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CIK: 0001923591
Total reported value
$611.3M
$611.3M
111 檔
28.0%
At the close of Q2 2025, West Wealth Group, LLC disclosed equity holdings valued at approximately $611.3M, spread across 111 reported holdings.
During Q2 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, EFV) accounted for 28.0% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.92% | +0.46% | -22.80% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.66% | -0.98% | -3.22% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 7.48% | -2.63% | +43.42% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.35% | +0.07% | +5.14% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.12% | +5.97% | +8.77% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.94% | -2.30% | EXIT | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.24% | -0.38% | +0.98% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.88% | -1.03% | +60.07% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.77% | +1.18% | +4.92% | |
| 10 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.36% | -0.73% | +269.74% | |
| 11 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.34% | -0.02% | +43.71% | |
| 12 | CMF | Ishares California Muni Bond | ETF-Other | 3.32% | -0.10% | +16.48% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.21% | -0.04% | -6.78% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.94% | -0.09% | +0.76% | |
| 15 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.55% | -0.44% | +5.88% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.35% | +0.04% | +6.04% | |
| 17 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.23% | +0.56% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.10% | +3.11% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | -0.03% | -9.44% | |
| 20 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.98% | -0.08% | +22.51% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.04% | +1.15% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 0.82% | -0.10% | +4.90% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.80% | +0.01% | -65.95% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.01% | +3.32% | |
| 25 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.72% | -0.06% | -1.44% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.65% | -0.06% | — | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.58% | -0.16% | +0.92% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.02% | +4.03% | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.47% | — | +15.47% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.41% | -0.01% | +0.94% | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.40% | +0.04% | NEW | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.39% | -0.01% | -0.39% | |
| 33 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.32% | — | +22.46% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.30% | -0.02% | +9.18% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.01% | +56.05% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.02% | +23.45% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.22% | -0.01% | -14.29% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.21% | — | -0.44% | |
| 39 | SRE | Sempra | Stock-Utilities | 0.20% | -0.05% | +1.68% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.18% | +0.01% | +157.68% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.18% | -0.03% | -16.56% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | +21.72% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.18% | -0.04% | +0.34% | |
| 44 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.17% | -0.01% | +0.98% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | -0.01% | +3.75% | |
| 46 | PLD | Prologis Inc | Stock-Real Estate | 0.16% | -0.03% | -1.59% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | -0.02% | -17.24% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.15% | — | +0.34% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.15% | -0.02% | +87.81% | |
| 50 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.15% | +0.01% | -3.04% |
According to official SEC Form 13F filings, West Wealth Group, LLC reported a total U.S. public equity portfolio value of $611.3M across 111 disclosed positions in Q2 2025.
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During Q2 2025, West Wealth Group, LLC's top holdings by market value included IVW (11.9%)、IVE (9.7%)、EFV (7.5%). The largest single position, IVW, represented 11.9% of total portfolio value.
In Q2 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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