0001861125-24-000001.txt : 20240212 0001861125-24-000001.hdr.sgml : 20240212 20240212125356 ACCESSION NUMBER: 0001861125-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Westwood Wealth Management CENTRAL INDEX KEY: 0001861125 ORGANIZATION NAME: IRS NUMBER: 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: 24618721 BUSINESS ADDRESS: STREET 1: 11100 SANTA MONICA BLVD., SUITE 780 CITY: LOS ANGELES STATE: CA ZIP: 90025 BUSINESS PHONE: 424-255-3120 MAIL ADDRESS: STREET 1: 11100 SANTA MONICA BLVD., SUITE 780 CITY: LOS ANGELES STATE: CA ZIP: 90025 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001861125 XXXXXXXX 12-31-2023 12-31-2023 false Westwood Wealth Management

11100 Santa Monica Blvd., Suite 780 Los Angeles CA 90025

13F HOLDINGS REPORT 028-22023 000290658 801-121572 N Michael Puryear 424-255-3120 /s/ Michael Puryear Los Angeles CA 02-12-2024 0 34 129713401 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 1009059 7160 SH SOLE 0 0 7160 AMAZON COM INC COM 023135106 4486029 29525 SH SOLE 0 0 29525 APPLE INC COM 037833100 29195249 151640 SH SOLE 0 0 151640 BIOGEN INC COM 09062X103 291116 1125 SH SOLE 0 0 1125 BLACKSTONE INC COM 09260D107 939351 7175 SH SOLE 0 0 7175 BROADCOM INC COM 11135F101 5358000 4800 SH SOLE 0 0 4800 APPLE INC COM 037833100 115518 600 PRN Call SOLE 0 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 384579 7420 SH SOLE 0 0 7420 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 3093703 29750 SH SOLE 0 0 29750 DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 2244902 56905 SH SOLE 0 0 56905 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 207000 15000 SH SOLE 0 0 15000 META PLATFORMS INC CL A 30303M102 2177208 6151 SH SOLE 0 0 6151 FEDEX CORP COM 31428X106 641279 2535 SH SOLE 0 0 2535 GENERAL MTRS CO COM 37045V100 332799 9265 SH SOLE 0 0 9265 INVESCO QQQ TR UNIT SER 1 46090E103 1480415 3615 SH SOLE 0 0 3615 ISHARES TR ISHARES BIOTECH 464287556 1143178 8415 SH SOLE 0 0 8415 ISHARES TR U.S. TECH ETF 464287721 1581634 12885 SH SOLE 0 0 12885 JOHNSON & JOHNSON COM 478160104 360032 2297 SH SOLE 0 0 2297 JPMORGAN CHASE & CO COM 46625H100 491079 2887 SH SOLE 0 0 2887 MICROSOFT CORP COM 594918104 9104304 24211 SH SOLE 0 0 24211 NETFLIX INC COM 64110L106 244901 503 SH SOLE 0 0 503 NIKE INC CL B 654106103 1189059 10952 SH SOLE 0 0 10952 NVIDIA CORPORATION COM 67066G104 37759039 76247 SH SOLE 0 0 76247 NXP SEMICONDUCTORS N V COM N6596X109 1855814 8080 SH SOLE 0 0 8080 PALO ALTO NETWORKS INC COM 697435105 4401969 14928 SH SOLE 0 0 14928 PROSHARES TR PSHS ULTRA QQQ 74347R206 9399680 123680 SH SOLE 0 0 123680 QUALCOMM INC COM 747525103 445894 3083 SH SOLE 0 0 3083 SERVICENOW INC COM 81762P102 370907 525 SH SOLE 0 0 525 SPDR S&P 500 ETF TR TR UNIT 78462F103 1238658 2606 SH SOLE 0 0 2606 BLOCK INC CL A 852234103 627309 8110 SH SOLE 0 0 8110 UBER TECHNOLOGIES INC COM 90353T100 2875319 46700 SH SOLE 0 0 46700 UNION PAC CORP COM 907818108 1369332 5575 SH SOLE 0 0 5575 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 2796171 15990 SH SOLE 0 0 15990 DISNEY WALT CO COM 254687106 502915 5570 SH SOLE 0 0 5570