Westwood Wealth Management

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 45Value: $231.9MLatest: 2025Q1

Westwood Wealth Management is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 45 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SMCI",
  "ARM",
  "GOOGL",
  null,
  "AVGO",
  null,
  null,
  null,
  "UNP",
  "QCOM",
  "META",
  null,
  "MSFT",
  "BX",
  "ORCL",
  "PANW",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "NOW",
  "UBER",
  "AMD",
  "AMZN",
  null,
  "ET",
  "NXPI",
  "CRM",
  null,
  "FDX",
  "COST",
  "DELL",
  "DAL",
  null,
  "NKE",
  "QQQ",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 45
Total Value: 231917233
Accession Number: 0001172661-25-001860
Form Type: 13F-HR
CIK: westwood-wealth-management
Manager Name: Westwood-Wealth-Management

Data Enrichment

78% identified

35 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

45 positions • $231.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:696.4K

Value:$75.5M

% of Portfolio:32.5% ($75.5M/$231.9M)

Apple Inc.

AAPL|037833100

Shares:124.2K

Value:$27.6M

% of Portfolio:11.9% ($27.6M/$231.9M)

Meta Platforms, Inc.

META|30303M102

Shares:36.5K

Value:$21.0M

% of Portfolio:9.1% ($21.0M/$231.9M)

74347R206

Shares:137.8K

Value:$12.2M

% of Portfolio:5.3% ($12.2M/$231.9M)

MICROSOFT CORP

MSFT|594918104

Shares:29.9K

Value:$11.2M

% of Portfolio:4.8% ($11.2M/$231.9M)

Broadcom Inc.

AVGO|11135F101

Shares:59.9K

Value:$10.0M

% of Portfolio:4.3% ($10.0M/$231.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:62.3K

Value:$9.6M

% of Portfolio:4.2% ($9.6M/$231.9M)

AMAZON COM INC

AMZN|023135106

Shares:39.0K

Value:$7.4M

% of Portfolio:3.2% ($7.4M/$231.9M)

Palo Alto Networks Inc

PANW|697435105

Shares:27.4K

Value:$4.7M

% of Portfolio:2.0% ($4.7M/$231.9M)

25459W862

Shares:32.9K

Value:$4.6M

% of Portfolio:2.0% ($4.6M/$231.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:52.5K

Value:$4.4M

% of Portfolio:1.9% ($4.4M/$231.9M)

25459W458

Shares:231.2K

Value:$3.7M

% of Portfolio:1.6% ($3.7M/$231.9M)

92189F676

Shares:16.5K

Value:$3.5M

% of Portfolio:1.5% ($3.5M/$231.9M)

Tesla, Inc.

TSLA|88160R101

Shares:13.2K

Value:$3.4M

% of Portfolio:1.5% ($3.4M/$231.9M)

Uber Technologies, Inc

UBER|90353T100

Shares:42.9K

Value:$3.1M

% of Portfolio:1.3% ($3.1M/$231.9M)

02156V109

Shares:110.5K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$231.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:5.1K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$231.9M)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:18.4K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$231.9M)

ELI LILLY & Co

LLY|532457108

Shares:2.3K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$231.9M)

25459W847

Shares:64.2K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$231.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	696.4K	QoQ -10.27% (-79.7K) YoY -	All Managers (Combined)	$75.5M	32.5% ($75.5M/$231.9M)	QoQ -27.58% (-$28.8M) YoY +27744.83% (+$75.2M)
Apple Inc.(AAPLcusip037833100)	124.2K	QoQ -8.08% (-10.9K) YoY -23.66% (-38.5K)	All Managers (Combined)	$27.6M	11.9% ($27.6M/$231.9M)	QoQ -18.46% (-$6.3M) YoY -1.11% (-$312.2K)
Meta Platforms, Inc.(METAcusip30303M102)	36.5K	QoQ +14.93% (+4.7K) YoY +49.06% (+12.0K)	All Managers (Combined)	$21.0M	9.1% ($21.0M/$231.9M)	QoQ +13.13% (+$2.4M) YoY +76.92% (+$9.1M)
(cusip74347R206)✕	137.8K	QoQ +3.29% (-4.4K) YoY +10.28% (+12.8K)	All Managers (Combined)	$12.2M	5.3% ($12.2M/$231.9M)	QoQ -15.17% (-$2.2M) YoY +12.04% (+$1.3M)
MICROSOFT CORP(MSFTcusip594918104)	29.9K	QoQ +2.34% (-685) YoY +12.16% (+3.2K)	All Managers (Combined)	$11.2M	4.8% ($11.2M/$231.9M)	QoQ -8.84% (-$1.1M) YoY +0.07% (+$8.7K)
Broadcom Inc.(AVGOcusip11135F101)	59.9K	QoQ +1.95% (-1.1K) YoY +994.06% (+54.4K)	All Managers (Combined)	$10.0M	4.3% ($10.0M/$231.9M)	QoQ -26.36% (-$3.6M) YoY +38.20% (+$2.8M)
Alphabet Inc.(GOOGLcusip02079K305)	62.3K	QoQ +0.10% (-65) YoY -0.83% (-523)	All Managers (Combined)	$9.6M	4.2% ($9.6M/$231.9M)	QoQ -18.22% (-$2.1M) YoY +1.60% (-$152.1K)
AMAZON COM INC(AMZNcusip023135106)	39.0K	QoQ +9.08% (-3.3K) YoY +14.00% (+4.8K)	All Managers (Combined)	$7.4M	3.2% ($7.4M/$231.9M)	QoQ -5.39% (-$423.5K) YoY +20.25% (+$1.3M)
Palo Alto Networks Inc(PANWcusip697435105)	27.4K	QoQ +0.36% (-100) YoY +83.24% (+12.5K)	All Managers (Combined)	$4.7M	2.0% ($4.7M/$231.9M)	QoQ -5.87% (-$292.5K) YoY +10.04% (+$427.7K)
(cusip25459W862)✕	32.9K	QoQ -1.79% (-600) YoY -3.16% (-1.1K)	All Managers (Combined)	$4.6M	2.0% ($4.6M/$231.9M)	QoQ -18.27% (-$1.0M) YoY +1.42% (-$65.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	52.5K	QoQ +199.71% (+35.0K) YoY NEW(+52.5K)	All Managers (Combined)	$4.4M	1.9% ($4.4M/$231.9M)	QoQ +234.46% (+$3.1M) YoY NEW(+$4.4M)
(cusip25459W458)✕	231.2K	QoQ +1.22% (-2.8K) YoY +5.92% (-12.9K)	All Managers (Combined)	$3.7M	1.6% ($3.7M/$231.9M)	QoQ -40.88% (-$2.6M) YoY -63.69% (-$6.5M)
(cusip92189F676)✕	16.5K	QoQ +4.59% (-725) YoY +4.59% (-725)	All Managers (Combined)	$3.5M	1.5% ($3.5M/$231.9M)	QoQ -8.66% (-$331.4K) YoY -1.69% (-$60.2K)
Tesla, Inc.(TSLAcusip88160R101)	13.2K	QoQ -15.03% (-2.3K) YoY NEW(+13.2K)	All Managers (Combined)	$3.4M	1.5% ($3.4M/$231.9M)	QoQ -45.47% (-$2.9M) YoY NEW(+$3.4M)
Uber Technologies, Inc(UBERcusip90353T100)	42.9K	QoQ +3.24% (+1.4K) YoY -13.71% (-6.8K)	All Managers (Combined)	$3.1M	1.3% ($3.1M/$231.9M)	QoQ +24.71% (+$619.7K) YoY -18.34% (-$702.7K)
(cusip02156V109)✕	110.5K	QoQ +460.91% (+90.8K) YoY NEW(+110.5K)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$231.9M)	QoQ +471.48% (+$2.0M) YoY NEW(+$2.4M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5.1K	QoQ -1.74% (-90) YoY +22.55% (+935)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$231.9M)	QoQ -9.87% (-$260.9K) YoY +29.43% (+$541.7K)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	18.4K	QoQ +88.68% (+8.6K) YoY NEW(+18.4K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$231.9M)	QoQ +63.34% (+$759.9K) YoY NEW(+$2.0M)
ELI LILLY & Co(LLYcusip532457108)	2.3K	QoQ -4.14% (-100) YoY +43.03% (+695)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$231.9M)	QoQ +2.54% (-$47.3K) YoY +51.85% (+$651.4K)
(cusip25459W847)✕	64.2K	QoQ -32.56% (-31.0K) YoY -49.73% (-63.5K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$231.9M)	QoQ -52.88% (-$2.1M) YoY -65.73% (-$3.6M)