13F Filings History of Westwood Wealth Management

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$133,035,063
Signature - Title
Michael Puryear - President & Managing Partner
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Westwood Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Westwood Wealth Management reported 106 stock holdings with total value $133,035,063 as of Q4 2025. Top holdings included DFAI, AAPL, BIV, JAAA, and SPHQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 106 $133,035,063 +$106,258,308 -$250,476,669 -$144,218,361 DFAI, AAPL, BIV, JAAA, SPHQ 13F-HR 20 Jan 2026, 15:57
Q3 2025 46 $272,675,976 +$5,863,864 -$83,817,528 -$77,953,664 NVDA, META, GOOGL, QLD, AVGO 13F-HR 24 Oct 2025, 15:40
Q2 2025 48 $297,649,645 +$7,702,902 -$15,390,043 -$7,687,141 NVDA, META, AAPL, QLD, AVGO 13F-HR 05 Aug 2025, 08:50
Q1 2025 45 $231,917,233 +$13,275,850 -$14,182,597 -$906,747 NVDA, AAPL, META, QLD, MSFT 13F-HR 14 May 2025, 13:56
Q4 2024 48 $276,832,470 +$12,978,277 -$5,415,875 +$7,562,402 NVDA, AAPL, META, QLD, AVGO 13F-HR 13 Feb 2025, 08:30
Q3 2024 39 $255,086,103 +$19,821,324 -$8,346,653 +$11,474,671 NVDA, AAPL, META, QLD, MSFT 13F-HR 12 Nov 2024, 13:50
Q2 2024 39 $253,078,359 +$99,565,891 -$8,225,334 +$91,340,557 NVDA, AAPL, META, QLD, SOXL 13F-HR 14 Aug 2024, 13:38
Q1 2024 36 $203,814,501 +$41,344,992 -$3,820,776 +$37,524,216 NVDA, AAPL, META, MSFT, QLD 13F-HR 01 May 2024, 16:19
Q4 2023 33 $129,597,883 +$1,293,691 -$19,001,937 -$17,708,246 NVDA, AAPL, QLD, MSFT, AVGO 13F-HR 12 Feb 2024, 12:53
Q3 2023 38 $127,753,261 +$4,608,303 -$5,212,219 -$603,916 NVDA, AAPL, GOOGL, MSFT, QLD 13F-HR 08 Nov 2023, 12:32
Q2 2023 43 $134,108,971 +$3,331,562 -$783,811 +$2,547,751 NVDA, AAPL, GOOGL, MSFT, QLD 13F-HR 26 Jul 2023, 13:56
Q1 2023 41 $107,350,020 +$3,919,521 -$5,757,348 -$1,837,827 AAPL, NVDA, GOOGL, MSFT, QLD 13F-HR 25 Apr 2023, 16:41
Q4 2022 41 $83,203,438 +$7,041,589 -$3,603,365 +$3,438,224 AAPL, NVDA, GOOGL, MSFT, QLD 13F-HR 14 Feb 2023, 11:30
Q3 2022 39 $80,513,000 +$13,704,001 -$3,083,628 +$10,620,373 AAPL, GOOGL, NVDA, AMZN, MSFT 13F-HR 14 Nov 2022, 11:22
Q2 2022 39 $86,657,000 +$9,930,137 -$13,980,262 -$4,050,125 AAPL, NVDA, GOOGL, MSFT, AMZN 13F-HR 05 Aug 2022, 10:58
Q1 2022 43 $134,146,602 +$6,331,686 -$29,855,323 -$23,523,637 AAPL, NVDA, GOOGL, AMZN, MSFT 13F-HR 11 May 2022, 14:28
Q4 2021 43 $160,912,000 $0 $0 $0 AAPL, NVDA, GOOGL, AMZN, MSFT 13F-HR 14 Feb 2022, 14:05