Westwood Wealth Management
CIK: 0001861125SEC EDGAR →
Portfolio Value
$133.0M
Holdings
106
As of
Q4 2025
New Positions
106
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 233,188 | $8.9M | 6.68% |
| 2 | APPLE INC | 24,469 | $6.7M | 5.00% |
| 3 | VANGUARD BD INDEX FDS | 72,757 | $5.7M | 4.26% |
| 4 | JANUS DETROIT STR TR | 108,762 | $5.5M | 4.14% |
| 5 | INVESCO EXCHANGE TRADED FD T | 69,732 | $5.2M | 3.93% |
| 6 | DIMENSIONAL ETF TRUST | 84,545 | $5.0M | 3.78% |
| 7 | SPDR SERIES TRUST | 43,544 | $4.6M | 3.49% |
| 8 | T ROWE PRICE ETF INC | 76,980 | $3.5M | 2.66% |
| 9 | JANUS DETROIT STR TR | 70,435 | $3.2M | 2.42% |
| 10 | WISDOMTREE TR | 43,341 | $2.9M | 2.18% |
Quarterly Changes
New Positions (106)
$8.9M · 233K shares
$6.7M · 24K shares
$5.7M · 73K shares
$5.5M · 109K shares
$5.2M · 70K shares
$5.0M · 85K shares
$4.6M · 44K shares
$3.5M · 77K shares
$3.2M · 70K shares
$2.9M · 43K shares
$2.8M · 111K shares
$2.8M · 16K shares
$2.6M · 6K shares
$2.5M · 4K shares
$2.5M · 9K shares
$2.5M · 42K shares
$2.4M · 4K shares
$2.4M · 13K shares
$2.3M · 29K shares
$2.2M · 83K shares
$2.1M · 3K shares
$2.1M · 42K shares
$1.9M · 10K shares
$1.9M · 79K shares
$1.8M · 4K shares
$1.7M · 37K shares
$1.7M · 12K shares
$1.7M · 39K shares
$1.5M · 3K shares
$1.4M · 6K shares
$1.3M · 5K shares
$1.3M · 4K shares
$1.2M · 12K shares
$1.2M · 47K shares
$1.1M · 48K shares
$1.1M · 5K shares
$1.1M · 2K shares
$1.0M · 3K shares
$1.0M · 954 shares
$883K · 2K shares
$879K · 3K shares
$848K · 7K shares
$847K · 2K shares
$840K · 3K shares
$839K · 5K shares
$819K · 3K shares
$750K · 7K shares
$727K · 29K shares
$717K · 64K shares
$700K · 7K shares
$689K · 18K shares
$642K · 27K shares
$634K · 9K shares
$632K · 8K shares
$608K · 3K shares
$600K · 6K shares
$553K · 2K shares
$537K · 7K shares
$480K · 3K shares
$475K · 14K shares
$464K · 4K shares
$445K · 2K shares
$434K · 926 shares
$429K · 10K shares
$425K · 8K shares
$421K · 1K shares
$414K · 2K shares
$411K · 2K shares
$406K · 15K shares
$400K · 2K shares
$378K · 11K shares
$375K · 802 shares
$373K · 2K shares
$363K · 5K shares
$350K · 7K shares
$343K · 518 shares
$329K · 577 shares
$323K · 3K shares
$316K · 1K shares
$313K · 6K shares
$305K · 16K shares
$300K · 1K shares
$278K · 6K shares
$278K · 2K shares
$277K · 5K shares
$273K · 8K shares
$264K · 3K shares
$260K · 6K shares
$259K · 1K shares
$246K · 1K shares
$242K · 3K shares
$239K · 1K shares
$237K · 1K shares
$236K · 5K shares
$235K · 9K shares
$228K · 438 shares
$228K · 2K shares
$221K · 2K shares
$216K · 586 shares
$215K · 14K shares
$210K · 8K shares
$204K · 423 shares
$202K · 586 shares
$202K · 696 shares
$201K · 3K shares
$142K · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $88.7M | 66.7% |
| Technology | 13 | $16.6M | 12.5% |
| Industrials | 11 | $6.1M | 4.6% |
| Unknown | 3 | $5.1M | 3.9% |
| Communication Services | 6 | $4.5M | 3.4% |
| Healthcare | 6 | $4.2M | 3.2% |
| Consumer Cyclical | 3 | $4.1M | 3.1% |
| Utilities | 3 | $2.8M | 2.1% |
| Basic Materials | 1 | $278K | 0.2% |
| Energy | 1 | $237K | 0.2% |
| Consumer Defensive | 1 | $221K | 0.2% |