West Wealth Group
Latest statistics and disclosures from West Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, IVE, CORO, SPYM, DYNF, and represent 45.22% of West Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: CORO (+$43M), SPYM (+$18M), PZA (+$8.2M), IVE (+$6.5M), JMOM (+$5.0M), GOVT, IVW, CMF, SHLD, DFAC.
- Started 15 new stock positions in DFAC, QQQM, FNDC, CORO, SPHQ, NRO, DFUV, SYSB, AVUV, DFAT. AVLV, QCOM, DFIS, AVEM, VZ.
- Reduced shares in these 10 stocks: MGC (-$24M), EFV (-$15M), JQUA (-$13M), SPEM (-$5.6M), IAU, EFG, HIMU, TLH, DYNF, EMB.
- Sold out of its positions in HIMU, CLF, EW, SHY, EMB, IGSB, TLH, QLTA, LQDH, HEFA. KKR, ORCL.
- West Wealth Group was a net buyer of stock by $36M.
- West Wealth Group has $506M in assets under management (AUM), dropping by 4.98%.
- Central Index Key (CIK): 0001923591
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Portfolio Holdings for West Wealth Group
West Wealth Group holds 130 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 10.5 | $53M | +6% | 469k | 113.11 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 10.2 | $52M | +14% | 245k | 211.15 |
|
| Blackrock Etf Trust Ishares Intl Ctr (CORO) | 8.5 | $43M | NEW | 1.3M | 32.15 |
|
| Spdr Series Trust State Street Spd (SPYM) | 8.5 | $43M | +73% | 562k | 76.54 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 7.5 | $38M | -4% | 649k | 58.18 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 3.9 | $20M | +6% | 428k | 46.19 |
|
| Ishares Tr Eafe Value Etf (EFV) | 3.9 | $20M | -42% | 263k | 74.35 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 3.8 | $19M | -22% | 409k | 46.91 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 3.7 | $19M | +21% | 332k | 56.86 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 3.4 | $17M | +7% | 471k | 36.22 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 3.3 | $17M | +9% | 511k | 32.95 |
|
| Apple (AAPL) | 2.8 | $14M | +2% | 56k | 253.79 |
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 2.4 | $12M | +69% | 180k | 67.92 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 2.3 | $12M | -52% | 190k | 61.32 |
|
| Global X Fds Defense Tech Etf (SHLD) | 2.2 | $11M | +19% | 160k | 70.84 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 2.0 | $10M | +424% | 443k | 22.98 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $7.6M | +23% | 40k | 191.81 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $6.6M | +10% | 38k | 174.40 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.0 | $4.8M | +846% | 211k | 22.91 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.8 | $4.0M | -14% | 86k | 45.86 |
|
| Broadcom (AVGO) | 0.8 | $3.9M | 13k | 309.53 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $3.7M | +2% | 10k | 370.20 |
|
| Spdr Series Trust State Street Spd (SPMB) | 0.7 | $3.6M | +6% | 159k | 22.39 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.7 | $3.4M | +8% | 71k | 48.05 |
|
| Amazon (AMZN) | 0.6 | $3.0M | +10% | 14k | 208.27 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $2.9M | -49% | 26k | 111.37 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $2.5M | -61% | 29k | 88.16 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.5 | $2.5M | -5% | 48k | 51.93 |
|
| Tesla Motors (TSLA) | 0.4 | $2.1M | +28% | 5.8k | 371.75 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.8M | -8% | 10k | 181.42 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $1.7M | NEW | 44k | 38.86 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.5M | +6% | 17k | 92.74 |
|
| Boeing Company (BA) | 0.3 | $1.5M | 7.4k | 199.04 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.4M | +48% | 2.1k | 653.51 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $1.3M | -6% | 9.5k | 141.43 |
|
| Goldman Sachs Etf Tr Technology Oppor (GTOP) | 0.2 | $1.1M | 31k | 36.21 |
|
|
| Sempra Energy (SRE) | 0.2 | $1.1M | +9% | 11k | 97.18 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $1.0M | NEW | 9.4k | 110.48 |
|
| Advanced Micro Devices (AMD) | 0.2 | $992k | 4.9k | 203.43 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $942k | 4.4k | 213.68 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $891k | +179% | 2.8k | 320.88 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $876k | +3% | 3.0k | 287.65 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $861k | 2.9k | 294.17 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $839k | +14% | 6.8k | 124.30 |
|
| Prologis (PLD) | 0.2 | $812k | 6.1k | 132.19 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $806k | +37% | 1.4k | 572.28 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $802k | +3% | 2.8k | 286.86 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $781k | +26% | 5.5k | 142.21 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $778k | +3% | 1.2k | 650.50 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $766k | 4.5k | 169.69 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $762k | 11k | 70.18 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $760k | +14% | 7.5k | 100.67 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $746k | -17% | 9.5k | 78.67 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $708k | +8% | 710.00 | 997.61 |
|
| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.1 | $706k | 10k | 70.14 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $688k | +26% | 6.5k | 106.16 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $666k | NEW | 20k | 33.67 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $666k | NEW | 14k | 48.46 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $654k | -97% | 2.8k | 236.36 |
|
| Caterpillar (CAT) | 0.1 | $651k | 919.00 | 708.84 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $643k | -11% | 9.2k | 69.75 |
|
| McDonald's Corporation (MCD) | 0.1 | $643k | +2% | 2.1k | 310.82 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $635k | NEW | 7.9k | 80.61 |
|
| Home Depot (HD) | 0.1 | $619k | 1.9k | 328.93 |
|
|
| Iron Mountain (IRM) | 0.1 | $599k | 5.9k | 102.15 |
|
|
| Ross Stores (ROST) | 0.1 | $585k | 2.7k | 216.64 |
|
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $580k | NEW | 6.5k | 89.00 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $575k | +28% | 996.00 | 577.48 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $556k | -37% | 5.4k | 103.44 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $531k | 1.4k | 391.84 |
|
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $526k | 5.9k | 88.50 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $526k | 3.6k | 144.47 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $525k | +19% | 879.00 | 597.58 |
|
| Walt Disney Company (DIS) | 0.1 | $519k | -29% | 5.4k | 96.39 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $510k | NEW | 8.2k | 62.45 |
|
| Applied Materials (AMAT) | 0.1 | $508k | 1.5k | 341.89 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $507k | 839.00 | 604.80 |
|
|
| Netflix (NFLX) | 0.1 | $501k | +29% | 5.2k | 96.15 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $481k | +3% | 7.9k | 61.26 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $473k | -15% | 8.6k | 55.20 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $462k | NEW | 5.7k | 80.58 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $457k | 3.8k | 121.22 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $454k | +31% | 9.3k | 48.75 |
|
| Rockwell Automation (ROK) | 0.1 | $453k | 1.3k | 358.90 |
|
|
| International Business Machines (IBM) | 0.1 | $446k | +5% | 1.8k | 242.49 |
|
| Abbvie (ABBV) | 0.1 | $435k | 2.0k | 217.58 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $423k | +9% | 605.00 | 698.61 |
|
| Ge Vernova (GEV) | 0.1 | $422k | 482.00 | 874.39 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.1 | $402k | NEW | 8.7k | 46.36 |
|
| Chevron Corporation (CVX) | 0.1 | $396k | +6% | 1.9k | 206.96 |
|
| CSX Corporation (CSX) | 0.1 | $395k | 9.6k | 41.05 |
|
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $395k | 8.4k | 47.16 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $393k | NEW | 5.2k | 75.20 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $373k | 5.8k | 64.22 |
|
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $353k | +8% | 7.2k | 48.93 |
|
| Dell Technologies CL C (DELL) | 0.1 | $352k | -10% | 2.1k | 164.18 |
|
| At&t (T) | 0.1 | $342k | +2% | 12k | 28.99 |
|
| Ishares Tr Investment Grade (IGEB) | 0.1 | $341k | 7.6k | 45.07 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $341k | 1.4k | 244.55 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $317k | -29% | 661.00 | 479.20 |
|
| Qualcomm (QCOM) | 0.1 | $305k | NEW | 2.4k | 128.79 |
|
| Ge Aerospace Com New (GE) | 0.1 | $302k | 1.1k | 283.92 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $296k | 4.4k | 67.54 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $292k | -2% | 1.5k | 193.00 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $276k | 404.00 | 682.28 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $272k | -5% | 3.4k | 79.58 |
|
| WestAmerica Ban (WABC) | 0.1 | $270k | 5.2k | 52.15 |
|
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $268k | -4% | 4.7k | 57.21 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $259k | -8% | 2.9k | 90.56 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $256k | +6% | 277.00 | 922.86 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $254k | +7% | 5.1k | 50.38 |
|
| TJX Companies (TJX) | 0.1 | $254k | 1.6k | 159.72 |
|
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| AFLAC Incorporated (AFL) | 0.0 | $251k | 2.3k | 109.74 |
|
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $250k | +18% | 3.5k | 71.13 |
|
| Southwest Airlines (LUV) | 0.0 | $245k | 6.5k | 37.58 |
|
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| Cisco Systems (CSCO) | 0.0 | $241k | -8% | 3.1k | 77.59 |
|
| Tarsus Pharmaceuticals (TARS) | 0.0 | $239k | 3.4k | 70.15 |
|
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $238k | 5.2k | 45.48 |
|
|
| Visa Com Cl A (V) | 0.0 | $237k | +6% | 784.00 | 302.57 |
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| Pfizer (PFE) | 0.0 | $236k | 8.4k | 28.08 |
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| Amgen (AMGN) | 0.0 | $227k | +2% | 645.00 | 352.35 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $227k | -2% | 3.0k | 75.47 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $224k | NEW | 942.00 | 237.66 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $223k | -5% | 3.9k | 56.69 |
|
| Verizon Communications (VZ) | 0.0 | $221k | NEW | 4.4k | 50.21 |
|
| UnitedHealth (UNH) | 0.0 | $218k | +14% | 806.00 | 270.88 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $207k | -2% | 2.5k | 83.57 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $205k | -20% | 2.1k | 97.14 |
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| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.0 | $204k | 6.6k | 30.81 |
|
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| Neuberger Berman Real Estate Sec (NRO) | 0.0 | $59k | NEW | 21k | 2.84 |
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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 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
- West Wealth Group 2022 Q2 filed July 27, 2022