West Wealth Group

West Wealth Group as of June 30, 2026

Portfolio Holdings for West Wealth Group

West Wealth Group holds 143 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str P500etf (SPYM) 14.5 $89M 1.0M 87.88
Ishares Tr S&p 500 Grwt Etf (IVW) 11.0 $67M 487k 137.53
Ishares Tr S&p 500 Val Etf (IVE) 9.3 $57M 249k 227.06
Blackrock Etf Trust Isha In Ctry Etf (CORO) 8.5 $52M 1.4M 36.60
Blackrock Etf Trust Ishares Us Equit (DYNF) 7.5 $46M 677k 68.01
Blackrock Etf Trust Isha I In Te Etf (BAI) 3.9 $24M 452k 52.72
Ishares Tr Calif Mun Bd Etf (CMF) 3.6 $22M 385k 57.64
Ishares Tr Core Univrsl Usd (IUSB) 3.5 $22M 468k 46.15
Spdr Index Shs Fds St Port Mark Etf (SPEM) 2.8 $17M 326k 51.78
Apple (AAPL) 2.7 $17M 57k 289.36
Blackrock Etf Trust Isha Us Them Etf (THRO) 2.6 $16M 374k 43.11
Global X Fds Defense Tech Etf (SHLD) 2.0 $12M 205k 59.71
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 2.0 $12M 514k 23.52
J P Morgan Exchange Traded F Us Momentum (JMOM) 2.0 $12M 141k 85.46
Ishares Tr Eafe Grwth Etf (EFG) 1.8 $11M 86k 124.42
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $9.4M 43k 219.43
NVIDIA Corporation (NVDA) 1.3 $7.8M 39k 200.09
Ishares Tr Eafe Value Etf (EFV) 1.2 $7.6M 99k 76.55
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $5.3M 232k 22.78
Broadcom (AVGO) 0.8 $4.9M 13k 377.76
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.7 $4.3M 153k 28.05
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.7 $4.3M 94k 45.58
Spdr Series Trust St Str Backe Etf (SPMB) 0.6 $3.9M 176k 22.31
Microsoft Corporation (MSFT) 0.6 $3.8M 10k 373.05
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $3.8M 78k 48.43
Amazon (AMZN) 0.6 $3.5M 15k 238.34
Advanced Micro Devices (AMD) 0.4 $2.6M 4.5k 580.91
Ishares Gold Tr Ishares New (IAU) 0.4 $2.4M 32k 75.51
Tesla Motors (TSLA) 0.4 $2.4M 5.7k 420.63
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.3 $2.1M 40k 52.34
Ishares Tr U.s. Tech Etf (IYW) 0.3 $2.0M 7.7k 252.23
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.3 $1.9M 44k 44.36
Lam Research Corp Com New (LRCX) 0.3 $1.9M 4.4k 433.34
Boeing Company (BA) 0.3 $1.7M 7.9k 216.50
Ishares Tr Msci Usa Min Etf (USMV) 0.3 $1.7M 18k 96.46
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.7M 2.2k 749.07
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.5M 9.3k 163.68
Goldman Sachs Etf Tr Techn Oppor Etf (GTOP) 0.2 $1.4M 27k 49.79
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $1.3M 1.4k 965.18
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.3M 3.6k 357.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $1.2M 9.3k 124.77
Caterpillar (CAT) 0.2 $1.1M 1.1k 1065.20
Ishares Tr Msci Usa Value (VLUE) 0.2 $1.1M 5.5k 199.81
Applied Materials (AMAT) 0.2 $1.1M 1.5k 723.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M 2.9k 370.09
JPMorgan Chase & Co. (JPM) 0.2 $1.0M 3.2k 327.36
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.0M 2.8k 353.43
Sempra Energy (SRE) 0.2 $992k 11k 92.71
Dell Technologies CL C (DELL) 0.2 $983k 2.3k 431.47
Ishares Msci Emrg Chn (EMXC) 0.2 $965k 9.4k 102.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $896k 1.2k 746.96
Meta Platforms Cl A (META) 0.1 $877k 1.6k 563.46
Ishares Tr 0-3 Mth Treasury (SGOV) 0.1 $815k 8.1k 100.68
Prologis (PLD) 0.1 $809k 6.0k 135.48
Wal-Mart Stores (WMT) 0.1 $804k 7.1k 113.27
Blackrock Etf Trust Isha Us Awar Etf (LCTU) 0.1 $801k 10k 80.17
Ishares Core Msci Emkt (IEMG) 0.1 $778k 9.4k 82.84
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $757k 14k 55.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $756k 1.1k 686.91
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $750k 7.3k 102.17
Ishares Tr Core Div Grwth (DGRO) 0.1 $744k 9.8k 75.80
Costco Wholesale Corporation (COST) 0.1 $728k 777.00 936.29
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $721k 7.9k 91.22
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $701k 20k 35.03
Iron Mountain (IRM) 0.1 $692k 5.5k 126.33
Home Depot (HD) 0.1 $679k 1.9k 352.84
Micron Technology (MU) 0.1 $676k 585.00 1154.72
Exxon Mobil Corporation (XOM) 0.1 $675k 4.9k 136.73
Vanguard World Mega Cap Index (MGC) 0.1 $643k 2.3k 273.70
Rockwell Automation (ROK) 0.1 $627k 1.3k 495.44
Ishares Tr Systematic Bd Et (SYSB) 0.1 $600k 6.8k 88.72
Vanguard World Inf Tech Etf (VGT) 0.1 $599k 5.0k 119.53
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $598k 8.6k 69.45
Rocket Lab Corp (RKLB) 0.1 $593k 5.8k 101.65
Ishares Tr Core 80 20 Etf (AOA) 0.1 $582k 6.0k 97.60
Ross Stores (ROST) 0.1 $576k 2.7k 212.91
Ge Vernova (GEV) 0.1 $576k 490.00 1175.00
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $570k 8.2k 69.90
Bank of America Corporation (BAC) 0.1 $565k 9.9k 56.98
McDonald's Corporation (MCD) 0.1 $557k 2.1k 270.41
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $556k 5.8k 96.50
International Business Machines (IBM) 0.1 $548k 1.9k 281.25
Abbvie (ABBV) 0.1 $534k 2.1k 251.72
Walt Disney Company (DIS) 0.1 $531k 5.5k 96.26
Procter & Gamble Company (PG) 0.1 $526k 3.6k 146.65
Ishares Tr Esg Msci Kld Etf (DSI) 0.1 $506k 3.6k 142.42
CSX Corporation (CSX) 0.1 $476k 10k 47.53
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $472k 5.2k 90.10
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $465k 2.7k 170.86
Qualcomm (QCOM) 0.1 $442k 2.4k 184.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $441k 598.00 737.59
American Healthcare Reit Com Shs (AHR) 0.1 $439k 8.4k 52.16
Eli Lilly & Co. (LLY) 0.1 $433k 361.00 1200.57
Lockheed Martin Corporation (LMT) 0.1 $433k 849.00 509.93
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $429k 8.1k 53.11
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $423k 8.7k 48.56
Ishares Tr Core Msci Eafe (IEFA) 0.1 $420k 4.3k 96.60
Johnson & Johnson (JNJ) 0.1 $416k 1.6k 254.00
Chevron Corporation (CVX) 0.1 $403k 2.4k 165.81
Vanguard Index Fds Value Etf (VTV) 0.1 $400k 1.8k 218.00
Netflix (NFLX) 0.1 $392k 5.5k 71.40
Cisco Systems (CSCO) 0.1 $389k 3.3k 117.48
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $371k 4.6k 79.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $368k 736.00 500.39
Ge Aerospace Com New (GE) 0.1 $364k 973.00 374.04
Ishares Tr Invt Grad Sy Etf (IGEB) 0.1 $353k 7.8k 45.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $348k 4.5k 77.12
Raytheon Technologies Corp (RTX) 0.1 $347k 1.8k 189.76
Southwest Airlines (LUV) 0.1 $341k 6.6k 51.43
Bristol Myers Squibb (BMY) 0.1 $336k 5.8k 57.62
Intel Corporation (INTC) 0.1 $335k 2.4k 139.68
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $334k 1.4k 236.66
Visa Com Cl A (V) 0.1 $330k 963.00 343.10
Ishares Esg Awr Msci Em (ESGE) 0.1 $313k 5.7k 54.69
UnitedHealth (UNH) 0.1 $307k 739.00 415.89
Ishares Tr National Mun Etf (MUB) 0.0 $305k 2.8k 107.63
WestAmerica Ban (WABC) 0.0 $304k 5.2k 58.67
Ishares Tr Us Infrastruc (IFRA) 0.0 $297k 4.7k 63.05
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $286k 943.00 303.06
Blackrock Etf Trust Ishares Us Larg (BALI) 0.0 $279k 8.3k 33.83
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $277k 3.4k 82.36
Lowe's Companies (LOW) 0.0 $275k 1.2k 220.59
Corning Incorporated (GLW) 0.0 $273k 1.1k 255.49
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $273k 3.2k 84.60
AFLAC Incorporated (AFL) 0.0 $272k 2.3k 117.25
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $264k 5.0k 52.76
Amgen (AMGN) 0.0 $253k 699.00 362.33
TJX Companies (TJX) 0.0 $241k 1.6k 151.56
At&t (T) 0.0 $237k 11k 20.70
Vanguard Index Fds Growth Etf (VUG) 0.0 $231k 2.7k 86.17
Pfizer (PFE) 0.0 $229k 9.5k 24.08
Ishares Tr Msci Eafe Etf (EFA) 0.0 $223k 2.1k 103.89
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $215k 4.6k 46.93
Tarsus Pharmaceuticals (TARS) 0.0 $214k 3.4k 62.94
Merck & Co (MRK) 0.0 $210k 1.6k 128.51
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $209k 1.1k 190.66
Northrop Grumman Corporation (NOC) 0.0 $208k 407.00 510.30
Kla Corp Com New (KLAC) 0.0 $206k 683.00 301.90
Verizon Communications (VZ) 0.0 $206k 4.9k 42.34
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $206k 394.00 522.72
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.0 $205k 2.5k 81.96
Edwards Lifesciences (EW) 0.0 $205k 2.3k 90.46
Neuberger Berman Real Estate Sec (NRO) 0.0 $64k 21k 3.03