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CIK: 0001767902
Total reported value
$3.1B
$3.1B
2685 檔
11.9%
The Q1 2026 SEC filing reveals that Western Wealth Management, LLC held a total portfolio value of $3.1B, covering 2685 public equity positions.
In Q1 2026, Western Wealth Management, LLC displayed an active expansion posture, initiating 41 new positions and adding to 144 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2685 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.23% | +0.03% | +32.53% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.77% | +0.12% | +1.18% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.71% | -0.32% | +9.94% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | -0.02% | +33.42% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.05% | -0.17% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 1.75% | -0.02% | +8.52% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.56% | +1.10% | -1.62% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | -0.16% | +25.50% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.47% | -0.04% | +22.12% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.02% | +25.30% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.40% | -0.02% | +3.95% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.22% | -0.09% | +12.26% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.06% | +17.79% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.08% | +35.49% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.03% | +24.29% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.99% | -0.26% | +8.41% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.04% | +8.53% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.89% | -0.35% | +24.09% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 0.88% | +0.04% | +4.45% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.02% | +12.80% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.85% | -0.03% | +6.34% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.20% | +7.93% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | — | +12.01% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.13% | +21.01% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.02% | +49.06% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | -0.03% | +24.38% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.64% | +0.14% | +5.64% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.04% | +48.49% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.08% | +20.77% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | +0.17% | +16.26% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | -0.03% | +1900.00% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.52% | +22.29% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.17% | +40.82% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.49% | +0.04% | +25.69% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.49% | +0.04% | +47.39% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.24% | +89.60% | |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.47% | -0.08% | +18.93% | |
| 38 | EVTR | Eaton Vance Total Return | ETF-Other | 0.45% | -0.44% | +9.49% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.04% | +60.67% | |
| 40 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.45% | -0.10% | +14.53% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.05% | +54.57% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.01% | +21.96% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.12% | +34.84% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | +0.01% | +235.36% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | +0.31% | +7.07% | |
| 46 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.39% | — | +8.39% | |
| 47 | FTCS | First Trust Capital Strength | ETF-Other | 0.38% | -0.10% | -2.30% | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.37% | +0.29% | +15.83% | |
| 49 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.35% | -0.01% | +46.39% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.35% | +0.09% | +27.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | +1900.00% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.3% | +235.36% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +40.82% | Add |
| 4 | FLRT | Pacer Aristotle Pacific Floa | +0.2% | +458.08% | Add |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +202.70% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.2% | +396.36% | Add |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | +485.36% | Add |
| 8 | VTV | Vanguard Value ETF | +0.2% | +130.61% | Add |
| 9 | QGRW | Wisdomtree US Quality Growth | +0.2% | +514.70% | Add |
| 10 | SCHP | Schwab U.s. Tips ETF | +0.1% | +1623.62% | Add |
| 11 | CME | Cme Group Inc | +0.1% | +1432.27% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +79.29% | Add |
| 13 | FTSL | First Trust Senior Loan ETF | +0.1% | +370.33% | Add |
| 14 | BIV | Vanguard Intermediate-term B | +0.1% | +1086.25% | Add |
| 15 | UTG | Reaves Utility Income Fund | +0.1% | -7.20% | Trim |
| 16 | LMBS | First Trust Low Duration Opp | +0.1% | +612.54% | Add |
| 17 | CVX | Chevron CORP | +0.1% | +72.53% | Add |
| 18 | VZ | Verizon Communications Inc | +0.1% | +101.84% | Add |
| 19 | XYLD | Global X S&p 500 Cove Call E | +0.1% | +863.80% | Add |
| 20 | COST | Costco Wholesale CORP | +0.1% | +21.01% | Add |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +47.39% | Add |
| 22 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +103.89% | Add |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +456.48% | Add |
| 24 | WMT | Walmart Inc | +0.1% | +34.84% | Add |
| 25 | HD | Home Depot Inc | +0.1% | +82.70% | Add |
| 26 | SCHX | Schwab US Large-cap ETF | +0.1% | +102.56% | Add |
| 27 | SILJ | Amplify Junior Silver Miners | +0.1% | +246.54% | Add |
| 28 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +739.17% | Add |
| 29 | NVDA | Nvidia CORP | +0.1% | +33.42% | Add |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +49.06% | Add |
| 31 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +53.41% | Add |
| 32 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +65.77% | Add |
| 33 | CAT | Caterpillar Inc | +0.1% | +66.09% | Add |
| 34 | ETN | Eaton Corporation plc | +0.1% | +104.04% | Add |
| 35 | IONQ | Ionq Inc | +0.1% | +370.95% | Add |
| 36 | PSX | Phillips 66 | +0.1% | +247.39% | Add |
| 37 | AMGN | Amgen Inc | +0.1% | +137.54% | Add |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +415.78% | Add |
| 39 | AAPL | Apple Inc | +0.1% | +32.53% | Add |
| 40 | GOOG | Alphabet Inc-cl C | +0.1% | +48.49% | Add |
| 41 | TSLA | Tesla Inc | +0.1% | +70.34% | Add |
| 42 | XLE | Ss Energy Select Sector | +0.1% | +19.72% | Add |
| 43 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +55.11% | Add |
| 44 | ISRG | Intuitive Surgical Inc | +0.1% | +121.31% | Add |
| 45 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +99.59% | Add |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +172.91% | Add |
| 47 | CGNG | Cap Group New Geography Eq | +0.1% | +146.32% | Add |
| 48 | AVUV | Avantis US Small Cap Value | +0.1% | +605.57% | Add |
| 49 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +730.69% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | +0.1% | +35.49% | Add |
According to official SEC Form 13F filings, Western Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.1B across 2685 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 AAPL, QQQ, QQQM) accounted for 11.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $21.2M
Top Position Liquidated / Trimmed
TSLA
前期市值: $3.0M
During Q1 2026, Western Wealth Management, LLC's top holdings by market value included AAPL (3.2%)、QQQ (2.8%)、QQQM (2.7%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q1 2026, Western Wealth Management, LLC made 200 total portfolio adjustments, initiating 41 new buys, adding to 144 positions, trimming 13 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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