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, SPLG, and represent 41.27% of West Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: MGC (+$9.4M), BAI (+$9.3M), SHLD (+$8.1M), DYNF (+$5.6M), SPEM (+$5.3M), PZA, IAU, IVE, THRO, HIMU.
- Started 16 new stock positions in UNH, VUG, LUV, LLY, JAAA, CSCO, PZA, JNJ, EFA, AMD. V, LQDH, STX, SHLD, TARS, IDEV.
- Reduced shares in these 10 stocks: IYW (-$12M), EFG (-$11M), EMXC, EFV, HEFA, SPLG, JQUA, CMF, TSLA, JPST.
- Sold out of its positions in BX, IGRO, JPST, MINT.
- West Wealth Group was a net buyer of stock by $19M.
- West Wealth Group has $444M in assets under management (AUM), dropping by 10.30%.
- Central Index Key (CIK): 0001923591
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Portfolio Holdings for West Wealth Group
West Wealth Group holds 123 positions in its portfolio as reported in the September 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) | 11.4 | $51M | 421k | 120.40 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 9.5 | $42M | +3% | 204k | 206.49 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 8.3 | $37M | +18% | 623k | 59.02 |
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| Ishares Tr Eafe Value Etf (EFV) | 6.5 | $29M | -7% | 429k | 67.76 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 5.5 | $25M | -5% | 313k | 78.24 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 5.3 | $24M | -3% | 380k | 62.37 |
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| Vanguard World Mega Cap Index (MGC) | 5.3 | $24M | +66% | 97k | 243.95 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 5.0 | $22M | +31% | 471k | 46.98 |
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| Ishares Tr Core Total Usd (IUSB) | 4.0 | $18M | +2% | 380k | 46.89 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 3.4 | $15M | +8% | 406k | 37.55 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 3.3 | $15M | +169% | 423k | 34.94 |
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| Apple (AAPL) | 3.0 | $14M | -2% | 54k | 249.34 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 2.9 | $13M | -5% | 228k | 57.34 |
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| Global X Fds Defense Tech Etf (SHLD) | 1.8 | $8.1M | NEW | 122k | 66.67 |
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| J P Morgan Exchange Traded F Us Momentum (JMOM) | 1.5 | $6.7M | +2% | 98k | 67.73 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $5.9M | +3% | 30k | 193.71 |
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| NVIDIA Corporation (NVDA) | 1.3 | $5.8M | +19% | 32k | 179.83 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.2 | $5.5M | -65% | 48k | 115.18 |
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| Ishares Gold Tr Ishares New (IAU) | 1.2 | $5.5M | +34% | 70k | 79.32 |
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| Microsoft Corporation (MSFT) | 1.2 | $5.1M | +7% | 10k | 513.43 |
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| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 1.0 | $4.4M | +8% | 93k | 47.03 |
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| Broadcom (AVGO) | 0.9 | $4.2M | +2% | 12k | 351.34 |
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| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 0.7 | $3.2M | +8% | 141k | 22.55 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.7 | $2.9M | +11% | 59k | 49.77 |
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| Amazon (AMZN) | 0.6 | $2.8M | -3% | 13k | 215.57 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $2.5M | +8% | 48k | 53.18 |
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| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.5 | $2.3M | +76% | 47k | 49.22 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $2.2M | -83% | 11k | 196.59 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $2.2M | +14% | 21k | 104.08 |
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| Tesla Motors (TSLA) | 0.4 | $2.0M | -23% | 4.6k | 435.15 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.4 | $1.6M | NEW | 69k | 23.32 |
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| Boeing Company (BA) | 0.3 | $1.5M | 7.2k | 213.99 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $1.5M | -11% | 10k | 145.34 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.4M | +14% | 15k | 94.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $953k | -14% | 1.4k | 668.49 |
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| Sempra Energy (SRE) | 0.2 | $942k | 10k | 92.29 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $917k | +7% | 9.6k | 95.57 |
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| Walt Disney Company (DIS) | 0.2 | $881k | +2% | 7.9k | 111.72 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $881k | +16% | 2.9k | 305.73 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $843k | -76% | 12k | 69.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $829k | +29% | 3.3k | 251.00 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $823k | +10% | 8.0k | 103.38 |
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| Home Depot (HD) | 0.2 | $762k | +12% | 2.0k | 388.38 |
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| Meta Platforms Cl A (META) | 0.2 | $758k | -8% | 1.1k | 717.53 |
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| Prologis (PLD) | 0.2 | $757k | 6.2k | 122.77 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $726k | 10k | 72.49 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $688k | -9% | 10k | 68.16 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $682k | +3% | 10k | 66.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $668k | 2.7k | 251.68 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $666k | +33% | 1.0k | 665.02 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $649k | +2% | 4.5k | 144.78 |
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| Wal-Mart Stores (WMT) | 0.1 | $631k | +10% | 5.8k | 109.03 |
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| McDonald's Corporation (MCD) | 0.1 | $628k | -11% | 2.1k | 305.25 |
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| Costco Wholesale Corporation (COST) | 0.1 | $605k | -3% | 633.00 | 955.45 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $590k | 10k | 57.11 |
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| Iron Mountain (IRM) | 0.1 | $587k | 5.6k | 105.76 |
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| Procter & Gamble Company (PG) | 0.1 | $579k | +10% | 3.9k | 147.42 |
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| Netflix (NFLX) | 0.1 | $579k | +56% | 481.00 | 1203.29 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $564k | +64% | 5.3k | 107.10 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $548k | -6% | 5.4k | 100.52 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $545k | 4.3k | 126.38 |
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| International Business Machines (IBM) | 0.1 | $537k | +24% | 1.9k | 280.79 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $531k | +2% | 6.0k | 88.07 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $506k | +22% | 827.00 | 611.73 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $503k | 22k | 23.23 |
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| Caterpillar (CAT) | 0.1 | $482k | +9% | 902.00 | 534.28 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $474k | +12% | 4.3k | 111.62 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $473k | 3.8k | 125.69 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $465k | +21% | 771.00 | 602.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $443k | +7% | 893.00 | 496.39 |
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| Rockwell Automation (ROK) | 0.1 | $437k | -10% | 1.2k | 352.16 |
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| Abbvie (ABBV) | 0.1 | $437k | +5% | 1.9k | 226.19 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $434k | +49% | 577.00 | 752.22 |
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| Ross Stores (ROST) | 0.1 | $421k | 2.7k | 156.97 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $417k | 835.00 | 499.31 |
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| Rocket Lab Corp (RKLB) | 0.1 | $402k | 5.8k | 69.27 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $366k | +34% | 5.6k | 65.14 |
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| Dell Technologies CL C (DELL) | 0.1 | $366k | -5% | 2.4k | 153.72 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $365k | +46% | 4.2k | 87.61 |
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| Bank of America Corporation (BAC) | 0.1 | $356k | -13% | 6.8k | 52.28 |
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| American Healthcare Reit Com Shs (AHR) | 0.1 | $354k | 8.3k | 42.73 |
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| Ishares Tr Investment Grade (IGEB) | 0.1 | $354k | +4% | 7.7k | 46.18 |
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| CSX Corporation (CSX) | 0.1 | $350k | +26% | 9.7k | 36.24 |
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| At&t (T) | 0.1 | $347k | +3% | 13k | 26.07 |
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| Applied Materials (AMAT) | 0.1 | $340k | 1.5k | 227.56 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $337k | +18% | 6.3k | 53.06 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $324k | 3.7k | 86.32 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $318k | +25% | 968.00 | 328.40 |
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| Ge Aerospace Com New (GE) | 0.1 | $315k | +7% | 1.1k | 300.04 |
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| Oracle Corporation (ORCL) | 0.1 | $302k | +12% | 994.00 | 303.49 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $298k | +17% | 3.6k | 82.98 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $296k | NEW | 1.4k | 219.38 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $294k | 6.8k | 43.34 |
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| Chevron Corporation (CVX) | 0.1 | $291k | +19% | 1.9k | 152.09 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $291k | +7% | 3.6k | 80.79 |
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| UnitedHealth (UNH) | 0.1 | $287k | NEW | 793.00 | 361.31 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $282k | +35% | 5.0k | 56.87 |
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| Ge Vernova (GEV) | 0.1 | $279k | 453.00 | 616.39 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $273k | -12% | 5.1k | 53.68 |
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| Johnson & Johnson (JNJ) | 0.1 | $269k | NEW | 1.4k | 191.13 |
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| Visa Com Cl A (V) | 0.1 | $269k | NEW | 779.00 | 345.58 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $265k | -84% | 6.6k | 40.27 |
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| Kkr & Co (KKR) | 0.1 | $260k | -8% | 2.1k | 124.45 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $259k | +3% | 1.7k | 157.03 |
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| Cisco Systems (CSCO) | 0.1 | $258k | NEW | 3.7k | 69.53 |
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| Tarsus Pharmaceuticals (TARS) | 0.1 | $255k | NEW | 3.4k | 74.95 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $251k | +4% | 412.00 | 609.32 |
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| AFLAC Incorporated (AFL) | 0.1 | $249k | 2.3k | 109.79 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $248k | -41% | 5.1k | 48.72 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $246k | NEW | 2.6k | 93.85 |
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| TJX Companies (TJX) | 0.1 | $240k | +7% | 1.7k | 145.19 |
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| WestAmerica Ban (WABC) | 0.1 | $239k | 5.1k | 46.47 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $236k | NEW | 4.7k | 50.60 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $233k | -2% | 3.0k | 76.47 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $228k | NEW | 476.00 | 478.83 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $224k | 5.1k | 43.75 |
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| Eli Lilly & Co. (LLY) | 0.1 | $223k | NEW | 270.00 | 826.17 |
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| Southwest Airlines (LUV) | 0.0 | $221k | NEW | 6.6k | 33.56 |
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| Advanced Micro Devices (AMD) | 0.0 | $218k | NEW | 913.00 | 238.60 |
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| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $212k | NEW | 2.3k | 93.37 |
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| Blackrock Etf Trust Ishares Advantag (BALI) | 0.0 | $211k | 6.7k | 31.30 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $202k | NEW | 2.5k | 80.56 |
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| Cleveland-cliffs (CLF) | 0.0 | $145k | 10k | 13.95 |
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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 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
- West Wealth Group 2022 Q1 filed May 5, 2022