West Wealth Group

West Wealth Group as of Sept. 30, 2025

Portfolio Holdings for West Wealth Group

West Wealth Group holds 123 positions in its portfolio as reported in the September 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) 11.4 $51M 421k 120.40
Ishares Tr S&p 500 Val Etf (IVE) 9.5 $42M 204k 206.49
Blackrock Etf Trust Ishares Us Equit (DYNF) 8.3 $37M 623k 59.02
Ishares Tr Eafe Value Etf (EFV) 6.5 $29M 429k 67.76
Spdr Series Trust Portfolio S&p500 (SPYM) 5.5 $25M 313k 78.24
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 5.3 $24M 380k 62.37
Vanguard World Mega Cap Index (MGC) 5.3 $24M 97k 243.95
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 5.0 $22M 471k 46.98
Ishares Tr Core Total Usd (IUSB) 4.0 $18M 380k 46.89
Blackrock Etf Trust Ishares Us Thema (THRO) 3.4 $15M 406k 37.55
Blackrock Etf Trust Ishares A I Inno (BAI) 3.3 $15M 423k 34.94
Apple (AAPL) 3.0 $14M 54k 249.34
Ishares Tr Calif Mun Bd Etf (CMF) 2.9 $13M 228k 57.34
Global X Fds Defense Tech Etf (SHLD) 1.8 $8.1M 122k 66.67
J P Morgan Exchange Traded F Us Momentum (JMOM) 1.5 $6.7M 98k 67.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $5.9M 30k 193.71
NVIDIA Corporation (NVDA) 1.3 $5.8M 32k 179.83
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $5.5M 48k 115.18
Ishares Gold Tr Ishares New (IAU) 1.2 $5.5M 70k 79.32
Microsoft Corporation (MSFT) 1.2 $5.1M 10k 513.43
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.0 $4.4M 93k 47.03
Broadcom (AVGO) 0.9 $4.2M 12k 351.34
Spdr Series Trust Port Mtg Bk Etf (SPMB) 0.7 $3.2M 141k 22.55
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $2.9M 59k 49.77
Amazon (AMZN) 0.6 $2.8M 13k 215.57
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $2.5M 48k 53.18
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.5 $2.3M 47k 49.22
Ishares Tr U.s. Tech Etf (IYW) 0.5 $2.2M 11k 196.59
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $2.2M 21k 104.08
Tesla Motors (TSLA) 0.4 $2.0M 4.6k 435.15
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $1.6M 69k 23.32
Boeing Company (BA) 0.3 $1.5M 7.2k 213.99
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.5M 10k 145.34
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.4M 15k 94.25
Ishares Tr Core S&p500 Etf (IVV) 0.2 $953k 1.4k 668.49
Sempra Energy (SRE) 0.2 $942k 10k 92.29
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $917k 9.6k 95.57
Walt Disney Company (DIS) 0.2 $881k 7.9k 111.72
JPMorgan Chase & Co. (JPM) 0.2 $881k 2.9k 305.73
Ishares Msci Emrg Chn (EMXC) 0.2 $843k 12k 69.75
Alphabet Cap Stk Cl A (GOOGL) 0.2 $829k 3.3k 251.00
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $823k 8.0k 103.38
Home Depot (HD) 0.2 $762k 2.0k 388.38
Meta Platforms Cl A (META) 0.2 $758k 1.1k 717.53
Prologis (PLD) 0.2 $757k 6.2k 122.77
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $726k 10k 72.49
Ishares Tr Core Div Grwth (DGRO) 0.2 $688k 10k 68.16
Ishares Core Msci Emkt (IEMG) 0.2 $682k 10k 66.58
Alphabet Cap Stk Cl C (GOOG) 0.2 $668k 2.7k 251.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $666k 1.0k 665.02
Lam Research Corp Com New (LRCX) 0.1 $649k 4.5k 144.78
Wal-Mart Stores (WMT) 0.1 $631k 5.8k 109.03
McDonald's Corporation (MCD) 0.1 $628k 2.1k 305.25
Costco Wholesale Corporation (COST) 0.1 $605k 633.00 955.45
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $590k 10k 57.11
Iron Mountain (IRM) 0.1 $587k 5.6k 105.76
Procter & Gamble Company (PG) 0.1 $579k 3.9k 147.42
Netflix (NFLX) 0.1 $579k 481.00 1203.29
Ishares Tr National Mun Etf (MUB) 0.1 $564k 5.3k 107.10
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $548k 5.4k 100.52
Ishares Tr Msci Usa Value (VLUE) 0.1 $545k 4.3k 126.38
International Business Machines (IBM) 0.1 $537k 1.9k 280.79
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $531k 6.0k 88.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $506k 827.00 611.73
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $503k 22k 23.23
Caterpillar (CAT) 0.1 $482k 902.00 534.28
Exxon Mobil Corporation (XOM) 0.1 $474k 4.3k 111.62
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $473k 3.8k 125.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $465k 771.00 602.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $443k 893.00 496.39
Rockwell Automation (ROK) 0.1 $437k 1.2k 352.16
Abbvie (ABBV) 0.1 $437k 1.9k 226.19
Vanguard World Inf Tech Etf (VGT) 0.1 $434k 577.00 752.22
Ross Stores (ROST) 0.1 $421k 2.7k 156.97
Lockheed Martin Corporation (LMT) 0.1 $417k 835.00 499.31
Rocket Lab Corp (RKLB) 0.1 $402k 5.8k 69.27
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $366k 5.6k 65.14
Dell Technologies CL C (DELL) 0.1 $366k 2.4k 153.72
Ishares Tr Core Msci Eafe (IEFA) 0.1 $365k 4.2k 87.61
Bank of America Corporation (BAC) 0.1 $356k 6.8k 52.28
American Healthcare Reit Com Shs (AHR) 0.1 $354k 8.3k 42.73
Ishares Tr Investment Grade (IGEB) 0.1 $354k 7.7k 46.18
CSX Corporation (CSX) 0.1 $350k 9.7k 36.24
At&t (T) 0.1 $347k 13k 26.07
Applied Materials (AMAT) 0.1 $340k 1.5k 227.56
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $337k 6.3k 53.06
Select Sector Spdr Tr Energy (XLE) 0.1 $324k 3.7k 86.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $318k 968.00 328.40
Ge Aerospace Com New (GE) 0.1 $315k 1.1k 300.04
Oracle Corporation (ORCL) 0.1 $302k 994.00 303.49
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $298k 3.6k 82.98
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $296k 1.4k 219.38
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $294k 6.8k 43.34
Chevron Corporation (CVX) 0.1 $291k 1.9k 152.09
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $291k 3.6k 80.79
UnitedHealth (UNH) 0.1 $287k 793.00 361.31
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $282k 5.0k 56.87
Ge Vernova (GEV) 0.1 $279k 453.00 616.39
Ishares Tr Us Infrastruc (IFRA) 0.1 $273k 5.1k 53.68
Johnson & Johnson (JNJ) 0.1 $269k 1.4k 191.13
Visa Com Cl A (V) 0.1 $269k 779.00 345.58
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $265k 6.6k 40.27
Kkr & Co (KKR) 0.1 $260k 2.1k 124.45
Raytheon Technologies Corp (RTX) 0.1 $259k 1.7k 157.03
Cisco Systems (CSCO) 0.1 $258k 3.7k 69.53
Tarsus Pharmaceuticals (TARS) 0.1 $255k 3.4k 74.95
Northrop Grumman Corporation (NOC) 0.1 $251k 412.00 609.32
AFLAC Incorporated (AFL) 0.1 $249k 2.3k 109.79
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $248k 5.1k 48.72
Ishares Tr Msci Eafe Etf (EFA) 0.1 $246k 2.6k 93.85
TJX Companies (TJX) 0.1 $240k 1.7k 145.19
WestAmerica Ban (WABC) 0.1 $239k 5.1k 46.47
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $236k 4.7k 50.60
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $233k 3.0k 76.47
Vanguard Index Fds Growth Etf (VUG) 0.1 $228k 476.00 478.83
Ishares Esg Awr Msci Em (ESGE) 0.1 $224k 5.1k 43.75
Eli Lilly & Co. (LLY) 0.1 $223k 270.00 826.17
Southwest Airlines (LUV) 0.0 $221k 6.6k 33.56
Advanced Micro Devices (AMD) 0.0 $218k 913.00 238.60
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $212k 2.3k 93.37
Blackrock Etf Trust Ishares Advantag (BALI) 0.0 $211k 6.7k 31.30
Ishares Tr Core Msci Intl (IDEV) 0.0 $202k 2.5k 80.56
Cleveland-cliffs (CLF) 0.0 $145k 10k 13.95