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CIK: 0001923591
Total reported value
$644.6M
$644.6M
143 檔
48.1%
As reported in its official Q2 2026 Form 13F filing, West Wealth Group, LLC's tracked investment portfolio stood at $644.6M with 143 total positions.
In Q2 2026, West Wealth Group, LLC displayed an active expansion posture, initiating 17 new positions and adding to 93 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 14.47% | +0.47% | +79.10% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.95% | +0.35% | +3.78% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.26% | -0.08% | +1.64% | |
| 4 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 8.51% | +0.08% | +5.87% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.53% | -0.05% | +4.22% | |
| 6 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 3.89% | -0.76% | -11.66% | |
| 7 | CMF | Ishares California Muni Bond | ETF-Other | 3.63% | +0.37% | +15.98% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.53% | +0.68% | +9.37% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.76% | -0.22% | -20.13% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.29% | +2.50% | |
| 11 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.64% | +0.02% | -20.55% | |
| 12 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.00% | -0.05% | +27.95% | |
| 13 | PZA | Invesco National Amt-free Mu | ETF-Other | 1.98% | -0.56% | +16.13% | |
| 14 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.98% | -1.98% | EXIT | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.75% | -0.63% | +229.82% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.54% | -0.02% | +8.49% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.02% | +3.56% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.24% | -0.39% | -62.47% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.87% | +0.01% | +10.12% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | -0.04% | +4.24% | |
| 21 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 0.70% | +0.07% | — | |
| 22 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.70% | -0.01% | +9.03% | |
| 23 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.64% | -0.60% | +10.56% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | +0.22% | +3.22% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.61% | +0.12% | +9.69% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | — | +2.77% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | -0.06% | -7.18% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.40% | +0.06% | +12.77% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -0.07% | -0.42% | |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.34% | -0.01% | -18.33% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.32% | -0.01% | -22.26% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.32% | -0.32% | EXIT | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.31% | -0.09% | -0.16% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.28% | -0.06% | +6.45% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.28% | -0.23% | +6.33% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.05% | +3.33% | |
| 37 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.25% | -0.01% | -1.74% | |
| 38 | GTOP | Gs Tech Opportunities ETF | ETF-Tech | 0.22% | — | -11.38% | |
| 39 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.21% | -0.07% | +0.44% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | -0.01% | +19.67% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.19% | -0.02% | -1.58% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | -0.05% | +16.43% | |
| 43 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.18% | -0.01% | +0.36% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.18% | -0.06% | +0.34% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | -0.01% | +4.14% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | +0.08% | +9.36% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | -0.01% | +1.72% | |
| 48 | SRE | Sempra | Stock-Utilities | 0.16% | -0.03% | -1.53% | |
| 49 | DELL | Dell Technologies -c | Stock-Tech | 0.16% | +0.03% | +6.40% | |
| 50 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.16% | -0.02% | -0.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +6% | +79.10% | Add |
| 2 | EFG | Ishares Msci Eafe Growth ETF | +1.2% | +229.82% | Add |
| 3 | IALT | Ishrs Sys Alt Act ETF | +0.7% | NEW | New buy |
| 4 | BAI | Ishrs Ai In And Tech Act ETF | +0.6% | -11.66% | Trim |
| 5 | IVW | Ishares S&p 500 Growth ETF | +0.5% | +3.78% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | -7.18% | Trim |
| 7 | LRCX | Lam Research CORP | +0.1% | -0.16% | Trim |
| 8 | STX | Seagate Technology Holdings plc | +0.1% | +0.44% | Add |
| 9 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 10 | DELL | Dell Technologies -c | +0.1% | +6.40% | Add |
| 11 | AMAT | Applied Materials Inc | +0.1% | +0.34% | Add |
| 12 | ✓ | +0.1% | NEW | New buy | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +4.22% | Add |
| 14 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 15 | CAT | Caterpillar Inc | +0.1% | +16.43% | Add |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 17 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 18 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | New buy |
| 19 | QUAL | Ishares Msci USA Quality Fac | 0% | +8.49% | Add |
| 20 | AVGO | Broadcom Inc | 0% | +4.24% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +19.67% | Add |
| 22 | LOW | Lowe's Cos Inc | 0% | NEW | New buy |
| 23 | GLW | Corning Inc | 0% | NEW | New buy |
| 24 | VUG | Vanguard Growth ETF | 0% | NEW | New buy |
| 25 | HEFA | Isha Curr Hedged Msci Eafe | 0% | NEW | New buy |
| 26 | VLUE | Ishares Msci USA Value Facto | 0% | +0.36% | Add |
| 27 | RKLB | Rocket Lab CORP | 0% | +0.28% | Add |
| 28 | MRK | Merck & Co. Inc. | 0% | NEW | New buy |
| 29 | XLK | Ss Technology Select Sector | 0% | NEW | New buy |
| 30 | KLAC | Kla CORP | 0% | NEW | New buy |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | NEW | New buy |
| 32 | DFUS | Dimensional US Eq Mkt ETF | 0% | NEW | New buy |
| 33 | EW | Edwards Lifesciences CORP | 0% | NEW | New buy |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | +25.14% | Add |
| 35 | LLY | Eli Lilly & Co | 0% | +30.32% | Add |
| 36 | VGT | Vanguard Info Tech ETF | 0% | +727.77% | Add |
| 37 | IEFA | Ishares Core Msci Eafe ETF | 0% | +52.12% | Add |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -0.50% | Trim |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +36.51% | Add |
| 40 | ROK | Rockwell Automation Inc | 0% | +0.40% | Add |
| 41 | GEV | GE Vernova Inc | 0% | +1.66% | Add |
| 42 | CSCO | Cisco Systems Inc | 0% | +6.40% | Add |
| 43 | QCOM | Qualcomm Inc | 0% | +1.14% | Add |
| 44 | USXF | Ishares Esg Advance Msci USA | 0% | +0.40% | Add |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +35.63% | Add |
| 46 | LUV | Southwest Airlines Co | 0% | +1.65% | Add |
| 47 | UNH | Unitedhealth Group Inc | 0% | -8.31% | Trim |
| 48 | BALI | Is US Lrg Cp Pre Inc Act-usd | 0% | +24.68% | Add |
| 49 | QQQM | Invesco Nasdaq 100 ETF | 0% | +0.11% | Add |
| 50 | GTOP | Gs Tech Opportunities ETF | — | -11.38% | Trim |
According to official SEC Form 13F filings, West Wealth Group, LLC reported a total U.S. public equity portfolio value of $644.6M across 143 disclosed positions in Q2 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 SPYM, IVW, IVE) accounted for 48.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
IALT
市值: $4.3M
Top Position Liquidated / Trimmed
JQUA
前期市值: $11.7M
During Q2 2026, West Wealth Group, LLC's top holdings by market value included SPYM (14.5%)、IVW (10.9%)、IVE (9.3%). The largest single position, SPYM, represented 14.5% of total portfolio value.
In Q2 2026, West Wealth Group, LLC made 145 total portfolio adjustments, initiating 17 new buys, adding to 93 positions, trimming 31 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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