13F HOLDINGS REPORT
Westwood Wealth Management
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001172661-25-002877
Total Value
$297.6M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 665,325 | $105.1M | 35.31% |
| 2 | META PLATFORMS INC | META | 34,794 | $25.7M | 8.63% |
| 3 | APPLE INC | AAPL | 116,873 | $24.0M | 8.06% |
| 4 | PROSHARES TR | 74347R206 | 148,615 | $17.5M | 5.88% |
| 5 | BROADCOM INC | AVGO | 59,375 | $16.4M | 5.50% |
| 6 | MICROSOFT CORP | MSFT | 29,617 | $14.7M | 4.95% |
| 7 | ALPHABET INC | GOOG | 68,037 | $12.0M | 4.03% |
| 8 | PALANTIR TECHNOLOGIES INC | PLTR | 61,778 | $8.4M | 2.83% |
| 9 | AMAZON COM INC | AMZN | 38,201 | $8.4M | 2.82% |
| 10 | DIREXION SHS ETF TR | 25459W458 | 304,070 | $7.6M | 2.57% |
| 11 | DIREXION SHS ETF TR | 25459W862 | 34,025 | $5.9M | 1.98% |
| 12 | OKLO INC | OKLO | 105,250 | $5.9M | 1.98% |
| 13 | PALO ALTO NETWORKS INC | PANW | 26,346 | $5.4M | 1.81% |
| 14 | VANECK ETF TRUST | 92189F676 | 15,815 | $4.4M | 1.48% |
| 15 | UBER TECHNOLOGIES INC | UBER | 41,575 | $3.9M | 1.30% |
| 16 | INVESCO QQQ TR | IVZ | 5,340 | $2.9M | 0.99% |
| 17 | TESLA INC | TSLA | 8,243 | $2.6M | 0.88% |
| 18 | ARM HOLDINGS PLC | 042068205 | 16,100 | $2.6M | 0.87% |
| 19 | NETFLIX INC | NFLX | 1,554 | $2.1M | 0.70% |
| 20 | ISHARES TR | 464287721 | 9,995 | $1.7M | 0.58% |
| 21 | NXP SEMICONDUCTORS N V | NXPI | 7,655 | $1.7M | 0.56% |
| 22 | ORACLE CORP | ORCL-PD | 7,075 | $1.5M | 0.52% |
| 23 | SUPER MICRO COMPUTER INC | SMCI | 29,100 | $1.4M | 0.48% |
| 24 | DIREXION SHS ETF TR | 25459W847 | 42,365 | $1.4M | 0.48% |
| 25 | SPDR S&P 500 ETF TR | SPY | 2,186 | $1.4M | 0.45% |
| 26 | SERVICENOW INC | NOW | 1,180 | $1.2M | 0.41% |
| 27 | ALPHABET INC | GOOG | 6,677 | $1.2M | 0.40% |
| 28 | ISHARES TR | 464287457 | 13,500 | $1.1M | 0.38% |
| 29 | UNION PAC CORP | UNP | 4,435 | $1.0M | 0.34% |
| 30 | BLACKSTONE INC | BX | 6,175 | $923,657 | 0.31% |
| 31 | ISHARES TR | 464287556 | 6,880 | $870,389 | 0.29% |
| 32 | JPMORGAN CHASE & CO. | VYLD | 2,902 | $841,319 | 0.28% |
| 33 | ELI LILLY & CO | LLY | 1,035 | $806,814 | 0.27% |
| 34 | ADVANCED MICRO DEVICES INC | AMD | 4,053 | $575,121 | 0.19% |
| 35 | DIMENSIONAL ETF TRUST | 25434V401 | 7,420 | $497,288 | 0.17% |
| 36 | SALESFORCE INC | CRM | 1,590 | $433,577 | 0.15% |
| 37 | NIKE INC | NKE | 5,552 | $394,414 | 0.13% |
| 38 | PROSHARES TR | 74347R214 | 8,000 | $366,480 | 0.12% |
| 39 | FEDEX CORP | FDX | 1,600 | $363,696 | 0.12% |
| 40 | DELL TECHNOLOGIES INC | DELL | 2,500 | $306,500 | 0.10% |
| 41 | QUALCOMM INC | QCOM | 1,886 | $300,364 | 0.10% |
| 42 | VANGUARD INDEX FDS | 922908363 | 528 | $299,920 | 0.10% |
| 43 | ENERGY TRANSFER L P | ET-PI | 15,500 | $281,015 | 0.09% |
| 44 | GOLDMAN SACHS GROUP INC | GSCE | 395 | $279,561 | 0.09% |
| 45 | DELTA AIR LINES INC DEL | DAL | 4,800 | $236,064 | 0.08% |
| 46 | BLOCK INC | BSQKZ | 3,450 | $234,359 | 0.08% |
| 47 | COSTCO WHSL CORP NEW | 22160K105 | 220 | $217,787 | 0.07% |
| 48 | DISNEY WALT CO | 254687106 | 1,725 | $213,917 | 0.07% |