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| Happy Holidays!! thanks for using AUM13F!! |
| Westwood Wealth Management
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| CRD # | 290658 |
| SEC # | 801-121572 |
| CIK # | 0001861125 |
| AUM | $338.8 M (2025-06-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 424-255-3120 |
| Address | 11100 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001861125 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 105.1 | ||
| Facebook Inc | 25.7 | ||
| Apple Inc | 24.0 | ||
| Broadcom Inc | 16.4 | ||
| Microsoft Corp | 14.7 | ||
| Alphabet Inc | 12.0 | ||
| Palantir Technologies Inc | 8.4 | ||
| Amazon Com Inc | 8.4 | ||
| ALTC Acquisition Corp | 5.9 | ||
| Palo Alto Networks Inc | 5.4 | ||
| Uber Technologies Inc | 3.9 | ||
| Tesla Motors Inc | 2.6 | ||
| ARM Holdings PLC /UK | 2.6 | ||
| Netflix Inc | 2.1 | ||
| NXP Semiconductors NV | 1.7 | ||
| Oracle Corp | 1.5 | ||
| Super Micro Computer Inc | 1.4 | ||
| ServiceNow Inc | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Union Pacific Corp | 1.0 | ||
| Blackstone Group LP | 0.9 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Westwood Alpha Opportunity Fund LP | 2023-11-14 | 7.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 23.2 |
| (b) Individuals (high net worth individuals) | 38 | 305.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 7.4 |
| (g) Pension and profit sharing plans | 1 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 237 | 338.8 |
| By Discretionary | ||
| Discretionary | 237 | 338.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 237 | 338.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.8 | |
| Total | 237 | 338.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001861125] |
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