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West Wealth Group, LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$506.0M

Reporting period: 2026-03-31 · Number of holdings: 130

West Wealth Group, LLC disclosed 130 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $506.0M and a quarterly turnover rate of 38.4%.

Personality snowflake

Concentration
21.4
Portfolio Stability
38.37
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
75.5

Recent moves

  • Trim MGC

    -97.3%　-$25.4M

  • Add SPYM

    +73.5%　$17.0M

  • Trim JQUA

    -52.3%　-$13.5M

  • Trim EFV

    -42.5%　-$13.1M

  • Add PZA

    +424.3%　$8.2M

  • Trim SPEM

    -22.5%　-$5.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth10.49%-0.75%+6.72%
2IVEIshares S&p 500 Value ETFETF-Large Cap & Growth10.24%+0.81%+14.39%
3COROIsh Intl Ctry Rot Act ETFETF-Other8.53%+8.53%NEW
4SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth8.50%+3.11%+73.53%
5DYNFIshrs US E F R A Etf-usd INCETF-Other7.46%-1.08%-4.13%
6IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other3.91%+0.01%+6.11%
7EFVIshares Msci Eafe Value ETFETF-Other3.87%-2.91%-42.52%
8SPEMState Street Sp Ptf Em ETFETF-Other3.79%-1.33%-22.51%
9CMFIshares California Muni BondETF-Other3.73%+0.47%+21.19%
10THROIshares U.s. Thematic RotatiETF-Other3.37%—+7.89%
11BAIIshrs Ai In And Tech Act ETFETF-Tech3.33%+0.09%+9.13%
12AAPLApple INCStock-Tech2.80%-0.26%+2.75%
13JMOMJpmorgan US Momentum FactorETF-Other2.42%+0.92%+69.95%
14JQUAJpmorgan US Quality FactorETF-Other2.30%-2.92%-52.26%
15SHLDGlobal X Defense Tech ETFETF-Tech2.24%+0.44%+19.87%
16PZAInvesco National Amt-free MuETF-Other2.01%+1.60%+424.32%
17QUALIshares Msci USA Quality FacETF-Other1.50%+0.18%+23.64%
18NVDANvidia CORPStock-Tech1.30%—+10.18%
19GOVTIshares US Treasury Bond ETFETF-Gov Bonds0.95%+0.84%+846.08%
20XTENBondbloxx Bbg 10y US Tsy ETFETF-Other0.78%-0.19%-14.97%
21AVGOBroadcom INCStock-Tech0.76%-0.12%+1.57%
22MSFTMicrosoft CORPStock-Tech0.73%-0.25%+2.36%
23SPMBSs Spdr P Mort Back Bond ETFETF-Other0.70%+0.01%+6.97%
24BNDXVanguard Total Intl Bond ETFETF-Other0.67%+0.01%+8.17%
25AMZNAmazon.com INCStock-Consumer Disc0.58%—+10.40%
26EFGIshares Msci Eafe Growth ETFETF-Other0.57%-0.65%-49.53%
27IAUIshares Gold TrustETF-Commodities0.50%-0.77%-61.98%
28BINCIshares Flex I A Etf-usd INCETF-Other0.50%—-5.15%
29TSLATesla INCStock-Consumer Disc0.42%—+28.03%
30IYWIshares Ustechnology ETFETF-Tech0.36%-0.09%-8.49%
31DFACDimensional US Core Equity 2ETF-Other0.33%+0.33%NEW
32USMVIshares Msci USA Min Vol FacETF-Other0.30%—+6.87%
33BABoeing Co/theStock-Industrials0.29%—+1.58%
34IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.28%+0.08%+48.26%
35ESGUIshares Esg Aware Msci USAETF-Other0.26%—-6.46%
36GTOPGs Tech Opportunities ETFETF-Tech0.22%——
37SRESempraStock-Utilities0.21%—+9.55%
38AVUVAvantis US Small Cap ValueETF-Small Cap0.21%+0.21%NEW
39AMDAdvanced Micro DevicesStock-Tech0.20%—-0.23%
40LRCXLam Research CORPStock-Tech0.19%—+0.11%
41VTIVanguard Total Stock Mkt ETFETF-Other0.18%+0.11%+179.20%
42GOOGLAlphabet Inc-cl AStock-Comm Services0.17%—+3.75%
43JPMJpmorgan Chase & CoStock-Financials0.17%—+1.28%
44WMTWalmart INCStock-Consumer Staples0.17%—+14.05%
45PLDPrologis INCStock-Real Estate0.16%—+0.57%
46METAMeta Platforms Inc-class AStock-Comm Services0.16%—+37.23%
47GOOGAlphabet Inc-cl CStock-Comm Services0.16%—+3.40%
48VLUEIshares Msci USA Value FactoETF-Other0.15%—+26.58%
49SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.15%—+3.46%
50XOMExxon Mobil CORPStock-Energy0.15%+0.04%+1.21%
1–50 of 130

Holding changes this quarter

West Wealth Group, LLC's most significant position changes for 2026-03-31: New buy: Ish Intl Ctry Rot Act ETF (CORO); Sold out: Ishares High Yild Muni A ETF (HIMU); Sold out: Ishares 10-20 Year Treasury (TLH); New buy: Dimensional US Core Equity 2 (DFAC); New buy: Avantis US Small Cap Value (AVUV).

Position changes disclosed by West Wealth Group, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SPYMSte Str Spdr Pt S&p 500 ETF+3.1%+73.53%Add
2PZAInvesco National Amt-free Mu+1.6%+424.32%Add
3JMOMJpmorgan US Momentum Factor+0.9%+69.95%Add
4GOVTIshares US Treasury Bond ETF+0.8%+846.08%Add
5IVEIshares S&p 500 Value ETF+0.8%+14.39%Add
6CMFIshares California Muni Bond+0.5%+21.19%Add
7SHLDGlobal X Defense Tech ETF+0.4%+19.87%Add
8QUALIshares Msci USA Quality Fac+0.2%+23.64%Add
9VTIVanguard Total Stock Mkt ETF+0.1%+179.20%Add
10BAIIshrs Ai In And Tech Act ETF+0.1%+9.13%Add
11IVVIshares Core S&p 500 ETF+0.1%+48.26%Add
12XOMExxon Mobil CORP0%+1.21%Add
13IUSBIshr Cr Unvrse Usd Bd Etf-ui0%+6.11%Add
14BNDXVanguard Total Intl Bond ETF0%+8.17%Add
15SPMBSs Spdr P Mort Back Bond ETF0%+6.97%Add
16STIPIshares 0-5 Year Tips Bond E-0.1%-37.40%Trim
17DISWalt Disney Co/the-0.1%-29.56%Trim
18IYWIshares Ustechnology ETF-0.1%-8.49%Trim
19AVGOBroadcom INC-0.1%+1.57%Add
20XTENBondbloxx Bbg 10y US Tsy ETF-0.2%-14.97%Trim
21MSFTMicrosoft CORP-0.3%+2.36%Add
22AAPLApple INC-0.3%+2.75%Add
23EFGIshares Msci Eafe Growth ETF-0.7%-49.53%Trim
24IVWIshares S&p 500 Growth ETF-0.8%+6.72%Add
25IAUIshares Gold Trust-0.8%-61.98%Trim
26DYNFIshrs US E F R A Etf-usd INC-1.1%-4.13%Trim
27SPEMState Street Sp Ptf Em ETF-1.3%-22.51%Trim
28EFVIshares Msci Eafe Value ETF-2.9%-42.52%Trim
29JQUAJpmorgan US Quality Factor-2.9%-52.26%Trim
30MGCVanguard Mega Cap ETF-5.3%-97.33%Trim
31COROIsh Intl Ctry Rot Act ETF—NEWNew buy
32HIMUIshares High Yild Muni A ETF—EXITSold out
33TLHIshares 10-20 Year Treasury—EXITSold out
34DFACDimensional US Core Equity 2—NEWNew buy
35AVUVAvantis US Small Cap Value—NEWNew buy
36EMBIshares Jp Morgan Usd Emergi—EXITSold out
37DFISDimensional International Sm—NEWNew buy
38DFUVDimensional US Marketwide Va—NEWNew buy
39AVLVAvantis US Large Cap Value—NEWNew buy
40SYSBIshares Systematic Bond ETF—NEWNew buy
41DFATDimensional US Target Value—NEWNew buy
42AVEMAvantis Emerging Markets Eq—NEWNew buy
43FNDCSchwab Fndmnt Intl Sm Eq ETF—NEWNew buy
44SPHQInvesco S&p 500 Quality ETF—NEWNew buy
45IGSBIshares 1-5y Inv Grade CORP—EXITSold out
46QCOMQualcomm INC—NEWNew buy
47SHYIshares 1-3 Year Treasury Bo—EXITSold out
48KKRKkr & Co INC—EXITSold out
49HEFAIsha Curr Hedged Msci Eafe—EXITSold out
50QLTAIshares Aaa - A Rated Corpor—EXITSold out

FAQ

What is West Wealth Group, LLC and what type of investor is it?
West Wealth Group, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $506.0M, spread across 130 disclosed positions.
What are West Wealth Group, LLC's largest equity positions?
Based on the latest 13F filing, West Wealth Group, LLC's top holdings by market value are: 1. Ishares S&p 500 Growth ETF (IVW) — $53.1M (10.5%) 2. Ishares S&p 500 Value ETF (IVE) — $51.8M (10.2%) 3. Ish Intl Ctry Rot Act ETF (CORO) — $43.2M (8.5%) 4. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $43.0M (8.5%) 5. Ishrs US E F R A Etf-usd INC (DYNF) — $37.8M (7.5%)
What changes did West Wealth Group, LLC make in its most recent portfolio filing?
In the latest reported quarter, West Wealth Group, LLC made 50 notable position adjustments: 12 new positions were initiated, 19 existing holdings were added to, 11 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Ish Intl Ctry Rot Act ETF (CORO); Sold out: Ishares High Yild Muni A ETF (HIMU); Sold out: Ishares 10-20 Year Treasury (TLH); New buy: Dimensional US Core Equity 2 (DFAC); New buy: Avantis US Small Cap Value (AVUV)
What sectors does West Wealth Group, LLC focus on?
West Wealth Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 55.1% • Consumer Discretionary: 12.2% • Industrials: 9.1% • Communication Services: 6.9% • Financials: 3.6% • Consumer Staples: 3.5%