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CIK: 0001767902
Total reported value
$3.1B
$3.1B
831 檔
11.0%
In Q4 2025, Western Wealth Management, LLC's U.S. equity holdings reached a combined market value of $3.1B, distributed across 831 disclosed stock positions.
In Q4 2025, Western Wealth Management, LLC displayed an active expansion posture, initiating 37 new positions and adding to 143 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 831 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.68% | +0.12% | +0.95% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.31% | -0.32% | +28.27% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.03% | +1.70% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | +0.05% | +14.22% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | -0.02% | +4.57% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.09% | +1.10% | +0.10% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 2.08% | -0.02% | +3.56% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.01% | -0.16% | +9.23% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.85% | -0.02% | +2.51% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | -0.02% | +2.49% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | -0.04% | +1.81% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.34% | -0.09% | +16.03% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.06% | +3.20% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.23% | +0.04% | -1.27% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.16% | -0.26% | +2.22% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.03% | -0.83% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 1.08% | +0.04% | +4.18% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | -0.08% | -2.07% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.03% | -0.03% | -0.26% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.02% | +39.20% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.92% | -0.35% | +93.55% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | — | +29.98% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.84% | -0.20% | +84.84% | |
| 24 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.76% | +0.14% | +13.54% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.08% | +3.39% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | -0.03% | +2.66% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.65% | +0.17% | +108.24% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.02% | +8.25% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.13% | +2.47% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.04% | +4.97% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.52% | +7.46% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | +0.31% | +8.49% | |
| 33 | EVTR | Eaton Vance Total Return | ETF-Other | 0.53% | -0.44% | +1.92% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.01% | +2.38% | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.50% | -0.10% | +4.85% | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.49% | -0.08% | -4.38% | |
| 37 | FTCS | First Trust Capital Strength | ETF-Other | 0.48% | -0.10% | +1.94% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.48% | +0.04% | -3.86% | |
| 39 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.45% | — | +2.51% | |
| 40 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.44% | -0.01% | +53.83% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.04% | +11.47% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.05% | +1.04% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | -0.13% | -1.54% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.42% | +0.29% | -19.65% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.41% | +0.04% | +22.70% | |
| 46 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.40% | -0.03% | +5.61% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.37% | -0.06% | +3.35% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.12% | +6.64% | |
| 49 | ROUS | Hartford Multifact US Eqty | ETF-Other | 0.36% | — | +6.61% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.35% | — | +1.80% |
According to official SEC Form 13F filings, Western Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.1B across 831 disclosed positions in Q4 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 QQQ, QQQM, AAPL) accounted for 11.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
ZROZ
市值: $5.5M
Top Position Liquidated / Trimmed
MSTR
前期市值: $2.3M
During Q4 2025, Western Wealth Management, LLC's top holdings by market value included QQQ (3.7%)、QQQM (3.3%)、AAPL (3.3%). The largest single position, QQQ, represented 3.7% of total portfolio value.
In Q4 2025, Western Wealth Management, LLC made 200 total portfolio adjustments, initiating 37 new buys, adding to 143 positions, trimming 18 holdings, and fully liquidating 2 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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