Westwood, NJCIK 15421434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
643 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.20M | $583.87M | 6.8% | −22.1K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 5.51M | $343.94M | 4.0% | −106.7K | Reduced |
| 3 | Vanguard Specialized Funds | 1.55M | $340.83M | 3.9% | −45.2K | Reduced |
| 4 |
| 1.70M |
| $325.39M |
| 3.8% |
| +1.3K |
| Added |
| 5 | Ishares Tr | 3.50M | $313.46M | 3.6% | −34.6K | Reduced |
| 6 | Ishares Tr | 2.28M | $233.37M | 2.7% | +142.3K | Added |
| 7 | Apple Inc | 813.0K | $221.03M | 2.6% | −20.8K | Reduced |
| 8 | American Centy ETF Tr | 2.08M | $195.41M | 2.3% | +102.2K | Added |
| 9 | Dimensional ETF Trust | 4.85M | $191.94M | 2.2% | −148.3K | Reduced |
| 10 | Microsoft Corp | 387.7K | $187.49M | 2.2% | −7.5K | Reduced |
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