Westwood Wealth Management
CIK: 0001861125SEC EDGAR →
Portfolio Value
$133.0B
Holdings
106
As of
Q4 2025
New Positions
106
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 233,188 | $8.9B | 6.68% |
| 2 | APPLE INC | 24,469 | $6.7B | 5.00% |
| 3 | VANGUARD BD INDEX FDS | 72,757 | $5.7B | 4.26% |
| 4 | JANUS DETROIT STR TR | 108,762 | $5.5B | 4.14% |
| 5 | INVESCO EXCHANGE TRADED FD T | 69,732 | $5.2B | 3.93% |
| 6 | DIMENSIONAL ETF TRUST | 84,545 | $5.0B | 3.78% |
| 7 | SPDR SERIES TRUST | 43,544 | $4.6B | 3.49% |
| 8 | T ROWE PRICE ETF INC | 76,980 | $3.5B | 2.66% |
| 9 | JANUS DETROIT STR TR | 70,435 | $3.2B | 2.42% |
| 10 | WISDOMTREE TR | 43,341 | $2.9B | 2.18% |
Quarterly Changes
New Positions (106)
$8.9B · 233K shares
$6.7B · 24K shares
$5.7B · 73K shares
$5.5B · 109K shares
$5.2B · 70K shares
$5.0B · 85K shares
$4.6B · 44K shares
$3.5B · 77K shares
$3.2B · 70K shares
$2.9B · 43K shares
$2.8B · 111K shares
$2.8B · 16K shares
$2.6B · 6K shares
$2.5B · 4K shares
$2.5B · 9K shares
$2.5B · 42K shares
$2.4B · 4K shares
$2.4B · 13K shares
$2.3B · 29K shares
$2.2B · 83K shares
$2.1B · 3K shares
$2.1B · 42K shares
$1.9B · 10K shares
$1.9B · 79K shares
$1.8B · 4K shares
$1.7B · 37K shares
$1.7B · 12K shares
$1.7B · 39K shares
$1.5B · 3K shares
$1.4B · 6K shares
$1.3B · 5K shares
$1.3B · 4K shares
$1.2B · 12K shares
$1.2B · 47K shares
$1.1B · 48K shares
$1.1B · 5K shares
$1.1B · 2K shares
$1.0B · 3K shares
$1.0B · 954 shares
$883.0M · 2K shares
$879.0M · 3K shares
$848.0M · 7K shares
$847.0M · 2K shares
$840.0M · 3K shares
$839.0M · 5K shares
$819.0M · 3K shares
$750.0M · 7K shares
$727.0M · 29K shares
$717.0M · 64K shares
$700.0M · 7K shares
$689.0M · 18K shares
$642.0M · 27K shares
$634.0M · 9K shares
$632.0M · 8K shares
$608.0M · 3K shares
$600.0M · 6K shares
$553.0M · 2K shares
$537.0M · 7K shares
$480.0M · 3K shares
$475.0M · 14K shares
$464.0M · 4K shares
$445.0M · 2K shares
$434.0M · 926 shares
$429.0M · 10K shares
$425.0M · 8K shares
$421.0M · 1K shares
$414.0M · 2K shares
$411.0M · 2K shares
$406.0M · 15K shares
$400.0M · 2K shares
$378.0M · 11K shares
$375.0M · 802 shares
$373.0M · 2K shares
$363.0M · 5K shares
$350.0M · 7K shares
$343.0M · 518 shares
$329.0M · 577 shares
$323.0M · 3K shares
$316.0M · 1K shares
$313.0M · 6K shares
$305.0M · 16K shares
$300.0M · 1K shares
$278.0M · 6K shares
$278.0M · 2K shares
$277.0M · 5K shares
$273.0M · 8K shares
$264.0M · 3K shares
$260.0M · 6K shares
$259.0M · 1K shares
$246.0M · 1K shares
$242.0M · 3K shares
$239.0M · 1K shares
$237.0M · 1K shares
$236.0M · 5K shares
$235.0M · 9K shares
$228.0M · 438 shares
$228.0M · 2K shares
$221.0M · 2K shares
$216.0M · 586 shares
$215.0M · 14K shares
$210.0M · 8K shares
$204.0M · 423 shares
$202.0M · 586 shares
$202.0M · 696 shares
$201.0M · 3K shares
$142.0M · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $88.7B | 66.7% |
| Technology | 13 | $16.6B | 12.5% |
| Industrials | 11 | $6.1B | 4.6% |
| Unknown | 3 | $5.1B | 3.9% |
| Communication Services | 6 | $4.5B | 3.4% |
| Healthcare | 6 | $4.2B | 3.2% |
| Consumer Cyclical | 3 | $4.1B | 3.1% |
| Utilities | 3 | $2.8B | 2.1% |
| Basic Materials | 1 | $278.0M | 0.2% |
| Energy | 1 | $237.0M | 0.2% |
| Consumer Defensive | 1 | $221.0M | 0.2% |