0001861125-23-000004.txt : 20231108 0001861125-23-000004.hdr.sgml : 20231108 20231108123241 ACCESSION NUMBER: 0001861125-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231108 DATE AS OF CHANGE: 20231108 EFFECTIVENESS DATE: 20231108 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: 231386865 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 09-30-2023 09-30-2023 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 11-08-2023 0 40 151187001 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 439967 4279 SH SOLE 0 0 4279 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 618456 7130 SH SOLE 0 0 7130 ALPHABET INC CAP STK CL C 02079K107 944046 7160 SH SOLE 0 0 7160 ALPHABET INC CAP STK CL A 02079K305 11877508 90765 SH SOLE 0 0 90765 AMAZON COM INC COM 023135106 3943898 31025 SH SOLE 0 0 31025 APPLE INC COM 037833100 3424200 20000 SH Call SOLE 0 0 0 APPLE INC COM 037833100 26110210 152504 SH SOLE 0 0 152504 BIOGEN INC COM 09062X103 301987 1175 SH SOLE 0 0 1175 BLACKSTONE INC COM 09260D107 766051 7150 SH SOLE 0 0 7150 BLOCK INC CL A 852234103 374882 8470 SH SOLE 0 0 8470 BROADCOM INC COM 11135F101 3613023 4350 SH SOLE 0 0 4350 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 345401 7420 SH SOLE 0 0 7420 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 2400740 30700 SH SOLE 0 0 30700 DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 1627977 56645 SH SOLE 0 0 56645 DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458 3553032 188290 SH SOLE 0 0 188290 DISNEY WALT CO COM 254687106 477385 5890 SH SOLE 0 0 5890 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 182390 13000 SH SOLE 0 0 13000 FEDEX CORP COM 31428X106 699389 2640 SH SOLE 0 0 2640 GENERAL MTRS CO COM 37045V100 331019 10040 SH SOLE 0 0 10040 INVESCO QQQ TR UNIT SER 1 46090E103 1313060 3665 SH SOLE 0 0 3665 ISHARES TR ISHARES BIOTECH 464287556 1046191 8555 SH SOLE 0 0 8555 ISHARES TR U.S. TECH ETF 464287721 1352943 12895 SH SOLE 0 0 12895 JOHNSON & JOHNSON COM 478160104 404483 2597 SH SOLE 0 0 2597 JPMORGAN CHASE & CO COM 46625H100 552816 3812 SH SOLE 0 0 3812 META PLATFORMS INC CL A 30303M102 1234163 4111 SH SOLE 0 0 4111 MICROSOFT CORP COM 594918104 7728297 24476 SH SOLE 0 0 24476 NETFLIX INC COM 64110L106 218253 578 SH SOLE 0 0 578 NIKE INC CL B 654106103 1047230 10952 SH SOLE 0 0 10952 NVIDIA CORPORATION COM 67066G104 33762619 77617 SH SOLE 0 0 77617 NVIDIA CORPORATION COM 67066G104 20009540 46000 SH Call SOLE 0 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1600360 8005 SH SOLE 0 0 8005 PALO ALTO NETWORKS INC COM 697435105 3555986 15168 SH SOLE 0 0 15168 PAYPAL HLDGS INC COM 70450Y103 217471 3720 SH SOLE 0 0 3720 PROSHARES TR PSHS ULTRA QQQ 74347R206 7331862 123536 SH SOLE 0 0 123536 QUALCOMM INC COM 747525103 453458 4083 SH SOLE 0 0 4083 SERVICENOW INC COM 81762P102 349350 625 SH SOLE 0 0 625 SPDR S&P 500 ETF TR TR UNIT 78462F103 1135387 2656 SH SOLE 0 0 2656 UBER TECHNOLOGIES INC COM 90353T100 2286853 49725 SH SOLE 0 0 49725 UNION PAC CORP COM 907818108 1186145 5825 SH SOLE 0 0 5825 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 2368973 16340 SH SOLE 0 0 16340