Filed: 10/24/2025ACC: 0001172661-25-004427
📋 What this filing means
WESTWOOD WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $272.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$272.68M
Total AUM (reported)
1.53M
Total Shares
Allocation by class
COM$169.53M62.2%
CL A$27.86M10.2%
CAP STK CL A$17.24M6.3%
PSHS ULTRA QQQ$14.96M5.5%
COM CL A$8.77M3.2%
DLY SCOND 3XBU$7.83M2.9%
DRX S&P500BULL$5.85M2.1%
Portfolio Concentration
Top 3$141.74M52.0%
4–10$76.99M28.2%
11–25$44.34M16.3%
Rest$9.62M3.5%
Top 3 weight
52.0%
Top 10 weight
80.2%
Voting Authority Distribution
Total shares with voting rights: 1.53M
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
1.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole46
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings46
Rows:
NVIDIA CORPORATION
SOLEShares560.15K
TypeSH
Market value$104.51M
38.33%
Sole
0.00
Shared
0.00
None
560.15K
META PLATFORMS INC
SOLEShares27.21K
TypeSH
Market value$19.99M
7.33%
Sole
0.00
Shared
0.00
None
27.21K
ALPHABET INC
SOLEShares70.90K
TypeSH
Market value$17.24M
6.32%
Sole
0.00
Shared
0.00
None
70.90K
PROSHARES TR
SOLEShares109.06K
TypeSH
Market value$14.96M
5.49%
Sole
0.00
Shared
0.00
None
109.06K
BROADCOM INC
SOLEShares39.98K
TypeSH
Market value$13.19M
4.84%
Sole
0.00
Shared
0.00
None
39.98K
MICROSOFT CORP
SOLEShares24.90K
TypeSH
Market value$12.90M
4.73%
Sole
0.00
Shared
0.00
None
24.90K
APPLE INC
SOLEShares47.28K
TypeSH
Market value$12.04M
4.42%
Sole
0.00
Shared
0.00
None
47.28K
OKLO INC
SOLEShares75.25K
TypeSH
Market value$8.40M
3.08%
Sole
0.00
Shared
0.00
None
75.25K
DIREXION SHS ETF TR
SOLEShares224.87K
TypeSH
Market value$7.83M
2.87%
Sole
0.00
Shared
0.00
None
224.87K
PALANTIR TECHNOLOGIES INC
SOLEShares42.02K
TypeSH
Market value$7.66M
2.81%
Sole
0.00
Shared
0.00
None
42.02K
TESLA INC
SOLEShares14.70K
TypeSH
Market value$6.54M
2.40%
Sole
0.00
Shared
0.00
None
14.70K
AMAZON COM INC
SOLEShares28.51K
TypeSH
Market value$6.26M
2.30%
Sole
0.00
Shared
0.00
None
28.51K
DIREXION SHS ETF TR
SOLEShares27.63K
TypeSH
Market value$5.85M
2.15%
Sole
0.00
Shared
0.00
None
27.63K
VANECK ETF TRUST
SOLEShares14.03K
TypeSH
Market value$4.58M
1.68%
Sole
0.00
Shared
0.00
None
14.03K
PALO ALTO NETWORKS INC
SOLEShares15.06K
TypeSH
Market value$3.07M
1.12%
Sole
0.00
Shared
0.00
None
15.06K
INVESCO QQQ TR
SOLEShares4.96K
TypeSH
Market value$2.98M
1.09%
Sole
0.00
Shared
0.00
None
4.96K
UBER TECHNOLOGIES INC
SOLEShares27.30K
TypeSH
Market value$2.67M
0.98%
Sole
0.00
Shared
0.00
None
27.30K
ISHARES TR
SOLEShares25.75K
TypeSH
Market value$2.14M
0.78%
Sole
0.00
Shared
0.00
None
25.75K
ISHARES TR
SOLEShares9.99K
TypeSH
Market value$1.96M
0.72%
Sole
0.00
Shared
0.00
None
9.99K
ORACLE CORP
SOLEShares5.83K
TypeSH
Market value$1.64M
0.60%
Sole
0.00
Shared
0.00
None
5.83K
ALPHABET INC
SOLEShares6.68K
TypeSH
Market value$1.63M
0.60%
Sole
0.00
Shared
0.00
None
6.68K
SPDR S&P 500 ETF TR
SOLEShares2.19K
TypeSH
Market value$1.46M
0.53%
Sole
0.00
Shared
0.00
None
2.19K
DIREXION SHS ETF TR
SOLEShares28.80K
TypeSH
Market value$1.30M
0.48%
Sole
0.00
Shared
0.00
None
28.80K
ARM HOLDINGS PLC
SOLEShares8.18K
TypeSH
Market value$1.16M
0.42%
Sole
0.00
Shared
0.00
None
8.18K
NXP SEMICONDUCTORS N V
SOLEShares4.88K
TypeSH
Market value$1.11M
0.41%
Sole
0.00
Shared
0.00
None
4.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 560.15K | SH | $104.51M 38.33% | 0.00 | 0.00 | 560.15K |
META PLATFORMS INCSOLE | CL A | 27.21K | SH | $19.99M 7.33% | 0.00 | 0.00 | 27.21K |
ALPHABET INCSOLE | CAP STK CL A | 70.90K | SH | $17.24M 6.32% | 0.00 | 0.00 | 70.90K |
PROSHARES TRSOLE | PSHS ULTRA QQQ | 109.06K | SH | $14.96M 5.49% | 0.00 | 0.00 | 109.06K |
BROADCOM INCSOLE | COM | 39.98K | SH | $13.19M 4.84% | 0.00 | 0.00 | 39.98K |
MICROSOFT CORPSOLE | COM | 24.90K | SH | $12.90M 4.73% | 0.00 | 0.00 | 24.90K |
APPLE INCSOLE | COM | 47.28K | SH | $12.04M 4.42% | 0.00 | 0.00 | 47.28K |
OKLO INCSOLE | COM CL A | 75.25K | SH | $8.40M 3.08% | 0.00 | 0.00 | 75.25K |
DIREXION SHS ETF TRSOLE | DLY SCOND 3XBU | 224.87K | SH | $7.83M 2.87% | 0.00 | 0.00 | 224.87K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 42.02K | SH | $7.66M 2.81% | 0.00 | 0.00 | 42.02K |
TESLA INCSOLE | COM | 14.70K | SH | $6.54M 2.40% | 0.00 | 0.00 | 14.70K |
AMAZON COM INCSOLE | COM | 28.51K | SH | $6.26M 2.30% | 0.00 | 0.00 | 28.51K |
DIREXION SHS ETF TRSOLE | DRX S&P500BULL | 27.63K | SH | $5.85M 2.15% | 0.00 | 0.00 | 27.63K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 14.03K | SH | $4.58M 1.68% | 0.00 | 0.00 | 14.03K |
PALO ALTO NETWORKS INCSOLE | COM | 15.06K | SH | $3.07M 1.12% | 0.00 | 0.00 | 15.06K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.96K | SH | $2.98M 1.09% | 0.00 | 0.00 | 4.96K |
UBER TECHNOLOGIES INCSOLE | COM | 27.30K | SH | $2.67M 0.98% | 0.00 | 0.00 | 27.30K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 25.75K | SH | $2.14M 0.78% | 0.00 | 0.00 | 25.75K |
ISHARES TRSOLE | U.S. TECH ETF | 9.99K | SH | $1.96M 0.72% | 0.00 | 0.00 | 9.99K |
ORACLE CORPSOLE | COM | 5.83K | SH | $1.64M 0.60% | 0.00 | 0.00 | 5.83K |
ALPHABET INCSOLE | CAP STK CL C | 6.68K | SH | $1.63M 0.60% | 0.00 | 0.00 | 6.68K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.19K | SH | $1.46M 0.53% | 0.00 | 0.00 | 2.19K |
DIREXION SHS ETF TRSOLE | DLY SMCAP BULL3X | 28.80K | SH | $1.30M 0.48% | 0.00 | 0.00 | 28.80K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 8.18K | SH | $1.16M 0.42% | 0.00 | 0.00 | 8.18K |
NXP SEMICONDUCTORS N VSOLE | COM | 4.88K | SH | $1.11M 0.41% | 0.00 | 0.00 | 4.88K |
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