West Wealth Group
Latest statistics and disclosures from West Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, IVE, DYNF, EFV, MGC, and represent 41.40% of West Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: DYNF, SPEM, CMF, IVW, IVE, EFV, MGC, BAI, GTOP, THRO.
- Started 5 new stock positions in DFAS, AMGN, EW, GTOP, PFE.
- Reduced shares in these 10 stocks: VUG, GOOGL, MSFT, IYW, IEFA, IJH, VOO, IBM, EMXC, JEPI.
- Sold out of its position in VUG.
- West Wealth Group was a net buyer of stock by $31M.
- West Wealth Group has $482M in assets under management (AUM), dropping by 8.66%.
- Central Index Key (CIK): 0001923591
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Portfolio Holdings for West Wealth Group
West Wealth Group holds 127 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 11.2 | $54M | +4% | 440k | 123.26 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 9.4 | $46M | +5% | 214k | 212.07 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 8.5 | $41M | +8% | 677k | 60.81 |
|
| Ishares Tr Eafe Value Etf (EFV) | 6.8 | $33M | +6% | 458k | 71.41 |
|
| Vanguard World Mega Cap Index (MGC) | 5.4 | $26M | +7% | 104k | 251.17 |
|
| Spdr Series Trust State Street Spd (SPYM) | 5.4 | $26M | +3% | 324k | 80.22 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 5.2 | $25M | +4% | 398k | 63.18 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 5.1 | $25M | +12% | 527k | 46.81 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 3.9 | $19M | +6% | 403k | 46.54 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 3.5 | $17M | +7% | 436k | 38.56 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 3.3 | $16M | +20% | 274k | 57.46 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 3.2 | $16M | +10% | 468k | 33.30 |
|
| Apple (AAPL) | 3.1 | $15M | 54k | 271.86 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 1.8 | $8.7M | +9% | 134k | 64.79 |
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 1.5 | $7.2M | +7% | 106k | 68.15 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $6.4M | +6% | 32k | 198.62 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $6.4M | +6% | 34k | 186.50 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $6.1M | +8% | 76k | 81.17 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.2 | $5.9M | +7% | 52k | 113.92 |
|
| Microsoft Corporation (MSFT) | 1.0 | $4.7M | -2% | 9.7k | 483.64 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 1.0 | $4.7M | +9% | 102k | 46.22 |
|
| Broadcom (AVGO) | 0.9 | $4.3M | +3% | 12k | 346.12 |
|
| Spdr Series Trust State Street Spd (SPMB) | 0.7 | $3.3M | +5% | 148k | 22.42 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.7 | $3.2M | +11% | 65k | 48.32 |
|
| Amazon (AMZN) | 0.6 | $3.0M | 13k | 230.82 |
|
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.6 | $2.8M | +22% | 57k | 48.68 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $2.7M | +6% | 51k | 52.77 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $2.6M | +22% | 26k | 101.67 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $2.2M | -4% | 11k | 199.68 |
|
| Tesla Motors (TSLA) | 0.4 | $2.0M | 4.5k | 449.72 |
|
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.4 | $2.0M | +21% | 85k | 23.19 |
|
| Boeing Company (BA) | 0.3 | $1.6M | 7.3k | 217.14 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $1.5M | 10k | 148.99 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.5M | +5% | 16k | 94.16 |
|
| Goldman Sachs Etf Tr Technology Oppor (GTOP) | 0.3 | $1.2M | NEW | 31k | 39.51 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.0M | +435% | 4.9k | 214.16 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $987k | 1.4k | 685.19 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $974k | +5% | 10k | 96.29 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $932k | 2.9k | 322.28 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $919k | -11% | 2.9k | 313.03 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $879k | +7% | 8.6k | 102.39 |
|
| Sempra Energy (SRE) | 0.2 | $875k | -2% | 9.9k | 88.29 |
|
| Walt Disney Company (DIS) | 0.2 | $869k | -3% | 7.6k | 113.78 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $849k | 2.7k | 313.81 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $831k | -5% | 11k | 72.68 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $788k | +15% | 1.2k | 681.96 |
|
| Prologis (PLD) | 0.2 | $780k | 6.1k | 127.67 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $756k | +7% | 11k | 69.42 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $753k | 4.4k | 171.18 |
|
|
| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.2 | $742k | 10k | 74.10 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $700k | 10k | 67.23 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $678k | -2% | 1.0k | 660.55 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $660k | +20% | 6.6k | 100.39 |
|
| Wal-Mart Stores (WMT) | 0.1 | $660k | +2% | 5.9k | 111.42 |
|
| Home Depot (HD) | 0.1 | $639k | -5% | 1.9k | 344.19 |
|
| McDonald's Corporation (MCD) | 0.1 | $619k | 2.0k | 305.66 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $593k | 4.3k | 136.73 |
|
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $587k | 10k | 57.58 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $563k | +3% | 652.00 | 863.59 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $549k | -2% | 5.1k | 107.12 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $537k | +4% | 4.5k | 120.36 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $536k | 6.0k | 89.56 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $524k | -6% | 3.7k | 143.31 |
|
| Caterpillar (CAT) | 0.1 | $517k | 901.00 | 573.31 |
|
|
| International Business Machines (IBM) | 0.1 | $516k | -8% | 1.7k | 296.29 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $513k | +2% | 22k | 23.03 |
|
| Iron Mountain (IRM) | 0.1 | $485k | +5% | 5.9k | 82.96 |
|
| Ross Stores (ROST) | 0.1 | $485k | 2.7k | 180.18 |
|
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $483k | 3.8k | 128.85 |
|
|
| Rockwell Automation (ROK) | 0.1 | $483k | 1.2k | 389.23 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $477k | 777.00 | 614.35 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $471k | +4% | 937.00 | 502.65 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $463k | -10% | 738.00 | 627.40 |
|
| Abbvie (ABBV) | 0.1 | $457k | +3% | 2.0k | 228.60 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $418k | -3% | 555.00 | 753.96 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $406k | 5.8k | 69.76 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $402k | 830.00 | 483.82 |
|
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $392k | 8.3k | 47.06 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $390k | +4% | 7.1k | 55.00 |
|
| Applied Materials (AMAT) | 0.1 | $380k | 1.5k | 257.07 |
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|
| Netflix (NFLX) | 0.1 | $378k | +737% | 4.0k | 93.76 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $372k | 1.4k | 275.39 |
|
|
| Ishares Tr Investment Grade (IGEB) | 0.1 | $349k | 7.6k | 45.66 |
|
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| CSX Corporation (CSX) | 0.1 | $348k | 9.6k | 36.25 |
|
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $339k | 6.4k | 52.89 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $338k | +101% | 7.6k | 44.71 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $334k | +2% | 995.00 | 335.56 |
|
| Ge Aerospace Com New (GE) | 0.1 | $327k | 1.1k | 308.28 |
|
|
| Ge Vernova (GEV) | 0.1 | $311k | +4% | 475.00 | 654.27 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $302k | 6.7k | 45.21 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $301k | 2.4k | 125.88 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $299k | 3.6k | 82.84 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $291k | 3.6k | 80.64 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $290k | -21% | 4.4k | 66.01 |
|
| At&t (T) | 0.1 | $287k | -13% | 12k | 24.84 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $285k | -6% | 1.6k | 183.46 |
|
| Johnson & Johnson (JNJ) | 0.1 | $285k | -2% | 1.4k | 207.05 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $280k | -24% | 3.1k | 89.47 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $280k | -3% | 260.00 | 1075.20 |
|
| Tarsus Pharmaceuticals (TARS) | 0.1 | $278k | 3.4k | 81.88 |
|
|
| Chevron Corporation (CVX) | 0.1 | $275k | -5% | 1.8k | 152.48 |
|
| Southwest Airlines (LUV) | 0.1 | $269k | 6.5k | 41.33 |
|
|
| Kkr & Co (KKR) | 0.1 | $264k | 2.1k | 127.52 |
|
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| Cisco Systems (CSCO) | 0.1 | $261k | -9% | 3.4k | 77.05 |
|
| Visa Com Cl A (V) | 0.1 | $259k | -5% | 738.00 | 351.00 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $257k | -4% | 4.9k | 52.62 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $257k | 2.7k | 96.05 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $254k | -6% | 6.1k | 41.36 |
|
| AFLAC Incorporated (AFL) | 0.1 | $252k | 2.3k | 110.29 |
|
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $246k | 5.1k | 48.10 |
|
|
| WestAmerica Ban (WABC) | 0.1 | $246k | 5.1k | 47.84 |
|
|
| TJX Companies (TJX) | 0.1 | $243k | -4% | 1.6k | 153.64 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $238k | 4.7k | 50.59 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $237k | -16% | 4.1k | 57.24 |
|
| UnitedHealth (UNH) | 0.0 | $233k | -10% | 706.00 | 330.12 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $232k | 3.1k | 75.17 |
|
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $230k | 5.2k | 44.17 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $228k | -3% | 399.00 | 571.33 |
|
| Oracle Corporation (ORCL) | 0.0 | $227k | +17% | 1.2k | 195.07 |
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.0 | $214k | 6.8k | 31.68 |
|
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| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $214k | 2.3k | 93.37 |
|
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $210k | 2.5k | 82.48 |
|
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $207k | NEW | 3.0k | 69.69 |
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| Amgen (AMGN) | 0.0 | $207k | NEW | 630.00 | 327.79 |
|
| Pfizer (PFE) | 0.0 | $205k | NEW | 8.2k | 24.90 |
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| Edwards Lifesciences (EW) | 0.0 | $201k | NEW | 2.4k | 85.25 |
|
| Cleveland-cliffs (CLF) | 0.0 | $138k | 10k | 13.28 |
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Past Filings by West Wealth Group
SEC 13F filings are viewable for West Wealth Group going back to 2022
- West Wealth Group 2025 Q4 filed Jan. 26, 2026
- West Wealth Group 2025 Q3 filed Oct. 27, 2025
- West Wealth Group 2025 Q2 filed Aug. 13, 2025
- West Wealth Group 2025 Q1 filed May 5, 2025
- West Wealth Group 2024 Q4 filed Jan. 22, 2025
- West Wealth Group 2024 Q3 filed Oct. 23, 2024
- West Wealth Group 2024 Q2 filed Aug. 1, 2024
- West Wealth Group 2024 Q1 filed May 8, 2024
- West Wealth Group 2023 Q4 filed Jan. 18, 2024
- West Wealth Group 2023 Q3 filed Oct. 6, 2023
- West Wealth Group 2023 Q2 filed July 26, 2023
- West Wealth Group 2023 Q1 filed April 6, 2023
- West Wealth Group 2022 Q4 filed Jan. 23, 2023
- West Wealth Group 2022 Q3 filed Oct. 21, 2022
- West Wealth Group 2022 Q2 filed July 27, 2022
- West Wealth Group 2021 Q4 filed May 5, 2022