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CIK: 0001923591
Total reported value
$611.3M
$611.3M
96 檔
25.3%
The Q1 2025 SEC filing reveals that West Wealth Group, LLC held a total portfolio value of $611.3M, covering 96 public equity positions.
During Q1 2025, West Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, DYNF) accounted for 25.3% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 15.00% | +0.46% | +1.53% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 11.48% | -0.98% | +19.22% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.26% | +0.07% | +3.88% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.98% | -2.30% | EXIT | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.93% | +5.97% | -22.84% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.66% | -2.63% | -13.82% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.98% | -0.38% | +2.03% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.93% | +1.18% | -31.95% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.64% | -0.09% | +12.03% | |
| 10 | CMF | Ishares California Muni Bond | ETF-Other | 3.43% | -0.10% | +7.51% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.20% | -0.04% | +4.51% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.62% | -1.03% | +147.09% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.44% | +0.01% | -32.77% | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.42% | -0.02% | +222.04% | |
| 15 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.52% | -0.44% | +6.50% | |
| 16 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.45% | +0.04% | NEW | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.40% | +0.04% | -2.83% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.10% | +14.05% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | -0.03% | -0.41% | |
| 20 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.96% | -0.08% | — | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.95% | -0.73% | — | |
| 22 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.86% | -0.06% | -18.83% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 0.86% | -0.10% | +186.19% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.01% | +4.18% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.68% | -0.16% | +6.12% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.04% | +2.46% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.49% | — | -7.47% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.02% | -11.26% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.41% | -0.01% | -3.64% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.36% | -0.01% | +0.25% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.33% | -0.02% | — | |
| 32 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.32% | — | — | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.26% | -0.01% | +164.25% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.24% | -0.03% | +20.25% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.24% | — | +13.69% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.02% | +15.69% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | -0.04% | +1.84% | |
| 38 | SRE | Sempra | Stock-Utilities | 0.21% | -0.05% | -4.58% | |
| 39 | PLD | Prologis Inc | Stock-Real Estate | 0.20% | -0.03% | +0.02% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | +123.77% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.18% | -0.01% | +5.53% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | -0.01% | +2.80% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | -0.01% | +3.77% | |
| 44 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.18% | -0.01% | -21.72% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.02% | +17.40% | |
| 46 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.16% | -0.08% | +4.32% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.16% | — | -4.97% | |
| 48 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.15% | +0.01% | -15.82% | |
| 49 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.15% | — | -63.82% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | — | +8.46% |
According to official SEC Form 13F filings, West Wealth Group, LLC reported a total U.S. public equity portfolio value of $611.3M across 96 disclosed positions in Q1 2025.
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During Q1 2025, West Wealth Group, LLC's top holdings by market value included IVW (15.0%)、IVE (11.5%)、DYNF (7.3%). The largest single position, IVW, represented 15.0% of total portfolio value.
In Q1 2025, 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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