Westwood Wealth Management
•CIK: 1861125•Filing: Q4 2025
**Westwood Wealth Management** manages $133M across a diversified portfolio of 106 positions. The fund exhibits notable concentration in technology and financial sectors, with top holdings including DFAI at $8.9M and AAPL at $6.7M. Significant allocations are also visible in BIV ($5.7M) and JAAA ($5.5M). This structure suggests a tactical approach targeting established growth names alongside specialized sector plays.
Total AUM
$133.0M
QoQ Performance
-51.2%
Positions
77
Top 10 Concentration
38.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAI
AAPL
DFAI6.7%
AAPL5.0%
BIV4.3%
JAAA4.1%
SPHQ3.9%
DFAT3.8%
SPYG3.5%
TGRW2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.6%
Technology12.4%
Healthcare3.2%
Consumer3.1%
Financial2.3%
Utilities1.9%
ETF1.9%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+23 more exited positions
Changes from Q3 2025
NEW88 new positions
↑4 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023