West Wealth Group, LLC
CIK: 0001923591Latest portfolio: $482.0M · Q4 2025
Holdings
127
Total Value
$482.0M
New Positions
126
Closed Positions
0
Top Holdings
View All 127 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 439,568 | $54.2M | 11.24% | NEW | |
| 2 | IVEISHARES TR | 214,431 | $45.5M | 9.43% | NEW | |
| 3 | DYNFBLACKROCK ETF TRUST | 677,172 | $41.2M | 8.54% | NEW | |
| 4 | EFVISHARES TR | 457,719 | $32.7M | 6.78% | NEW | |
| 5 | MGCVANGUARD WORLD FD | 103,726 | $26.1M | 5.40% | NEW | |
| 6 | SPYMSPDR SERIES TRUST | 323,884 | $26.0M | 5.39% | NEW | |
| 7 | JQUAJ P MORGAN EXCHANGE TRADED F | 398,430 | $25.2M | 5.22% | NEW | |
| 8 | SPEMSPDR INDEX SHS FDS | 527,337 | $24.7M | 5.12% | NEW | |
| 9 | IUSBISHARES TR | 403,416 | $18.8M | 3.89% | NEW | |
| 10 | THROBLACKROCK ETF TRUST | 436,315 | $16.8M | 3.49% | NEW | |
| 11 | CMFISHARES TR | 273,799 | $15.7M | 3.26% | NEW | |
| 12 | BAIBLACKROCK ETF TRUST | 468,407 | $15.6M | 3.24% | NEW | |
| 13 | AAPLAPPLE INC | 54,282 | $14.8M | 3.06% | NEW | |
| 14 | SHLDGLOBAL X FDS | 133,604 | $8.7M | 1.80% | NEW | |
| 15 | JMOMJ P MORGAN EXCHANGE TRADED F | 106,130 | $7.2M | 1.50% | NEW | |
| 16 | QUALISHARES TR | 32,065 | $6.4M | 1.32% | NEW | |
| 17 | NVDANVIDIA CORPORATION | 34,119 | $6.4M | 1.32% | NEW | |
| 18 | IAU*ISHARES GOLD TR | 75,614 | $6.1M | 1.27% | NEW | |
| 19 | EFGISHARES TR | 51,709 | $5.9M | 1.22% | NEW | |
| 20 | MSFTMICROSOFT CORP | 9,722 | $4.7M | 0.98% | NEW | |
| 21 | XTENBONDBLOXX ETF TRUST | 101,542 | $4.7M | 0.97% | NEW | |
| 22 | AVGOBROADCOM INC | 12,298 | $4.3M | 0.88% | NEW | |
| 23 | SPMBSPDR SERIES TRUST | 148,381 | $3.3M | 0.69% | NEW | |
| 24 | BNDXVANGUARD CHARLOTTE FDS | 65,408 | $3.2M | 0.66% | NEW | |
| 25 | AMZNAMAZON COM INC | 12,832 | $3.0M | 0.61% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.418145474411783e+228T)
Technology0.0% ($1.4757636347014257e+36T)
Industrials0.0% ($1580516482401347328.0T)
Healthcare0.0% ($456284279278233.2T)
Unknown0.0% ($61372784513477.5T)
Consumer Cyclical0.0% ($29612024638.6T)
Communication Services0.0% ($918869848.7T)
Real Estate0.0% ($779.5B)
Consumer Defensive0.0% ($659.6B)
Utilities0.0% ($875.3M)
Energy0.0% ($536.3M)
Basic Materials0.0% ($137K)
Filing History
Fund Information
West Wealth Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $482.0M across 127 holdings. The largest position is ISHARES TR (IVW), representing 11.2% of the portfolio. Compared to the previous quarter, the fund opened 127 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.