West Wealth Group
Latest statistics and disclosures from West Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, IVW, IVE, CORO, DYNF, and represent 50.72% of West Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$39M), EFG (+$7.5M), IALT, CMF, CORO, SHLD, IVW, DYNF, IUSB, PZA.
- Started 17 new stock positions in VUG, VIG, DIA, BMY, INTC, KLAC, IALT, GLW, SPCX, DFUS. XLK, EW, VTV, LOW, MRK, HEFA, MU.
- Reduced shares in these 10 stocks: EFV (-$13M), JQUA (-$12M), SPEM, THRO, JMOM, BAI, IYW, BINC, MUB, QQQ.
- Sold out of its positions in IDEV, JEPI, JQUA, JAAA.
- West Wealth Group was a net buyer of stock by $37M.
- West Wealth Group has $611M in assets under management (AUM), dropping by 20.80%.
- Central Index Key (CIK): 0001923591
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Portfolio Holdings for West Wealth Group
West Wealth Group holds 143 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 14.5 | $89M | +79% | 1.0M | 87.88 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 11.0 | $67M | +3% | 487k | 137.53 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 9.3 | $57M | 249k | 227.06 |
|
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 8.5 | $52M | +5% | 1.4M | 36.60 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 7.5 | $46M | +4% | 677k | 68.01 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 3.9 | $24M | -11% | 452k | 52.72 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 3.6 | $22M | +15% | 385k | 57.64 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 3.5 | $22M | +9% | 468k | 46.15 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 2.8 | $17M | -20% | 326k | 51.78 |
|
| Apple (AAPL) | 2.7 | $17M | +2% | 57k | 289.36 |
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 2.6 | $16M | -20% | 374k | 43.11 |
|
| Global X Fds Defense Tech Etf (SHLD) | 2.0 | $12M | +27% | 205k | 59.71 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 2.0 | $12M | +16% | 514k | 23.52 |
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 2.0 | $12M | -21% | 141k | 85.46 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.8 | $11M | +229% | 86k | 124.42 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $9.4M | +8% | 43k | 219.43 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $7.8M | +3% | 39k | 200.09 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.2 | $7.6M | -62% | 99k | 76.55 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.9 | $5.3M | +10% | 232k | 22.78 |
|
| Broadcom (AVGO) | 0.8 | $4.9M | +4% | 13k | 377.76 |
|
| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.7 | $4.3M | NEW | 153k | 28.05 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.7 | $4.3M | +9% | 94k | 45.58 |
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 0.6 | $3.9M | +10% | 176k | 22.31 |
|
| Microsoft Corporation (MSFT) | 0.6 | $3.8M | +3% | 10k | 373.05 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.6 | $3.8M | +9% | 78k | 48.43 |
|
| Amazon (AMZN) | 0.6 | $3.5M | +2% | 15k | 238.34 |
|
| Advanced Micro Devices (AMD) | 0.4 | $2.6M | -7% | 4.5k | 580.91 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $2.4M | +12% | 32k | 75.51 |
|
| Tesla Motors (TSLA) | 0.4 | $2.4M | 5.7k | 420.63 |
|
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.3 | $2.1M | -18% | 40k | 52.34 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $2.0M | -22% | 7.7k | 252.23 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.3 | $1.9M | 44k | 44.36 |
|
|
| Lam Research Corp Com New (LRCX) | 0.3 | $1.9M | 4.4k | 433.34 |
|
|
| Boeing Company (BA) | 0.3 | $1.7M | +6% | 7.9k | 216.50 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $1.7M | +6% | 18k | 96.46 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.7M | +3% | 2.2k | 749.07 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.5M | 9.3k | 163.68 |
|
|
| Goldman Sachs Etf Tr Techn Oppor Etf (GTOP) | 0.2 | $1.4M | -11% | 27k | 49.79 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $1.3M | 1.4k | 965.18 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.3M | +19% | 3.6k | 357.44 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $1.2M | 9.3k | 124.77 |
|
|
| Caterpillar (CAT) | 0.2 | $1.1M | +16% | 1.1k | 1065.20 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $1.1M | 5.5k | 199.81 |
|
|
| Applied Materials (AMAT) | 0.2 | $1.1M | 1.5k | 723.44 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | +4% | 2.9k | 370.09 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.0M | +9% | 3.2k | 327.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.0M | 2.8k | 353.43 |
|
|
| Sempra Energy (SRE) | 0.2 | $992k | 11k | 92.71 |
|
|
| Dell Technologies CL C (DELL) | 0.2 | $983k | +6% | 2.3k | 431.47 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $965k | 9.4k | 102.31 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $896k | 1.2k | 746.96 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $877k | +10% | 1.6k | 563.46 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $815k | +7% | 8.1k | 100.68 |
|
| Prologis (PLD) | 0.1 | $809k | -2% | 6.0k | 135.48 |
|
| Wal-Mart Stores (WMT) | 0.1 | $804k | +5% | 7.1k | 113.27 |
|
| Blackrock Etf Trust Isha Us Awar Etf (LCTU) | 0.1 | $801k | 10k | 80.17 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $778k | 9.4k | 82.84 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $757k | 14k | 55.01 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $756k | +25% | 1.1k | 686.91 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $750k | +36% | 7.3k | 102.17 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $744k | -9% | 9.8k | 75.80 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $728k | +9% | 777.00 | 936.29 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $721k | 7.9k | 91.22 |
|
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $701k | 20k | 35.03 |
|
|
| Iron Mountain (IRM) | 0.1 | $692k | -6% | 5.5k | 126.33 |
|
| Home Depot (HD) | 0.1 | $679k | +2% | 1.9k | 352.84 |
|
| Micron Technology (MU) | 0.1 | $676k | NEW | 585.00 | 1154.72 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $675k | +9% | 4.9k | 136.73 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $643k | -15% | 2.3k | 273.70 |
|
| Rockwell Automation (ROK) | 0.1 | $627k | 1.3k | 495.44 |
|
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $600k | +3% | 6.8k | 88.72 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $599k | +727% | 5.0k | 119.53 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $598k | 8.6k | 69.45 |
|
|
| Rocket Lab Corp (RKLB) | 0.1 | $593k | 5.8k | 101.65 |
|
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.1 | $582k | 6.0k | 97.60 |
|
|
| Ross Stores (ROST) | 0.1 | $576k | 2.7k | 212.91 |
|
|
| Ge Vernova (GEV) | 0.1 | $576k | 490.00 | 1175.00 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $570k | 8.2k | 69.90 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $565k | +6% | 9.9k | 56.98 |
|
| McDonald's Corporation (MCD) | 0.1 | $557k | 2.1k | 270.41 |
|
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $556k | 5.8k | 96.50 |
|
|
| International Business Machines (IBM) | 0.1 | $548k | +6% | 1.9k | 281.25 |
|
| Abbvie (ABBV) | 0.1 | $534k | +6% | 2.1k | 251.72 |
|
| Walt Disney Company (DIS) | 0.1 | $531k | +2% | 5.5k | 96.26 |
|
| Procter & Gamble Company (PG) | 0.1 | $526k | 3.6k | 146.65 |
|
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.1 | $506k | -5% | 3.6k | 142.42 |
|
| CSX Corporation (CSX) | 0.1 | $476k | +4% | 10k | 47.53 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $472k | 5.2k | 90.10 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $465k | NEW | 2.7k | 170.86 |
|
| Qualcomm (QCOM) | 0.1 | $442k | 2.4k | 184.83 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $441k | -39% | 598.00 | 737.59 |
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $439k | 8.4k | 52.16 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $433k | +30% | 361.00 | 1200.57 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $433k | 849.00 | 509.93 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $429k | +2% | 8.1k | 53.11 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.1 | $423k | 8.7k | 48.56 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $420k | +52% | 4.3k | 96.60 |
|
| Johnson & Johnson (JNJ) | 0.1 | $416k | +17% | 1.6k | 254.00 |
|
| Chevron Corporation (CVX) | 0.1 | $403k | +27% | 2.4k | 165.81 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $400k | NEW | 1.8k | 218.00 |
|
| Netflix (NFLX) | 0.1 | $392k | +5% | 5.5k | 71.40 |
|
| Cisco Systems (CSCO) | 0.1 | $389k | +6% | 3.3k | 117.48 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $371k | +35% | 4.6k | 79.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $368k | +11% | 736.00 | 500.39 |
|
| Ge Aerospace Com New (GE) | 0.1 | $364k | -8% | 973.00 | 374.04 |
|
| Ishares Tr Invt Grad Sy Etf (IGEB) | 0.1 | $353k | +3% | 7.8k | 45.11 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $348k | +2% | 4.5k | 77.12 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $347k | +21% | 1.8k | 189.76 |
|
| Southwest Airlines (LUV) | 0.1 | $341k | 6.6k | 51.43 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $336k | NEW | 5.8k | 57.62 |
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| Intel Corporation (INTC) | 0.1 | $335k | NEW | 2.4k | 139.68 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $334k | NEW | 1.4k | 236.66 |
|
| Visa Com Cl A (V) | 0.1 | $330k | +22% | 963.00 | 343.10 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $313k | +9% | 5.7k | 54.69 |
|
| UnitedHealth (UNH) | 0.1 | $307k | -8% | 739.00 | 415.89 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $305k | -56% | 2.8k | 107.63 |
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| WestAmerica Ban (WABC) | 0.0 | $304k | 5.2k | 58.67 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $297k | 4.7k | 63.05 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $286k | 943.00 | 303.06 |
|
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| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.0 | $279k | +24% | 8.3k | 33.83 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $277k | -4% | 3.4k | 82.36 |
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| Lowe's Companies (LOW) | 0.0 | $275k | NEW | 1.2k | 220.59 |
|
| Corning Incorporated (GLW) | 0.0 | $273k | NEW | 1.1k | 255.49 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $273k | +7% | 3.2k | 84.60 |
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| AFLAC Incorporated (AFL) | 0.0 | $272k | 2.3k | 117.25 |
|
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $264k | -30% | 5.0k | 52.76 |
|
| Amgen (AMGN) | 0.0 | $253k | +8% | 699.00 | 362.33 |
|
| TJX Companies (TJX) | 0.0 | $241k | 1.6k | 151.56 |
|
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| At&t (T) | 0.0 | $237k | -2% | 11k | 20.70 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $231k | NEW | 2.7k | 86.17 |
|
| Pfizer (PFE) | 0.0 | $229k | +13% | 9.5k | 24.08 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $223k | 2.1k | 103.89 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $215k | NEW | 4.6k | 46.93 |
|
| Tarsus Pharmaceuticals (TARS) | 0.0 | $214k | 3.4k | 62.94 |
|
|
| Merck & Co (MRK) | 0.0 | $210k | NEW | 1.6k | 128.51 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $209k | NEW | 1.1k | 190.66 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $208k | 407.00 | 510.30 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $206k | NEW | 683.00 | 301.90 |
|
| Verizon Communications (VZ) | 0.0 | $206k | +10% | 4.9k | 42.34 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $206k | NEW | 394.00 | 522.72 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $205k | NEW | 2.5k | 81.96 |
|
| Edwards Lifesciences (EW) | 0.0 | $205k | NEW | 2.3k | 90.46 |
|
| Neuberger Berman Real Estate Sec (NRO) | 0.0 | $64k | 21k | 3.03 |
|
Past Filings by West Wealth Group
SEC 13F filings are viewable for West Wealth Group going back to 2022
- West Wealth Group 2026 Q2 filed Aug. 6, 2026
- West Wealth Group 2026 Q1 filed May 12, 2026
- 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