Equal-WT
WhaleScore 2.0
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Westwood Wealth Management is based out of Los Angeles. Westwood Wealth Management is a hedge fund with 79 clients and discretionary assets under management (AUM) of $338,806,901 (Form ADV from 2025-03-30). Their last reported 13F filing for Q1 2025 included $231,917,233 in managed 13F securities
and a top 10 holdings concentration of 79.31%. Westwood Wealth Management's largest holding is NVIDIA Corp with shares held of 696,424. Whalewisdom has at least 14 13F filings
Business Description
Westwood Wealth Management ("WWM") is a registered investment adviser based in Los Angeles, California. Organized as a corporation under the laws of the State of United States, it has been providing investment advisory services since October 2017. Michael A. Puryear is the principal owner.
The firm's services and fees are described in the brochure, with information on how advisory services are tailored to individual needs. The terms "we," "our," and "us" refer to Westwood Wealth Management, while "you," "your," and "client" refer to clients or prospective clients of the firm.
Investment Strategy
Westwood Wealth Management tailors investment strategies to each client's specific financial situation, considering their objectives, risk tolerance, time horizon, financial information, liquidity needs, and other suitability factors. They gather suitability information at the beginning of the advisory relationship to develop a focused investment strategy and customize an investment portfolio. Client restrictions and guidelines may affect the portfolio's composition, and clients are advised to report any material changes to their financial circumstances.
The firm primarily advises on ETFs, mutual funds, stocks, U.S. government securities, option contracts, pooled investment vehicles, and money market funds. They may also advise on various types of investments based on the client's goals and objectives, including investments held at the start of the advisory relationship. Investment advice may vary between clients, even for the same security, due to differences in their financial situations.
Owners
- PURYEAR, MICHAEL, ANDREW - PRESIDENT & CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
(Subscription Required)
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| META Meta Platforms Inc | 2.35% |
| PLTR Palantir Technologie | 1.43% |
| OKLO Oklo Inc | 0.88% |
| SMCI Super Micro Computer | 0.63% |
| UBER Uber Technologies In | 0.44% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| NVDA NVIDIA Corp | 5.11% |
| TSLA Tesla Inc | 0.79% |
| TNA Direxion Daily Small | 0.63% |
| AAPL Apple Inc | 0.33% |
| XYZ Block Inc | 0.11% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| NVDA NVIDIA Corp | 32.55% |
| AAPL Apple Inc | 11.9% |
| META Meta Platforms Inc | 9.07% |
| QLD ProShares Ultra QQQ | 5.28% |
| MSFT Microsoft Corporatio | 4.84% |
2025-03-31
13F Activity
| Market Value | $232m, Prior: $277m |
| Inflows (Outflows) as % of Total MV | (-0.3188)% |
| New Purchases | 2 stocks |
| Added To | 17 stocks |
| Sold out of | 5 stocks |
| Reduced holdings in | 12 stocks |
| Top 10 Holdings % | 79.31% |
| Turnover %[1] | 14% |
| Turnover Alt %[2] | 5.72% |
| Time Held Top 20 | 7.35 quarters |
| Time Held Top 10 | 7.9 quarters |
| Time Held All | 9.07 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31