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Western Wealth Management

Latest statistics and disclosures from Western Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, QQQ, NVDA, QQQM, SPYM, and represent 13.66% of Western Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGT (+$18M), QGRW (+$14M), VUG (+$13M), IWF (+$9.5M), SPTM (+$9.0M), FTSM (+$7.0M), DYNF (+$6.5M), AVUV (+$6.3M), CGCV (+$6.1M), JPST (+$5.2M).
Started 101 new stock positions in SPCX, CCL, CLSE, CNC, JPLD, Invesco Qqq Tr, GUNR, MKSI, SPOT, OPEN.
Reduced shares in these 10 stocks: QQQM (-$18M), EVTR (-$11M), DGRW (-$8.8M), RWL (-$6.0M), SPYV (-$5.6M), BRK.B (-$5.4M), IONQ (-$5.3M), QQQ (-$5.0M), CTA, GSK.
Sold out of its positions in AEM, BABA, Bitfarms, GVAL, CRWV, DOW, EXG, FSGS, FSMB, UXJL.
Western Wealth Management was a net buyer of stock by $100M.
Western Wealth Management has $3.1B in assets under management (AUM), dropping by 16.26%.
Central Index Key (CIK): 0001767902

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Portfolio Holdings for Western Wealth Management

Western Wealth Management holds 1002 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Western Wealth Management has 1002 total positions. Only the first 250 positions are shown.

Sign up to view all of the Western Wealth Management June 30, 2026 positions
Download the Western Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.4	$104M	+2%	358k	289.36	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	3.0	$92M	-5%	125k	736.40	View chart
NVIDIA Corporation (NVDA)	2.6	$81M		404k	200.09	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.5	$76M	-19%	252k	302.96	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.1	$65M	+3%	744k	87.88	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.8	$55M		1.1M	49.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$46M		61k	746.78	View chart
Amazon (AMZN)	1.5	$45M		190k	238.34	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.4	$44M	-5%	371k	119.00	View chart
Microsoft Corporation (MSFT)	1.4	$44M	+3%	117k	373.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$39M	-12%	78k	500.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$38M		106k	357.37	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.2	$36M		837k	43.14	View chart
Broadcom (AVGO)	1.1	$33M	-2%	86k	377.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$32M		233k	137.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$32M	-5%	42k	748.86	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.0	$29M	+2%	362k	81.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$28M	+4%	41k	686.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$26M		110k	236.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$25M		66k	370.04	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.8	$24M	+40%	409k	59.73	View chart
Spdr Series Trust St Str P500val (SPYV)	0.8	$24M	-19%	388k	60.79	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.8	$23M	+6%	121k	190.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$21M		60k	353.34	View chart
JPMorgan Chase & Co. (JPM)	0.7	$21M		65k	327.33	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.7	$21M	+77%	227k	90.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$21M	-2%	266k	77.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$20M	+721%	168k	119.52	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.6	$20M	+227%	301k	66.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$19M	+2%	51k	368.37	View chart
Costco Wholesale Corporation (COST)	0.6	$18M		20k	935.58	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$18M	-33%	186k	95.62	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.6	$17M	+13%	336k	50.39	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.5	$17M	+4%	291k	57.67	View chart
Meta Platforms Cl A (META)	0.5	$16M		28k	563.33	View chart
Eli Lilly & Co. (LLY)	0.5	$16M		13k	1199.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$15M	+490%	174k	86.14	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$15M		20.00	748850.00	View chart
Tesla Motors (TSLA)	0.5	$14M	-4%	34k	420.59	View chart
Visa Com Cl A (V)	0.5	$14M		40k	343.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$14M	+5%	193k	71.25	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$14M	+2%	29k	477.54	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$13M	+293%	103k	124.16	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$12M	-14%	184k	67.56	View chart
Victoryshares Free MF Closed and MF Open (VFLO)	0.4	$12M		266k	45.75	View chart
Advanced Micro Devices (AMD)	0.4	$11M	-9%	20k	580.85	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.4	$11M	-8%	456k	24.88	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$11M		17k	655.97	View chart
Exxon Mobil Corporation (XOM)	0.4	$11M		81k	136.72	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.4	$11M	+13%	233k	47.20	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.4	$11M	+6%	297k	36.53	View chart
Lazard Intl MF Closed and MF Open (IDEQ)	0.4	$11M	+54%	309k	35.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$11M	+95%	209k	50.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$11M	+13%	67k	158.03	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$11M	+29%	64k	164.27	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.3	$10M		152k	67.40	View chart
Wal-Mart Stores (WMT)	0.3	$10M	-4%	90k	113.26	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.3	$10M	+7%	370k	27.65	View chart
Abbvie (ABBV)	0.3	$9.4M		37k	251.64	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$9.4M	+4%	175k	53.61	View chart
First Trust MF Closed and MF Open (FTCS)	0.3	$8.9M	-14%	95k	93.92	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.3	$8.8M	+6%	91k	97.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$8.8M		41k	217.93	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.3	$8.8M	+253%	70k	124.76	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$8.7M	-8%	88k	98.60	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$8.6M	-4%	94k	91.64	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$8.6M	+312%	126k	68.01	View chart
RBB F/m Us Treasury (TBIL)	0.3	$8.6M	-7%	172k	49.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$8.5M	-8%	39k	219.43	View chart
Cisco Systems (CSCO)	0.3	$8.5M	-5%	72k	117.46	View chart
Pacer Aristotole MF Closed and MF Open (FLRT)	0.3	$8.4M	+18%	180k	46.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$8.3M	+19%	86k	96.58	View chart
Caterpillar (CAT)	0.3	$8.3M	+5%	7.8k	1065.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$8.2M	+19%	55k	148.30	View chart
Johnson & Johnson (JNJ)	0.3	$8.1M		32k	253.97	View chart
Home Depot (HD)	0.3	$8.1M		23k	352.67	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$8.1M	+8%	61k	133.24	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$8.0M	+12%	154k	51.78	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.3	$7.8M	+57%	77k	101.72	View chart
Corning Incorporated (GLW)	0.2	$7.6M		30k	255.42	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.2	$7.6M		10k	763.14	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$7.6M	-14%	48k	158.66	View chart
Pacer Data MF Closed and MF Open (TRFK)	0.2	$7.6M	+15%	71k	106.70	View chart
Ge Aerospace Com New (GE)	0.2	$7.5M	+2%	20k	373.75	View chart
Qualcomm Call Option (QCOM)	0.2	$7.3M	+3%	40k	184.79	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.2	$7.2M	+14%	216k	33.46	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$7.1M		86k	82.84	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$7.1M	-10%	38k	185.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$7.0M	-4%	239k	29.43	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$6.9M	+33%	132k	52.72	View chart
Capital Group MF Closed and MF Open (CGCV)	0.2	$6.9M	+762%	212k	32.82	View chart
Ge Vernova (GEV)	0.2	$6.9M	+3%	5.8k	1175.06	View chart
Jpmorgan Active MF Closed and MF Open (JBND)	0.2	$6.8M	+150%	126k	53.50	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.2	$6.8M	-6%	70k	96.46	View chart
Micron Technology (MU)	0.2	$6.7M	+11%	5.8k	1154.12	View chart
Mastercard Incorporated Cl A (MA)	0.2	$6.4M		13k	513.56	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.2	$6.4M		144k	44.36	View chart
Procter & Gamble Company (PG)	0.2	$6.4M	-2%	43k	146.63	View chart
First Eagle MF Closed and MF Open (FEGE)	0.2	$6.3M	+142%	130k	48.92	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$6.3M		19k	342.79	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.2	$6.2M		69k	90.10	View chart
State Street MF Closed and MF Open (SPTI)	0.2	$6.1M	+4%	215k	28.39	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$6.0M	-5%	190k	31.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$6.0M	-30%	177k	33.84	View chart
Columbia Research MF Closed and MF Open (RECS)	0.2	$6.0M		139k	43.28	View chart
Palo Alto Networks (PANW)	0.2	$6.0M	-14%	18k	341.02	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.2	$5.9M	+29%	134k	44.03	View chart
Ishares Core MF Closed and MF Open (AOM)	0.2	$5.9M	+23%	118k	49.89	View chart
McDonald's Corporation (MCD)	0.2	$5.9M		22k	270.34	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$5.8M	+5%	77k	75.79	View chart
Netflix (NFLX)	0.2	$5.7M	+6%	80k	71.40	View chart
First Trust MF Closed and MF Open (FNX)	0.2	$5.7M	+3%	39k	146.35	View chart
Coca-Cola Company (KO)	0.2	$5.7M		70k	81.27	View chart
Palantir Technologies Cl A (PLTR)	0.2	$5.7M	-14%	49k	116.67	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$5.7M	-7%	107k	53.11	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.2	$5.5M	-15%	23k	242.42	View chart
Bank of America Corporation (BAC)	0.2	$5.5M		96k	56.98	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.2	$5.5M	-20%	123k	44.48	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$5.4M	+18%	205k	26.52	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.2	$5.4M	+7%	32k	165.39	View chart
Eaton Corp SHS (ETN)	0.2	$5.3M	+5%	12k	426.12	View chart
Blackrock (BLK)	0.2	$5.3M	+4%	5.5k	961.72	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$5.2M	-4%	93k	56.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$5.2M		17k	300.46	View chart
Intuitive Surgical Com New (ISRG)	0.2	$5.1M	+8%	13k	397.68	View chart
First Trust MF Closed and MF Open (FVD)	0.2	$4.9M	-5%	102k	48.18	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.2	$4.9M	+13%	97k	50.35	View chart
Verizon Communications (VZ)	0.2	$4.9M		115k	42.34	View chart
UnitedHealth (UNH)	0.2	$4.9M	-14%	12k	415.65	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$4.9M	+28%	157k	31.10	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.2	$4.8M		67k	72.28	View chart
Chevron Corporation (CVX)	0.2	$4.8M		29k	165.76	View chart
Ishares Future MF Closed and MF Open (ARTY)	0.2	$4.8M	+788%	64k	76.16	View chart
State Street MF Closed and MF Open (DIA)	0.2	$4.7M		9.0k	522.37	View chart
Motley Fool MF Closed and MF Open (TMFC)	0.2	$4.6M	+3%	61k	76.16	View chart
Jpmorgan Active MF Closed and MF Open (JAVA)	0.1	$4.6M	-5%	57k	79.41	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.1	$4.5M	+17%	92k	49.55	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$4.5M	+18%	171k	26.50	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.1	$4.5M	+62%	219k	20.66	View chart
Aam S&p MF Closed and MF Open (SPDV)	0.1	$4.5M	+32%	117k	38.54	View chart
O'reilly Automotive (ORLY)	0.1	$4.5M	-10%	49k	92.09	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$4.4M	-7%	58k	75.51	View chart
First Trust MF Closed and MF Open (FYX)	0.1	$4.3M		30k	144.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.2M	-2%	17k	252.24	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$4.2M		23k	188.07	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$4.2M	+30%	80k	52.95	View chart
Lam Research Corp Com New (LRCX)	0.1	$4.2M	-4%	9.7k	433.33	View chart
First Trust MF Closed and MF Open (FPE)	0.1	$4.2M	-6%	234k	17.88	View chart
Amplify Junior MF Closed and MF Open (SILJ)	0.1	$4.1M	+26%	159k	25.92	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$4.1M	+2%	87k	47.71	View chart
State Street MF Closed and MF Open (SPMB)	0.1	$4.1M	-3%	183k	22.31	View chart
First Mid Common Stock (FMBH)	0.1	$4.1M		85k	48.09	View chart
Merck & Co (MRK)	0.1	$4.1M		32k	128.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$4.1M	-3%	41k	98.98	View chart
Ishares Global MF Closed and MF Open (IXN)	0.1	$4.0M		28k	144.48	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$4.0M	-3%	18k	227.04	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$4.0M	+14%	49k	82.11	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$4.0M	+6%	6.2k	641.17	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.1	$4.0M	NEW	21k	187.83	View chart
Capital Group MF Closed and MF Open (CGCP)	0.1	$4.0M	+6%	178k	22.29	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$3.9M	-39%	36k	107.13	View chart
Arista Networks Com Shs (ANET)	0.1	$3.9M	+9%	23k	169.89	View chart
Pacer Trendpilot MF Closed and MF Open (PTNQ)	0.1	$3.8M	-2%	43k	88.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.8M	-8%	16k	242.43	View chart
First Trust MF Closed and MF Open (FPX)	0.1	$3.8M		19k	206.19	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$3.8M	-42%	94k	40.29	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$3.8M	-25%	72k	52.38	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.1	$3.8M	+29%	40k	94.57	View chart
Amgen (AMGN)	0.1	$3.7M		10k	362.15	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$3.7M	+8%	21k	176.66	View chart
Linde SHS (LIN)	0.1	$3.7M	+5%	7.1k	518.94	View chart
Capital Group MF Closed and MF Open (CGNG)	0.1	$3.7M	-6%	98k	37.46	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.7M	+4%	48k	76.70	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$3.7M	+3%	90k	40.79	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.1	$3.7M	-3%	10k	365.71	View chart
Uber Technologies (UBER)	0.1	$3.6M	+8%	50k	72.16	View chart
TJX Companies (TJX)	0.1	$3.5M		23k	151.53	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$3.5M		23k	152.15	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$3.5M	+5%	76k	46.15	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.1	$3.5M	-12%	34k	103.96	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.1	$3.5M	+9%	47k	74.90	View chart
Ishares Select MF Closed and MF Open (DVY)	0.1	$3.5M	+3%	22k	156.30	View chart
Capital Group MF Closed and MF Open (CGXU)	0.1	$3.5M	+2%	100k	34.62	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.1	$3.5M		94k	36.84	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$3.4M	+11%	56k	61.46	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$3.4M	+7%	54k	63.04	View chart
Nextera Energy (NEE)	0.1	$3.4M	+2%	39k	87.77	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.1	$3.4M		27k	127.81	View chart
First Trust MF Closed and MF Open (FTC)	0.1	$3.4M	-2%	18k	193.77	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.4M		11k	298.08	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.1	$3.4M		55k	61.23	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.1	$3.4M	+10%	35k	96.01	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$3.4M		3.4k	978.21	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$3.4M	+7%	57k	58.92	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$3.4M		36k	92.21	View chart
Applied Materials (AMAT)	0.1	$3.3M	-4%	4.6k	723.13	View chart
Invesco Qqq Tr Unit Ser 1	0.1	$3.3M	NEW	4.5k	736.35	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$3.3M	+20%	29k	112.88	View chart
First Trust MF Closed and MF Open (LMBS)	0.1	$3.3M	-9%	65k	49.78	View chart
State Street MF Closed and MF Open (BILS)	0.1	$3.3M	-9%	33k	99.38	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$3.2M		61k	53.47	View chart
International Business Machines (IBM)	0.1	$3.2M	+2%	12k	281.20	View chart
American Express Company (AXP)	0.1	$3.2M	-3%	9.4k	338.25	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.2M	+7%	6.3k	501.36	View chart
Cintas Corporation (CTAS)	0.1	$3.2M	-7%	19k	170.08	View chart
Fidelity Covington Trust Fidelity Us Mltf (FLRG)	0.1	$3.2M	+7%	77k	41.02	View chart
First Trust MF Closed and MF Open (FXO)	0.1	$3.1M		50k	62.46	View chart
Capital Group MF Closed and MF Open (CGCB)	0.1	$3.1M	-11%	120k	26.18	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$3.1M	+33%	27k	115.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.1M	+45%	26k	117.66	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$3.1M	+672%	61k	50.84	View chart
Jpmorgan MF Closed and MF Open (JIRE)	0.1	$3.1M	+13%	37k	82.49	View chart
State Street MF Closed and MF Open (SPTS)	0.1	$3.1M	+155%	106k	29.01	View chart
Sprott Physical MF Closed and MF Open (PSLV)	0.1	$3.1M	+7%	162k	18.87	View chart
Stryker Corporation (SYK)	0.1	$3.0M	+12%	9.5k	314.74	View chart
Us Bancorp Com New (USB)	0.1	$3.0M	+4%	50k	60.40	View chart
Goldman Sachs MF Closed and MF Open (GPIX)	0.1	$3.0M	+12%	53k	55.57	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$2.9M		54k	54.63	View chart
Pacers Nasdaq MF Closed and MF Open (PATN)	0.1	$2.9M	NEW	79k	37.17	View chart
Walt Disney Company (DIS)	0.1	$2.9M		30k	96.25	View chart
Intel Corporation (INTC)	0.1	$2.9M		21k	139.63	View chart
Avantis Us MF Closed and MF Open (AVLV)	0.1	$2.9M	+59%	32k	91.21	View chart
Union Pacific Corporation (UNP)	0.1	$2.9M		11k	271.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.9M	+304%	36k	80.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.9M		9.5k	303.19	View chart
Spdr Gold MF Closed and MF Open (GLDM)	0.1	$2.9M	-2%	36k	79.42	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.1	$2.8M		12k	246.21	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$2.8M	-11%	34k	83.07	View chart
Servicenow (NOW)	0.1	$2.8M	+44%	28k	99.28	View chart
Marvell Technology (MRVL)	0.1	$2.8M	+28%	9.4k	297.86	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$2.8M	+638%	61k	46.18	View chart
Oracle Corporation (ORCL)	0.1	$2.8M	+28%	19k	146.55	View chart
Goldman Sachs (GS)	0.1	$2.8M		2.8k	1011.45	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.8M		5.5k	509.36	View chart
Emcor (EME)	0.1	$2.8M		3.3k	829.88	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$2.7M	+134%	132k	20.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.7M	+4%	35k	79.02	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.1	$2.7M	+7%	29k	94.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.7M	+4%	13k	212.72	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$2.7M	+6%	55k	49.07	View chart
Bny Mellon MF Closed and MF Open (BKGI)	0.1	$2.7M	NEW	60k	44.97	View chart
Ab Active Etfs High Yield Etf (HYFI)	0.1	$2.7M	+3%	72k	37.34	View chart
ConocoPhillips (COP)	0.1	$2.7M		26k	103.95	View chart
Ishares Core MF Closed and MF Open (HDV)	0.1	$2.6M	+345%	96k	27.41	View chart
T Rowe MF Closed and MF Open (TCAF)	0.1	$2.6M	-11%	64k	41.10	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$2.6M	+15%	9.2k	283.75	View chart
Cme (CME)	0.1	$2.6M	-5%	12k	220.82	View chart
State Street MF Closed and MF Open (MMTM)	0.1	$2.6M		8.2k	312.95	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.1	$2.6M	-69%	20k	127.76	View chart
Phillips 66 (PSX)	0.1	$2.6M		15k	169.05	View chart

Past Filings by Western Wealth Management

SEC 13F filings are viewable for Western Wealth Management going back to 2018

Western Wealth Management 2026 Q2 filed Aug. 14, 2026
Western Wealth Management 2026 Q1 restated filed June 18, 2026
Western Wealth Management 2026 Q1 filed May 19, 2026
Western Wealth Management 2025 Q4 filed Feb. 5, 2026
Western Wealth Management 2025 Q3 filed Nov. 6, 2025
Western Wealth Management 2025 Q2 filed Aug. 11, 2025
Western Wealth Management 2025 Q1 filed April 23, 2025
Western Wealth Management 2024 Q4 amended filed April 16, 2025
Western Wealth Management 2024 Q4 filed Feb. 18, 2025
Western Wealth Management 2024 Q3 filed Nov. 12, 2024
Western Wealth Management 2024 Q2 filed July 19, 2024
Western Wealth Management 2024 Q1 filed May 3, 2024
Western Wealth Management 2023 Q4 filed Jan. 31, 2024
Western Wealth Management 2023 Q3 filed Nov. 8, 2023
Western Wealth Management 2023 Q1 filed Aug. 30, 2023
Western Wealth Management 2023 Q2 filed Aug. 30, 2023

View all past filings

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