Latest Westwood Wealth Management Stock Portfolio
Westwood Wealth Management Performance:
2025 Q3: 13.01%YTD: 23.94%2024: 52.69%
Performance for 2025 Q3 is 13.01%, and YTD is 23.94%, and 2024 is 52.69%.
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 $272.7 Millions as of 30 Sep, 2025.
The top stock holdings of Westwood Wealth Management are NVDA, META, GOOG. The fund has invested 38.3% of it's portfolio in NVIDIA CORPORATION and 7.3% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off NETFLIX INC (NFLX), SALESFORCE INC (CRM) and PROSHARES TR (BIB) stocks. They significantly reduced their stock positions in SUPER MICRO COMPUTER INC (SMCI), ELI LILLY & CO (LLY) and APPLE INC (AAPL). Westwood Wealth Management opened new stock positions in COREWEAVE INC, JOHNSON & JOHNSON (JNJ) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to DISNEY WALT CO (DIS), ISHARES TR (IJR) and TESLA INC (TSLA).
The top stock holdings of Westwood Wealth Management are NVDA, META, GOOG. The fund has invested 38.3% of it's portfolio in NVIDIA CORPORATION and 7.3% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off NETFLIX INC (NFLX), SALESFORCE INC (CRM) and PROSHARES TR (BIB) stocks. They significantly reduced their stock positions in SUPER MICRO COMPUTER INC (SMCI), ELI LILLY & CO (LLY) and APPLE INC (AAPL). Westwood Wealth Management opened new stock positions in COREWEAVE INC, JOHNSON & JOHNSON (JNJ) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to DISNEY WALT CO (DIS), ISHARES TR (IJR) and TESLA INC (TSLA).
Westwood Wealth Management Annual Return Estimates Vs S&P 500
Our best estimate is that Westwood Wealth Management made a return of 13.01% in the last quarter. In trailing 12 months, it's portfolio return was 31.4%.
New Buys
| Ticker | $ Bought |
|---|---|
| coreweave inc | 373,601 |
| johnson & johnson | 260,330 |
| select sector spdr tr | 214,478 |
New stocks bought by Westwood Wealth Management
Additions
| Ticker | % Inc. |
|---|---|
| disney walt co | 175 |
| ishares tr | 90.74 |
| tesla inc | 78.37 |
| goldman sachs group inc | 12.66 |
| jpmorgan chase & co. | 4.65 |
| alphabet inc | 4.21 |
Additions to existing portfolio by Westwood Wealth Management
Reductions
| Ticker | % Reduced |
|---|---|
| super micro computer inc | -62.71 |
| eli lilly & co | -59.9 |
| apple inc | -59.54 |
| arm holdings plc | -49.22 |
| palo alto networks inc | -42.85 |
| blackstone inc | -40.49 |
| servicenow inc | -40.25 |
| nxp semiconductors n v | -36.25 |
Westwood Wealth Management reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| proshares tr | -366,480 |
| dell technologies inc | -306,500 |
| qualcomm inc | -300,364 |
| salesforce inc | -433,577 |
| netflix inc | -2,081,010 |
Westwood Wealth Management got rid off the above stocks
Sector Distribution
Westwood Wealth Management has about 59% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 59 |
| Others | 20.2 |
| Communication Services | 14.4 |
| Consumer Cyclical | 4.8 |
Market Cap. Distribution
Westwood Wealth Management has about 79.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 72.7 |
| UNALLOCATED | 20.2 |
| LARGE-CAP | 7.1 |
Stocks belong to which Index?
About 75.7% of the stocks held by Westwood Wealth Management either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 75.7 |
| Others | 24.1 |
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 46 stocks in it's portfolio. About 80.2% of the portfolio is in top 10 stocks. META 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: 24 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.42 | 47,284 | 12,039,900 | reduced | -59.54 | ||
| AFK | vaneck etf trust | 1.68 | 14,025 | 4,577,200 | reduced | -11.32 | ||
| ALCC | oklo inc | 3.08 | 75,255 | 8,400,720 | reduced | -28.5 | ||
| AMD | advanced micro devices inc | 0.24 | 3,993 | 646,027 | reduced | -1.48 | ||
| AMZN | amazon com inc | 2.30 | 28,506 | 6,259,060 | reduced | -25.38 | ||
| AVGO | broadcom inc | 4.84 | 39,975 | 13,188,200 | reduced | -32.67 | ||
| BIB | proshares tr | 5.49 | 109,055 | 14,962,300 | reduced | -26.62 | ||
| BIB | proshares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BX | blackstone inc | 0.23 | 3,675 | 627,874 | reduced | -40.49 | ||
| COST | costco whsl corp new | 0.07 | 220 | 203,639 | unchanged | 0.00 | ||
| CRM | salesforce inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DAL | delta air lines inc del | 0.10 | 4,750 | 269,563 | reduced | -1.04 | ||
| DELL | dell technologies inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DFAC | dimensional etf trust | 0.20 | 7,420 | 537,505 | unchanged | 0.00 | ||
| DIS | disney walt co | 0.20 | 4,755 | 544,448 | added | 175 | ||
| DRN | direxion shs etf tr | 2.87 | 224,865 | 7,834,300 | reduced | -26.05 | ||
| DRN | direxion shs etf tr | 2.15 | 27,625 | 5,853,740 | reduced | -18.81 | ||
| DRN | direxion shs etf tr | 0.48 | 28,805 | 1,303,140 | reduced | -32.01 | ||
| ET | energy transfer l p | 0.10 | 15,500 | 265,980 | unchanged | 0.00 | ||
| FDX | fedex corp | 0.10 | 1,150 | 271,182 | reduced | -28.12 | ||