Westwood Wealth Management
Westwood Wealth Management is a registered investment adviser headquartered in Los Angeles, California. The firm, associated with CIK 0001861125, manages portfolios primarily for individuals and high-net-worth clients. As of June 2025, the firm has 3 employees and offers discretionary investment management services. It serves U.S.-based clients exclusively and is part of the broader services offered by Westwood Holdings Group.
Investment Strategy
Westwood Wealth Management focuses on building diversified equity portfolios with significant concentrations in large-cap U.S. technology stocks and growth-oriented companies. The firm provides tailored investment solutions and portfolio management for individuals and high-net-worth clients, employing a discretionary approach that prioritizes risk management and sector diversification, with a recent emphasis on technology sector holdings such as NVIDIA, Apple, Meta Platforms, Microsoft, and Alphabet. The firm works closely with clients to align strategies with their investment objectives and risk profiles.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 35.31% | $105.1M | 665,325 | $34.65 | $157.99 | +$29.6M |
M META | META PLATFORMS INC | 8.63% | $25.7M | 34,794 | $478.67 | $738.09 | +$4.7M |
A AAPL | APPLE INC | 8.06% | $24.0M | 116,873 | $178.19 | $205.17 | -$3.6M |
Q QLD | PROSHARES TR | 5.88% | $17.5M | 148,615 | $80.23 | $117.71 | +$5.2M |
A AVGO | BROADCOM INC | 5.50% | $16.4M | 59,375 | $99.58 | $275.65 | +$6.3M |