Westwood Wealth Management

Q3 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
46
Total value ($000)
$272,676
Net value change ($000)
-24,974 (-8.4%)
New positions
3
Sold out positions
5
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 5,247 43.8%
TSLA 3,921 149.8%
OKLO 2,508 42.6%
SHY 1,017 90.9%
GOOGL 442 37.3%
CRWV 374 NEW
DIS 330 154.2%
JNJ 260 NEW
IYW 226 13.0%
XLY 214 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -11,939 -49.8%
META -5,696 -22.2%
AVGO -3,179 -19.4%
QLD -2,531 -14.5%
PANW -2,325 -43.1%
AMZN -2,122 -25.3%
NFLX -2,081 -100.0%
MSFT -1,837 -12.5%
ARM -1,447 -55.6%
UBER -1,204 -31.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type