Westwood Wealth Management — 13F Briefs
One brief for each quarterly Form 13F the fund filed with the SEC, newest first.
| Quarter | Quarter ended | Filed | Reported positions | |
|---|---|---|---|---|
| Q2 2026 13F Brief | Jun 30, 2026 | Aug 7, 2026 | 43 | |
| Q1 2026 13F Brief | Mar 31, 2026 | May 11, 2026 | 42 | |
| Q4 2025 13F Brief | Dec 31, 2025 | Jan 20, 2026 | 106 | |
| Q3 2025 13F Brief | Sep 30, 2025 | Oct 24, 2025 | 46 | |
| Q2 2025 13F Brief | Jun 30, 2025 | Aug 5, 2025 | 48 | |
| Q1 2025 13F Brief | Mar 31, 2025 | May 14, 2025 | 45 | |
| Q4 2024 13F Brief | Dec 31, 2024 | Feb 13, 2025 | 48 | |
| Q3 2024 13F Brief | Sep 30, 2024 | Nov 12, 2024 | 39 | |
| Q2 2024 13F Brief | Jun 30, 2024 | Aug 14, 2024 | 39 | |
| Q1 2024 13F Brief | Mar 31, 2024 | May 1, 2024 | 36 | |
| Q4 2023 13F Brief | Dec 31, 2023 | Feb 12, 2024 | 33 | |
| Q3 2023 13F Brief | Sep 30, 2023 | Nov 8, 2023 | 38 | |
| Q2 2023 13F Brief | Jun 30, 2023 | Jul 26, 2023 | 43 | |
| Q1 2023 13F Brief | Mar 31, 2023 | Apr 25, 2023 | 41 | |
| Q4 2022 13F Brief | Dec 31, 2022 | Feb 14, 2023 | 41 | |
| Q3 2022 13F Brief | Sep 30, 2022 | Nov 14, 2022 | 39 | |
| Q2 2022 13F Brief | Jun 30, 2022 | Aug 5, 2022 | 39 | |
| Q1 2022 13F Brief | Mar 31, 2022 | May 11, 2022 | 43 | |
| Q4 2021 13F Brief | Dec 31, 2021 | Feb 14, 2022 | 43 |
Holdings are as of each quarter-end; funds file up to 45 days later. How this brief is compiled
FilingExplorer is not affiliated with, sponsored by, or endorsed by Westwood Wealth Management. Data is compiled from public SEC filings.