0001861125-23-000003.txt : 20230726 0001861125-23-000003.hdr.sgml : 20230726 20230726135616 ACCESSION NUMBER: 0001861125-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230726 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230726 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Westwood Wealth Management CENTRAL INDEX KEY: 0001861125 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: 231112370 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 06-30-2023 06-30-2023 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 07-26-2023 0 45 141963671 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 487421 4279 SH SOLE 0 0 4279 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 715143 8580 SH SOLE 0 0 8580 ALPHABET INC CAP STK CL C 02079K107 866145 7160 SH SOLE 0 0 7160 ALPHABET INC CAP STK CL A 02079K305 11472048 95840 SH SOLE 0 0 95840 AMAZON COM INC COM 023135106 4285064 32871 SH SOLE 0 0 32871 APPLE INC COM 037833100 31148672 160585 SH SOLE 0 0 160585 BIOGEN INC COM 09062X103 334699 1175 SH SOLE 0 0 1175 BLACKSTONE INC COM 09260D107 664736 7150 SH SOLE 0 0 7150 BLOCK INC CL A 852234103 599130 9000 SH SOLE 0 0 9000 DELTA AIR LINES INC DEL COM NEW 247361702 225815 4750 SH SOLE 0 0 4750 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 357347 7420 SH SOLE 0 0 7420 DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 1954890 55395 SH SOLE 0 0 55395 DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458 4439356 178790 SH SOLE 0 0 178790 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 2807376 31200 SH SOLE 0 0 31200 DISNEY WALT CO COM 254687106 668707 7490 SH SOLE 0 0 7490 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 165100 13000 SH SOLE 0 0 13000 FEDEX CORP COM 31428X106 654456 2640 SH SOLE 0 0 2640 GENERAL MTRS CO COM 37045V100 387142 10040 SH SOLE 0 0 10040 GOLDMAN SACHS GROUP INC COM 38141G104 353181 1095 SH SOLE 0 0 1095 INVESCO QQQ TR UNIT SER 1 46090E103 1322524 3580 SH SOLE 0 0 3580 ISHARES TR ISHARES BIOTECH 464287556 1086143 8555 SH SOLE 0 0 8555 ISHARES TR U.S. TECH ETF 464287721 1404967 12905 SH SOLE 0 0 12905 JOHNSON & JOHNSON COM 478160104 429855 2597 SH SOLE 0 0 2597 JPMORGAN CHASE & CO COM 46625H100 1099817 7562 SH SOLE 0 0 7562 META MATERIALS INC COM 59134N104 22 100 SH SOLE 0 0 100 META MATERIALS INC COM 59134N104 5739600 20000 SH Call SOLE 0 0 0 META PLATFORMS INC CL A 30303M102 921493 3211 SH SOLE 0 0 3211 MICROSOFT CORP COM 594918104 8679002 25486 SH SOLE 0 0 25486 MODERNA INC COM 60770K107 230850 1900 SH SOLE 0 0 1900 NETFLIX INC COM 64110L106 254603 578 SH SOLE 0 0 578 NIKE INC CL B 654106103 1241883 11252 SH SOLE 0 0 11252 NVIDIA CORPORATION COM 67066G104 32492166 76810 SH SOLE 0 0 76810 NVIDIA CORPORATION COM 67066G104 2115100 5000 SH Call SOLE 0 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1740803 8505 SH SOLE 0 0 8505 PALO ALTO NETWORKS INC COM 697435105 3850025 15068 SH SOLE 0 0 15068 PAYPAL HLDGS INC COM 70450Y103 281601 4220 SH SOLE 0 0 4220 PFIZER INC COM 717081103 284123 7746 SH SOLE 0 0 7746 PROSHARES TR PSHS ULTRA QQQ 74347R206 7901744 122736 SH SOLE 0 0 122736 QUALCOMM INC COM 747525103 503896 4233 SH SOLE 0 0 4233 SERVICENOW INC COM 81762P102 351231 625 SH SOLE 0 0 625 SNAP INC CL A 83304A106 141606 11960 SH SOLE 0 0 11960 SPDR S&P 500 ETF TR TR UNIT 78462F103 1210598 2731 SH SOLE 0 0 2731 UBER TECHNOLOGIES INC COM 90353T100 2092666 48475 SH SOLE 0 0 48475 UNION PAC CORP COM 907818108 1191912 5825 SH SOLE 0 0 5825 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 2809013 18450 SH SOLE 0 0 18450