West Wealth Group

West Wealth Group as of Dec. 31, 2025

Portfolio Holdings for West Wealth Group

West Wealth Group holds 127 positions in its portfolio as reported in the December 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) 11.2 $54M 440k 123.26
Ishares Tr S&p 500 Val Etf (IVE) 9.4 $46M 214k 212.07
Blackrock Etf Trust Ishares Us Equit (DYNF) 8.5 $41M 677k 60.81
Ishares Tr Eafe Value Etf (EFV) 6.8 $33M 458k 71.41
Vanguard World Mega Cap Index (MGC) 5.4 $26M 104k 251.17
Spdr Series Trust State Street Spd (SPYM) 5.4 $26M 324k 80.22
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 5.2 $25M 398k 63.18
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 5.1 $25M 527k 46.81
Ishares Tr Core Univrsl Usd (IUSB) 3.9 $19M 403k 46.54
Blackrock Etf Trust Ishares Us Thema (THRO) 3.5 $17M 436k 38.56
Ishares Tr Calif Mun Bd Etf (CMF) 3.3 $16M 274k 57.46
Blackrock Etf Trust Ishares A I Inno (BAI) 3.2 $16M 468k 33.30
Apple (AAPL) 3.1 $15M 54k 271.86
Global X Fds Defense Tech Etf (SHLD) 1.8 $8.7M 134k 64.79
J P Morgan Exchange Traded F Us Momentum (JMOM) 1.5 $7.2M 106k 68.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $6.4M 32k 198.62
NVIDIA Corporation (NVDA) 1.3 $6.4M 34k 186.50
Ishares Gold Tr Ishares New (IAU) 1.3 $6.1M 76k 81.17
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $5.9M 52k 113.92
Microsoft Corporation (MSFT) 1.0 $4.7M 9.7k 483.64
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.0 $4.7M 102k 46.22
Broadcom (AVGO) 0.9 $4.3M 12k 346.12
Spdr Series Trust State Street Spd (SPMB) 0.7 $3.3M 148k 22.42
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $3.2M 65k 48.32
Amazon (AMZN) 0.6 $3.0M 13k 230.82
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.6 $2.8M 57k 48.68
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $2.7M 51k 52.77
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $2.6M 26k 101.67
Ishares Tr U.s. Tech Etf (IYW) 0.5 $2.2M 11k 199.68
Tesla Motors (TSLA) 0.4 $2.0M 4.5k 449.72
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $2.0M 85k 23.19
Boeing Company (BA) 0.3 $1.6M 7.3k 217.14
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.5M 10k 148.99
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.5M 16k 94.16
Goldman Sachs Etf Tr Technology Oppor (GTOP) 0.3 $1.2M 31k 39.51
Advanced Micro Devices (AMD) 0.2 $1.0M 4.9k 214.16
Ishares Tr Core S&p500 Etf (IVV) 0.2 $987k 1.4k 685.19
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $974k 10k 96.29
JPMorgan Chase & Co. (JPM) 0.2 $932k 2.9k 322.28
Alphabet Cap Stk Cl A (GOOGL) 0.2 $919k 2.9k 313.03
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $879k 8.6k 102.39
Sempra Energy (SRE) 0.2 $875k 9.9k 88.29
Walt Disney Company (DIS) 0.2 $869k 7.6k 113.78
Alphabet Cap Stk Cl C (GOOG) 0.2 $849k 2.7k 313.81
Ishares Msci Emrg Chn (EMXC) 0.2 $831k 11k 72.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $788k 1.2k 681.96
Prologis (PLD) 0.2 $780k 6.1k 127.67
Ishares Tr Core Div Grwth (DGRO) 0.2 $756k 11k 69.42
Lam Research Corp Com New (LRCX) 0.2 $753k 4.4k 171.18
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.2 $742k 10k 74.10
Ishares Core Msci Emkt (IEMG) 0.1 $700k 10k 67.23
Meta Platforms Cl A (META) 0.1 $678k 1.0k 660.55
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $660k 6.6k 100.39
Wal-Mart Stores (WMT) 0.1 $660k 5.9k 111.42
Home Depot (HD) 0.1 $639k 1.9k 344.19
McDonald's Corporation (MCD) 0.1 $619k 2.0k 305.66
Ishares Tr Msci Usa Value (VLUE) 0.1 $593k 4.3k 136.73
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $587k 10k 57.58
Costco Wholesale Corporation (COST) 0.1 $563k 652.00 863.59
Ishares Tr National Mun Etf (MUB) 0.1 $549k 5.1k 107.12
Exxon Mobil Corporation (XOM) 0.1 $537k 4.5k 120.36
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $536k 6.0k 89.56
Procter & Gamble Company (PG) 0.1 $524k 3.7k 143.31
Caterpillar (CAT) 0.1 $517k 901.00 573.31
International Business Machines (IBM) 0.1 $516k 1.7k 296.29
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $513k 22k 23.03
Iron Mountain (IRM) 0.1 $485k 5.9k 82.96
Ross Stores (ROST) 0.1 $485k 2.7k 180.18
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $483k 3.8k 128.85
Rockwell Automation (ROK) 0.1 $483k 1.2k 389.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $477k 777.00 614.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $471k 937.00 502.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $463k 738.00 627.40
Abbvie (ABBV) 0.1 $457k 2.0k 228.60
Vanguard World Inf Tech Etf (VGT) 0.1 $418k 555.00 753.96
Rocket Lab Corp (RKLB) 0.1 $406k 5.8k 69.76
Lockheed Martin Corporation (LMT) 0.1 $402k 830.00 483.82
American Healthcare Reit Com Shs (AHR) 0.1 $392k 8.3k 47.06
Bank of America Corporation (BAC) 0.1 $390k 7.1k 55.00
Applied Materials (AMAT) 0.1 $380k 1.5k 257.07
Netflix (NFLX) 0.1 $378k 4.0k 93.76
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $372k 1.4k 275.39
Ishares Tr Investment Grade (IGEB) 0.1 $349k 7.6k 45.66
CSX Corporation (CSX) 0.1 $348k 9.6k 36.25
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $339k 6.4k 52.89
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $338k 7.6k 44.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $334k 995.00 335.56
Ge Aerospace Com New (GE) 0.1 $327k 1.1k 308.28
Ge Vernova (GEV) 0.1 $311k 475.00 654.27
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $302k 6.7k 45.21
Dell Technologies CL C (DELL) 0.1 $301k 2.4k 125.88
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $299k 3.6k 82.84
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $291k 3.6k 80.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $290k 4.4k 66.01
At&t (T) 0.1 $287k 12k 24.84
Raytheon Technologies Corp (RTX) 0.1 $285k 1.6k 183.46
Johnson & Johnson (JNJ) 0.1 $285k 1.4k 207.05
Ishares Tr Core Msci Eafe (IEFA) 0.1 $280k 3.1k 89.47
Eli Lilly & Co. (LLY) 0.1 $280k 260.00 1075.20
Tarsus Pharmaceuticals (TARS) 0.1 $278k 3.4k 81.88
Chevron Corporation (CVX) 0.1 $275k 1.8k 152.48
Southwest Airlines (LUV) 0.1 $269k 6.5k 41.33
Kkr & Co (KKR) 0.1 $264k 2.1k 127.52
Cisco Systems (CSCO) 0.1 $261k 3.4k 77.05
Visa Com Cl A (V) 0.1 $259k 738.00 351.00
Ishares Tr Us Infrastruc (IFRA) 0.1 $257k 4.9k 52.62
Ishares Tr Msci Eafe Etf (EFA) 0.1 $257k 2.7k 96.05
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $254k 6.1k 41.36
AFLAC Incorporated (AFL) 0.1 $252k 2.3k 110.29
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $246k 5.1k 48.10
WestAmerica Ban (WABC) 0.1 $246k 5.1k 47.84
TJX Companies (TJX) 0.1 $243k 1.6k 153.64
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $238k 4.7k 50.59
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $237k 4.1k 57.24
UnitedHealth (UNH) 0.0 $233k 706.00 330.12
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $232k 3.1k 75.17
Ishares Esg Awr Msci Em (ESGE) 0.0 $230k 5.2k 44.17
Northrop Grumman Corporation (NOC) 0.0 $228k 399.00 571.33
Oracle Corporation (ORCL) 0.0 $227k 1.2k 195.07
Blackrock Etf Trust Ishares Us Larg (BALI) 0.0 $214k 6.8k 31.68
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $214k 2.3k 93.37
Ishares Tr Core Msci Intl (IDEV) 0.0 $210k 2.5k 82.48
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $207k 3.0k 69.69
Amgen (AMGN) 0.0 $207k 630.00 327.79
Pfizer (PFE) 0.0 $205k 8.2k 24.90
Edwards Lifesciences (EW) 0.0 $201k 2.4k 85.25
Cleveland-cliffs (CLF) 0.0 $138k 10k 13.28