# EDGAR Filing Document

**Accession Number:** 0001861125
**File Stem:** 0001172661-26-000228
**Filing Date:** 2026-1
**Character Count:** 14340
**Document Hash:** ed7524017d5258cc953c31c9d35ea542
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-000228.hdr.sgml**: 20260120

**ACCESSION NUMBER**: 0001172661-26-000228

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260120

**DATE AS OF CHANGE**: 20260120

**EFFECTIVENESS DATE**: 20260120

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Westwood Wealth Management
- **CENTRAL INDEX KEY:** 0001861125

**ORGANIZATION NAME:**
- **EIN:** 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:** 26542725

**BUSINESS ADDRESS:**
- **STREET 1:** 11150 SANTA MONICA BLVD
- **STREET 2:** STE. 740
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90025
- **BUSINESS PHONE:** 424-255-3120

**MAIL ADDRESS:**
- **STREET 1:** 11150 SANTA MONICA BLVD
- **STREET 2:** STE. 740
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90025

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Westwood Wealth Management<br>**Address:** 11150 SANTA MONICA BLVD<br>STE. 740<br>Los Angeles, CA 90025

**Form 13F File Number:** 028-22023

**CRD Number (if applicable):** 000290658

**SEC File Number (if applicable):** 801-121572

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Puryear<br>**Title:** President  Managing Partner<br>**Phone:** 425-255-3120

**Signature, Place, and Date of Signing:**

s/ Michael Puryear  Los Angeles, CA  01-20-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 106

**Form 13F Information Table Value Total:** $133035063

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 278144 | 2220 | SH |  | SOLE |  | 0 | 0 | 2220 |
| ABBVIE INC | COM | 00287Y109 |  | 553174 | 2421 | SH |  | SOLE |  | 0 | 0 | 2421 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1094143 | 5109 | SH |  | SOLE |  | 0 | 0 | 5109 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 421298 | 1346 | SH |  | SOLE |  | 0 | 0 | 1346 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 840608 | 2679 | SH |  | SOLE |  | 0 | 0 | 2679 |
| AMAZON COM INC | COM | 023135106 |  | 1439624 | 6237 | SH |  | SOLE |  | 0 | 0 | 6237 |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | 025072190 |  | 242729 | 3477 | SH |  | SOLE |  | 0 | 0 | 3477 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 216791 | 586 | SH |  | SOLE |  | 0 | 0 | 586 |
| APPLE INC | COM | 037833100 |  | 6652039 | 24469 | SH |  | SOLE |  | 0 | 0 | 24469 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 |  | 363150 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| AT INC | COM | 00206R102 |  | 210482 | 8474 | SH |  | SOLE |  | 0 | 0 | 8474 |
| AZZ INC | COM | 002474104 |  | 750260 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| BANK AMERICA CORP | COM | 060505104 |  | 277970 | 5054 | SH |  | SOLE |  | 0 | 0 | 5054 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 848734 | 7311 | SH |  | SOLE |  | 0 | 0 | 7311 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 278197 | 6388 | SH |  | SOLE |  | 0 | 0 | 6388 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 847971 | 1687 | SH |  | SOLE |  | 0 | 0 | 1687 |
| BLACKSTONE INC | COM | 09260D107 |  | 373481 | 2423 | SH |  | SOLE |  | 0 | 0 | 2423 |
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 |  | 215540 | 14427 | SH |  | SOLE |  | 0 | 0 | 14427 |
| BROADCOM INC | COM | 11135F101 |  | 202815 | 586 | SH |  | SOLE |  | 0 | 0 | 586 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 300526 | 1240 | SH |  | SOLE |  | 0 | 0 | 1240 |
| CISCO SYS INC | COM | 17275R102 |  | 201753 | 2619 | SH |  | SOLE |  | 0 | 0 | 2619 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 264390 | 2662 | SH |  | SOLE |  | 0 | 0 | 2662 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 375946 | 802 | SH |  | SOLE |  | 0 | 0 | 802 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 273816 | 8407 | SH |  | SOLE |  | 0 | 0 | 8407 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 8886792 | 233188 | SH |  | SOLE |  | 0 | 0 | 233188 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 475617 | 13802 | SH |  | SOLE |  | 0 | 0 | 13802 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 1734854 | 37070 | SH |  | SOLE |  | 0 | 0 | 37070 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 537807 | 7251 | SH |  | SOLE |  | 0 | 0 | 7251 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 689902 | 18141 | SH |  | SOLE |  | 0 | 0 | 18141 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 5033786 | 84545 | SH |  | SOLE |  | 0 | 0 | 84545 |
| DISNEY WALT CO | COM | 254687106 |  | 464831 | 4086 | SH |  | SOLE |  | 0 | 0 | 4086 |
| ELI LILLY  CO | COM | 532457108 |  | 1025245 | 954 | SH |  | SOLE |  | 0 | 0 | 954 |
| ENERGY SVCS ACQUISITION CORP | COM | 29271Q103 |  | 142011 | 17382 | SH |  | SOLE |  | 0 | 0 | 17382 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTER EQ | 33740F573 |  | 406761 | 15055 | SH |  | SOLE |  | 0 | 0 | 15055 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD 100 | 33740F219 |  | 1865685 | 78626 | SH |  | SOLE |  | 0 | 0 | 78626 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUIT | 33740U539 |  | 378855 | 11167 | SH |  | SOLE |  | 0 | 0 | 11167 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F466 |  | 2162862 | 83294 | SH |  | SOLE |  | 0 | 0 | 83294 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | 33740F631 |  | 1706861 | 39315 | SH |  | SOLE |  | 0 | 0 | 39315 |
| FIRSTENERGY CORP | COM | 337932107 |  | 236475 | 5282 | SH |  | SOLE |  | 0 | 0 | 5282 |
| HOME DEPOT INC | COM | 437076102 |  | 879176 | 2555 | SH |  | SOLE |  | 0 | 0 | 2555 |
| HONEYWELL INTL INC | COM | 438516106 |  | 246393 | 1263 | SH |  | SOLE |  | 0 | 0 | 1263 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 316496 | 1285 | SH |  | SOLE |  | 0 | 0 | 1285 |
| INTUIT | COM | 461202103 |  | 343134 | 518 | SH |  | SOLE |  | 0 | 0 | 518 |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 46138G805 |  | 235171 | 8646 | SH |  | SOLE |  | 0 | 0 | 8646 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 608778 | 3178 | SH |  | SOLE |  | 0 | 0 | 3178 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 5233414 | 69732 | SH |  | SOLE |  | 0 | 0 | 69732 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2417508 | 3935 | SH |  | SOLE |  | 0 | 0 | 3935 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 1235958 | 12313 | SH |  | SOLE |  | 0 | 0 | 12313 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 632525 | 7845 | SH |  | SOLE |  | 0 | 0 | 7845 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 1328975 | 4413 | SH |  | SOLE |  | 0 | 0 | 4413 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 883809 | 1867 | SH |  | SOLE |  | 0 | 0 | 1867 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 259188 | 1430 | SH |  | SOLE |  | 0 | 0 | 1430 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 819694 | 3330 | SH |  | SOLE |  | 0 | 0 | 3330 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 2099940 | 41616 | SH |  | SOLE |  | 0 | 0 | 41616 |
| ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 |  | 425689 | 8460 | SH |  | SOLE |  | 0 | 0 | 8460 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 350056 | 6910 | SH |  | SOLE |  | 0 | 0 | 6910 |
| JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 |  | 3218194 | 70435 | SH |  | SOLE |  | 0 | 0 | 70435 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 5501181 | 108762 | SH |  | SOLE |  | 0 | 0 | 108762 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1040771 | 3230 | SH |  | SOLE |  | 0 | 0 | 3230 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 204732 | 423 | SH |  | SOLE |  | 0 | 0 | 423 |
| MARATHON PETE CORP | COM | 56585A102 |  | 237440 | 1460 | SH |  | SOLE |  | 0 | 0 | 1460 |
| MERCK  CO INC | COM | 58933Y105 |  | 600403 | 5704 | SH |  | SOLE |  | 0 | 0 | 5704 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2126150 | 3221 | SH |  | SOLE |  | 0 | 0 | 3221 |
| MICROSOFT CORP | COM | 594918104 |  | 1478634 | 3057 | SH |  | SOLE |  | 0 | 0 | 3057 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 329011 | 577 | SH |  | SOLE |  | 0 | 0 | 577 |
| NUVEEN NEW YORK QLT MUN INC | COM | 67066X107 |  | 717262 | 63700 | SH |  | SOLE |  | 0 | 0 | 63700 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1904377 | 10211 | SH |  | SOLE |  | 0 | 0 | 10211 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 2359632 | 13275 | SH |  | SOLE |  | 0 | 0 | 13275 |
| PFIZER INC | COM | 717081103 |  | 727927 | 29234 | SH |  | SOLE |  | 0 | 0 | 29234 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 700913 | 7498 | SH |  | SOLE |  | 0 | 0 | 7498 |
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 |  | 260589 | 5731 | SH |  | SOLE |  | 0 | 0 | 5731 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 221049 | 1542 | SH |  | SOLE |  | 0 | 0 | 1542 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 2293529 | 28562 | SH |  | SOLE |  | 0 | 0 | 28562 |
| QUALCOMM INC | COM | 747525103 |  | 839856 | 4910 | SH |  | SOLE |  | 0 | 0 | 4910 |
| QUANTA SVCS INC | COM | 74762E102 |  | 2603689 | 6169 | SH |  | SOLE |  | 0 | 0 | 6169 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 239693 | 1131 | SH |  | SOLE |  | 0 | 0 | 1131 |
| RTX CORPORATION | COM | 75513E101 |  | 445479 | 2429 | SH |  | SOLE |  | 0 | 0 | 2429 |
| S GLOBAL INC | COM | 78409V104 |  | 228894 | 438 | SH |  | SOLE |  | 0 | 0 | 438 |
| SALESFORCE INC | COM | 79466L302 |  | 400279 | 1511 | SH |  | SOLE |  | 0 | 0 | 1511 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1223787 | 46656 | SH |  | SOLE |  | 0 | 0 | 46656 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 642878 | 26742 | SH |  | SOLE |  | 0 | 0 | 26742 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 313503 | 5724 | SH |  | SOLE |  | 0 | 0 | 5724 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 480096 | 3095 | SH |  | SOLE |  | 0 | 0 | 3095 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1719396 | 11943 | SH |  | SOLE |  | 0 | 0 | 11943 |
| SMITH A O CORP | COM | 831865209 |  | 634557 | 9488 | SH |  | SOLE |  | 0 | 0 | 9488 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2466374 | 3617 | SH |  | SOLE |  | 0 | 0 | 3617 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R408 |  | 2807002 | 110861 | SH |  | SOLE |  | 0 | 0 | 110861 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 4646183 | 43544 | SH |  | SOLE |  | 0 | 0 | 43544 |
| SYNOPSYS INC | COM | 871607107 |  | 434961 | 926 | SH |  | SOLE |  | 0 | 0 | 926 |
| T ROWE PRICE ETF INC | PRICE GRW STOCK | 87283Q305 |  | 3542042 | 76980 | SH |  | SOLE |  | 0 | 0 | 76980 |
| TESLA INC | COM | 88160R101 |  | 1787637 | 3975 | SH |  | SOLE |  | 0 | 0 | 3975 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1057496 | 1825 | SH |  | SOLE |  | 0 | 0 | 1825 |
| TIDAL TRUST III | VISTASHARES TRGT | 45259A514 |  | 305312 | 16292 | SH |  | SOLE |  | 0 | 0 | 16292 |
| T-MOBILE US INC | COM | 872590104 |  | 414811 | 2043 | SH |  | SOLE |  | 0 | 0 | 2043 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 228784 | 2046 | SH |  | SOLE |  | 0 | 0 | 2046 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 5666318 | 72757 | SH |  | SOLE |  | 0 | 0 | 72757 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 2464208 | 8828 | SH |  | SOLE |  | 0 | 0 | 8828 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 2753737 | 15525 | SH |  | SOLE |  | 0 | 0 | 15525 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 202088 | 696 | SH |  | SOLE |  | 0 | 0 | 696 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1336149 | 5180 | SH |  | SOLE |  | 0 | 0 | 5180 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 411774 | 2156 | SH |  | SOLE |  | 0 | 0 | 2156 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 2462283 | 41925 | SH |  | SOLE |  | 0 | 0 | 41925 |
| VIRTUS ETF TR II | SEIX SR LN ETF | 92790A405 |  | 1117870 | 47885 | SH |  | SOLE |  | 0 | 0 | 47885 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 323684 | 3473 | SH |  | SOLE |  | 0 | 0 | 3473 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 |  | 429442 | 9749 | SH |  | SOLE |  | 0 | 0 | 9749 |
| WISDOMTREE TR | US MIDCAP FUND | 97717W570 |  | 2895178 | 43341 | SH |  | SOLE |  | 0 | 0 | 43341 |

---