West Wealth Group, LLC
13F Reported Value
ⓘ$506.0M
Holdings
130
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
West Wealth Group, LLC disclosed 130 positions worth $506.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 6 new positions and exited 5 and a full exit from $KKR. The portfolio is most concentrated in Other (85.5% 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
Stable
$AVGO
$JPM
$WMTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$53.1M469,119 shISHARES TR
—Quality
$51.8M245,287 shBLACKROCK ETF TRUST
—Quality
$43.2M1,342,357 shSPDR SERIES TRUST
—Quality
$43.0M562,031 shBLACKROCK ETF TRUST
—Quality
$37.8M649,206 shISHARES TR
—Quality
$19.8M428,064 shISHARES TR
—Quality
$19.6M263,080 shSPDR INDEX SHS FDS
—Quality
$19.2M408,658 shISHARES TR
—Quality
$18.9M331,806 shBLACKROCK ETF TRUST
—Quality
$17.0M470,728 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $53.1M | 469,119 |
| ISHARES TR | — | $51.8M | 245,287 |
| BLACKROCK ETF TRUST | — | $43.2M | 1,342,357 |
| SPDR SERIES TRUST | — | $43.0M | 562,031 |
| BLACKROCK ETF TRUST | — | $37.8M | 649,206 |
| ISHARES TR | — | $19.8M | 428,064 |
| ISHARES TR | — | $19.6M | 263,080 |
| SPDR INDEX SHS FDS | — | $19.2M | 408,658 |
| ISHARES TR | — | $18.9M | 331,806 |
| BLACKROCK ETF TRUST | — | $17.0M | 470,728 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of West Wealth Group, LLC's 130 positions.
Showing top 10 of 130 holdings.
Sector Allocation
Other
$432.8M
Technology
$35.1M
Financials
$16.0M
Industrials
$7.5M
Consumer Discretionary
$6.6M
Healthcare
$2.0M
Real Estate
$1.8M
Communication Services
$1.6M
Full Holdings — West Wealth Group, LLC (Q1 2026)
All 130 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 | — | ISHARES TR | $53.1M | 10.5% | +7% | — |
| 2 | — | ISHARES TR | $51.8M | 10.2% | +14% | — |
| 3 | — | BLACKROCK ETF TRUST | $43.2M | 8.5% | +98% | — |
| 4 | — | SPDR SERIES TRUST | $43.0M | 8.5% | +74% | — |
| 5 | — | BLACKROCK ETF TRUST | $37.8M | 7.5% | -4% | — |
| 6 | — | ISHARES TR | $19.8M | 3.9% | +6% | — |
| 7 | — | ISHARES TR | $19.6M | 3.9% | -43% | — |
| 8 | — | SPDR INDEX SHS FDS | $19.2M | 3.8% | -23% | — |
| 9 | — | ISHARES TR | $18.9M | 3.7% | +21% | — |
| 10 | — | BLACKROCK ETF TRUST | $17.0M | 3.4% | +8% | — |
| 11 | — | BLACKROCK ETF TRUST | $16.8M | 3.3% | +9% | — |
| 12 |  $AAPL | Apple Inc. | $14.2M | 2.8% | +3% | 76.1 |
| 13 | — | J P MORGAN EXCHANGE TRADED F | $12.3M | 2.4% | +70% | — |
| 14 | — | J P MORGAN EXCHANGE TRADED F | $11.7M | 2.3% | -52% | — |
| 15 | — | GLOBAL X FDS | $11.3M | 2.2% | +20% | — |
| 16 |  $IVZ | Invesco Ltd. | $10.2M | 2.0% | +424% | — |
| 17 | — | ISHARES TR | $7.6M | 1.5% | +24% | — |
| 18 |  $NVDA | NVIDIA CORP | $6.6M | 1.3% | +10% | 90.2 |
| 19 | — | ISHARES TR | $4.8M | 0.9% | +846% | — |
| 20 | — | BONDBLOXX ETF TRUST | $4.0M | 0.8% | -15% | — |
| 21 | $AVGO | Broadcom Inc. | $3.9M | 0.8% | +2% | 86.4 |
| 22 |  $MSFT | MICROSOFT CORP | $3.7M | 0.7% | +2% | 83.7 |
| 23 | — | SPDR SERIES TRUST | $3.6M | 0.7% | +7% | — |
| 24 | — | VANGUARD CHARLOTTE FDS | $3.4M | 0.7% | +8% | — |
| 25 |  $AMZN | AMAZON COM INC | $3.0M | 0.6% | +10% | 74.6 |
| 26 | — | ISHARES TR | $2.9M | 0.6% | -50% | — |
| 27 |  $IAU | ISHARES GOLD TRUST | $2.5M | 0.5% | -62% | — |
| 28 | — | BLACKROCK ETF TRUST II | $2.5M | 0.5% | -5% | — |
| 29 |  $TSLA | Tesla, Inc. | $2.1M | 0.4% | +28% | 50.1 |
| 30 | — | ISHARES TR | $1.8M | 0.4% | -8% | — |
| 31 | — | DIMENSIONAL ETF TRUST | $1.7M | 0.3% | +1365% | — |
| 32 | — | ISHARES TR | $1.5M | 0.3% | +7% | — |
| 33 |  $BA | BOEING CO | $1.5M | 0.3% | +2% | 51.8 |
| 34 | — | ISHARES TR | $1.4M | 0.3% | +48% | — |
| 35 | — | ISHARES TR | $1.3M | 0.3% | -6% | — |
| 36 | — | GOLDMAN SACHS ETF TR | $1.1M | 0.2% | +0% | — |
| 37 |  $SRE | SEMPRA | $1.1M | 0.2% | +10% | 47.6 |
| 38 | — | AMERICAN CENTY ETF TR | $1.0M | 0.2% | NEW | — |
| 39 |  $AMD | ADVANCED MICRO DEVICES INC | $992,128 | 0.2% | -0% | 78.8 |
| 40 |  $LRCX | LAM RESEARCH CORP | $941,489 | 0.2% | +0% | 82.4 |
| 41 | — | VANGUARD INDEX FDS | $891,391 | 0.2% | +179% | — |
| 42 |  $GOOG | Alphabet Inc. | $875,902 | 0.2% | +4% | 80.2 |
| 43 | $JPM | JPMORGAN CHASE & CO | $861,322 | 0.2% | +1% | 35.6 |
| 44 | $WMT | Walmart Inc. | $839,385 | 0.2% | +14% | 63.2 |
| 45 |  $PLD | Prologis, Inc. | $812,025 | 0.2% | +1% | 67.5 |
| 46 |  $META | Meta Platforms, Inc. | $805,766 | 0.2% | +37% | 80.9 |
| 47 |  $GOOGL | Alphabet Inc. | $802,062 | 0.2% | +3% | 80.2 |
| 48 | — | ISHARES TR | $780,902 | 0.1% | +27% | — |
| 49 |  $SPY | SPDR S&P 500 ETF TRUST | $777,994 | 0.1% | +3% | — |
| 50 |  $XOM | EXXON MOBIL CORP | $766,173 | 0.1% | +1% | 61.8 |
| 51 | — | ISHARES TR | $762,100 | 0.1% | -0% | — |
| 52 | — | ISHARES TR | $759,620 | 0.1% | +15% | — |
| 53 | — | ISHARES INC | $745,846 | 0.1% | -17% | — |
| 54 |  $COST | COSTCO WHOLESALE CORP /NEW | $708,302 | 0.1% | +9% | 67 |
| 55 | — | BLACKROCK ETF TRUST | $706,025 | 0.1% | +1% | — |
| 56 | — | ISHARES TR | $687,483 | 0.1% | +26% | — |
| 57 | — | DIMENSIONAL ETF TRUST | $665,916 | 0.1% | +566% | — |
| 58 | — | DIMENSIONAL ETF TRUST | $665,487 | 0.1% | +362% | — |
| 59 | — | VANGUARD WORLD FD | $653,529 | 0.1% | -97% | — |
| 60 |  $CAT | CATERPILLAR INC | $651,424 | 0.1% | +2% | 67.8 |
| 61 | — | ISHARES INC | $642,837 | 0.1% | -12% | — |
| 62 |  $MCD | MCDONALDS CORP | $642,458 | 0.1% | +2% | 73.9 |
| 63 | — | AMERICAN CENTY ETF TR | $635,126 | 0.1% | NEW | — |
| 64 |  $HD | HOME DEPOT, INC. | $619,045 | 0.1% | +1% | 69.2 |
| 65 |  $IRM | IRON MOUNTAIN INC | $599,131 | 0.1% | +0% | 50.7 |
| 66 |  $ROST | ROSS STORES, INC. | $584,713 | 0.1% | +0% | 71.5 |
| 67 | — | ISHARES TR | $580,191 | 0.1% | -36% | — |
| 68 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $575,175 | 0.1% | +28% | — |
| 69 | — | ISHARES TR | $555,901 | 0.1% | -37% | — |
| 70 |  $STX | Seagate Technology Holdings plc | $530,555 | 0.1% | +0% | — |
| 71 | — | ISHARES TR | $526,225 | 0.1% | -1% | — |
| 72 |  $PG | PROCTER & GAMBLE Co | $525,884 | 0.1% | -0% | 72.9 |
| 73 | — | VANGUARD INDEX FDS | $525,274 | 0.1% | +19% | — |
| 74 |  $DIS | Walt Disney Co | $518,695 | 0.1% | -30% | 68.9 |
| 75 | — | DIMENSIONAL ETF TRUST | $510,158 | 0.1% | +175% | — |
| 76 |  $AMAT | APPLIED MATERIALS INC /DE | $507,709 | 0.1% | +1% | 74.8 |
| 77 |  $LMT | LOCKHEED MARTIN CORP | $507,431 | 0.1% | +1% | 65 |
| 78 |  $NFLX | NETFLIX INC | $500,653 | 0.1% | +29% | 86.7 |
| 79 | — | SELECT SECTOR SPDR TR | $481,156 | 0.1% | +4% | — |
| 80 | — | ISHARES TR | $473,209 | 0.1% | -16% | — |
| 81 | — | AMERICAN CENTY ETF TR | $461,885 | 0.1% | NEW | — |
| 82 | — | ISHARES TR | $456,882 | 0.1% | +1% | — |
| 83 |  $BAC | BANK OF AMERICA CORP /DE/ | $453,789 | 0.1% | +31% | 68.4 |
| 84 |  $ROK | ROCKWELL AUTOMATION, INC | $452,573 | 0.1% | +2% | 68.2 |
| 85 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $445,462 | 0.1% | +6% | 66.7 |
| 86 |  $ABBV | AbbVie Inc. | $434,948 | 0.1% | +0% | 59.3 |
| 87 | — | VANGUARD WORLD FD | $422,661 | 0.1% | +9% | — |
| 88 |  $GEV | GE Vernova Inc. | $421,455 | 0.1% | +1% | 70.1 |
| 89 | — | SCHWAB STRATEGIC TR | $401,908 | 0.1% | +30% | — |
| 90 |  $CVX | CHEVRON CORP | $395,496 | 0.1% | +6% | 54.7 |
| 91 |  $CSX | CSX CORP | $395,003 | 0.1% | +0% | 66.4 |
| 92 |  $AHR | American Healthcare REIT, Inc. | $394,933 | 0.1% | +1% | 63.7 |
| 93 | $IVZ | Invesco Ltd. | $392,554 | 0.1% | NEW | — |
| 94 |  $RKLB | Rocket Lab Corp | $373,311 | 0.1% | +0% | 37.2 |
| 95 | — | SCHWAB STRATEGIC TR | $352,959 | 0.1% | +8% | — |
| 96 |  $DELL | Dell Technologies Inc. | $351,663 | 0.1% | -10% | 76 |
| 97 |  $T | AT&T INC. | $341,952 | 0.1% | +2% | 71.9 |
| 98 | — | ISHARES TR | $340,877 | 0.1% | -1% | — |
| 99 |  $JNJ | JOHNSON & JOHNSON | $340,665 | 0.1% | +1% | 72.8 |
| 100 |  $BRK.B | BERKSHIRE HATHAWAY INC | $316,751 | 0.1% | -29% | 64.5 |
| 101 |  $QCOM | QUALCOMM INC/DE | $304,724 | 0.1% | NEW | 81.9 |
| 102 |  $GE | GENERAL ELECTRIC CO | $302,089 | 0.1% | +0% | 74.8 |
| 103 | — | ISHARES TR | $296,318 | 0.1% | -0% | — |
| 104 |  $RTX | RTX Corp | $291,810 | 0.1% | -3% | 70 |
| 105 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $275,642 | 0.1% | +1% | 60.5 |
| 106 | — | ISHARES TR | $272,006 | 0.1% | -5% | — |
| 107 |  $WABC | WESTAMERICA BANCORPORATION | $270,359 | 0.1% | +1% | — |
| 108 | — | ISHARES TR | $268,256 | 0.1% | -4% | — |
| 109 | — | ISHARES TR | $258,911 | 0.1% | -9% | — |
| 110 |  $LLY | ELI LILLY & Co | $255,631 | 0.1% | +7% | 89.3 |
| 111 | — | JANUS DETROIT STR TR | $254,405 | 0.1% | +7% | — |
| 112 |  $TJX | TJX COMPANIES INC /DE/ | $253,475 | 0.1% | +0% | 70.7 |
| 113 |  $AFL | AFLAC INC | $251,421 | 0.1% | +0% | 60.3 |
| 114 | — | DIMENSIONAL ETF TRUST | $250,107 | 0.1% | +18% | — |
| 115 |  $LUV | SOUTHWEST AIRLINES CO | $245,256 | 0.1% | +0% | 51.1 |
| 116 |  $CSCO | CISCO SYSTEMS, INC. | $241,306 | 0.1% | -8% | 72.3 |
| 117 |  $TARS | Tarsus Pharmaceuticals, Inc. | $238,510 | 0.1% | +0% | 40.8 |
| 118 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $238,016 | 0.1% | +1% | — |
| 119 |  $V | VISA INC. | $237,214 | 0.1% | +6% | 83.5 |
| 120 |  $PFE | PFIZER INC | $235,570 | 0.1% | +2% | 69 |
| 121 |  $AMGN | AMGEN INC | $227,267 | 0.0% | +2% | 79.5 |
| 122 | — | ISHARES TR | $226,930 | 0.0% | -3% | — |
| 123 | $IVZ | Invesco Ltd. | $223,872 | 0.0% | NEW | — |
| 124 | — | J P MORGAN EXCHANGE TRADED F | $222,555 | 0.0% | -5% | — |
| 125 |  $VZ | VERIZON COMMUNICATIONS INC | $220,770 | 0.0% | NEW | 71.6 |
| 126 |  $UNH | UNITEDHEALTH GROUP INC | $218,329 | 0.0% | +14% | 66.8 |
| 127 | — | ISHARES TR | $207,010 | 0.0% | -3% | — |
| 128 | — | ISHARES TR | $205,061 | 0.0% | -21% | — |
| 129 | — | BLACKROCK ETF TRUST | $203,976 | 0.0% | -2% | — |
| 130 | — | NEUBERGER R/EST SECS INC FD | $59,347 | 0.0% | NEW | — |
New Positions (6)
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