AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Westwood Wealth Management SEC 13F Filing
Portfolio Overview
Westwood Wealth Management has reported a significant contraction in portfolio assets, with the total value decreasing by 41.0% from $225.54 million to $133.04 million as of December 31, 2025. This reduction is not solely attributable to market performance but is largely the result of a substantial strategic overhaul. The manager executed a massive turnover of the portfolio, adding 43 new positions and e...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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