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CIK: 0001923591
Total reported value
$611.3M
$611.3M
79 檔
21.6%
As reported in its official Q1 2024 Form 13F filing, West Wealth Group, LLC's tracked investment portfolio stood at $611.3M with 79 total positions.
During Q1 2024, West Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.67% | +5.97% | -57.63% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 13.43% | +0.46% | +488.09% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.75% | -0.98% | — | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.62% | -2.63% | -22.92% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.43% | +0.07% | — | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.33% | -2.30% | EXIT | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.86% | -0.38% | +96.52% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.51% | +1.18% | +5.59% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.40% | -0.04% | +5.75% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.05% | -0.09% | -4.00% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.81% | +0.01% | +126.98% | |
| 12 | CMF | Ishares California Muni Bond | ETF-Other | 2.73% | -0.10% | — | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.99% | +0.04% | -76.46% | |
| 14 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.55% | — | — | |
| 15 | IXC | Ishares Global Energy ETF | ETF-Other | 1.40% | — | +97.09% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.24% | — | -29.51% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.10% | -0.58% | |
| 18 | IFRA | Ishares US Infrastructure | ETF-Other | 1.06% | — | +7.25% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.88% | -0.01% | -82.68% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.01% | -0.14% | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.77% | — | +115.91% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.74% | -1.03% | — | |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.67% | -0.16% | — | |
| 24 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.66% | -0.02% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | -0.03% | +0.05% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 0.56% | -0.01% | — | |
| 27 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.53% | — | +0.23% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.52% | — | — | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.51% | — | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.04% | +0.33% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.02% | -4.65% | |
| 32 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.42% | — | — | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.02% | -70.28% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | — | -87.78% | |
| 35 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.31% | -0.01% | -1.18% | |
| 36 | PLD | Prologis Inc | Stock-Real Estate | 0.29% | -0.03% | — | |
| 37 | SRE | Sempra | Stock-Utilities | 0.29% | -0.05% | +0.79% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.29% | — | +33.53% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.28% | -0.03% | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.01% | +18.27% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.23% | -0.04% | +0.27% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.21% | -0.08% | -36.41% | |
| 43 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.21% | -0.01% | -4.75% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.01% | +0.54% | |
| 45 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.19% | +0.01% | -1.46% | |
| 46 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.19% | +0.01% | +0.47% | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.17% | +0.03% | — | |
| 48 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.17% | — | — | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.16% | — | -0.91% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.16% | -0.04% | EXIT |
According to official SEC Form 13F filings, West Wealth Group, LLC reported a total U.S. public equity portfolio value of $611.3M across 79 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IVW, IVE) accounted for 21.6% of total reported equity market value during Q1 2024.
During Q1 2024, West Wealth Group, LLC's top holdings by market value included SPYM (13.7%)、IVW (13.4%)、IVE (10.8%). The largest single position, SPYM, represented 13.7% of total portfolio value.
In Q1 2024, West Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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