West Wealth Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$506.0M
Q ending 2026-03-31
Prior quarter
$482.0M
Q ending 2025-12-31
Change
+5.0% QoQ · +49.6% YoY
Positions
130
reported holdings
Largest positions
Top 100 of 130 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVW | Shares | $53.1M | 469K |
| Ishares Tr | IVE | Shares | $51.8M | 245K |
| Blackrock Etf Trust | CORO | Shares | $43.2M | 1.3M |
| Spdr Series Trust | SPYM | Shares | $43.0M | 562K |
| Blackrock Etf Trust | DYNF | Shares | $37.8M | 649K |
| Ishares Tr | IUSB | Shares | $19.8M | 428K |
| Ishares Tr | EFV | Shares | $19.6M | 263K |
| Spdr Index Shs Fds | SPEM | Shares | $19.2M | 409K |
| Ishares Tr | CMF | Shares | $18.9M | 332K |
| Blackrock Etf Trust | THRO | Shares | $17.0M | 471K |
| Blackrock Etf Trust | BAI | Shares | $16.8M | 511K |
| Apple Inc | AAPL | Shares | $14.2M | 56K |
| J P Morgan Exchange Traded F | JMOM | Shares | $12.3M | 180K |
| J P Morgan Exchange Traded F | JQUA | Shares | $11.7M | 190K |
| Global X Fds | SHLD | Shares | $11.3M | 160K |
| Invesco Exch Traded Fd Tr Ii | PZA | Shares | $10.2M | 443K |
| Ishares Tr | QUAL | Shares | $7.6M | 40K |
| Nvidia Corporation | NVDA | Shares | $6.6M | 38K |
| Ishares Tr | GOVT | Shares | $4.8M | 211K |
| Bondbloxx Etf Trust | XTEN | Shares | $4.0M | 86K |
| Broadcom Inc | AVGO | Shares | $3.9M | 12K |
| Microsoft Corp | MSFT | Shares | $3.7M | 10K |
| Spdr Series Trust | SPMB | Shares | $3.6M | 159K |
| Vanguard Charlotte Fds | BNDX | Shares | $3.4M | 71K |
| Amazon Com Inc | AMZN | Shares | $3.0M | 14K |
| Ishares Tr | EFG | Shares | $2.9M | 26K |
| Ishares Gold Tr | IAU | Shares | $2.5M | 29K |
| Blackrock Etf Trust Ii | BINC | Shares | $2.5M | 48K |
| Tesla Inc | TSLA | Shares | $2.1M | 6K |
| Ishares Tr | IYW | Shares | $1.8M | 10K |
| Dimensional Etf Trust | DFAC | Shares | $1.7M | 44K |
| Ishares Tr | USMV | Shares | $1.5M | 17K |
| Boeing Co | BA | Shares | $1.5M | 7K |
| Ishares Tr | IVV | Shares | $1.4M | 2K |
| Ishares Tr | ESGU | Shares | $1.3M | 9K |
| Goldman Sachs Etf Tr | GTOP | Shares | $1.1M | 31K |
| Sempra | SRE | Shares | $1.1M | 11K |
| American Centy Etf Tr | AVUV | Shares | $1.0M | 9K |
| Advanced Micro Devices Inc | AMD | Shares | $992K | 5K |
| Lam Research Corp | LRCX | Shares | $941K | 4K |
| Vanguard Index Fds | VTI | Shares | $891K | 3K |
| Alphabet Inc | GOOGL | Shares | $876K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $861K | 3K |
| Walmart Inc | WMT | Shares | $839K | 7K |
| Prologis Inc. | PLD | Shares | $812K | 6K |
| Meta Platforms Inc | META | Shares | $806K | 1K |
| Alphabet Inc | GOOG | Shares | $802K | 3K |
| Ishares Tr | VLUE | Shares | $781K | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $778K | 1K |
| Exxon Mobil Corp | XOM | Shares | $766K | 5K |
| Ishares Tr | DGRO | Shares | $762K | 11K |
| Ishares Tr | SGOV | Shares | $760K | 8K |
| Ishares Inc | EMXC | Shares | $746K | 9K |
| Costco Wholesale Corporation | COST | Shares | $708K | 710 |
| Blackrock Etf Trust | LCTU | Shares | $706K | 10K |
| Ishares Tr | MUB | Shares | $687K | 6K |
| Dimensional Etf Trust | DFIS | Shares | $666K | 20K |
| Dimensional Etf Trust | DFUV | Shares | $665K | 14K |
| Vanguard World Fd | MGC | Shares | $654K | 3K |
| Caterpillar Inc | CAT | Shares | $651K | 919 |
| Ishares Inc | IEMG | Shares | $643K | 9K |
| Mcdonalds Corp | MCD | Shares | $642K | 2K |
| American Centy Etf Tr | AVLV | Shares | $635K | 8K |
| Home Depot Inc | HD | Shares | $619K | 2K |
| Iron Mtn Inc Del | IRM | Shares | $599K | 6K |
| Ross Stores Inc | ROST | Shares | $585K | 3K |
| Ishares Tr | SYSB | Shares | $580K | 7K |
| Invesco Qqq Tr | QQQ | Shares | $575K | 996 |
| Ishares Tr | STIP | Shares | $556K | 5K |
| Seagate Technology Hldngs Pl | Shares | $531K | 1K | |
| Ishares Tr | AOA | Shares | $526K | 6K |
| Procter & Gamble Co | PG | Shares | $526K | 4K |
| Vanguard Index Fds | VOO | Shares | $525K | 879 |
| Disney Walt Co | DIS | Shares | $519K | 5K |
| Dimensional Etf Trust | DFAT | Shares | $510K | 8K |
| Applied Matls Inc | AMAT | Shares | $508K | 1K |
| Lockheed Martin Corp | LMT | Shares | $507K | 839 |
| Netflix Inc. | NFLX | Shares | $501K | 5K |
| Select Sector Spdr Tr | XLE | Shares | $481K | 8K |
| Ishares Tr | USXF | Shares | $473K | 9K |
| American Centy Etf Tr | AVEM | Shares | $462K | 6K |
| Ishares Tr | DSI | Shares | $457K | 4K |
| Bank America Corp | BAC | Shares | $454K | 9K |
| Rockwell Automation Inc | ROK | Shares | $453K | 1K |
| International Business Machs | IBM | Shares | $445K | 2K |
| Abbvie Inc | ABBV | Shares | $435K | 2K |
| Vanguard World Fd | VGT | Shares | $423K | 605 |
| Ge Vernova Inc | GEV | Shares | $421K | 482 |
| Schwab Strategic Tr | FNDC | Shares | $402K | 9K |
| Chevron Corporation | CVX | Shares | $395K | 2K |
| Csx Corp | CSX | Shares | $395K | 10K |
| American Healthcare Reit Inc | AHR | Shares | $395K | 8K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $393K | 5K |
| Rocket Lab Corp | RKLB | Shares | $373K | 6K |
| Schwab Strategic Tr | FNDF | Shares | $353K | 7K |
| Dell Technologies Inc | DELL | Shares | $352K | 2K |
| At&T Inc | T | Shares | $342K | 12K |
| Ishares Tr | IGEB | Shares | $341K | 8K |
| Johnson & Johnson | JNJ | Shares | $341K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $317K | 661 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.