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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.
Latest 13F Filing Activity
Westwood Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 48 equity positions with a total 13F market value of $298M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Proshares TR among other positions. Westwood Wealth Management reduced exposure to Apple Inc., Eli Lilly & Co., Ishares TR among others.
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 |
Industry Allocation
Investment Team (23)
| Name | Role | Location | |
|---|---|---|---|
C Christopher Hartman | Portfolio Manager | Phoenix, AZ , United States | |
D Danyell Ackerman | AVP Trust Trader | TX , United States | |
 | Vice President, Portfolio Manager, Research Analyst | Dallas, TX , United States | |
 | Senior Analyst | New York, NY , United States | |
 | AVP Trader | Houston, TX , United States | |
 | Research Associate | Houston, TX , United States | |
 | VP Trader | Traverse City, MI , United States | |
 | VP, Research Analyst and Portfolio Manager | Dallas, TX , United States | |
 | Vice President, Senior Portfolio Manager | Houston, TX , United States | |
 | SVP, Head of U.S. Value and Senior Portfolio Manager | Dallas, TX , United States |
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