§ 13F · FUND PROFILE
Westwood Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $297.6T (13F)Positions · 48Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$104.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 233K | $8.9T | 6.7% | NEW |
| 2 | AAPL | APPLE INC | 24K | $6.7T | 5.0% | −48% |
| 3 | BIV | VANGUARD BD INDEX FDS | 73K | $5.7T | 4.3% | NEW |
| 4 | JAAA | JANUS DETROIT STR TR | 109K | $5.5T | 4.1% | NEW |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 70K | $5.2T | 3.9% | NEW |
| 6 | DFAT | DIMENSIONAL ETF TRUST | 85K | $5.0T | 3.8% | NEW |
| 7 | SPYG | SPDR SERIES TRUST | 44K | $4.6T | 3.5% | NEW |
| 8 | TGRW | T ROWE PRICE ETF INC | 77K | $3.5T | 2.7% | NEW |
| 9 | JMBS | JANUS DETROIT STR TR | 70K | $3.2T | 2.4% | NEW |
| 10 | EZM | WISDOMTREE TR | 43K | $2.9T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTWOOD SIGNAL
AC read
Westwood Wealth Management is a Other fund managing $297649.6 trillion in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed