Westwood Wealth Management is an SEC-registered investment adviser based in Los Angeles, CA that reports managing 1 hedge fund on Form ADV. It reports $300.4 million in regulatory assets under management. Its disclosed U.S. stock holdings returned an estimated +30.4% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +81.5% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $300.4 millionForm ADV Item 5.F
- Gross assets of private funds
- $0All private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 3Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 290658
- Latest Form ADV
- 05/14/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +33.6% | +14.8% |
| Q1 2026 | -2.4% | -4.6% |
| Q4 2025 | +0.9% | +2.4% |
| Q3 2025 | +17.8% | +7.8% |
| Q2 2025 | +31.6% | +10.4% |
| Q1 2025 | -15.9% | -4.5% |
| Q4 2024 | +6.4% | +2.1% |
| Q3 2024 | -0.7% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Nvidia Corp$111.4 million
- Direxion Daily Semi Bull 3X$46.7 million
- Alphabet, Inc Voting Class$26.3 million
- Proshares Ultra QQQ$21.1 million
- Broadcom Inc$16.7 million
- Meta Platforms, Inc.$11.9 million
- Apple Inc Com$11.9 million
- Arm Holdings PLC Sponsored ADS$10.2 million
- Vaneck Vectors Semiconductor E$8.8 million
- Microsoft Corp Com$8.1 million
As of 2026-06-30, from 13F filing by Westwood Wealth Management.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures