West Wealth Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, West Wealth Group, Llc disclosed 143 stock positions valued at approximately $611.27M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 143
- Portfolio Value
- $611.27M
Holdings by Sector
West Wealth Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 14.47% | 1,006,588 | +444,557 | +79.10% | $88,458,995 |
| ISHARES TR | IVW | Other | 10.95% | 486,868 | +17,749 | +3.78% | $66,959,057 |
| ISHARES TR | IVE | Other | 9.26% | 249,298 | +4,011 | +1.64% | $56,605,636 |
| BLACKROCK ETF TRUST | CORO | Other | 8.51% | 1,421,104 | +78,747 | +5.87% | $52,012,406 |
| BLACKROCK ETF TRUST | DYNF | Other | 7.53% | 676,626 | +27,420 | +4.22% | $46,017,358 |
| BLACKROCK ETF TRUST | BAI | Other | 3.89% | 451,582 | -59,606 | -11.66% | $23,807,420 |
| ISHARES TR | CMF | Other | 3.63% | 384,830 | +53,024 | +15.98% | $22,181,636 |
| ISHARES TR | IUSB | Other | 3.53% | 468,155 | +40,091 | +9.37% | $21,605,355 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.76% | 326,406 | -82,252 | -20.13% | $16,901,336 |
| APPLE INC | AAPL | Technology | 2.71% | 57,166 | +1,392 | +2.50% | $16,541,822 |
| BLACKROCK ETF TRUST | THRO | Other | 2.64% | 373,988 | -96,740 | -20.55% | $16,122,650 |
| GLOBAL X FDS | SHLD | Other | 2.00% | 204,917 | +44,762 | +27.95% | $12,235,611 |
| INVESCO EXCH TRADED FD TR II | PZA | Other | 1.98% | 514,231 | +71,431 | +16.13% | $12,094,718 |
| J P MORGAN EXCHANGE TRADED F | JMOM | Other | 1.98% | 141,345 | -39,027 | -21.64% | $12,079,401 |
| ISHARES TR | EFG | Other | 1.75% | 86,072 | +59,975 | +229.82% | $10,709,202 |
| ISHARES TR | QUAL | Other | 1.54% | 43,011 | +3,367 | +8.49% | $9,437,922 |
| NVIDIA CORPORATION | NVDA | Technology | 1.27% | 38,932 | +1,338 | +3.56% | $7,789,915 |
| ISHARES TR | EFV | Other | 1.24% | 98,735 | -164,345 | -62.47% | $7,558,171 |
| ISHARES TR | GOVT | Other | 0.87% | 232,206 | +21,344 | +10.12% | $5,289,656 |
| BROADCOM INC | AVGO | Technology | 0.80% | 13,021 | +530 | +4.24% | $4,918,781 |
| BLACKROCK ETF TRUST | IALT | Other | 0.70% | 153,364 | +153,364 | +100.00% | $4,301,863 |
| BONDBLOXX ETF TRUST | XTEN | Other | 0.70% | 94,137 | +7,795 | +9.03% | $4,290,790 |
| SPDR SERIES TRUST | SPMB | Other | 0.64% | 175,486 | +16,765 | +10.56% | $3,915,095 |
| MICROSOFT CORP | MSFT | Technology | 0.63% | 10,271 | +320 | +3.22% | $3,831,640 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.61% | 77,607 | +6,853 | +9.69% | $3,758,536 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.57% | 14,559 | +392 | +2.77% | $3,469,992 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.43% | 4,527 | -350 | -7.18% | $2,629,780 |
| ISHARES GOLD TR | IAU | Other | 0.40% | 32,421 | +3,672 | +12.77% | $2,448,110 |
| TESLA INC | TSLA | Consumer Cyclical | 0.39% | 5,740 | -24 | -0.42% | $2,414,409 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.34% | 39,486 | -8,865 | -18.33% | $2,066,704 |
Showing 30 of 143 holdings in the latest reporting period.