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Portfolio (Quarterly) Guide ↗

Westwood Wealth Management

· CIK 0001861125
13F Portfolio $255M AUM 42 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 14 Added 4 Reduced 88 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,331.0 $866K 0.34% -2K -63.2% $650.34 +14.4%
2 JPM JPMORGAN CHASE & CO Financial Services 2,662.0 $783K 0.31% -568.0 -17.6% $294.16 +12.7%
3 DIS DISNEY WALT CO Communication Services 3,905.0 $376K 0.15% -181.0 -4.4% $96.38 +6.3%
4 LLY ELI LILLY & CO Healthcare 260.0 $239K 0.09% -694.0 -72.8% $919.73 +20.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 69.6%
Communication Services 18.0%
Consumer Cyclical 6.5%
Financial Services 2.5%
Utilities 2.2%
Industrials 0.7%
Healthcare 0.3%
Consumer Defensive 0.2%
Energy 0.1%