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CIK: 0001923591
Total reported value
$611.3M
$611.3M
123 檔
30.0%
During the Q3 2025 filing period, West Wealth Group, LLC (CIK: 0001923591) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $611.3M across 123 reported positions.
In Q3 2025, West Wealth Group, LLC displayed an active expansion posture, initiating 14 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.43% | +0.46% | +0.47% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.49% | -0.98% | +3.21% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.29% | +0.07% | +18.08% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.55% | -2.63% | -7.93% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.52% | +5.97% | -5.48% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.35% | -2.30% | EXIT | |
| 7 | MGC | Vanguard Mega Cap ETF | ETF-Other | 5.32% | -0.02% | +66.28% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 4.98% | -1.03% | +31.29% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.02% | -0.38% | +2.98% | |
| 10 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.44% | -0.73% | +8.93% | |
| 11 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 3.33% | +0.56% | +169.88% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.05% | -0.09% | -2.42% | |
| 13 | CMF | Ishares California Muni Bond | ETF-Other | 2.95% | -0.10% | -5.05% | |
| 14 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.84% | -0.24% | — | |
| 15 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.50% | -0.44% | +2.72% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.32% | +0.04% | +3.22% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | -0.03% | +19.18% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.25% | +1.18% | -65.47% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.24% | -0.10% | +34.44% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.10% | +7.33% | |
| 21 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.99% | -0.08% | +8.70% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.04% | +2.37% | |
| 23 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.72% | -0.06% | +8.31% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.66% | -0.06% | +11.34% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | -0.01% | -3.92% | |
| 26 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.57% | -0.16% | +8.02% | |
| 27 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.52% | — | +76.44% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.51% | -0.04% | -83.96% | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.50% | — | +14.16% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.02% | -23.16% | |
| 31 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.36% | -0.03% | — | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.35% | -0.01% | -0.88% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.33% | -0.01% | -11.12% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.31% | -0.02% | +14.24% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | -0.01% | -14.98% | |
| 36 | SRE | Sempra | Stock-Utilities | 0.21% | -0.05% | +1.11% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.21% | — | +7.08% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.20% | -0.01% | +2.16% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | — | +16.87% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.19% | +0.01% | -76.16% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.04% | +29.62% | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.19% | +0.01% | +10.56% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | -0.01% | +12.51% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.02% | -8.81% | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.17% | -0.03% | +0.93% | |
| 46 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.16% | -0.01% | -0.18% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.16% | -0.03% | -9.31% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.15% | — | +3.96% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | — | +1.10% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | — | +33.82% |
According to official SEC Form 13F filings, West Wealth Group, LLC reported a total U.S. public equity portfolio value of $611.3M across 123 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, DYNF) accounted for 30.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $14.8M
Top Position Liquidated / Trimmed
MAR
前期市值: $495.4K
During Q3 2025, West Wealth Group, LLC's top holdings by market value included IVW (11.4%)、IVE (9.5%)、DYNF (8.3%). The largest single position, IVW, represented 11.4% of total portfolio value.
In Q3 2025, West Wealth Group, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 25 positions, trimming 7 holdings, and fully liquidating 4 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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