Westwood Wealth Management - Portfolio overview

Westwood Wealth Management has 48 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 38.16%
2. GOOGL - ALPHABET INC, 8.30%
3. META - META PLATFORMS INC, 5.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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