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CIK: 0001923591
Total reported value
$611.3M
$611.3M
93 檔
26.0%
In Q4 2024, West Wealth Group, LLC's U.S. equity holdings reached a combined market value of $611.3M, distributed across 93 disclosed stock positions.
During Q4 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 | 16.20% | +0.46% | +4.44% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.75% | -0.98% | +6.97% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.11% | +5.97% | -9.53% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.39% | +0.07% | +5.93% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.89% | -2.63% | +9.61% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.64% | +1.18% | +14.18% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.61% | -2.30% | EXIT | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.83% | -0.38% | +3.90% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.67% | -0.09% | +3.52% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.67% | +0.01% | +14.08% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.47% | -0.04% | +3.00% | |
| 12 | CMF | Ishares California Muni Bond | ETF-Other | 3.28% | -0.10% | +31.11% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.51% | +0.04% | +1.80% | |
| 14 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.48% | -0.44% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | -0.03% | +52.00% | |
| 16 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.05% | -0.06% | +9.64% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.04% | -1.03% | +12.12% | |
| 18 | IFRA | Ishares US Infrastructure | ETF-Other | 1.04% | — | +5.82% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.10% | +11.29% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | -0.01% | -2.48% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.80% | -0.02% | +9.67% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.04% | +16.06% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | -0.02% | -2.35% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.64% | -0.16% | +6.64% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.51% | — | +37.30% | |
| 26 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.48% | — | +0.21% | |
| 27 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.46% | — | +12.38% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.46% | -0.01% | -18.38% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.38% | -0.01% | -14.41% | |
| 30 | IXC | Ishares Global Energy ETF | ETF-Other | 0.38% | — | +19.46% | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.35% | +0.04% | NEW | |
| 32 | SRE | Sempra | Stock-Utilities | 0.27% | -0.05% | -7.31% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.25% | -0.10% | — | |
| 34 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.24% | -0.01% | +9.72% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.21% | — | +5.93% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.20% | -0.03% | -2.19% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | -0.04% | +2.33% | |
| 38 | PLD | Prologis Inc | Stock-Real Estate | 0.20% | -0.03% | +1.69% | |
| 39 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.19% | +0.01% | +17.42% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.02% | +2.25% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.18% | -0.01% | +3.78% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | -0.01% | +15.64% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | -0.01% | +2.88% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.17% | -0.01% | -2.60% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.16% | — | -19.69% | |
| 46 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.16% | -0.01% | — | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.15% | -0.08% | -7.55% | |
| 48 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.15% | — | +8.12% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.04% | +31.19% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.02% | +33.39% |
According to official SEC Form 13F filings, West Wealth Group, LLC reported a total U.S. public equity portfolio value of $611.3M across 93 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, SPYM) accounted for 26.0% of total reported equity market value during Q4 2024.
During Q4 2024, West Wealth Group, LLC's top holdings by market value included IVW (16.2%)、IVE (9.8%)、SPYM (8.1%). The largest single position, IVW, represented 16.2% of total portfolio value.
In Q4 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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