Filed: 8/5/2025ACC: 0001172661-25-002877
📋 What this filing means
WESTWOOD WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $297.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$297.65M
Total AUM (reported)
1.98M
Total Shares
Allocation by class
COM$192.95M64.8%
CL A$34.34M11.5%
PSHS ULTRA QQQ$17.49M5.9%
CAP STK CL A$11.99M4.0%
DLY SCOND 3XBU$7.64M2.6%
DRX S&P500BULL$5.90M2.0%
COM CL A$5.89M2.0%
Portfolio Concentration
Top 3$154.77M52.0%
4–10$85.02M28.6%
11–25$44.88M15.1%
Rest$12.98M4.4%
Top 3 weight
52.0%
Top 10 weight
80.6%
Voting Authority Distribution
Total shares with voting rights: 1.98M
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
1.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:
NVIDIA CORPORATION
SOLEShares665.33K
TypeSH
Market value$105.11M
35.31%
Sole
0.00
Shared
0.00
None
665.33K
META PLATFORMS INC
SOLEShares34.79K
TypeSH
Market value$25.68M
8.63%
Sole
0.00
Shared
0.00
None
34.79K
APPLE INC
SOLEShares116.87K
TypeSH
Market value$23.98M
8.06%
Sole
0.00
Shared
0.00
None
116.87K
PROSHARES TR
SOLEShares148.62K
TypeSH
Market value$17.49M
5.88%
Sole
0.00
Shared
0.00
None
148.62K
BROADCOM INC
SOLEShares59.38K
TypeSH
Market value$16.37M
5.50%
Sole
0.00
Shared
0.00
None
59.38K
MICROSOFT CORP
SOLEShares29.62K
TypeSH
Market value$14.73M
4.95%
Sole
0.00
Shared
0.00
None
29.62K
ALPHABET INC
SOLEShares68.04K
TypeSH
Market value$11.99M
4.03%
Sole
0.00
Shared
0.00
None
68.04K
PALANTIR TECHNOLOGIES INC
SOLEShares61.78K
TypeSH
Market value$8.42M
2.83%
Sole
0.00
Shared
0.00
None
61.78K
AMAZON COM INC
SOLEShares38.20K
TypeSH
Market value$8.38M
2.82%
Sole
0.00
Shared
0.00
None
38.20K
DIREXION SHS ETF TR
SOLEShares304.07K
TypeSH
Market value$7.64M
2.57%
Sole
0.00
Shared
0.00
None
304.07K
DIREXION SHS ETF TR
SOLEShares34.02K
TypeSH
Market value$5.90M
1.98%
Sole
0.00
Shared
0.00
None
34.02K
OKLO INC
SOLEShares105.25K
TypeSH
Market value$5.89M
1.98%
Sole
0.00
Shared
0.00
None
105.25K
PALO ALTO NETWORKS INC
SOLEShares26.35K
TypeSH
Market value$5.39M
1.81%
Sole
0.00
Shared
0.00
None
26.35K
VANECK ETF TRUST
SOLEShares15.81K
TypeSH
Market value$4.41M
1.48%
Sole
0.00
Shared
0.00
None
15.81K
UBER TECHNOLOGIES INC
SOLEShares41.58K
TypeSH
Market value$3.88M
1.30%
Sole
0.00
Shared
0.00
None
41.58K
INVESCO QQQ TR
SOLEShares5.34K
TypeSH
Market value$2.95M
0.99%
Sole
0.00
Shared
0.00
None
5.34K
TESLA INC
SOLEShares8.24K
TypeSH
Market value$2.62M
0.88%
Sole
0.00
Shared
0.00
None
8.24K
ARM HOLDINGS PLC
SOLEShares16.10K
TypeSH
Market value$2.60M
0.87%
Sole
0.00
Shared
0.00
None
16.10K
NETFLIX INC
SOLEShares1.55K
TypeSH
Market value$2.08M
0.70%
Sole
0.00
Shared
0.00
None
1.55K
ISHARES TR
SOLEShares9.99K
TypeSH
Market value$1.73M
0.58%
Sole
0.00
Shared
0.00
None
9.99K
NXP SEMICONDUCTORS N V
SOLEShares7.66K
TypeSH
Market value$1.67M
0.56%
Sole
0.00
Shared
0.00
None
7.66K
ORACLE CORP
SOLEShares7.08K
TypeSH
Market value$1.55M
0.52%
Sole
0.00
Shared
0.00
None
7.08K
SUPER MICRO COMPUTER INC
SOLEShares29.10K
TypeSH
Market value$1.43M
0.48%
Sole
0.00
Shared
0.00
None
29.10K
DIREXION SHS ETF TR
SOLEShares42.37K
TypeSH
Market value$1.42M
0.48%
Sole
0.00
Shared
0.00
None
42.37K
SPDR S&P 500 ETF TR
SOLEShares2.19K
TypeSH
Market value$1.35M
0.45%
Sole
0.00
Shared
0.00
None
2.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 665.33K | SH | $105.11M 35.31% | 0.00 | 0.00 | 665.33K |
META PLATFORMS INCSOLE | CL A | 34.79K | SH | $25.68M 8.63% | 0.00 | 0.00 | 34.79K |
APPLE INCSOLE | COM | 116.87K | SH | $23.98M 8.06% | 0.00 | 0.00 | 116.87K |
PROSHARES TRSOLE | PSHS ULTRA QQQ | 148.62K | SH | $17.49M 5.88% | 0.00 | 0.00 | 148.62K |
BROADCOM INCSOLE | COM | 59.38K | SH | $16.37M 5.50% | 0.00 | 0.00 | 59.38K |
MICROSOFT CORPSOLE | COM | 29.62K | SH | $14.73M 4.95% | 0.00 | 0.00 | 29.62K |
ALPHABET INCSOLE | CAP STK CL A | 68.04K | SH | $11.99M 4.03% | 0.00 | 0.00 | 68.04K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 61.78K | SH | $8.42M 2.83% | 0.00 | 0.00 | 61.78K |
AMAZON COM INCSOLE | COM | 38.20K | SH | $8.38M 2.82% | 0.00 | 0.00 | 38.20K |
DIREXION SHS ETF TRSOLE | DLY SCOND 3XBU | 304.07K | SH | $7.64M 2.57% | 0.00 | 0.00 | 304.07K |
DIREXION SHS ETF TRSOLE | DRX S&P500BULL | 34.02K | SH | $5.90M 1.98% | 0.00 | 0.00 | 34.02K |
OKLO INCSOLE | COM CL A | 105.25K | SH | $5.89M 1.98% | 0.00 | 0.00 | 105.25K |
PALO ALTO NETWORKS INCSOLE | COM | 26.35K | SH | $5.39M 1.81% | 0.00 | 0.00 | 26.35K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 15.81K | SH | $4.41M 1.48% | 0.00 | 0.00 | 15.81K |
UBER TECHNOLOGIES INCSOLE | COM | 41.58K | SH | $3.88M 1.30% | 0.00 | 0.00 | 41.58K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.34K | SH | $2.95M 0.99% | 0.00 | 0.00 | 5.34K |
TESLA INCSOLE | COM | 8.24K | SH | $2.62M 0.88% | 0.00 | 0.00 | 8.24K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 16.10K | SH | $2.60M 0.87% | 0.00 | 0.00 | 16.10K |
NETFLIX INCSOLE | COM | 1.55K | SH | $2.08M 0.70% | 0.00 | 0.00 | 1.55K |
ISHARES TRSOLE | U.S. TECH ETF | 9.99K | SH | $1.73M 0.58% | 0.00 | 0.00 | 9.99K |
NXP SEMICONDUCTORS N VSOLE | COM | 7.66K | SH | $1.67M 0.56% | 0.00 | 0.00 | 7.66K |
ORACLE CORPSOLE | COM | 7.08K | SH | $1.55M 0.52% | 0.00 | 0.00 | 7.08K |
SUPER MICRO COMPUTER INCSOLE | COM NEW | 29.10K | SH | $1.43M 0.48% | 0.00 | 0.00 | 29.10K |
DIREXION SHS ETF TRSOLE | DLY SMCAP BULL3X | 42.37K | SH | $1.42M 0.48% | 0.00 | 0.00 | 42.37K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.19K | SH | $1.35M 0.45% | 0.00 | 0.00 | 2.19K |
Page 1 of 2