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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
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 220.0 $219K 0.09% NEW $996.43 -0.1%
42 WMT WALMART INC Consumer Defensive 1,728.0 $215K 0.08% NEW $124.28 -4.6%
Page 3 of 3  ·  42 positions

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%