Filed: 5/14/2025ACC: 0001172661-25-001860
📋 What this filing means
WESTWOOD WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $231.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$231.92M
Total AUM (reported)
1.97M
Total Shares
Allocation by class
COM$155.24M66.9%
CL A$25.45M11.0%
PSHS ULTRA QQQ$12.24M5.3%
CAP STK CL A$9.63M4.2%
DRX S&P500BULL$4.62M2.0%
DLY SCOND 3XBU$3.69M1.6%
SEMICONDUCTR ETF$3.49M1.5%
Portfolio Concentration
Top 3$124.10M53.5%
4–10$59.84M25.8%
11–25$36.20M15.6%
Rest$11.78M5.1%
Top 3 weight
53.5%
Top 10 weight
79.3%
Voting Authority Distribution
Total shares with voting rights: 1.97M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings45
Rows:
NVIDIA CORPORATION
SOLEShares696.42K
TypeSH
Market value$75.48M
32.55%
Sole
0.00
Shared
0.00
None
696.42K
APPLE INC
SOLEShares124.23K
TypeSH
Market value$27.60M
11.90%
Sole
0.00
Shared
0.00
None
124.23K
META PLATFORMS INC
SOLEShares36.48K
TypeSH
Market value$21.03M
9.07%
Sole
0.00
Shared
0.00
None
36.48K
PROSHARES TR
SOLEShares137.76K
TypeSH
Market value$12.24M
5.28%
Sole
0.00
Shared
0.00
None
137.76K
MICROSOFT CORP
SOLEShares29.88K
TypeSH
Market value$11.22M
4.84%
Sole
0.00
Shared
0.00
None
29.88K
BROADCOM INC
SOLEShares59.90K
TypeSH
Market value$10.03M
4.32%
Sole
0.00
Shared
0.00
None
59.90K
ALPHABET INC
SOLEShares62.28K
TypeSH
Market value$9.63M
4.15%
Sole
0.00
Shared
0.00
None
62.28K
AMAZON COM INC
SOLEShares39.02K
TypeSH
Market value$7.42M
3.20%
Sole
0.00
Shared
0.00
None
39.02K
PALO ALTO NETWORKS INC
SOLEShares27.45K
TypeSH
Market value$4.68M
2.02%
Sole
0.00
Shared
0.00
None
27.45K
DIREXION SHS ETF TR
SOLEShares32.88K
TypeSH
Market value$4.62M
1.99%
Sole
0.00
Shared
0.00
None
32.88K
PALANTIR TECHNOLOGIES INC
SOLEShares52.45K
TypeSH
Market value$4.43M
1.91%
Sole
0.00
Shared
0.00
None
52.45K
DIREXION SHS ETF TR
SOLEShares231.25K
TypeSH
Market value$3.69M
1.59%
Sole
0.00
Shared
0.00
None
231.25K
VANECK ETF TRUST
SOLEShares16.52K
TypeSH
Market value$3.49M
1.51%
Sole
0.00
Shared
0.00
None
16.52K
TESLA INC
SOLEShares13.22K
TypeSH
Market value$3.43M
1.48%
Sole
0.00
Shared
0.00
None
13.22K
UBER TECHNOLOGIES INC
SOLEShares42.92K
TypeSH
Market value$3.13M
1.35%
Sole
0.00
Shared
0.00
None
42.92K
OKLO INC
SOLEShares110.50K
TypeSH
Market value$2.39M
1.03%
Sole
0.00
Shared
0.00
None
110.50K
INVESCO QQQ TR
SOLEShares5.08K
TypeSH
Market value$2.38M
1.03%
Sole
0.00
Shared
0.00
None
5.08K
ARM HOLDINGS PLC
SOLEShares18.35K
TypeSH
Market value$1.96M
0.84%
Sole
0.00
Shared
0.00
None
18.35K
ELI LILLY & CO
SOLEShares2.31K
TypeSH
Market value$1.91M
0.82%
Sole
0.00
Shared
0.00
None
2.31K
DIREXION SHS ETF TR
SOLEShares64.20K
TypeSH
Market value$1.88M
0.81%
Sole
0.00
Shared
0.00
None
64.20K
ISHARES TR
SOLEShares13.64K
TypeSH
Market value$1.74M
0.75%
Sole
0.00
Shared
0.00
None
13.64K
SUPER MICRO COMPUTER INC
SOLEShares42.60K
TypeSH
Market value$1.46M
0.63%
Sole
0.00
Shared
0.00
None
42.60K
NXP SEMICONDUCTORS N V
SOLEShares7.66K
TypeSH
Market value$1.45M
0.63%
Sole
0.00
Shared
0.00
None
7.66K
NETFLIX INC
SOLEShares1.55K
TypeSH
Market value$1.44M
0.62%
Sole
0.00
Shared
0.00
None
1.55K
ISHARES TR
SOLEShares10.07K
TypeSH
Market value$1.41M
0.61%
Sole
0.00
Shared
0.00
None
10.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 696.42K | SH | $75.48M 32.55% | 0.00 | 0.00 | 696.42K |
APPLE INCSOLE | COM | 124.23K | SH | $27.60M 11.90% | 0.00 | 0.00 | 124.23K |
META PLATFORMS INCSOLE | CL A | 36.48K | SH | $21.03M 9.07% | 0.00 | 0.00 | 36.48K |
PROSHARES TRSOLE | PSHS ULTRA QQQ | 137.76K | SH | $12.24M 5.28% | 0.00 | 0.00 | 137.76K |
MICROSOFT CORPSOLE | COM | 29.88K | SH | $11.22M 4.84% | 0.00 | 0.00 | 29.88K |
BROADCOM INCSOLE | COM | 59.90K | SH | $10.03M 4.32% | 0.00 | 0.00 | 59.90K |
ALPHABET INCSOLE | CAP STK CL A | 62.28K | SH | $9.63M 4.15% | 0.00 | 0.00 | 62.28K |
AMAZON COM INCSOLE | COM | 39.02K | SH | $7.42M 3.20% | 0.00 | 0.00 | 39.02K |
PALO ALTO NETWORKS INCSOLE | COM | 27.45K | SH | $4.68M 2.02% | 0.00 | 0.00 | 27.45K |
DIREXION SHS ETF TRSOLE | DRX S&P500BULL | 32.88K | SH | $4.62M 1.99% | 0.00 | 0.00 | 32.88K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 52.45K | SH | $4.43M 1.91% | 0.00 | 0.00 | 52.45K |
DIREXION SHS ETF TRSOLE | DLY SCOND 3XBU | 231.25K | SH | $3.69M 1.59% | 0.00 | 0.00 | 231.25K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 16.52K | SH | $3.49M 1.51% | 0.00 | 0.00 | 16.52K |
TESLA INCSOLE | COM | 13.22K | SH | $3.43M 1.48% | 0.00 | 0.00 | 13.22K |
UBER TECHNOLOGIES INCSOLE | COM | 42.92K | SH | $3.13M 1.35% | 0.00 | 0.00 | 42.92K |
OKLO INCSOLE | COM CL A | 110.50K | SH | $2.39M 1.03% | 0.00 | 0.00 | 110.50K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.08K | SH | $2.38M 1.03% | 0.00 | 0.00 | 5.08K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 18.35K | SH | $1.96M 0.84% | 0.00 | 0.00 | 18.35K |
ELI LILLY & COSOLE | COM | 2.31K | SH | $1.91M 0.82% | 0.00 | 0.00 | 2.31K |
DIREXION SHS ETF TRSOLE | DLY SMCAP BULL3X | 64.20K | SH | $1.88M 0.81% | 0.00 | 0.00 | 64.20K |
ISHARES TRSOLE | ISHARES BIOTECH | 13.64K | SH | $1.74M 0.75% | 0.00 | 0.00 | 13.64K |
SUPER MICRO COMPUTER INCSOLE | COM NEW | 42.60K | SH | $1.46M 0.63% | 0.00 | 0.00 | 42.60K |
NXP SEMICONDUCTORS N VSOLE | COM | 7.66K | SH | $1.45M 0.63% | 0.00 | 0.00 | 7.66K |
NETFLIX INCSOLE | COM | 1.55K | SH | $1.44M 0.62% | 0.00 | 0.00 | 1.55K |
ISHARES TRSOLE | U.S. TECH ETF | 10.07K | SH | $1.41M 0.61% | 0.00 | 0.00 | 10.07K |
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