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 51.50% of West Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$22M), AAPL (+$9.2M), IUSB (+$6.5M), SPYM (+$5.9M), CMF, MSFT, CORO, IVW, AMZN, IVE.
- Started 13 new stock positions in PLTR, VV, PANW, CRM, MGK, ITOT, EAGG, VEA, DHI, XOM. JPST, BRK.A, IBIT.
- Reduced shares in these 10 stocks: JMOM (-$12M), SPMB, EFG, EFV, Dimensional Etf Trust, PZA, USMV, BAI, , NVDA.
- Sold out of its positions in ABBV, GLW, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, EW, Exxon Mobil Corporation, INTC, MUB, JMOM. KLAC.
- West Wealth Group was a net buyer of stock by $52M.
- West Wealth Group has $645M in assets under management (AUM), dropping by 5.45%.
- Central Index Key (CIK): 0001923591
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Portfolio Holdings for West Wealth Group
West Wealth Group holds 145 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 14.9 | $96M | +6% | 1.1M | 89.76 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 11.3 | $73M | +5% | 512k | 142.26 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 9.2 | $59M | +4% | 259k | 228.28 |
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 8.6 | $55M | +7% | 1.5M | 36.35 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 7.5 | $48M | +2% | 696k | 69.26 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 4.2 | $27M | +31% | 615k | 44.09 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 4.0 | $26M | +23% | 477k | 54.12 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.4 | $22M | +5155% | 229k | 96.88 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 3.1 | $20M | -5% | 428k | 47.19 |
|
| Apple (AAPL) | 3.0 | $19M | +90% | 109k | 177.45 |
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 2.7 | $17M | +4% | 390k | 43.98 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 2.5 | $16M | -2% | 317k | 51.76 |
|
| Global X Fds Defense Tech Etf (SHLD) | 2.0 | $13M | +2% | 210k | 60.08 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $9.8M | +2% | 44k | 222.24 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 1.4 | $9.2M | -16% | 428k | 21.39 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $8.3M | -6% | 36k | 228.38 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.1 | $7.2M | -30% | 60k | 119.83 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.9 | $5.7M | +11% | 259k | 21.87 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $5.5M | -29% | 70k | 79.14 |
|
| Microsoft Corporation (MSFT) | 0.8 | $5.5M | +371% | 48k | 112.81 |
|
| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.8 | $5.0M | +8% | 167k | 29.86 |
|
| Broadcom (AVGO) | 0.8 | $4.9M | +6% | 14k | 351.20 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.7 | $4.7M | +29% | 100k | 46.87 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.7 | $4.4M | +10% | 104k | 42.38 |
|
| Amazon (AMZN) | 0.6 | $3.7M | +355% | 66k | 55.55 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $2.9M | +16% | 38k | 78.10 |
|
| Advanced Micro Devices (AMD) | 0.4 | $2.4M | -14% | 3.9k | 611.76 |
|
| Tesla Motors (TSLA) | 0.3 | $2.1M | +5% | 6.0k | 354.83 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.3 | $2.1M | +6% | 42k | 50.79 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.1M | +23% | 2.7k | 765.87 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $2.0M | -3% | 7.5k | 264.89 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.6M | +1442% | 49k | 32.78 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.6M | 9.5k | 166.81 |
|
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.2 | $1.5M | NEW | 4.2k | 351.84 |
|
| Boeing Company (BA) | 0.2 | $1.4M | 7.8k | 186.05 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.4M | -3% | 4.3k | 328.49 |
|
| Goldman Sachs Etf Tr Techn Oppor Etf (GTOP) | 0.2 | $1.4M | 27k | 51.25 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.3M | +3% | 3.8k | 344.12 |
|
| Dell Technologies CL C (DELL) | 0.2 | $1.2M | 2.3k | 537.85 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $1.2M | +3% | 1.6k | 725.38 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $1.1M | 9.3k | 117.77 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $1.1M | 5.5k | 198.01 |
|
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.2 | $1.1M | 2.9k | 374.23 |
|
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $1.0M | NEW | 6.3k | 162.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $987k | +2466% | 73k | 13.52 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $978k | +6% | 1.3k | 762.62 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $975k | +19% | 9.7k | 100.68 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $965k | +26% | 12k | 81.16 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $897k | -4% | 9.1k | 99.08 |
|
| Caterpillar (CAT) | 0.1 | $890k | +2% | 1.1k | 811.10 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $876k | -30% | 949.00 | 922.78 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $872k | +38% | 6.9k | 125.66 |
|
| Sempra Energy (SRE) | 0.1 | $840k | 11k | 77.96 |
|
|
| Blackrock Etf Trust Isha Us Awar Etf (LCTU) | 0.1 | $815k | 10k | 81.67 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $791k | +2331% | 19k | 41.88 |
|
| Applied Materials (AMAT) | 0.1 | $781k | +2% | 1.5k | 511.26 |
|
| Prologis (PLD) | 0.1 | $772k | 5.9k | 129.85 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $760k | 1.1k | 700.74 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $759k | 14k | 55.00 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $747k | NEW | 1.00 | 747005.00 |
|
| Wal-Mart Stores (WMT) | 0.1 | $736k | 7.1k | 103.92 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $733k | 7.4k | 99.70 |
|
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $729k | 20k | 36.23 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $725k | -2% | 9.6k | 75.39 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $717k | 7.9k | 90.45 |
|
|
| Micron Technology (MU) | 0.1 | $695k | +28561% | 168k | 4.14 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $652k | NEW | 3.9k | 166.30 |
|
| Vanguard World Mrngstr Cap Etf (MGC) | 0.1 | $637k | -3% | 2.3k | 282.33 |
|
| Ross Stores (ROST) | 0.1 | $630k | 2.7k | 233.38 |
|
|
| Iron Mountain (IRM) | 0.1 | $608k | 5.5k | 110.95 |
|
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $607k | +6% | 7.2k | 84.28 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $591k | 8.7k | 68.06 |
|
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.1 | $575k | 5.9k | 97.27 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $570k | +38% | 3.8k | 150.86 |
|
| Bank of America Corporation (BAC) | 0.1 | $554k | +235% | 33k | 16.64 |
|
| Rockwell Automation (ROK) | 0.1 | $550k | 1.3k | 435.36 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $546k | 5.8k | 94.03 |
|
|
| Home Depot (HD) | 0.1 | $543k | 1.9k | 284.51 |
|
|
| Chevron Corporation (CVX) | 0.1 | $541k | +9% | 2.7k | 204.21 |
|
| Procter & Gamble Company (PG) | 0.1 | $540k | +3% | 3.7k | 145.28 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.1 | $536k | +3% | 3.7k | 146.18 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $531k | +22% | 1.0k | 509.32 |
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $520k | +20% | 10k | 51.26 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $500k | 8.1k | 61.50 |
|
|
| Ge Vernova (GEV) | 0.1 | $480k | +3% | 505.00 | 951.02 |
|
| McDonald's Corporation (MCD) | 0.1 | $475k | 2.1k | 230.91 |
|
|
| Qualcomm (QCOM) | 0.1 | $473k | +7% | 2.6k | 184.04 |
|
| CSX Corporation (CSX) | 0.1 | $464k | 10k | 46.51 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $455k | +837% | 15k | 29.63 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $446k | NEW | 6.3k | 70.61 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $444k | 600.00 | 739.33 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $441k | 5.2k | 84.07 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $440k | +5% | 380.00 | 1156.46 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.1 | $434k | 8.7k | 49.83 |
|
|
| International Business Machines (IBM) | 0.1 | $427k | 1.9k | 219.91 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $425k | +3419% | 26k | 16.39 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $419k | +73% | 4.7k | 90.10 |
|
| Palo Alto Networks (PANW) | 0.1 | $405k | NEW | 1.0k | 397.31 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $405k | 5.8k | 69.68 |
|
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $396k | 1.8k | 216.09 |
|
|
| Walt Disney Company (DIS) | 0.1 | $392k | -32% | 3.7k | 104.90 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $391k | +7% | 6.3k | 62.40 |
|
| Visa Com Cl A (V) | 0.1 | $387k | +11% | 1.1k | 359.41 |
|
| Cisco Systems (CSCO) | 0.1 | $386k | +8% | 3.6k | 107.62 |
|
| Pfizer (PFE) | 0.1 | $381k | +1355% | 138k | 2.76 |
|
| Netflix (NFLX) | 0.1 | $378k | 5.4k | 69.58 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $360k | 4.7k | 77.21 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $342k | +5% | 4.7k | 71.95 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $339k | +3% | 1.5k | 233.28 |
|
| Ishares Tr Invt Grad Sy Etf (IGEB) | 0.1 | $338k | 7.9k | 42.79 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $334k | -80% | 3.4k | 97.44 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $334k | 1.8k | 185.63 |
|
|
| Amgen (AMGN) | 0.0 | $312k | +5% | 739.00 | 421.76 |
|
| Merck & Co (MRK) | 0.0 | $305k | +28% | 2.1k | 145.28 |
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| WestAmerica Ban (WABC) | 0.0 | $302k | 5.2k | 58.32 |
|
|
| UnitedHealth (UNH) | 0.0 | $293k | +7% | 797.00 | 366.98 |
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| At&t (T) | 0.0 | $292k | +4% | 12k | 24.40 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $290k | -6% | 5.4k | 54.16 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $288k | 944.00 | 304.71 |
|
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| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.0 | $285k | 8.3k | 34.46 |
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| Ge Aerospace Com New (GE) | 0.0 | $284k | +222% | 3.1k | 90.34 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $283k | +26% | 2.7k | 103.90 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $278k | +3% | 5.2k | 53.75 |
|
| Southwest Airlines (LUV) | 0.0 | $278k | 6.7k | 41.64 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $276k | NEW | 1.5k | 187.05 |
|
| Tarsus Pharmaceuticals (TARS) | 0.0 | $267k | 3.4k | 78.61 |
|
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| Verizon Communications (VZ) | 0.0 | $264k | +18% | 5.8k | 45.87 |
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| AFLAC Incorporated (AFL) | 0.0 | $261k | 2.3k | 111.79 |
|
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $259k | 4.7k | 55.04 |
|
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $256k | -6% | 3.0k | 84.65 |
|
| Lowe's Companies (LOW) | 0.0 | $253k | +10% | 1.4k | 184.23 |
|
| salesforce (CRM) | 0.0 | $247k | NEW | 1.1k | 229.54 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $242k | NEW | 4.8k | 50.37 |
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 0.0 | $226k | -93% | 11k | 21.14 |
|
| TJX Companies (TJX) | 0.0 | $223k | +6% | 1.7k | 132.31 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $220k | NEW | 4.7k | 47.34 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $215k | 1.1k | 195.75 |
|
|
| Vanguard World Mrngstr Mega Cap (MGK) | 0.0 | $208k | NEW | 2.2k | 92.64 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $208k | 2.5k | 83.03 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $207k | NEW | 4.6k | 45.25 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $205k | +4% | 424.00 | 483.09 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $202k | -4% | 4.3k | 46.39 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $201k | 396.00 | 508.21 |
|
|
| Neuberger Berman Real Estate Sec (NRO) | 0.0 | $55k | 21k | 2.60 |
|
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| D.R. Horton (DHI) | 0.0 | $24k | NEW | 13k | 1.81 |
|
Past Filings by West Wealth Group
SEC 13F filings are viewable for West Wealth Group going back to 2022
- West Wealth Group 2026 Q3 filed Oct. 14, 2026
- 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