CIK 1861125
Westwood Wealth Management
Institutional 13F holdings & portfolio
Holdings
106
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 233K | $1M+ | SH |
| AAPL | APPLE INC | 24K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 73K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 109K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 70K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 85K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 44K | $1M+ | SH |
| TGRW | T ROWE PRICE ETF INC | 77K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 70K | $1M+ | SH |
| EZM | WISDOMTREE TR | 43K | $1M+ | SH |
| SJNK | SPDR SERIES TRUST | 111K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 6K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 42K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 13K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 29K | $1M+ | SH |
| SMAY | FIRST TR EXCHNG TRADED FD VI | 83K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| TFLO | ISHARES TR | 42K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 10K | $1M+ | SH |
| QCJL | FIRST TR EXCHNG TRADED FD VI | 79K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 37K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 12K | $1M+ | SH |
| DJAN | FIRST TR EXCHNG TRADED FD VI | 39K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| SOXX | ISHARES TR | 4K | $1M+ | SH |
| SGOV | ISHARES TR | 12K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 47K | $1M+ | SH |
| SEIX | VIRTUS ETF TR II | 48K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 5K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| LLY | ELI LILLY & CO | 954 | $1M+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| HD | HOME DEPOT INC | 3K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 7K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| AZZ | AZZ INC | 7K | $500K+ | SH |
| PFE | PFIZER INC | 29K | $500K+ | SH |
| NAN | NUVEEN NEW YORK QLT MUN INC | 64K | $500K+ | SH |
| BOND | PIMCO ETF TR | 7K | $500K+ | SH |