West Wealth Group, LLC — Q3 2025 13F Holdings

Name: West Wealth Group, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001923591

Total reported value

$506.0M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	11.43%	-0.75%	+0.47%
2	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	9.49%	+0.81%	+3.21%
3	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	8.29%	-1.08%	+18.08%
4	EFV	Ishares Msci Eafe Value ETF	ETF-Other	6.55%	-2.91%	-7.93%
5	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	5.52%	+3.11%	-5.48%
6	JQUA	Jpmorgan US Quality Factor	ETF-Other	5.35%	-2.92%	-3.10%
7	MGC	Vanguard Mega Cap ETF	ETF-Other	5.32%	-5.28%	+66.28%
8	SPEM	State Street Sp Ptf Em ETF	ETF-Other	4.98%	-1.33%	+31.29%
9	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	4.02%	+0.01%	+2.98%
10	THRO	Ishares U.s. Thematic Rotati	ETF-Other	3.44%	—	+8.93%
11	BAI	Ishrs Ai In And Tech Act ETF	ETF-Tech	3.33%	+0.09%	+169.88%
12	AAPL	Apple INC	Stock-Tech	3.05%	-0.26%	-2.42%
13	CMF	Ishares California Muni Bond	ETF-Other	2.95%	+0.47%	-5.05%
14	SHLD	Global X Defense Tech ETF	ETF-Tech	1.84%	+0.44%	—
15	JMOM	Jpmorgan US Momentum Factor	ETF-Other	1.50%	+0.92%	+2.72%
16	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.32%	+0.18%	+3.22%
17	NVDA	Nvidia CORP	Stock-Tech	1.30%	—	+19.18%
18	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	1.25%	-0.65%	-65.47%
19	IAU	Ishares Gold Trust	ETF-Commodities	1.24%	-0.77%	+34.44%
20	MSFT	Microsoft CORP	Stock-Tech	1.15%	-0.25%	+7.33%
21	XTEN	Bondbloxx Bbg 10y US Tsy ETF	ETF-Other	0.99%	-0.19%	+8.70%
22	AVGO	Broadcom INC	Stock-Tech	0.94%	-0.12%	+2.37%
23	SPMB	Ss Spdr P Mort Back Bond ETF	ETF-Other	0.72%	+0.01%	+8.31%
24	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.66%	+0.01%	+11.34%
25	AMZN	Amazon.com INC	Stock-Consumer Disc	0.63%	—	-3.92%
26	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	0.57%	—	+8.02%
27	HIMU	Ishares High Yild Muni A ETF	ETF-Other	0.52%	-0.58%	EXIT
28	IYW	Ishares Ustechnology ETF	ETF-Tech	0.51%	-0.09%	-83.96%
29	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.50%	-0.55%	EXIT
30	TSLA	Tesla INC	Stock-Consumer Disc	0.45%	—	-23.16%
31	PZA	Invesco National Amt-free Mu	ETF-Other	0.36%	+1.60%	—
32	BA	Boeing Co/the	Stock-Industrials	0.35%	—	-0.88%
33	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.33%	—	-11.12%
34	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.31%	—	+14.24%
35	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.21%	+0.08%	-14.98%
36	SRE	Sempra	Stock-Utilities	0.21%	—	+1.11%
37	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	0.21%	-0.20%	EXIT
38	DIS	Walt Disney Co/the	Stock-Comm Services	0.20%	-0.08%	+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%	—	-76.16%
41	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.19%	—	+29.62%
42	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.19%	-0.07%	+10.56%
43	HD	Home Depot INC	Stock-Consumer Disc	0.17%	—	+12.51%
44	META	Meta Platforms Inc-class A	Stock-Comm Services	0.17%	—	-8.81%
45	PLD	Prologis INC	Stock-Real Estate	0.17%	—	+0.93%
46	LCTU	Ishares U.s. Carbon Transiti	ETF-Other	0.16%	—	-0.18%
47	DGRO	Ishares Core Dividend Growth	ETF-Other	0.16%	—	-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%

1–50 of 123

Holding changes this quarter

Position changes disclosed by West Wealth Group, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MGC	Vanguard Mega Cap ETF	+2.9%	+66.28%	Add
2	THRO	Ishares U.s. Thematic Rotati	+2.5%	+8.93%	Add
3	SPEM	State Street Sp Ptf Em ETF	+2.4%	+31.29%	Add
4	DYNF	Ishrs US E F R A Etf-usd INC	+1%	+18.08%	Add
5	EFV	Ishares Msci Eafe Value ETF	+0.9%	-7.93%	Add
6	IAU	Ishares Gold Trust	+0.4%	+34.44%	Add
7	AVGO	Broadcom INC	+0.4%	+2.37%	Add
8	NVDA	Nvidia CORP	+0.3%	+19.18%	Add
9	HIMU	Ishares High Yild Muni A ETF	+0.2%	+76.44%	Add
10	MSFT	Microsoft CORP	+0.1%	+7.33%	Add
11	STIP	Ishares 0-5 Year Tips Bond E	+0.1%	+10.56%	Add
12	GOOGL	Alphabet Inc-cl A	+0.1%	+29.62%	Add
13	GOOG	Alphabet Inc-cl C	+0.1%	+1.10%	Add
14	LRCX	Lam Research CORP	+0.1%	+2.23%	Add
15	JPM	Jpmorgan Chase & Co	+0.1%	+16.87%	Add
16	XTEN	Bondbloxx Bbg 10y US Tsy ETF	0%	+8.70%	Add
17	IVV	Ishares Core S&p 500 ETF	0%	-14.98%	Add
18	TLH	Ishares 10-20 Year Treasury	0%	+14.16%	Add
19	TSLA	Tesla INC	—	-23.16%	Trim
20	BA	Boeing Co/the	0%	-0.88%	Add
21	JMOM	Jpmorgan US Momentum Factor	0%	+2.72%	Add
22	QUAL	Ishares Msci USA Quality Fac	-0.1%	+3.22%	Add
23	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.4%	-5.48%	Add
24	CMF	Ishares California Muni Bond	-0.5%	-5.05%	Add
25	AAPL	Apple INC	-0.6%	-2.42%	Trim
26	JQUA	Jpmorgan US Quality Factor	-0.6%	-3.10%	Add
27	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-1%	+2.98%	Add
28	HEFA	Isha Curr Hedged Msci Eafe	-1.4%	-84.53%	Trim
29	IVE	Ishares S&p 500 Value ETF	-2%	+3.21%	Trim
30	EMXC	Ishares Msci Emr Mrk Ex Chna	-2.3%	-76.16%	Trim
31	EFG	Ishares Msci Eafe Growth ETF	-2.7%	-65.47%	Trim
32	IYW	Ishares Ustechnology ETF	-2.7%	-83.96%	Trim
33	BAI	Ishrs Ai In And Tech Act ETF	—	NEW	New buy
34	SHLD	Global X Defense Tech ETF	—	NEW	New buy
35	BNDX	Vanguard Total Intl Bond ETF	—	NEW	New buy
36	PZA	Invesco National Amt-free Mu	—	NEW	New buy
37	MUB	Ishares National Muni Bond E	—	NEW	New buy
38	MAR	Marriott International -cl A	—	EXIT	Sold out
39	IGRO	Ishares Intl Div Growth ETF	—	EXIT	Sold out
40	HYDB	Ishares High Yield Systemati	—	EXIT	Sold out
41	RKLB	Rocket Lab CORP	—	NEW	New buy
42	IJH	Ishares Core S&p Midcap ETF	—	NEW	New buy
43	DELL	Dell Technologies -c	—	NEW	New buy
44	IGEB	Ishares Investment Grade Sys	—	NEW	New buy
45	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	Sold out
46	AMAT	Applied Materials INC	—	NEW	New buy
47	XLE	Ss Energy Select Sector	—	NEW	New buy
48	VTI	Vanguard Total Stock Mkt ETF	—	NEW	New buy
49	GE	General Electric	—	NEW	New buy
50	ORCL	Oracle CORP	—	NEW	New buy