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CIK: 0001923591
Total reported value
$611.3M
$611.3M
84 檔
24.9%
According to the latest 13F quarterly dataset, West Wealth Group, LLC managed an equity portfolio of $611.3M at the end of Q3 2024, spanning 84 distinct U.S. exchange-listed positions.
During Q3 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 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 15.89% | +0.46% | +5.32% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.23% | -0.98% | +1.34% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.53% | +5.97% | -12.44% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.32% | +0.07% | +5.56% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.40% | -2.63% | +80.81% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.97% | +1.18% | +4.20% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.58% | -2.30% | EXIT | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.27% | -0.38% | +19.46% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.85% | +0.01% | +28.39% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.59% | -0.09% | -0.63% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.48% | -0.04% | +1.54% | |
| 12 | CMF | Ishares California Muni Bond | ETF-Other | 2.75% | -0.10% | +12.13% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.62% | +0.04% | -5.05% | |
| 14 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.08% | -0.06% | — | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.08% | -1.03% | -39.40% | |
| 16 | IFRA | Ishares US Infrastructure | ETF-Other | 1.08% | — | +7.26% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.10% | +2.90% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.01% | -2.83% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | -0.03% | +7.36% | |
| 20 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.77% | -0.02% | +6.24% | |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.67% | -0.16% | +15.14% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.59% | -0.01% | -11.06% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | -0.02% | -3.58% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.04% | +945.25% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.49% | — | -29.30% | |
| 26 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.46% | — | +0.26% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.45% | — | +13.96% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.42% | -0.01% | -2.08% | |
| 29 | IXC | Ishares Global Energy ETF | ETF-Other | 0.36% | — | +5.34% | |
| 30 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.31% | +0.04% | NEW | |
| 31 | SRE | Sempra | Stock-Utilities | 0.30% | -0.05% | +0.81% | |
| 32 | PLD | Prologis Inc | Stock-Real Estate | 0.25% | -0.03% | — | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.24% | — | -17.96% | |
| 34 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.24% | -0.01% | -17.68% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.23% | -0.03% | -4.51% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.23% | — | -6.84% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | -0.04% | +0.86% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.01% | +0.52% | |
| 39 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.19% | -0.01% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.02% | +8.28% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.01% | +1.16% | |
| 42 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 0.19% | — | +0.51% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.18% | -0.08% | -0.67% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.18% | -0.01% | -3.16% | |
| 45 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.17% | +0.01% | -2.53% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | -0.01% | +1.24% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.16% | -0.03% | +0.47% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.16% | +0.01% | +1.81% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.15% | — | -4.05% | |
| 50 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.15% | +0.03% | — |
According to official SEC Form 13F filings, West Wealth Group, LLC reported a total U.S. public equity portfolio value of $611.3M across 84 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, SPYM) accounted for 24.9% of total reported equity market value during Q3 2024.
During Q3 2024, West Wealth Group, LLC's top holdings by market value included IVW (15.9%)、IVE (10.2%)、SPYM (9.5%). The largest single position, IVW, represented 15.9% of total portfolio value.
In Q3 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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