WESTWOOD WEALTH MANAGEMENT
Q4 2022 Form 13-F
LOS ANGELES, CALIFORNIA
CIK 0001861125
· CRD 290658
· SEC-registered investment adviser
$83.2M Reported Value Total
WESTWOOD WEALTH MANAGEMENT reports 174 total accounts under management (AUM). There are 174 discretionary accounts valued at $116,271,990, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
Hedge Fund: $0
Source: Form ADV filed 2026-05-14
Reported value
$83.2M
Quarter over quarter
-0.9%
Holdings
41
Top-10 concentration
75.1%
Key People
Form ADV owners & control persons
Michael Andrew Puryear
PRESIDENT & CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | February 14, 2023 |
| Form | 13F-HR |
| Reported value | $83.2M |
| Positions | 41 |
| Change in reported value | -25.2% |
| New positions | 3 |
| Exited positions | 1 |
| Position turnover | 9.5% |
| Top-10 concentration | 75.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 7, 2026
|
43 | $345.0M |
|
Q1 2026 13F
Filed May 11, 2026
|
42 | $254.8M |
|
Q4 2025 13F
Filed Jan 20, 2026
|
106 | $133.0M |
|
Q3 2025 13F
Filed Oct 24, 2025
|
46 | $272.7M |
|
Q2 2025 13F
Filed Aug 5, 2025
|
48 | $297.6M |
|
Q1 2025 13F
Filed May 14, 2025
|
45 | $231.9M |
|
Q4 2024 13F
Filed Feb 13, 2025
|
48 | $276.8M |
|
Q3 2024 13F
Filed Nov 12, 2024
|
39 | $255.1M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
39 | $268.3M |
|
Q1 2024 13F
Filed May 1, 2024
|
36 | $204.5M |
|
Q4 2023 13F
Filed Feb 12, 2024
|
33 | $129.7M |
|
Q3 2023 13F
Filed Nov 8, 2023
|
38 | $151.2M |
|
Q2 2023 13F
Filed Jul 26, 2023
|
43 | $142.0M |
|
Q1 2023 13F
Filed Apr 25, 2023
|
41 | $112.2M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
41 | $83.2M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
39 | $111.3M |
|
Q2 2022 13F
Filed Aug 5, 2022
|
39 | $86.7M |
|
Q1 2022 13F
Filed May 11, 2022
|
43 | $257.6M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
43 | $234.5M |
Top 20 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $21.9M | 26.37% |
| 2 | NVDA NVIDIA CORPORATION | $11.6M | 13.96% |
| 3 | GOOGL ALPHABET INC | $8.8M | 10.55% |
| 4 | MSFT MICROSOFT CORP | $6.2M | 7.47% |
| 5 | QLD PROSHARES TR | $3.7M | 4.46% |
| 6 | AMZN AMAZON COM INC | $3.0M | 3.62% |
| 7 | SMH VANECK ETF TRUST | $2.1M | 2.53% |
| 8 | PANW PALO ALTO NETWORKS INC | $2.0M | 2.44% |
| 9 | SPXL DIREXION SHS ETF TR | $1.7M | 2.03% |
| 10 | UNP UNION PAC CORP | $1.4M | 1.7% |
| 11 | NKE NIKE INC | $1.4M | 1.63% |
| 12 | NXPI NXP SEMICONDUCTORS N V | $1.3M | 1.6% |
| 13 | IBB ISHARES TR | $1.3M | 1.51% |
| 14 | JPM JPMORGAN CHASE & CO | $1.2M | 1.43% |
| 15 | UBER UBER TECHNOLOGIES INC | $1.2M | 1.4% |
| 16 | SPY SPDR S&P 500 ETF TR | $1.1M | 1.3% |
| 17 | TNA DIREXION SHS ETF TR | $1.0M | 1.24% |
| 18 | BABA ALIBABA GROUP HLDG LTD | $1.0M | 1.21% |
| 19 | IYW ISHARES TR | $969.5K | 1.16% |
| 20 | QQQ INVESCO QQQ TR | $941.3K | 1.13% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.