WESTWOOD WEALTH MANAGEMENT
Q2 2024 Form 13-F
LOS ANGELES, CALIFORNIA
CIK 0001861125
· CRD 290658
· SEC-registered investment adviser
$268.3M Reported Value Total
WESTWOOD WEALTH MANAGEMENT reports 192 total accounts under management (AUM). There are 192 discretionary accounts valued at $185,026,361, 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
$268.3M
Quarter over quarter
+20.2%
Holdings
39
Top-10 concentration
80.1%
Key People
Form ADV owners & control persons
Michael Andrew Puryear
PRESIDENT & CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | August 14, 2024 |
| Form | 13F-HR |
| Reported value | $268.3M |
| Positions | 39 |
| Change in reported value | +31.2% |
| New positions | 3 |
| Exited positions | 0 |
| Position turnover | 7.7% |
| Top-10 concentration | 80.1% |
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 · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $99.0M | 36.88% |
| 2 | AAPL APPLE INC | $27.8M | 10.38% |
| 3 | META META PLATFORMS INC | $13.4M | 5.0% |
| 4 | QLD PROSHARES TR | $12.9M | 4.8% |
| 5 | SOXL DIREXION SHS ETF TR | $12.6M | 4.68% |
| 6 | MSFT MICROSOFT CORP | $12.3M | 4.6% |
| 7 | GOOGL ALPHABET INC | $11.3M | 4.22% |
| 8 | META C META PLATFORMS INC | $10.1M | 3.76% |
| 9 | AVGO BROADCOM INC | $8.8M | 3.28% |
| 10 | AMZN AMAZON COM INC | $6.8M | 2.54% |
| 11 | PANW PALO ALTO NETWORKS INC | $5.0M | 1.86% |
| 12 | SPXL DIREXION SHS ETF TR | $4.8M | 1.81% |
| 13 | QQQ C INVESCO QQQ TR | $4.8M | 1.79% |
| 14 | SMH VANECK ETF TRUST | $4.5M | 1.68% |
| 15 | ARM ARM HOLDINGS PLC | $3.9M | 1.44% |
| 16 | TNA DIREXION SHS ETF TR | $3.6M | 1.35% |
| 17 | UBER UBER TECHNOLOGIES INC | $3.6M | 1.35% |
| 18 | NXPI NXP SEMICONDUCTORS N V | $2.4M | 0.89% |
| 19 | QQQ INVESCO QQQ TR | $2.2M | 0.84% |
| 20 | IYW ISHARES TR | $1.8M | 0.68% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.