Western Wealth Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$2.63B
Q ending 2026-03-31
Prior quarter
$2.17B
Q ending 2025-12-31
Change
+21.2% QoQ · +74.1% YoY
Positions
956
reported holdings

Largest positions

Top 100 of 956 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.
HoldingTickerTypeValueShares
Apple IncAAPLShares$88.5M349K
Invesco Qqq TrQQQShares$75.9M131K
Invesco Exch Traded Fd Tr IiQQQMShares$74.3M313K
Nvidia CorporationNVDAShares$69.5M398K
Spdr Series TrustSPYMShares$54.9M717K
Capital Group Dividend ValueCGDVShares$47.8M1.1M
Microsoft CorpMSFTShares$41.8M113K
State Str Spdr S&P 500 Etf TSPYShares$40.3M62K
Amazon Com IncAMZNShares$39.4M189K
Spdr Series TrustSPYGShares$38.4M392K
First Tr Exchange Traded FdSDVYShares$33.5M849K
Alphabet IncGOOGLShares$31.1M108K
Ishares TrIVVShares$29.3M45K
Broadcom IncAVGOShares$27.4M89K
Spdr Series TrustSPYVShares$27.1M480K
Ishares TrIVWShares$26.6M235K
Wisdomtree TrDGRWShares$24.4M278K
First Tr Exchange Traded FdRDVYShares$24.2M354K
Vanguard Index FdsVOOShares$23.6M39K
Vanguard Specialized FundsVIGShares$23.2M108K
Spdr Gold TrGLDShares$21.4M50K
Astrazeneca PlcShares$21.2M1K
Vanguard Index FdsVTIShares$21.1M66K
Costco Wholesale CorporationCOSTShares$19.1M19K
Jpmorgan Chase & CoJPMShares$18.7M64K
Ishares TrIJHShares$18.3M272K
First Tr Exchange-Traded FdFTSMShares$17.4M291K
Alphabet IncGOOGShares$17.2M60K
Meta Platforms IncMETAShares$15.8M28K
Select Sector Spdr TrXLKShares$15.1M114K
Exxon Mobil CorpXOMShares$14.0M82K
Berkshire Hathaway Inc DelBRK/AShares$13.6M20
Spdr Series TrustSPSMShares$13.5M280K
Spdr Index Shs FdsSPDWShares$13.5M295K
Spdr Series TrustSPMDShares$12.8M216K
Morgan Stanley Etf TrustEVTRShares$12.4M244K
Tesla IncTSLAShares$12.3M33K
First Tr Exchng Traded Fd ViUCONShares$12.3M498K
Eli Lilly & CoLLYShares$12.2M13K
Visa IncVShares$12.0M40K
Vanguard Tax-Managed FdsVEAShares$11.7M183K
Walmart IncWMTShares$11.4M92K
Victory Portfolios IiVFLOShares$10.6M269K
First Tr Exchange-Traded FdFTCSShares$10.3M111K
Spdr Series TrustSPTMShares$10.1M128K
First Tr Exchng Traded Fd ViBUFRShares$9.5M280K
Taiwan Semiconductor ManufacTSMShares$9.4M28K
Rbb Fd IncTBILShares$9.2M185K
Spdr Series TrustBILShares$9.0M98K
Lattice Strategies TrROUSShares$8.9M150K
Vanguard Whitehall FdsVYMShares$8.7M59K
Palantir Technologies IncPLTRShares$8.3M57K
Select Sector Spdr TrXLVShares$8.3M56K
Select Sector Spdr TrXLFShares$8.3M167K
Tidal Trust IGRNYShares$8.2M345K
Capital Group Growth EtfCGGRShares$8.2M204K
J P Morgan Exchange Traded FJGROShares$8.1M96K
Ishares TrQUALShares$8.1M42K
Abbvie IncABBVShares$8.0M37K
Vanguard Index FdsVTVShares$7.9M40K
Johnson & JohnsonJNJShares$7.7M32K
Invesco Exch Traded Fd Tr IiRWLShares$7.7M67K
Home Depot IncHDShares$7.6M23K
Ishares TrAOAShares$7.5M85K
Schwab Strategic TrSCHGShares$7.4M255K
Netflix Inc.NFLXShares$7.2M75K
Select Sector Spdr TrXLEShares$7.1M116K
Pacer Fds TrFLRTShares$7.1M153K
Ishares TrITOTShares$7.0M49K
Ishares TrUSMVShares$7.0M75K
Select Sector Spdr TrXLIShares$6.9M43K
Mcdonalds CorpMCDShares$6.7M22K
Select Sector Spdr TrXLCShares$6.7M60K
Vaneck Etf TrustSMHShares$6.7M17K
Vanguard Index FdsVUGShares$6.6M29K
Ssga Active Etf TrSRLNShares$6.5M163K
Ishares TrIEFAShares$6.5M72K
Procter & Gamble CoPGShares$6.4M45K
Spdr Index Shs FdsSPEMShares$6.4M137K
Schwab Strategic TrSCHXShares$6.4M249K
Lazard Active Etf TrIDEQShares$6.4M200K
Spdr Series TrustSPIBShares$6.4M189K
Mastercard IncorporatedMAShares$6.3M13K
Schwab Strategic TrSCHDShares$6.2M201K
First Tr Exchange Traded FdAIRRShares$6.2M56K
Chevron CorporationCVXShares$6.0M29K
Capital Group Core Equity EtCGUSShares$6.0M155K
Cisco Sys IncCSCOShares$5.9M76K
Spdr Series TrustSPTIShares$5.9M206K
Ishares TrITAShares$5.9M27K
Ishares IncIEMGShares$5.9M84K
Ishares TrIJRShares$5.8M46K
Verizon Communications IncVZShares$5.7M114K
Dimensional Etf TrustDFACShares$5.6M144K
Ge AerospaceGEShares$5.6M20K
J P Morgan Exchange Traded FJEPIShares$5.5M97K
J P Morgan Exchange Traded FJPSTShares$5.4M107K
Ishares TrEFAShares$5.4M55K
Coca Cola CoKOShares$5.3M70K
Columbia Etf Tr IRECSShares$5.3M137K

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.