0001172661-26-001656.txt : 20260511 0001172661-26-001656.hdr.sgml : 20260511 20260511160306 ACCESSION NUMBER: 0001172661-26-001656 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260511 DATE AS OF CHANGE: 20260511 EFFECTIVENESS DATE: 20260511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Westwood Wealth Management CENTRAL INDEX KEY: 0001861125 ORGANIZATION NAME: EIN: 823078527 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22023 FILM NUMBER: 26963052 BUSINESS ADDRESS: STREET 1: 11150 SANTA MONICA BLVD STREET 2: STE. 740 CITY: LOS ANGELES STATE: CA ZIP: 90025 BUSINESS PHONE: 424-255-3120 MAIL ADDRESS: STREET 1: 11150 SANTA MONICA BLVD STREET 2: STE. 740 CITY: LOS ANGELES STATE: CA ZIP: 90025 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001861125 XXXXXXXX 03-31-2026 03-31-2026 false Westwood Wealth Management

11150 SANTA MONICA BLVD STE. 740 Los Angeles CA 90025

13F HOLDINGS REPORT 028-22023 000290658 801-121572 N Michael Puryear 425-255-3120 s/ Michael Puryear Los Angeles CA 05-11-2026 0 42 254820888 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 2588240 12723 SH SOLE 0 0 12723 ALPHABET INC CAP STK CL A 02079K305 21385262 74368 SH SOLE 0 0 74368 ALPHABET INC CAP STK CL C 02079K107 1685876 5877 SH SOLE 0 0 5877 AMAZON COM INC COM 023135106 5943191 28536 SH SOLE 0 0 28536 APPLE INC COM 037833100 10849776 42751 SH SOLE 0 0 42751 ARM HOLDINGS PLC SPONSORED ADS 042068205 3802423 25135 SH SOLE 0 0 25135 BLACKSTONE INC COM 09260D107 411089 3575 SH SOLE 0 0 3575 BROADCOM INC COM 11135F101 13839740 44715 SH SOLE 0 0 44715 COSTCO WHOLESALE CORPORATION COM 22160K105 219215 220 SH SOLE 0 0 220 DELTA AIR LINES INC COM NEW 247361702 315780 4750 SH SOLE 0 0 4750 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 526152 7420 SH SOLE 0 0 7420 DIREXION SHARES ETF TRUST DAILY S&P 500 BU 25459W862 3551737 19210 SH SOLE 0 0 19210 DIREXION SHARES ETF TRUST DAILY SMALL CAP 25459W847 1088466 24665 SH SOLE 0 0 24665 DIREXION SHARES ETF TRUST DAILY SEMICONDUC 25459W458 10805861 225545 SH SOLE 0 0 225545 DISNEY WALT CO COM 254687106 376364 3905 SH SOLE 0 0 3905 ELI LILLY & CO COM 532457108 239131 260 SH SOLE 0 0 260 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 299150 15500 SH SOLE 0 0 15500 FEDEX CORP COM 31428X106 276040 775 SH SOLE 0 0 775 GOLDMAN SACHS GROUP INC COM 38141G104 461065 545 SH SOLE 0 0 545 INVESCO QQQ TR UNIT SER 1 46090E103 2877237 4985 SH SOLE 0 0 4985 ISHARES TR ISHARES BIOTECH 464287556 861135 5100 SH SOLE 0 0 5100 ISHARES TR U.S. TECH ETF 464287721 1054050 5810 SH SOLE 0 0 5810 ISHARES TR 1 3 YR TREAS BD 464287457 3224359 39050 SH SOLE 0 0 39050 JOBY AVIATION INC COMMON STOCK G65163100 240779 29150 SH SOLE 0 0 29150 JOHNSON & JOHNSON COM 478160104 330972 1354 SH SOLE 0 0 1354 JPMORGAN CHASE & CO COM 46625H100 783054 2662 SH SOLE 0 0 2662 META PLATFORMS INC CL A 30303M102 15311909 26763 SH SOLE 0 0 26763 MICROSOFT CORP COM 594918104 8906660 24061 SH SOLE 0 0 24061 NVIDIA CORPORATION COM 67066G104 98317473 563747 SH SOLE 0 0 563747 OKLO INC COM CL A 02156V109 4621292 93190 SH SOLE 0 0 93190 ORACLE CORP COM 68389X105 445008 3025 SH SOLE 0 0 3025 PALANTIR TECHNOLOGIES INC CL A 69608A108 6301596 43079 SH SOLE 0 0 43079 PALO ALTO NETWORKS INC COM 697435105 2292576 14300 SH SOLE 0 0 14300 PROSHARES TR PSHS ULTRA QQQ 74347R206 13220530 216730 SH SOLE 0 0 216730 SERVICENOW INC COM 81762P102 358084 3425 SH SOLE 0 0 3425 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 865603 1331 SH SOLE 0 0 1331 TESLA INC COM 88160R101 7921993 21310 SH SOLE 0 0 21310 UBER TECHNOLOGIES INC COM 90353T100 1751496 24350 SH SOLE 0 0 24350 UNION PAC CORP COM 907818108 576223 2375 SH SOLE 0 0 2375 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 5377185 14025 SH SOLE 0 0 14025 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 302360 506 SH SOLE 0 0 506 WALMART INC COM 931142103 214756 1728 SH SOLE 0 0 1728