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CIK: 0001923591
Total reported value
$611.3M
$611.3M
127 檔
32.6%
The Q4 2025 SEC filing reveals that West Wealth Group, LLC held a total portfolio value of $611.3M, covering 127 public equity positions.
In Q4 2025, West Wealth Group, LLC displayed an active expansion posture, initiating 5 new positions and adding to 35 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, DYNF) accounted for 32.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.24% | +0.46% | +4.39% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.43% | -0.98% | +5.17% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.54% | +0.07% | +8.64% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.78% | -2.63% | +6.82% | |
| 5 | MGC | Vanguard Mega Cap ETF | ETF-Other | 5.41% | -0.02% | +7.15% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.39% | +5.97% | +3.57% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.22% | -2.30% | EXIT | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 5.12% | -1.03% | +12.06% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.90% | -0.38% | +6.12% | |
| 10 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.49% | -0.73% | +7.46% | |
| 11 | CMF | Ishares California Muni Bond | ETF-Other | 3.26% | -0.10% | +20.10% | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 3.24% | +0.56% | +10.80% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 3.06% | -0.09% | +0.20% | |
| 14 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.80% | -0.24% | +9.35% | |
| 15 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.50% | -0.44% | +7.83% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.32% | +0.04% | +6.04% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | -0.03% | +6.64% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.27% | -0.10% | +8.69% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.22% | +1.18% | +7.44% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.10% | -2.33% | |
| 21 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.97% | -0.08% | +9.17% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.04% | +3.20% | |
| 23 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.69% | -0.06% | +5.28% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.66% | -0.06% | +11.01% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | -0.01% | -0.39% | |
| 26 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.58% | — | +22.03% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.56% | -0.16% | +6.44% | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.54% | — | +22.35% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.45% | -0.04% | -4.48% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.02% | -1.40% | |
| 31 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.41% | -0.03% | +21.74% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.33% | -0.01% | +0.58% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.31% | -0.01% | +0.04% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.30% | -0.02% | +5.67% | |
| 35 | GTOP | Gs Tech Opportunities ETF | ETF-Tech | 0.25% | — | — | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | +0.23% | +435.38% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.01% | +1.05% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.20% | — | +5.43% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | — | +0.31% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.04% | -11.17% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.18% | +0.01% | +7.88% | |
| 42 | SRE | Sempra | Stock-Utilities | 0.18% | -0.05% | -2.86% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.18% | -0.01% | -3.18% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | — | +1.88% | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.17% | +0.01% | -5.48% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | — | +15.48% | |
| 47 | PLD | Prologis Inc | Stock-Real Estate | 0.16% | -0.03% | -0.92% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.16% | -0.03% | +7.95% | |
| 49 | LRCX | Lam Research CORP | Stock-Tech | 0.16% | +0.12% | -1.83% | |
| 50 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.15% | -0.01% | -0.08% |
According to official SEC Form 13F filings, West Wealth Group, LLC reported a total U.S. public equity portfolio value of $611.3M across 127 disclosed positions in Q4 2025.
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Top New Position Initiated
GTOP
市值: $1.2M
Top Position Liquidated / Trimmed
VUG
前期市值: $227.9K
During Q4 2025, West Wealth Group, LLC's top holdings by market value included IVW (11.2%)、IVE (9.4%)、DYNF (8.5%). The largest single position, IVW, represented 11.2% of total portfolio value.
In Q4 2025, West Wealth Group, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 35 positions, trimming 8 holdings, and fully liquidating 1 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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