West Wealth Group, LLC
Sector Allocation
- Other85.5%$551.0M
- Technology8.0%$51.8M
- Financials2.7%$17.6M
- Consumer Discretionary1.2%$7.9M
- Industrials0.9%$5.7M
- Healthcare0.4%$2.8M
- Consumer Staples0.3%$2.1M
- Real Estate0.3%$1.9M
- Energy0.2%$1.6M
- Communication Services0.2%$1.3M
AUM History
13fpro.ai/research/fund/west-wealth-group-llc-1923591
Conviction and streaks
Concentrating · top 10 = 69.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$96.3M
- ISHARES$72.8M
- ISHARES$59.2M
- BLACKROCK$55.4M
- BLACKROCK$48.2M
- ISHARES$27.1M
- ISHARES$25.8M
- ISHARES$22.1M
- BLACKROCK$20.2M
AAPL
$19.3M- BLACKROCK$17.1M
- SPDR$16.4M
- GLOBAL$12.6M
- ISHARES$9.8M
IVZ
$9.2MNVDA
$8.3M- ISHARES$7.2M
- ISHARES$5.7M
- ISHARES$5.5M
MSFT
$5.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/west-wealth-group-llc-1923591
West Wealth Group, LLC 13F holdings — Q3 2026
$644.6M portfolio (+5.5% QoQ) · 145 holdings · Q3 2026 13F · top 10 are 69% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500ETF
$96.3M
14.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - S&P 500 GRWT ETF
$72.8M
11.3% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - S&P 500 VAL ETF
$59.2M
9.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
BLACKROCK ETF TRUST - ISHA IN CTRY ETF
$55.4M
8.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
BLACKROCK ETF TRUST - ISHARES US EQUIT
$48.2M
7.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE UNIVRSL USD
$27.1M
4.2% of stocks
+31%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CALIF MUN BD ETF
$25.8M
4.0% of stocks
+24%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE MSCI EAFE
$22.1M
3.4% of stocks
+5156%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
BLACKROCK ETF TRUST - ISHA I IN TE ETF
$20.2M
3.1% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $19.3M
3.0% of stocks
+90%This quarter+0.3%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500ETF | $96.3M | 14.9% | +7% | — | — | — | — | |
| 2 | ISHARES TR - S&P 500 GRWT ETF | $72.8M | 11.3% | +5% | — | — | — | — | |
| 3 | ISHARES TR - S&P 500 VAL ETF | $59.2M | 9.2% | +4% | — | — | — | — | |
| 4 | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $55.4M | 8.6% | +7% | — | — | — | — | |
| 5 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $48.2M | 7.5% | +3% | — | — | — | — | |
| 6 | ISHARES TR - CORE UNIVRSL USD | $27.1M | 4.2% | +31% | — | — | — | — | |
| 7 | ISHARES TR - CALIF MUN BD ETF | $25.8M | 4.0% | +24% | — | — | — | — | |
| 8 | ISHARES TR - CORE MSCI EAFE | $22.1M | 3.4% | +5156% | — | — | — | — | |
| 9 | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $20.2M | 3.1% | -5% | — | — | — | — | |
| 10 | $19.3M | 3.0% | +90% | +0.3% | 11+ qtrsAdded 3 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — West Wealth Group, LLC (Q3 2026)
145 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund | — | $17.1M | 2.7% | 390K | +4% | — | — | 13F |
| 12 | — | SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund | — | $16.4M | 2.5% | 317K | -3% | — | — | 13F |
| 13 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $12.6M | 1.9% | 210K | +2% | — | — | 13F |
| 14 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $9.8M | 1.5% | 44K | +2% | — | — | 13F |
| 15 | Invesco Ltd. | Financials | $9.2M | 1.4% | 428K | -17% | 5 qtrs | — | 13F | |
| 16 | NVIDIA CORP | Technology | $8.3M | 1.3% | 36K | -7% | 11+ qtrs | 86.0 | 13F | |
| 17 | — | ISHARES TR - EAFE GRWTH ETFetf/fund | — | $7.2M | 1.1% | 60K | -30% | — | — | 13F |
| 18 | — | ISHARES TR - US TREAS BD ETFetf/fund | — | $5.7M | 0.9% | 259K | +12% | — | — | 13F |
| 19 | — | ISHARES TR - EAFE VALUE ETFetf/fund | — | $5.5M | 0.8% | 70K | -30% | — | — | 13F |
| 20 | MICROSOFT CORP | Technology | $5.5M | 0.8% | 48K | +372% | 11+ qtrsAdded 3 qtrs in a row | 79.8 | 13F | |
| 21 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETFetf/fund | — | $5.0M | 0.8% | 167K | +9% | — | — | 13F |
| 22 | Broadcom Inc. | Technology | $4.9M | 0.8% | 14K | +7% | 11+ qtrsAdded 9 qtrs in a row | 84.5 | 13F | |
| 23 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund | — | $4.7M | 0.7% | 100K | +29% | — | — | 13F |
| 24 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YRetf/fund | — | $4.4M | 0.7% | 104K | +11% | — | — | 13F |
| 25 | AMAZON COM INC | Consumer Discretionary | $3.7M | 0.6% | 66K | +355% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $IAU | ISHARES GOLD TRUST | Financials | $2.9M | 0.5% | 38K | +16% | |||
| 27 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.4M | 0.4% | 3,890 | -14% | |||
| 28 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.1M | 0.3% | 6,036 | +5% | |||
| 29 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $2.1M | 0.3% | 42K | +6% | |||
| 30 | — | ISHARES TR - CORE S&P500 ETF | — | $2.1M | 0.3% | 2,716 | +23% | |||
| 31 | — | ISHARES TR - U.S. TECH ETF | — | $2.0M | 0.3% | 7,493 | -3% | |||
| 32 | $JPM | JPMORGAN CHASE & CO | Financials | $1.6M | 0.3% | 49K | +1442% | |||
| 33 | — | ISHARES TR - ESG AWR MSCI USA | — | $1.6M | 0.2% | 9,464 | +2% | |||
| 34 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $1.5M | 0.2% | 4,185 | New | |||
| 35 | $BA | BOEING CO | Industrials | $1.4M | 0.2% | 7,773 | -1% | |||
| 36 | $LRCX | LAM RESEARCH CORP | Technology | $1.4M | 0.2% | 4,265 | -3% | |||
| 37 | — | GOLDMAN SACHS ETF TR - TECHN OPPOR ETF | — | $1.4M | 0.2% | 27K | — | |||
| 38 | $GOOGL | Alphabet Inc. | Technology | $1.3M | 0.2% | 3,759 | +3% | |||
| 39 | $DELL | Dell Technologies Inc. | Technology | $1.2M | 0.2% | 2,287 | +0.4% | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.2% | 1,612 | +4% | |||
| 41 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.1M | 0.2% | 9,312 | +0.3% | |||
| 42 | — | ISHARES TR - MSCI USA VALUE | — | $1.1M | 0.2% | 5,537 | +0.5% | |||
| 43 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.1M | 0.2% | 2,872 | -0.7% | |||
| 44 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.0M | 0.2% | 6,264 | +27% | |||
| 45 | $GOOG | Alphabet Inc. | Technology | $987K | 0.1% | 73K | +2467% | |||
| 46 | $SPY | SPDR S&P 500 ETF TRUST | — | $978K | 0.1% | 1,282 | +7% | |||
| 47 | — | ISHARES TR - 0-3 MTH TREASURY | — | $975K | 0.1% | 9,683 | +20% | |||
| 48 | — | ISHARES INC - CORE MSCI EMKT | — | $965K | 0.1% | 12K | +27% | |||
| 49 | — | ISHARES INC - MSCI EMRG CHN | — | $897K | 0.1% | 9,056 | -4% | |||
| 50 | $CAT | CATERPILLAR INC | Industrials | $890K | 0.1% | 1,097 | +3% | |||
| 51 | $STX | Seagate Technology Holdings plc | Technology | $876K | 0.1% | 949 | -30% | |||
| 52 | — | VANGUARD WORLD FD - INF TECH ETF | — | $872K | 0.1% | 6,937 | +39% | |||
| 53 | $SRE | SEMPRA | Utilities | $840K | 0.1% | 11K | +0.7% | |||
| 54 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | — | $815K | 0.1% | 9,978 | -0.2% | |||
| 55 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $791K | 0.1% | 19K | +2332% | |||
| 56 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $781K | 0.1% | 1,528 | +3% | |||
| 57 | $PLD | Prologis, Inc. | Real Estate | $772K | 0.1% | 5,948 | -0.4% | |||
| 58 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $760K | 0.1% | 1,085 | -1% | |||
| 59 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $759K | 0.1% | 14K | +0.3% | |||
| 60 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.1% | 1 | New | |||
| 61 | $WMT | Walmart Inc. | Consumer Staples | $736K | 0.1% | 7,083 | -0.2% | |||
| 62 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $733K | 0.1% | 7,350 | +0.2% | |||
| 63 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $729K | 0.1% | 20K | +0.5% | |||
| 64 | — | ISHARES TR - CORE DIV GRWTH | — | $725K | 0.1% | 9,616 | -2% | |||
| 65 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $717K | 0.1% | 7,923 | +0.3% | |||
| 66 | $MU | MICRON TECHNOLOGY INC | Technology | $695K | 0.1% | 168K | New | |||
| 67 | — | ISHARES TR - CORE S&P TTL STK | — | $652K | 0.1% | 3,918 | New | |||
| 68 | — | VANGUARD WORLD FD - MRNGSTR CAP ETF | — | $637K | 0.1% | 2,256 | -4% | |||
| 69 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $630K | 0.1% | 2,701 | -0.1% | |||
| 70 | $IRM | IRON MOUNTAIN INC | Real Estate | $608K | 0.1% | 5,479 | — | |||
| 71 | — | ISHARES TR - SYSTEMATIC BD ET | — | $607K | 0.1% | 7,197 | +6% | |||
| 72 | — | ISHARES TR - ESG MSCI USA ETF | — | $591K | 0.1% | 8,677 | +0.8% | |||
| 73 | — | ISHARES TR - CORE 80 20 ETF | — | $575K | 0.1% | 5,910 | -0.9% | |||
| 74 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $570K | 0.1% | 3,778 | +39% | |||
| 75 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $554K | 0.1% | 33K | +236% | |||
| 76 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $550K | 0.1% | 1,263 | -0.2% | |||
| 77 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $546K | 0.1% | 5,804 | +0.7% | |||
| 78 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $543K | 0.1% | 1,907 | -0.9% | |||
| 79 | $CVX | CHEVRON CORP | Energy | $541K | 0.1% | 2,651 | +9% | |||
| 80 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $540K | 0.1% | 3,715 | +4% | |||
| 81 | — | ISHARES TR - ESG MSCI KLD ETF | — | $536K | 0.1% | 3,664 | +3% | |||
| 82 | $LMT | LOCKHEED MARTIN CORP | Industrials | $531K | 0.1% | 1,042 | +23% | |||
| 83 | $AHR | American Healthcare REIT, Inc. | Real Estate | $520K | 0.1% | 10K | +20% | |||
| 84 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $500K | 0.1% | 8,126 | +0.6% | |||
| 85 | $GEV | GE Vernova Inc. | Industrials | $480K | 0.1% | 505 | +3% | |||
| 86 | $MCD | MCDONALDS CORP | Consumer Discretionary | $475K | 0.1% | 2,057 | -0.1% | |||
| 87 | $QCOM | QUALCOMM INC/DE | Technology | $473K | 0.1% | 2,569 | +7% | |||
| 88 | $CSX | CSX CORP | Industrials | $464K | 0.1% | 9,980 | -0.3% | |||
| 89 | $JNJ | JOHNSON & JOHNSON | Healthcare | $455K | 0.1% | 15K | +838% | |||
| 90 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $446K | 0.1% | 6,318 | New | |||
| 91 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $444K | 0.1% | 600 | +0.3% | |||
| 92 | $IVZ | Invesco Ltd. | Financials | $441K | 0.1% | 5,243 | +0.2% | |||
| 93 | $LLY | ELI LILLY & Co | Healthcare | $439K | 0.1% | 380 | +5% | |||
| 94 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $434K | 0.1% | 8,706 | +0.0% | |||
| 95 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $427K | 0.1% | 1,942 | -0.4% | |||
| 96 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $424K | 0.1% | 26K | +3419% | |||
| 97 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $419K | 0.1% | 4,652 | +73% | |||
| 98 | $PANW | Palo Alto Networks Inc | Technology | $405K | 0.1% | 1,020 | New | |||
| 99 | $RKLB | Rocket Lab Corp | Industrials | $405K | 0.1% | 5,813 | -0.3% | |||
| 100 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $396K | 0.1% | 1,831 | -0.1% | |||
| 101 | $DIS | Walt Disney Co | Communication Services | $392K | 0.1% | 3,734 | -32% | |||
| 102 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $391K | 0.1% | 6,266 | +7% | |||
| 103 | $V | VISA INC. | Financials | $387K | 0.1% | 1,077 | +12% | |||
| 104 | $CSCO | CISCO SYSTEMS, INC. | Technology | $386K | 0.1% | 3,582 | +8% | |||
| 105 | $PFE | PFIZER INC | Healthcare | $381K | 0.1% | 138K | +1355% | |||
| 106 | $NFLX | NETFLIX INC | Communication Services | $378K | 0.1% | 5,431 | -1% | |||
| 107 | — | ISHARES TR - IBOXX HI YD ETF | — | $360K | 0.1% | 4,666 | +0.6% | |||
| 108 | — | ISHARES TR - CORE S&P MCP ETF | — | $341K | 0.1% | 4,746 | +5% | |||
| 109 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $339K | 0.1% | 1,453 | +3% | |||
| 110 | — | ISHARES TR - INVT GRAD SY ETF | — | $338K | 0.1% | 7,906 | +1% | |||
| 111 | — | ISHARES TR - MSCI USA MIN ETF | — | $334K | 0.1% | 3,432 | -81% | |||
| 112 | $RTX | RTX Corp | Industrials | $334K | 0.1% | 1,801 | -2% | |||
| 113 | $AMGN | AMGEN INC | Healthcare | $312K | 0.1% | 739 | +6% | |||
| 114 | $MRK | Merck & Co., Inc. | Healthcare | $305K | 0.1% | 2,097 | +28% | |||
| 115 | $WABC | WESTAMERICA BANCORPORATION | Financials | $302K | 0.1% | 5,184 | — | |||
| 116 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $292K | 0.1% | 797 | +8% | |||
| 117 | $T | AT&T INC. | Communication Services | $292K | 0.1% | 12K | +5% | |||
| 118 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $290K | 0.1% | 5,358 | -6% | |||
| 119 | $IVZ | Invesco Ltd. | Financials | $288K | 0.0% | 944 | +0.1% | |||
| 120 | — | BLACKROCK ETF TRUST - ISHARES US LARG | — | $285K | 0.0% | 8,256 | +0.0% | |||
| 121 | $GE | GENERAL ELECTRIC CO | Industrials | $284K | 0.0% | 3,141 | +223% | |||
| 122 | — | ISHARES TR - MSCI EAFE ETF | — | $283K | 0.0% | 2,722 | +27% | |||
| 123 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $278K | 0.0% | 5,174 | +3% | |||
| 124 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $278K | 0.0% | 6,674 | +0.6% | |||
| 125 | $PLTR | Palantir Technologies Inc. | Technology | $276K | 0.0% | 1,475 | New | |||
| 126 | $TARS | Tarsus Pharmaceuticals, Inc. | Healthcare | $267K | 0.0% | 3,400 | — | |||
| 127 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $264K | 0.0% | 5,752 | +18% | |||
| 128 | $AFL | AFLAC INC | Financials | $260K | 0.0% | 2,330 | +0.5% | |||
| 129 | — | ISHARES TR - US INFRASTRUC | — | $259K | 0.0% | 4,707 | +0.1% | |||
| 130 | — | ISHARES TR - ESG EAFE ETF | — | $256K | 0.0% | 3,026 | -6% | |||
| 131 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $253K | 0.0% | 1,374 | +10% | |||
| 132 | $CRM | Salesforce, Inc. | Technology | $247K | 0.0% | 1,077 | New | |||
| 133 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $242K | 0.0% | 4,795 | New | |||
| 134 | — | SPDR SERIES TRUST - ST STR BACKE ETF | — | $226K | 0.0% | 11K | -94% | |||
| 135 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $223K | 0.0% | 1,685 | +6% | |||
| 136 | $IBIT | iShares Bitcoin Trust ETF | Financials | $220K | 0.0% | 4,655 | New | |||
| 137 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $215K | 0.0% | 1,097 | +0.2% | |||
| 138 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $208K | 0.0% | 2,249 | New | |||
| 139 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $208K | 0.0% | 2,507 | +0.0% | |||
| 140 | — | ISHARES TR - ESG AWR US AGRGT | — | $207K | 0.0% | 4,577 | New | |||
| 141 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $205K | 0.0% | 424 | +4% | |||
| 142 | — | ISHARES TR - HDG MSCI EAFE | — | $202K | 0.0% | 4,348 | -5% | |||
| 143 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $201K | 0.0% | 396 | +0.5% | |||
| 144 | — | NEUBERGER R/EST SECS INC FD - COM | — | $55K | 0.0% | 21K | +0.6% | |||
| 145 | $DHI | HORTON D R INC /DE/ | Industrials | $24K | 0.0% | 13K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 93 added to, 36 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
- VANGUARD INDEX FDS - MRNGSTR LRG CAP$1.5M
first bought this quarter
- ISHARES TR - CORE S&P TTL STK$652K
first bought this quarter
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$446K
first bought this quarter
$PANWPalo Alto Networks Inc$405K
first bought this quarter
$PLTRPalantir Technologies Inc.$276K
first bought this quarter
$CRMSalesforce, Inc.$247K
first bought this quarter
+5 more in the Excel export
Added to (93)
- ISHARES TR - CORE MSCI EAFE+5156%
now $22.1M
now $19.3M · held 11+ qtrs, 3 adds in a row
- ISHARES TR - CORE UNIVRSL USD+31%
now $27.1M
- SPDR SERIES TRUST - ST STR P500ETF+7%
now $96.3M
- ISHARES TR - CALIF MUN BD ETF+24%
now $25.8M
now $5.5M · held 11+ qtrs, 3 adds in a row
+87 more in the Excel export
Trimmed (36)
- SPDR SERIES TRUST - ST STR BACKE ETF-94%
now $226K
- ISHARES TR - EAFE GRWTH ETF-30%
now $7.2M
- ISHARES TR - EAFE VALUE ETF-30%
now $5.5M
now $9.2M · held 5 qtrs
- ISHARES TR - MSCI USA MIN ETF-81%
now $334K
- BLACKROCK ETF TRUST - ISHA I IN TE ETF-5%
now $20.2M
+30 more in the Excel export
Holdings by quarter
Every 13F West Wealth Group, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow West Wealth Group?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of West Wealth Group's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.6%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 29% over the last 4
Top 10 weight
69%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
West Wealth Group, LLC disclosed 145 positions worth $644.6M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 11 new positions and exited 10. 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.
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AI-Powered Hedge Fund Analysis: West Wealth Group, LLC
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