Westwood Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$8.64M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$5.69M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$5.5M |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$5.18M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$4.93M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$102M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$19.9M |
| 3 |
Meta Platforms (Facebook)
META
|
+$16M |
| 4 |
ProShares Ultra QQQ
QLD
|
+$15M |
| 5 |
Broadcom
AVGO
|
+$14.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.52% |
| 2 | Industrials | 4.62% |
| 3 | Financials | 3.51% |
| 4 | Communication Services | 3.37% |
| 5 | Healthcare | 3.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.29B
| – | – |
-27,625
| Closed | -$5.85M |
|
127
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.47B
| – | – |
-28,805
| Closed | -$1.3M |
|
128
Uber
UBER
$153B
| – | – |
-27,300
| Closed | -$2.67M |
|
129
Union Pacific
UNP
$174B
| – | – |
-3,275
| Closed | -$774K |
|
130
Vanguard S&P 500 ETF
VOO
$1.03T
| – | – |
-506
| Closed | -$310K |
|
131
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
| – | – |
-1,790
| Closed | -$214K |
|
|
OKLO
132
Oklo
OKLO
$8.42B
| – | – |
-75,255
| Closed | -$8.4M |
|
|
XYZ
133
Block Inc
XYZ
$47.5B
| – | – |
-2,950
| Closed | -$213K |
|
|
CRWV
134
CoreWeave
CRWV
$49.5B
| – | – |
-2,730
| Closed | -$374K |
|
Similar funds
Westwood Wealth Management's Q4 2025 Portfolio in Review
As of Q4 2025, Westwood Wealth Management held 134 positions worth $133M, down 51% from $273M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Westwood Wealth Management withdrew a net $144M in Q4 2025, closing 28 positions and reducing 14 holdings. Its most notable exit was ProShares Ultra QQQ, an estimated $15M position sold in full.
By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 60% a quarter earlier, followed by Industrials and Financials.
Against the trend, Westwood Wealth Management opened a new position in Dimensional International Core Equity Market ETF worth $8.89M.
- Westwood Wealth Management's largest Q4 2025 buy was Dimensional International Core Equity Market ETF: 233,188 shares worth $8.89M.
- Westwood Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $967K increase.
- Westwood Wealth Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $102M.
- Westwood Wealth Management fully exited ProShares Ultra QQQ in Q4 2025, selling an estimated $15M.
- Westwood Wealth Management's ten largest holdings make up 39% of its $133M portfolio in Q4 2025.
- Westwood Wealth Management opened 88 new positions and closed 28 in Q4 2025.
- Westwood Wealth Management's portfolio value fell 51% quarter-over-quarter to $133M.
Based on Westwood Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.