Q2 2026 13F · SEC CIK 1923591

West Wealth Group, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $611.3M
Reported positions: 143
Top holdings a year, 3 yrs: +18.0%
Assets under management: $616.7M

West Wealth Group, LLC is a wealth manager that reported 143 positions worth $611.3M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Spdr Series Trust (SPLG, 14.5%), Ishares (IVW, 11.0%), Ishares S&p 500 Value ETF (IVE, 9.3%). A portfolio copying its top holdings returned 18.0% a year over the last 3 years, against 20.4% for the S&P 500.

West Wealth Group, LLC holdings largest 50 of 143 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

West Wealth Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	14.5%	8.5%	1,006,588	+79.1%	$88.5M
IVWIshares	11.0%	10.5%	486,868	+3.8%	$67.0M
IVEIshares S&p 500 Value ETF	9.3%	10.2%	249,298	+1.6%	$56.6M
COROBlackrock ETF Trust	8.5%	8.5%	1,421,104	+5.9%	$52.0M
DYNFIshares U.s. Equity Factor Rotation Acti	7.5%	7.5%	676,626	+4.2%	$46.0M
BAIIshares A.i. Innovation and Tech Active	3.9%	3.3%	451,582	-11.7%	$23.8M
CMFIshares Tr	3.6%	3.7%	384,830	+16.0%	$22.2M
IUSBIshares Core Universal Usd Bond ETF	3.5%	3.9%	468,155	+9.4%	$21.6M
SPEMState Street Spdr Portfolio Emerging Mar	2.8%	3.8%	326,406	-20.1%	$16.9M
AAPLApple Inc	2.7%	2.8%	57,166	+2.5%	$16.5M
BTHMBlackrock ETF Trust	2.6%	3.4%	373,988	-20.6%	$16.1M
SHLDGlobal X Fds	2.0%	2.2%	204,917	+27.9%	$12.2M
PZAInvesco Exch Traded Fd Tr II	2.0%	2.0%	514,231	+16.1%	$12.1M
JMOMJ P Morgan Exchange Traded F	2.0%	2.4%	141,345	-21.6%	$12.1M
EFGIshares Tr	1.8%	0.6%	86,072	+229.8%	$10.7M
QUALIshares Msci USA Quality Factor ETF	1.5%	1.5%	43,011	+8.5%	$9.4M
NVDANvidia Corporation Com	1.3%	1.3%	38,932	+3.6%	$7.8M
EFVIshares Tr	1.2%	3.9%	98,735	-62.5%	$7.6M
GOVTIshares Tr	0.9%	1.0%	232,206	+10.1%	$5.3M
AVGOBroadcom Inc	0.8%	0.8%	13,021	+4.2%	$4.9M
IALTBlackrock ETF Trust	0.7%	—	153,364	—	$4.3M
XTENBondbloxx ETF Trust	0.7%	0.8%	94,137	+9.0%	$4.3M
SPMBSPDR Portfolio Mortgage Backed	0.6%	0.7%	175,486	+10.6%	$3.9M
MSFTMicrosoft Corp	0.6%	0.7%	10,271	+3.2%	$3.8M
BNDXVanguard Charlotte Fds	0.6%	0.7%	77,607	+9.7%	$3.8M
AMZNAmazon Com Inc Com	0.6%	0.6%	14,559	+2.8%	$3.5M
AMDAdvanced Micro Devices Inc	0.4%	0.2%	4,527	-7.2%	$2.6M
IAUIshares Gold Trust	0.4%	0.5%	32,421	+12.8%	$2.4M
TSLATesla Inc Com	0.4%	0.4%	5,740	-0.4%	$2.4M
BINCIshares Flexible Income Active ETF	0.3%	0.5%	39,486	-18.3%	$2.1M
IYWIshares Tr	0.3%	0.4%	7,744	-22.3%	$2.0M
DFACDimensional U.s. Core Equity 2	0.3%	0.3%	43,618	+0.2%	$1.9M
LRCXLam Research Corp	0.3%	0.2%	4,399	-0.2%	$1.9M
BABoeing Co	0.3%	0.3%	7,871	+6.5%	$1.7M
USMVIshares Msci USA Min Volfctr ETF	0.3%	0.3%	17,643	+6.3%	$1.7M
IVVIshares Core S&p 500 ETF	0.3%	0.3%	2,206	+3.3%	$1.7M
ESGUIshares Msci Usa Esg	0.2%	0.3%	9,303	-1.7%	$1.5M
GTOPGoldman Sachs ETF Tr	0.2%	0.2%	27,152	-11.4%	$1.4M
STXSeagate Technology Hldngs Pl	0.2%	—	1,360	—	$1.3M
GOOGLAlphabet Inc	0.2%	0.2%	3,644	+19.7%	$1.3M
AVUVAvantis US Small Cap Value ETF	0.2%	0.2%	9,280	-1.6%	$1.2M
CATCaterpillar Inc Com	0.2%	—	1,070	—	$1.1M
VLUEIshares	0.2%	0.2%	5,511	+0.4%	$1.1M
AMATApplied Matls Inc	0.2%	—	1,490	—	$1.1M
VTIVanguard Index Fds	0.2%	0.2%	2,893	+4.1%	$1.1M
JPMJpmorgan Chase & Co	0.2%	0.2%	3,202	+9.4%	$1.0M
GOOGAlphabet Inc	0.2%	0.2%	2,844	+1.7%	$1.0M
SRESempra	0.2%	0.2%	10,696	-1.5%	$992K
DELLDell Technologies Inc	0.2%	—	2,279	—	$983K
EMXCIshares Inc	0.2%	—	9,434	—	$965K

What West Wealth Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.8% /yr; S&P 500 +20.1%
3 years: +18.0% /yr; S&P 500 +20.4%
5 years: +14.1% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$611.3M	143
Q1 2026	$506.0M	130
Q4 2025	$482.0M	127
Q3 2025	$443.6M	123
Q2 2025	$402.2M	111
Q1 2025	$338.3M	96
Q4 2024	$335.1M	93
Q3 2024	$308.6M	84
Q2 2024	$282.8M	81
Q1 2024	$269.9M	79
Q4 2023	$253.6M	83
Q3 2023	$229.1M	76

Questions about West Wealth Group, LLC's portfolio

What stocks does West Wealth Group, LLC own?

West Wealth Group, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 143 positions worth $611.3M. The largest are Spdr Series Trust (SPLG) at 14.5%, Ishares (IVW) at 11.0%, Ishares S&p 500 Value ETF (IVE) at 9.3%, Blackrock ETF Trust (CORO) at 8.5% and Ishares U.s. Equity Factor Rotation Acti (DYNF) at 7.5%.

What did West Wealth Group, LLC buy last quarter?

In Q2 2026, West Wealth Group, LLC added Ishares Tr (EFG) (+229.8% shares), Spdr Series Trust (SPLG) (+79.1% shares) and Global X Fds (SHLD) (+27.9% shares), compared with its Q1 2026 filing.

What did West Wealth Group, LLC sell last quarter?

In Q2 2026, West Wealth Group, LLC cut from its top 50 Jpmorgan U.s. Quality Factor ETF (JQUA), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Prologis Inc (PLD), cut from its top 50 Meta Platforms Inc Class A (META), cut from its top 50 Spdr S&p 500 ETF Tr (SPY), Ishares Tr (EFV) (-62.5% shares), Ishares Tr (IYW) (-22.3% shares) and J P Morgan Exchange Traded F (JMOM) (-21.6% shares), compared with its Q1 2026 filing.

How has West Wealth Group, LLC's portfolio performed?

A portfolio copying West Wealth Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.8% against +20.1%. Over 5 years: +14.1% a year against +16.8%.

When is West Wealth Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. West Wealth Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does West Wealth Group, LLC manage?

West Wealth Group, LLC reported $616.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $611.3M.