West Wealth Group

West Wealth Group as of March 31, 2026

Portfolio Holdings for West Wealth Group

West Wealth Group holds 130 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 10.5 $53M 469k 113.11
Ishares Tr S&p 500 Val Etf (IVE) 10.2 $52M 245k 211.15
Blackrock Etf Trust Ishares Intl Ctr (CORO) 8.5 $43M 1.3M 32.15
Spdr Series Trust State Street Spd (SPYM) 8.5 $43M 562k 76.54
Blackrock Etf Trust Ishares Us Equit (DYNF) 7.5 $38M 649k 58.18
Ishares Tr Core Univrsl Usd (IUSB) 3.9 $20M 428k 46.19
Ishares Tr Eafe Value Etf (EFV) 3.9 $20M 263k 74.35
Spdr Index Shs Fds State Street Spd (SPEM) 3.8 $19M 409k 46.91
Ishares Tr Calif Mun Bd Etf (CMF) 3.7 $19M 332k 56.86
Blackrock Etf Trust Ishares Us Thema (THRO) 3.4 $17M 471k 36.22
Blackrock Etf Trust Ishares A I Inno (BAI) 3.3 $17M 511k 32.95
Apple (AAPL) 2.8 $14M 56k 253.79
J P Morgan Exchange Traded F Us Momentum (JMOM) 2.4 $12M 180k 67.92
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 2.3 $12M 190k 61.32
Global X Fds Defense Tech Etf (SHLD) 2.2 $11M 160k 70.84
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 2.0 $10M 443k 22.98
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $7.6M 40k 191.81
NVIDIA Corporation (NVDA) 1.3 $6.6M 38k 174.40
Ishares Tr Us Treas Bd Etf (GOVT) 1.0 $4.8M 211k 22.91
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.8 $4.0M 86k 45.86
Broadcom (AVGO) 0.8 $3.9M 13k 309.53
Microsoft Corporation (MSFT) 0.7 $3.7M 10k 370.20
Spdr Series Trust State Street Spd (SPMB) 0.7 $3.6M 159k 22.39
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $3.4M 71k 48.05
Amazon (AMZN) 0.6 $3.0M 14k 208.27
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $2.9M 26k 111.37
Ishares Gold Tr Ishares New (IAU) 0.5 $2.5M 29k 88.16
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $2.5M 48k 51.93
Tesla Motors (TSLA) 0.4 $2.1M 5.8k 371.75
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.8M 10k 181.42
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $1.7M 44k 38.86
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.5M 17k 92.74
Boeing Company (BA) 0.3 $1.5M 7.4k 199.04
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.4M 2.1k 653.51
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.3M 9.5k 141.43
Goldman Sachs Etf Tr Technology Oppor (GTOP) 0.2 $1.1M 31k 36.21
Sempra Energy (SRE) 0.2 $1.1M 11k 97.18
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $1.0M 9.4k 110.48
Advanced Micro Devices (AMD) 0.2 $992k 4.9k 203.43
Lam Research Corp Com New (LRCX) 0.2 $942k 4.4k 213.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $891k 2.8k 320.88
Alphabet Cap Stk Cl A (GOOGL) 0.2 $876k 3.0k 287.65
JPMorgan Chase & Co. (JPM) 0.2 $861k 2.9k 294.17
Wal-Mart Stores (WMT) 0.2 $839k 6.8k 124.30
Prologis (PLD) 0.2 $812k 6.1k 132.19
Meta Platforms Cl A (META) 0.2 $806k 1.4k 572.28
Alphabet Cap Stk Cl C (GOOG) 0.2 $802k 2.8k 286.86
Ishares Tr Msci Usa Value (VLUE) 0.2 $781k 5.5k 142.21
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $778k 1.2k 650.50
Exxon Mobil Corporation (XOM) 0.2 $766k 4.5k 169.69
Ishares Tr Core Div Grwth (DGRO) 0.2 $762k 11k 70.18
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $760k 7.5k 100.67
Ishares Msci Emrg Chn (EMXC) 0.1 $746k 9.5k 78.67
Costco Wholesale Corporation (COST) 0.1 $708k 710.00 997.61
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.1 $706k 10k 70.14
Ishares Tr National Mun Etf (MUB) 0.1 $688k 6.5k 106.16
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $666k 20k 33.67
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $666k 14k 48.46
Vanguard World Mega Cap Index (MGC) 0.1 $654k 2.8k 236.36
Caterpillar (CAT) 0.1 $651k 919.00 708.84
Ishares Core Msci Emkt (IEMG) 0.1 $643k 9.2k 69.75
McDonald's Corporation (MCD) 0.1 $643k 2.1k 310.82
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $635k 7.9k 80.61
Home Depot (HD) 0.1 $619k 1.9k 328.93
Iron Mountain (IRM) 0.1 $599k 5.9k 102.15
Ross Stores (ROST) 0.1 $585k 2.7k 216.64
Ishares Tr Systematic Bd Et (SYSB) 0.1 $580k 6.5k 89.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $575k 996.00 577.48
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $556k 5.4k 103.44
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $531k 1.4k 391.84
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $526k 5.9k 88.50
Procter & Gamble Company (PG) 0.1 $526k 3.6k 144.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $525k 879.00 597.58
Walt Disney Company (DIS) 0.1 $519k 5.4k 96.39
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $510k 8.2k 62.45
Applied Materials (AMAT) 0.1 $508k 1.5k 341.89
Lockheed Martin Corporation (LMT) 0.1 $507k 839.00 604.80
Netflix (NFLX) 0.1 $501k 5.2k 96.15
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $481k 7.9k 61.26
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $473k 8.6k 55.20
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $462k 5.7k 80.58
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $457k 3.8k 121.22
Bank of America Corporation (BAC) 0.1 $454k 9.3k 48.75
Rockwell Automation (ROK) 0.1 $453k 1.3k 358.90
International Business Machines (IBM) 0.1 $446k 1.8k 242.49
Abbvie (ABBV) 0.1 $435k 2.0k 217.58
Vanguard World Inf Tech Etf (VGT) 0.1 $423k 605.00 698.61
Ge Vernova (GEV) 0.1 $422k 482.00 874.39
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $402k 8.7k 46.36
Chevron Corporation (CVX) 0.1 $396k 1.9k 206.96
CSX Corporation (CSX) 0.1 $395k 9.6k 41.05
American Healthcare Reit Com Shs (AHR) 0.1 $395k 8.4k 47.16
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $393k 5.2k 75.20
Rocket Lab Corp (RKLB) 0.1 $373k 5.8k 64.22
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $353k 7.2k 48.93
Dell Technologies CL C (DELL) 0.1 $352k 2.1k 164.18
At&t (T) 0.1 $342k 12k 28.99
Ishares Tr Investment Grade (IGEB) 0.1 $341k 7.6k 45.07
Johnson & Johnson (JNJ) 0.1 $341k 1.4k 244.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $317k 661.00 479.20
Qualcomm (QCOM) 0.1 $305k 2.4k 128.79
Ge Aerospace Com New (GE) 0.1 $302k 1.1k 283.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $296k 4.4k 67.54
Raytheon Technologies Corp (RTX) 0.1 $292k 1.5k 193.00
Northrop Grumman Corporation (NOC) 0.1 $276k 404.00 682.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $272k 3.4k 79.58
WestAmerica Ban (WABC) 0.1 $270k 5.2k 52.15
Ishares Tr Us Infrastruc (IFRA) 0.1 $268k 4.7k 57.21
Ishares Tr Core Msci Eafe (IEFA) 0.1 $259k 2.9k 90.56
Eli Lilly & Co. (LLY) 0.1 $256k 277.00 922.86
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $254k 5.1k 50.38
TJX Companies (TJX) 0.1 $254k 1.6k 159.72
AFLAC Incorporated (AFL) 0.0 $251k 2.3k 109.74
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $250k 3.5k 71.13
Southwest Airlines (LUV) 0.0 $245k 6.5k 37.58
Cisco Systems (CSCO) 0.0 $241k 3.1k 77.59
Tarsus Pharmaceuticals (TARS) 0.0 $239k 3.4k 70.15
Ishares Esg Awr Msci Em (ESGE) 0.0 $238k 5.2k 45.48
Visa Com Cl A (V) 0.0 $237k 784.00 302.57
Pfizer (PFE) 0.0 $236k 8.4k 28.08
Amgen (AMGN) 0.0 $227k 645.00 352.35
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $227k 3.0k 75.47
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $224k 942.00 237.66
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $223k 3.9k 56.69
Verizon Communications (VZ) 0.0 $221k 4.4k 50.21
UnitedHealth (UNH) 0.0 $218k 806.00 270.88
Ishares Tr Core Msci Intl (IDEV) 0.0 $207k 2.5k 83.57
Ishares Tr Msci Eafe Etf (EFA) 0.0 $205k 2.1k 97.14
Blackrock Etf Trust Ishares Us Larg (BALI) 0.0 $204k 6.6k 30.81
Neuberger Berman Real Estate Sec (NRO) 0.0 $59k 21k 2.84