West Wealth Group, LLC
13F Reported Value
ⓘ$611.3M
Holdings
143
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
West Wealth Group, LLC disclosed 143 positions worth $611.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 17 new positions and exited 4. The portfolio is most concentrated in Other (85.0% of disclosed assets). All figures are sourced directly from West Wealth Group, LLC’s Form 13F-HR filing with the SEC under CIK 1923591.
AI Fund Analysis
Concentrating
$AVGO
$JPM
$WMTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$88.5M1,006,588 shISHARES TR - S&P 500 GRWT ETF
—Quality
$67.0M486,868 shISHARES TR - S&P 500 VAL ETF
—Quality
$56.6M249,298 shBLACKROCK ETF TRUST - ISHA IN CTRY ETF
—Quality
$52.0M1,421,104 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$46.0M676,626 shBLACKROCK ETF TRUST - ISHA I IN TE ETF
—Quality
$23.8M451,582 shISHARES TR - CALIF MUN BD ETF
—Quality
$22.2M384,830 shISHARES TR - CORE UNIVRSL USD
—Quality
$21.6M468,155 shSPDR INDEX SHS FDS - ST PORT MARK ETF
—Quality
$16.9M326,406 sh- 76.4
Quality
$16.5M57,166 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $88.5M | 1,006,588 |
| ISHARES TR - S&P 500 GRWT ETF | — | $67.0M | 486,868 |
| ISHARES TR - S&P 500 VAL ETF | — | $56.6M | 249,298 |
| BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $52.0M | 1,421,104 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $46.0M | 676,626 |
| BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $23.8M | 451,582 |
| ISHARES TR - CALIF MUN BD ETF | — | $22.2M | 384,830 |
| ISHARES TR - CORE UNIVRSL USD | — | $21.6M | 468,155 |
| SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $16.9M | 326,406 |
 Apple Inc.$AAPL | 76.4 | $16.5M | 57,166 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of West Wealth Group, LLC's 143 positions.
Showing top 10 of 143 holdings.
Sector Allocation
Other
$519.7M
Technology
$46.6M
Financials
$18.5M
Industrials
$9.9M
Consumer Discretionary
$7.3M
Healthcare
$3.1M
Real Estate
$1.9M
Communication Services
$1.4M
Full Holdings — West Wealth Group, LLC (Q2 2026)
All 143 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $88.5M | 14.5% | +79% | — |
| 2 | — | ISHARES TR - S&P 500 GRWT ETF | $67.0M | 10.9% | +4% | — |
| 3 | — | ISHARES TR - S&P 500 VAL ETF | $56.6M | 9.3% | +2% | — |
| 4 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $52.0M | 8.5% | +6% | — |
| 5 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $46.0M | 7.5% | +4% | — |
| 6 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $23.8M | 3.9% | -12% | — |
| 7 | — | ISHARES TR - CALIF MUN BD ETF | $22.2M | 3.6% | +16% | — |
| 8 | — | ISHARES TR - CORE UNIVRSL USD | $21.6M | 3.5% | +9% | — |
| 9 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $16.9M | 2.8% | -20% | — |
| 10 | $AAPL | Apple Inc. | $16.5M | 2.7% | +2% | 76.4 |
| 11 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $16.1M | 2.6% | -21% | — |
| 12 | — | GLOBAL X FDS - DEFENSE TECH ETF | $12.2M | 2.0% | +28% | — |
| 13 |  $IVZ | Invesco Ltd. | $12.1M | 2.0% | +16% | — |
| 14 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | $12.1M | 2.0% | -22% | — |
| 15 | — | ISHARES TR - EAFE GRWTH ETF | $10.7M | 1.8% | +230% | — |
| 16 | — | ISHARES TR - MSCI USA QLT FCT | $9.4M | 1.5% | +8% | — |
| 17 |  $NVDA | NVIDIA CORP | $7.8M | 1.3% | +4% | 85.9 |
| 18 | — | ISHARES TR - EAFE VALUE ETF | $7.6M | 1.2% | -62% | — |
| 19 | — | ISHARES TR - US TREAS BD ETF | $5.3M | 0.9% | +10% | — |
| 20 | $AVGO | Broadcom Inc. | $4.9M | 0.8% | +4% | 84.5 |
| 21 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $4.3M | 0.7% | NEW | — |
| 22 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $4.3M | 0.7% | +9% | — |
| 23 | — | SPDR SERIES TRUST - ST STR BACKE ETF | $3.9M | 0.6% | +11% | — |
| 24 |  $MSFT | MICROSOFT CORP | $3.8M | 0.6% | +3% | 79.8 |
| 25 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $3.8M | 0.6% | +10% | — |
| 26 |  $AMZN | AMAZON COM INC | $3.5M | 0.6% | +3% | 68.7 |
| 27 |  $AMD | ADVANCED MICRO DEVICES INC | $2.6M | 0.4% | -7% | 79.8 |
| 28 |  $IAU | ISHARES GOLD TRUST | $2.4M | 0.4% | +13% | — |
| 29 |  $TSLA | Tesla, Inc. | $2.4M | 0.4% | -0% | 53.9 |
| 30 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $2.1M | 0.3% | -18% | — |
| 31 | — | ISHARES TR - U.S. TECH ETF | $2.0M | 0.3% | -22% | — |
| 32 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.9M | 0.3% | +0% | — |
| 33 |  $LRCX | LAM RESEARCH CORP | $1.9M | 0.3% | -0% | 79.4 |
| 34 |  $BA | BOEING CO | $1.7M | 0.3% | +6% | 61.6 |
| 35 | — | ISHARES TR - MSCI USA MIN ETF | $1.7M | 0.3% | +6% | — |
| 36 | — | ISHARES TR - CORE S&P500 ETF | $1.7M | 0.3% | +3% | — |
| 37 | — | ISHARES TR - ESG AWR MSCI USA | $1.5M | 0.3% | -2% | — |
| 38 | — | GOLDMAN SACHS ETF TR - TECHN OPPOR ETF | $1.4M | 0.2% | -11% | — |
| 39 |  $STX | Seagate Technology Holdings plc | $1.3M | 0.2% | +0% | — |
| 40 |  $GOOG | Alphabet Inc. | $1.3M | 0.2% | +20% | 78.2 |
| 41 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $1.2M | 0.2% | -2% | — |
| 42 |  $CAT | CATERPILLAR INC | $1.1M | 0.2% | +16% | 66.5 |
| 43 | — | ISHARES TR - MSCI USA VALUE | $1.1M | 0.2% | +0% | — |
| 44 |  $AMAT | APPLIED MATERIALS INC /DE | $1.1M | 0.2% | +0% | 72.3 |
| 45 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.1M | 0.2% | +4% | — |
| 46 | $JPM | JPMORGAN CHASE & CO | $1.0M | 0.2% | +9% | 70.7 |
| 47 |  $GOOGL | Alphabet Inc. | $1.0M | 0.2% | +2% | 78.2 |
| 48 |  $SRE | SEMPRA | $991,642 | 0.2% | -2% | 41.9 |
| 49 |  $DELL | Dell Technologies Inc. | $983,314 | 0.2% | +6% | 71.2 |
| 50 | — | ISHARES INC - MSCI EMRG CHN | $965,178 | 0.2% | -0% | — |
| 51 |  $SPY | SPDR S&P 500 ETF TRUST | $895,607 | 0.1% | +0% | — |
| 52 |  $META | Meta Platforms, Inc. | $877,309 | 0.1% | +11% | 79.6 |
| 53 | — | ISHARES TR - 0-3 MTH TREASURY | $814,808 | 0.1% | +7% | — |
| 54 |  $PLD | Prologis, Inc. | $808,800 | 0.1% | -3% | 68.3 |
| 55 | $WMT | Walmart Inc. | $804,243 | 0.1% | +5% | 60.2 |
| 56 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | $801,189 | 0.1% | -1% | — |
| 57 | — | ISHARES INC - CORE MSCI EMKT | $778,039 | 0.1% | +2% | — |
| 58 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $757,370 | 0.1% | +0% | — |
| 59 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $755,602 | 0.1% | +25% | — |
| 60 | — | ISHARES TR - 0-5 YR TIPS ETF | $749,511 | 0.1% | +37% | — |
| 61 | — | ISHARES TR - CORE DIV GRWTH | $744,100 | 0.1% | -10% | — |
| 62 |  $COST | COSTCO WHOLESALE CORP /NEW | $727,500 | 0.1% | +9% | 66.2 |
| 63 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $720,900 | 0.1% | +0% | — |
| 64 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $701,100 | 0.1% | +1% | — |
| 65 |  $IRM | IRON MOUNTAIN INC | $692,151 | 0.1% | -7% | 62.9 |
| 66 |  $HD | HOME DEPOT, INC. | $679,215 | 0.1% | +2% | 60.3 |
| 67 |  $MU | MICRON TECHNOLOGY INC | $675,510 | 0.1% | NEW | 86.2 |
| 68 |  $XOM.R34088 | EXXON MOBIL CORP | $675,448 | 0.1% | +9% | 57.9 |
| 69 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $642,913 | 0.1% | -15% | — |
| 70 |  $ROK | ROCKWELL AUTOMATION, INC | $627,232 | 0.1% | +0% | 63.6 |
| 71 | — | ISHARES TR - SYSTEMATIC BD ET | $599,844 | 0.1% | +4% | — |
| 72 | — | VANGUARD WORLD FD - INF TECH ETF | $598,631 | 0.1% | +728% | — |
| 73 | — | ISHARES TR - ESG MSCI USA ETF | $597,712 | 0.1% | +0% | — |
| 74 |  $RKLB | Rocket Lab Corp | $592,518 | 0.1% | +0% | 39.9 |
| 75 | — | ISHARES TR - CORE 80 20 ETF | $582,009 | 0.1% | +0% | — |
| 76 |  $ROST | ROSS STORES, INC. | $575,915 | 0.1% | +0% | 70.4 |
| 77 |  $GEV | GE Vernova Inc. | $575,749 | 0.1% | +2% | 81.1 |
| 78 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $570,422 | 0.1% | -0% | — |
| 79 |  $BAC | BANK OF AMERICA CORP /DE/ | $564,688 | 0.1% | +6% | 67.6 |
| 80 |  $MCD | MCDONALDS CORP | $556,774 | 0.1% | -0% | 69 |
| 81 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $556,236 | 0.1% | +1% | — |
| 82 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $548,155 | 0.1% | +6% | 70 |
| 83 |  $ABBV | AbbVie Inc. | $533,651 | 0.1% | +6% | 72.6 |
| 84 |  $DIS | Walt Disney Co | $531,254 | 0.1% | +3% | 60.1 |
| 85 |  $PG | PROCTER & GAMBLE Co | $526,043 | 0.1% | -1% | 64.6 |
| 86 | — | ISHARES TR - ESG MSCI KLD ETF | $506,176 | 0.1% | -6% | — |
| 87 |  $CSX | CSX CORP | $475,931 | 0.1% | +4% | 65.2 |
| 88 | $IVZ | Invesco Ltd. | $471,496 | 0.1% | +0% | — |
| 89 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $465,423 | 0.1% | NEW | — |
| 90 |  $QCOM | QUALCOMM INC/DE | $442,302 | 0.1% | +1% | 70.5 |
| 91 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $441,080 | 0.1% | -40% | — |
| 92 |  $AHR | American Healthcare REIT, Inc. | $438,832 | 0.1% | +0% | 54 |
| 93 |  $LLY | ELI LILLY & Co | $433,404 | 0.1% | +30% | 87.5 |
| 94 |  $LMT | LOCKHEED MARTIN CORP | $432,930 | 0.1% | +1% | 65.6 |
| 95 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $428,976 | 0.1% | +3% | — |
| 96 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $422,740 | 0.1% | +0% | — |
| 97 | — | ISHARES TR - CORE MSCI EAFE | $420,120 | 0.1% | +52% | — |
| 98 |  $JNJ | JOHNSON & JOHNSON | $416,053 | 0.1% | +18% | 69 |
| 99 |  $CVX | CHEVRON CORP | $402,748 | 0.1% | +27% | 62.8 |
| 100 | — | VANGUARD INDEX FDS - VALUE ETF | $399,586 | 0.1% | NEW | — |
| 101 |  $NFLX | NETFLIX INC | $391,772 | 0.1% | +5% | 78.8 |
| 102 |  $CSCO | CISCO SYSTEMS, INC. | $388,734 | 0.1% | +6% | 70.3 |
| 103 | — | ISHARES TR - IBOXX HI YD ETF | $370,806 | 0.1% | +36% | — |
| 104 |  $BRK.B | BERKSHIRE HATHAWAY INC | $368,287 | 0.1% | +11% | 73.8 |
| 105 |  $GE | GENERAL ELECTRIC CO | $363,938 | 0.1% | -9% | 73.8 |
| 106 | — | ISHARES TR - INVT GRAD SY ETF | $352,722 | 0.1% | +3% | — |
| 107 | — | ISHARES TR - CORE S&P MCP ETF | $347,727 | 0.1% | +3% | — |
| 108 |  $RTX | RTX Corp | $347,446 | 0.1% | +21% | 73.2 |
| 109 |  $LUV | SOUTHWEST AIRLINES CO | $341,220 | 0.1% | +2% | 55.9 |
| 110 |  $BMY | BRISTOL MYERS SQUIBB CO | $336,121 | 0.1% | NEW | 70.4 |
| 111 |  $INTC | INTEL CORP | $334,540 | 0.1% | NEW | 45.6 |
| 112 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $333,689 | 0.1% | NEW | — |
| 113 |  $V | VISA INC. | $330,406 | 0.1% | +23% | 82.9 |
| 114 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $312,719 | 0.1% | +9% | — |
| 115 |  $UNH | UNITEDHEALTH GROUP INC | $307,341 | 0.1% | -8% | 62.7 |
| 116 | — | ISHARES TR - NATIONAL MUN ETF | $304,924 | 0.1% | -56% | — |
| 117 |  $WABC | WESTAMERICA BANCORPORATION | $304,160 | 0.1% | +0% | 43.7 |
| 118 | — | ISHARES TR - US INFRASTRUC | $296,515 | 0.1% | +0% | — |
| 119 | $IVZ | Invesco Ltd. | $285,782 | 0.1% | +0% | — |
| 120 | — | BLACKROCK ETF TRUST - ISHARES US LARG | $279,254 | 0.1% | +25% | — |
| 121 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $276,891 | 0.1% | -4% | — |
| 122 |  $LOW | LOWES COMPANIES INC | $275,297 | 0.1% | NEW | 60.8 |
| 123 |  $GLW | CORNING INC /NY | $273,120 | 0.0% | NEW | 73.7 |
| 124 | — | ISHARES TR - ESG EAFE ETF | $272,674 | 0.0% | +7% | — |
| 125 |  $AFL | AFLAC INC | $271,912 | 0.0% | +1% | 61.3 |
| 126 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $264,193 | 0.0% | -31% | — |
| 127 |  $AMGN | AMGEN INC | $253,270 | 0.0% | +8% | 79.2 |
| 128 |  $TJX | TJX COMPANIES INC /DE/ | $240,828 | 0.0% | +0% | 68.7 |
| 129 |  $T | AT&T INC. | $236,904 | 0.0% | -3% | 65.7 |
| 130 | — | VANGUARD INDEX FDS - GROWTH ETF | $231,279 | 0.0% | NEW | — |
| 131 |  $PFE | PFIZER INC | $228,760 | 0.0% | +13% | 62 |
| 132 | — | ISHARES TR - MSCI EAFE ETF | $222,748 | 0.0% | +2% | — |
| 133 | — | ISHARES TR - HDG MSCI EAFE | $214,739 | 0.0% | NEW | — |
| 134 |  $TARS | Tarsus Pharmaceuticals, Inc. | $213,996 | 0.0% | +0% | 55 |
| 135 |  $MRK | Merck & Co., Inc. | $209,850 | 0.0% | NEW | 59.9 |
| 136 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $208,770 | 0.0% | NEW | — |
| 137 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $207,691 | 0.0% | +1% | 62.9 |
| 138 |  $KLAC | KLA CORP | $206,201 | 0.0% | NEW | 78.6 |
| 139 |  $VZ | VERIZON COMMUNICATIONS INC | $206,081 | 0.0% | +11% | 65.8 |
| 140 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $205,950 | 0.0% | NEW | — |
| 141 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $205,385 | 0.0% | NEW | — |
| 142 |  $EW | Edwards Lifesciences Corp | $204,530 | 0.0% | NEW | 69.4 |
| 143 | — | NEUBERGER R/EST SECS INC FD - COM | $63,689 | 0.0% | +1% | — |
New Positions (17)
$MU MICRON TECHNOLOGY INC$675,510$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$465,423$BMY BRISTOL MYERS SQUIBB CO$336,121$INTC INTEL CORP$334,540$LOW LOWES COMPANIES INC$275,297$GLW CORNING INC /NY$273,120$MRK Merck & Co., Inc.$209,850$KLAC KLA CORP$206,201Exited Positions (4)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for West Wealth Group, LLC including:
Track West Wealth Group, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for West Wealth Group, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: West Wealth Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For West Wealth Group, LLC (SEC CIK: 1923591), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in West Wealth Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.