West Wealth Group

West Wealth Group as of June 30, 2025

Portfolio Holdings for West Wealth Group

West Wealth Group holds 111 positions in its portfolio as reported in the June 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) 11.9 $48M 419k 114.34
Ishares Tr S&p 500 Val Etf (IVE) 9.7 $39M 198k 196.60
Ishares Tr Eafe Value Etf (EFV) 7.5 $30M 465k 64.68
Blackrock Etf Trust Ishares Us Equit (DYNF) 7.4 $30M 528k 56.02
Spdr Series Trust Portfolio S&p500 (SPYM) 6.1 $25M 331k 74.44
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 5.9 $24M 392k 60.87
Ishares Tr Core Total Usd (IUSB) 4.2 $17M 369k 46.24
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.9 $16M 358k 43.51
Ishares Tr Eafe Grwth Etf (EFG) 3.8 $15M 139k 108.85
Blackrock Etf Trust Ishares Us Thema (THRO) 3.4 $14M 373k 36.27
Vanguard World Mega Cap Index (MGC) 3.3 $13M 58k 230.73
Ishares Tr Calif Mun Bd Etf (CMF) 3.3 $13M 240k 55.60
Ishares Tr U.s. Tech Etf (IYW) 3.2 $13M 71k 181.76
Apple (AAPL) 2.9 $12M 56k 213.25
J P Morgan Exchange Traded F Us Momentum (JMOM) 1.5 $6.2M 96k 64.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.4 $5.4M 29k 185.39
Blackrock Etf Trust Ishares A I Inno (BAI) 1.2 $4.9M 157k 31.49
Microsoft Corporation (MSFT) 1.2 $4.9M 9.3k 524.99
NVIDIA Corporation (NVDA) 1.2 $4.8M 27k 179.42
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.0 $3.9M 86k 46.10
Broadcom (AVGO) 0.9 $3.5M 12k 301.68
Ishares Gold Tr Ishares New (IAU) 0.8 $3.3M 52k 63.56
Ishares Msci Emrg Chn (EMXC) 0.8 $3.2M 51k 63.34
Amazon (AMZN) 0.7 $3.0M 13k 222.31
Spdr Series Trust Port Mtg Bk Etf (SPMB) 0.7 $2.9M 130k 22.11
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $2.6M 53k 49.42
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $2.3M 44k 52.81
Tesla Motors (TSLA) 0.5 $1.9M 5.9k 319.91
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $1.9M 19k 101.43
Boeing Company (BA) 0.4 $1.6M 7.3k 225.05
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $1.6M 43k 37.80
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.6M 11k 138.38
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.3 $1.3M 27k 47.73
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.2M 13k 93.08
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.1M 1.7k 635.98
Meta Platforms Cl A (META) 0.2 $894k 1.2k 772.25
Walt Disney Company (DIS) 0.2 $890k 7.7k 115.18
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $836k 9.0k 93.24
Sempra Energy (SRE) 0.2 $819k 10k 81.16
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $741k 7.2k 103.00
Ishares Tr Core Div Grwth (DGRO) 0.2 $721k 11k 64.81
JPMorgan Chase & Co. (JPM) 0.2 $719k 2.5k 291.40
McDonald's Corporation (MCD) 0.2 $718k 2.3k 307.71
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $691k 10k 68.86
Home Depot (HD) 0.2 $675k 1.7k 387.01
Prologis (PLD) 0.2 $646k 6.1k 105.74
Costco Wholesale Corporation (COST) 0.2 $633k 653.00 968.67
Ishares Core Msci Emkt (IEMG) 0.1 $601k 9.9k 61.00
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $586k 5.8k 100.43
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $584k 11k 55.53
Wal-Mart Stores (WMT) 0.1 $541k 5.2k 103.37
Procter & Gamble Company (PG) 0.1 $541k 3.5k 152.88
Alphabet Cap Stk Cl C (GOOG) 0.1 $517k 2.6k 196.97
Alphabet Cap Stk Cl A (GOOGL) 0.1 $500k 2.5k 196.14
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $496k 5.9k 83.99
Iron Mountain (IRM) 0.1 $495k 5.5k 90.05
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $491k 9.7k 50.56
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $488k 21k 22.95
Ishares Tr Msci Usa Value (VLUE) 0.1 $485k 4.3k 113.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $474k 748.00 633.44
Rockwell Automation (ROK) 0.1 $457k 1.4k 328.67
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $450k 3.8k 119.76
Lam Research Corp Com New (LRCX) 0.1 $421k 4.4k 95.96
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $417k 8.7k 47.94
Exxon Mobil Corporation (XOM) 0.1 $401k 3.8k 106.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $393k 675.00 581.99
Ross Stores (ROST) 0.1 $392k 2.7k 146.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $391k 833.00 468.91
International Business Machines (IBM) 0.1 $388k 1.5k 252.37
Ishares Tr Intl Div Grwth (IGRO) 0.1 $379k 4.9k 76.95
Lockheed Martin Corporation (LMT) 0.1 $368k 846.00 435.15
Netflix (NFLX) 0.1 $363k 308.00 1178.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $359k 632.00 567.65
Abbvie (ABBV) 0.1 $358k 1.8k 196.41
Bank of America Corporation (BAC) 0.1 $356k 7.8k 45.42
Caterpillar (CAT) 0.1 $354k 826.00 427.91
At&t (T) 0.1 $353k 13k 27.49
Ishares Tr National Mun Etf (MUB) 0.1 $334k 3.2k 104.05
Ishares Tr Investment Grade (IGEB) 0.1 $333k 7.3k 45.52
Kkr & Co (KKR) 0.1 $329k 2.3k 144.59
American Healthcare Reit Com Shs (AHR) 0.1 $329k 8.3k 39.65
Dell Technologies CL C (DELL) 0.1 $323k 2.5k 128.18
Select Sector Spdr Tr Energy (XLE) 0.1 $315k 3.7k 84.72
Ge Vernova (GEV) 0.1 $297k 447.00 664.77
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $295k 2.9k 100.32
Ishares Tr Us Infrastruc (IFRA) 0.1 $292k 5.8k 50.42
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $283k 5.4k 52.77
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $279k 6.8k 40.82
CSX Corporation (CSX) 0.1 $276k 7.7k 36.01
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $268k 3.3k 80.31
Vanguard World Inf Tech Etf (VGT) 0.1 $267k 386.00 692.08
Ge Aerospace Com New (GE) 0.1 $266k 975.00 272.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $263k 4.2k 62.67
Applied Materials (AMAT) 0.1 $262k 1.5k 178.25
Rocket Lab Corp (RKLB) 0.1 $256k 5.8k 44.10
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $251k 3.0k 82.71
Raytheon Technologies Corp (RTX) 0.1 $249k 1.6k 155.77
Chevron Corporation (CVX) 0.1 $244k 1.6k 152.85
WestAmerica Ban (WABC) 0.1 $241k 5.1k 47.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $240k 770.00 311.51
Ishares Tr Core Msci Eafe (IEFA) 0.1 $237k 2.8k 83.38
Northrop Grumman Corporation (NOC) 0.1 $233k 395.00 590.34
AFLAC Incorporated (AFL) 0.1 $231k 2.3k 102.32
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $227k 3.1k 72.81
Oracle Corporation (ORCL) 0.1 $227k 883.00 256.59
Blackrock Etf Trust Ishares Advantag (BALI) 0.1 $209k 6.9k 30.45
Ishares Esg Awr Msci Em (ESGE) 0.1 $205k 5.1k 39.93
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $204k 3.6k 56.00
TJX Companies (TJX) 0.1 $203k 1.5k 132.18
Blackstone Group Inc Com Cl A (BX) 0.1 $203k 1.2k 169.42
Cleveland-cliffs (CLF) 0.0 $97k 10k 9.37