Index?
About 76.8% of the stocks held by Westwood Wealth Management either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 76.8 |
| Others | 22.7 |
Westwood Wealth Management Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Westwood Wealth Management
Westwood Wealth Management has 48 stocks in it's portfolio. About 80.6% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Westwood Wealth Management last quarter.
Last Reported on: 05 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| NVDA | nvidia corporation | 35.31 | 665,325 | 105,115,000 | reduced | -4.47 | ||
Historical Trend of NVIDIA CORPORATION Position Held By Westwood Wealth ManagementWhat % of Portfolio is NVDA?:Number of NVDA shares held:Change in No. of Shares Held: | ||||||||
| META | meta platforms inc | 8.63 | 34,794 | 25,681,100 | reduced | -4.62 | ||
| AAPL | apple inc | 8.06 | 116,873 | 23,978,800 | reduced | -5.92 | ||
| BIB | proshares tr | 5.88 | 148,615 | 17,493,500 | added | 7.88 | ||
| AVGO | broadcom inc | 5.50 | 59,375 | 16,366,700 | reduced | -0.88 | ||
| MSFT | microsoft corp | 4.95 | 29,617 | 14,731,800 | reduced | -0.88 | ||
| GOOG | alphabet inc | 4.03 | 68,037 | 11,990,200 | added | 9.25 | ||
| PLTR | palantir technologies inc | 2.83 | 61,778 | 8,421,580 | added | 17.78 | ||
| AMZN | amazon com inc | 2.82 | 38,201 | 8,380,920 | reduced | -2.09 | ||
| DRN | direxion shs etf tr | 2.56 | 304,070 | 7,635,200 | added | 31.49 | ||
| DRN | direxion shs etf tr | 1.98 | 34,025 | 5,904,360 | added | 3.5 | ||
| ALCC | oklo inc | 1.98 | 105,250 | 5,892,950 | reduced | -4.75 | ||
| PANW | palo alto networks inc | 1.81 | 26,346 | 5,391,440 | reduced | -4.01 | ||
| AFK | vaneck etf trust | 1.48 | 15,815 | 4,410,490 | reduced | -4.24 | ||
| UBER | uber technologies inc | 1.30 | 41,575 | 3,878,950 | reduced | -3.15 | ||
| QQQ | invesco qqq tr | 0.99 | 5,340 | 2,945,760 | added | 5.12 | ||
| TSLA | tesla inc | 0.88 | 8,243 | 2,618,470 | reduced | -37.65 | ||
| arm holdings plc | 0.88 | 16,100 | 2,604,010 | reduced | -12.26 | |||
| NFLX | netflix inc | 0.70 | 1,554 | 2,081,010 | added | 0.39 | ||
| IJR | ishares tr | 0.58 | 9,995 | 1,731,830 | reduced | -0.79 | ||
