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CIK: 0001923591
Total reported value
$611.3M
$611.3M
130 檔
37.4%
In Q1 2026, West Wealth Group, LLC's U.S. equity holdings reached a combined market value of $611.3M, distributed across 130 disclosed stock positions.
In Q1 2026, West Wealth Group, LLC displayed an active expansion posture, initiating 15 new positions and adding to 77 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 | 10.49% | +0.46% | +6.72% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.24% | -0.98% | +14.39% | |
| 3 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 8.53% | -0.02% | — | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.50% | +5.97% | +73.53% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.46% | +0.07% | -4.13% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.91% | -0.38% | +6.11% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.87% | -2.63% | -42.52% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.79% | -1.03% | -22.51% | |
| 9 | CMF | Ishares California Muni Bond | ETF-Other | 3.73% | -0.10% | +21.19% | |
| 10 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.37% | -0.73% | +7.89% | |
| 11 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 3.33% | +0.56% | +9.13% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.80% | -0.09% | +2.75% | |
| 13 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 2.42% | -0.44% | +69.95% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.30% | -2.30% | EXIT | |
| 15 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.24% | -0.24% | +19.87% | |
| 16 | PZA | Invesco National Amt-free Mu | ETF-Other | 2.01% | -0.03% | +424.32% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.50% | +0.04% | +23.64% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | -0.03% | +10.18% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.95% | -0.08% | +846.08% | |
| 20 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.78% | -0.08% | -14.97% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.04% | +1.57% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.10% | +2.36% | |
| 23 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.70% | -0.06% | +6.97% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.67% | -0.06% | +8.17% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | -0.01% | +10.40% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.57% | +1.18% | -49.53% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 0.50% | -0.10% | -61.98% | |
| 28 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.50% | -0.16% | -5.15% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.02% | +28.03% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.36% | -0.04% | -8.49% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.33% | -0.01% | — | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.30% | -0.02% | +6.87% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.29% | -0.01% | +1.58% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | +48.26% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.26% | -0.01% | -6.46% | |
| 36 | GTOP | Gs Tech Opportunities ETF | ETF-Tech | 0.22% | — | — | |
| 37 | SRE | Sempra | Stock-Utilities | 0.21% | -0.05% | +9.55% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.21% | -0.02% | — | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.20% | +0.23% | -0.23% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.19% | +0.12% | +0.11% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | — | +179.20% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.04% | +3.75% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | +1.28% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.04% | +14.05% | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.16% | -0.03% | +0.57% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.02% | +37.23% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | — | +3.40% | |
| 48 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.15% | +0.03% | +26.58% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | — | +3.46% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.04% | +1.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +3.1% | +73.53% | Add |
| 2 | PZA | Invesco National Amt-free Mu | +1.6% | +424.32% | Add |
| 3 | JMOM | Jpmorgan US Momentum Factor | +0.9% | +69.95% | Add |
| 4 | GOVT | Ishares US Treasury Bond ETF | +0.8% | +846.08% | Add |
| 5 | IVE | Ishares S&p 500 Value ETF | +0.8% | +14.39% | Add |
| 6 | CMF | Ishares California Muni Bond | +0.5% | +21.19% | Add |
| 7 | SHLD | Global X Defense Tech ETF | +0.4% | +19.87% | Add |
| 8 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +23.64% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +179.20% | Add |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +9.13% | Add |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | +48.26% | Add |
| 12 | XOM | Exxon Mobil CORP | 0% | +1.21% | Add |
| 13 | LRCX | Lam Research CORP | 0% | +0.11% | Add |
| 14 | VLUE | Ishares Msci USA Value Facto | 0% | +26.58% | Add |
| 15 | SRE | Sempra | 0% | +9.55% | Add |
| 16 | WMT | Walmart Inc | 0% | +14.05% | Add |
| 17 | XLE | Ss Energy Select Sector | 0% | +3.94% | Add |
| 18 | MUB | Ishares National Muni Bond E | 0% | +26.29% | Add |
| 19 | STX | Seagate Technology Holdings plc | 0% | +0.22% | Add |
| 20 | COST | Costco Wholesale CORP | 0% | +8.90% | Add |
| 21 | CAT | Caterpillar Inc | 0% | +2.00% | Add |
| 22 | META | Meta Platforms Inc-class A | 0% | +37.23% | Add |
| 23 | AMAT | Applied Materials Inc | 0% | +0.54% | Add |
| 24 | NFLX | Netflix Inc | 0% | +29.33% | Add |
| 25 | CVX | Chevron CORP | 0% | +6.11% | Add |
| 26 | IRM | Iron Mountain Inc | 0% | +0.26% | Add |
| 27 | GEV | GE Vernova Inc | 0% | +1.47% | Add |
| 28 | LMT | Lockheed Martin CORP | 0% | +1.08% | Add |
| 29 | ROST | Ross Stores Inc | 0% | +0.22% | Add |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +6.11% | Add |
| 31 | BNDX | Vanguard Total Intl Bond ETF | 0% | +8.17% | Add |
| 32 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | +6.97% | Add |
| 33 | SGOV | Ishares 0-3 Month Treasury B | 0% | +14.72% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | +28.19% | Add |
| 35 | BAC | Bank Of America CORP | 0% | +31.38% | Add |
| 36 | JNJ | Johnson & Johnson | 0% | +1.38% | Add |
| 37 | T | At&t Inc | 0% | +2.25% | Add |
| 38 | DELL | Dell Technologies -c | 0% | -10.26% | Trim |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +8.04% | Add |
| 40 | CSX | Csx CORP | 0% | +0.35% | Add |
| 41 | DFAS | Dimensional US Small Cap ETF | 0% | +18.34% | Add |
| 42 | PFE | Pfizer Inc | 0% | +1.85% | Add |
| 43 | TSLA | Tesla Inc | — | +28.03% | Add |
| 44 | USMV | Ishares Msci USA Min Vol Fac | — | +6.87% | Add |
| 45 | VOO | Vanguard S&p 500 ETF | — | +19.11% | Add |
| 46 | NOC | Northrop Grumman CORP | — | +1.25% | Add |
| 47 | PLD | Prologis Inc | — | +0.57% | Add |
| 48 | WABC | Westamerica Bancorporation | — | +0.90% | Add |
| 49 | MCD | Mcdonald's CORP | — | +2.02% | Add |
| 50 | ABBV | Abbvie Inc | — | — | Unchanged |
According to official SEC Form 13F filings, West Wealth Group, LLC reported a total U.S. public equity portfolio value of $611.3M across 130 disclosed positions in Q1 2026.
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, CORO) accounted for 37.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $43.2M
Top Position Liquidated / Trimmed
HIMU
前期市值: $2.8M
During Q1 2026, West Wealth Group, LLC's top holdings by market value included IVW (10.5%)、IVE (10.2%)、CORO (8.5%). The largest single position, IVW, represented 10.5% of total portfolio value.
In Q1 2026, West Wealth Group, LLC made 138 total portfolio adjustments, initiating 15 new buys, adding to 77 positions, trimming 34 holdings, and fully liquidating 12 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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