Westwood Wealth Management
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 344,955
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 43 | 344,955 | 13F-HR | Westwood Wealth Management |
| Q1 2026 | 5/11/2026 | 42 | 254,821 | 13F-HR | Westwood Wealth Management |
| Q4 2025 | 1/20/2026 | 106 | 133,035 | 13F-HR | Westwood Wealth Management |
| Q3 2025 | 10/24/2025 | 46 | 272,676 | 13F-HR | Westwood Wealth Management |
| Q2 2025 | 8/5/2025 | 48 | 297,650 | 13F-HR | Westwood Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 247.7 K | 71.8% | 36.63 K | 0 | 36.63 K |
| ETFs | 97.26 K | 28.2% | 53.5 K | 0 | 53.5 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
344,955
Holdings
43
QoQ value change ($000)
90,134
(35.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.