West Wealth Group, Llc Portfolio Stock Holdings
West Wealth Group, Llc disclosed 130 stock positions valued at approximately $506.0 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 130
- Portfolio Value
- $506.0M
Holdings by Sector
West Wealth Group, Llc Portfolio Holdings in Q1 2026
124 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVW | Other | 10.49% | 469,119 | +29,551 | +6.72% | $53,062,117 |
| ISHARES TR | IVE | Other | 10.24% | 245,287 | +30,856 | +14.39% | $51,792,514 |
| SPDR SERIES TRUST | SPLG | Other | 8.50% | 562,031 | +238,147 | +73.53% | $43,017,921 |
| BLACKROCK ETF TRUST | DYNF | Other | 7.46% | 649,206 | -27,966 | -4.13% | $37,770,808 |
| ISHARES TR | IUSB | Other | 3.91% | 428,064 | +24,648 | +6.11% | $19,772,322 |
| ISHARES TR | EFV | Other | 3.87% | 263,080 | -194,639 | -42.52% | $19,560,068 |
| SPDR INDEX SHS FDS | SPEM | Other | 3.79% | 408,658 | -118,679 | -22.51% | $19,170,192 |
| ISHARES TR | CMF | Other | 3.73% | 331,806 | +58,007 | +21.19% | $18,866,524 |
| APPLE INC | AAPL | Technology | 2.80% | 55,774 | +1,492 | +2.75% | $14,154,901 |
| J P MORGAN EXCHANGE TRADED F | JMOM | Other | 2.42% | 180,372 | +74,242 | +69.95% | $12,250,868 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 2.30% | 190,199 | -208,231 | -52.26% | $11,663,026 |
| GLOBAL X FDS | SHLD | Other | 2.24% | 160,155 | +26,551 | +19.87% | $11,345,392 |
| INVESCO EXCH TRADED FD TR II | PZA | Other | 2.01% | 442,800 | +358,348 | +424.32% | $10,175,555 |
| ISHARES TR | QUAL | Other | 1.50% | 39,644 | +7,579 | +23.64% | $7,604,282 |
| NVIDIA CORPORATION | NVDA | Technology | 1.30% | 37,594 | +3,475 | +10.18% | $6,556,506 |
| ISHARES TR | GOVT | Other | 0.95% | 210,862 | +188,574 | +846.08% | $4,830,866 |
| BROADCOM INC | AVGO | Technology | 0.76% | 12,491 | +193 | +1.57% | $3,866,380 |
| MICROSOFT CORP | MSFT | Technology | 0.73% | 9,951 | +229 | +2.36% | $3,683,899 |
| SPDR SERIES TRUST | SPMB | Other | 0.70% | 158,721 | +10,340 | +6.97% | $3,553,769 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.67% | 70,754 | +5,346 | +8.17% | $3,399,745 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.58% | 14,167 | +1,335 | +10.40% | $2,950,561 |
| ISHARES TR | EFG | Other | 0.57% | 26,097 | -25,612 | -49.53% | $2,906,480 |
| ISHARES GOLD TR | IAU | Other | 0.50% | 28,749 | -46,865 | -61.98% | $2,534,512 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.50% | 48,351 | -2,627 | -5.15% | $2,510,905 |
| TESLA INC | TSLA | Consumer Cyclical | 0.42% | 5,764 | +1,262 | +28.03% | $2,142,767 |
| ISHARES TR | IYW | Other | 0.36% | 9,962 | -924 | -8.49% | $1,807,339 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.33% | 43,511 | +43,511 | +100.00% | $1,690,876 |
| ISHARES TR | USMV | Other | 0.30% | 16,592 | +1,066 | +6.87% | $1,538,790 |
| BOEING CO | BA | Industrials | 0.29% | 7,394 | +115 | +1.58% | $1,471,676 |
| ISHARES TR | IVV | Other | 0.28% | 2,135 | +695 | +48.26% | $1,395,246 |
| ISHARES TR | ESGU | Other | 0.26% | 9,468 | -654 | -6.46% | $1,339,080 |
| SEMPRA | SRE | Utilities | 0.21% | 10,862 | +947 | +9.55% | $1,055,518 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.21% | 9,429 | +9,429 | +100.00% | $1,041,674 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.20% | 4,877 | -11 | -0.23% | $992,128 |
| LAM RESEARCH CORP | LRCX | Other | 0.19% | 4,406 | +5 | +0.11% | $941,489 |
| VANGUARD INDEX FDS | VTI | Other | 0.18% | 2,778 | +1,783 | +179.20% | $891,391 |
| ALPHABET INC | GOOGL | Communication Services | 0.17% | 3,045 | +110 | +3.75% | $875,902 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.17% | 2,928 | +37 | +1.28% | $861,322 |
| WALMART INC | WMT | Consumer Defensive | 0.17% | 6,753 | +832 | +14.05% | $839,385 |
| PROLOGIS INC. | PLD | Real Estate | 0.16% | 6,143 | +35 | +0.57% | $812,025 |
| META PLATFORMS INC | META | Communication Services | 0.16% | 1,408 | +382 | +37.23% | $805,766 |
| ALPHABET INC | GOOG | Communication Services | 0.16% | 2,796 | +92 | +3.40% | $802,062 |
| ISHARES TR | VLUE | Other | 0.15% | 5,491 | +1,153 | +26.58% | $780,902 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.15% | 1,196 | +40 | +3.46% | $777,994 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 4,515 | +54 | +1.21% | $766,173 |
| ISHARES TR | DGRO | Other | 0.15% | 10,859 | -34 | -0.31% | $762,100 |
| ISHARES TR | SGOV | Other | 0.15% | 7,546 | +968 | +14.72% | $759,620 |
| ISHARES INC | EMXC | Other | 0.15% | 9,481 | -1,945 | -17.02% | $745,846 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.14% | 710 | +58 | +8.90% | $708,302 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.14% | 10,066 | +57 | +0.57% | $706,025 |
| ISHARES TR | MUB | Other | 0.14% | 6,476 | +1,348 | +26.29% | $687,483 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.13% | 19,777 | +19,777 | +100.00% | $665,916 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.13% | 13,732 | +13,732 | +100.00% | $665,487 |
| VANGUARD WORLD FD | MGC | Other | 0.13% | 2,765 | -100,961 | -97.33% | $653,529 |
| CATERPILLAR INC | CAT | Industrials | 0.13% | 919 | +18 | +2.00% | $651,424 |
| ISHARES INC | IEMG | Other | 0.13% | 9,216 | -1,200 | -11.52% | $642,837 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.13% | 2,067 | +41 | +2.02% | $642,458 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.13% | 7,879 | +7,879 | +100.00% | $635,126 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.12% | 1,882 | +27 | +1.46% | $619,045 |
| IRON MTN INC DEL | IRM | Real Estate | 0.12% | 5,865 | +15 | +0.26% | $599,131 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.12% | 2,699 | +6 | +0.22% | $584,713 |
| ISHARES TR | FIBR | Other | 0.11% | 6,519 | +6,519 | +100.00% | $580,191 |
| INVESCO QQQ TR | QQQ | Other | 0.11% | 996 | +219 | +28.19% | $575,175 |
| ISHARES TR | STIP | Other | 0.11% | 5,374 | -3,210 | -37.40% | $555,901 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.10% | 1,354 | +3 | +0.22% | $530,555 |
| ISHARES TR | AOA | Other | 0.10% | 5,946 | -41 | -0.68% | $526,225 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.10% | 3,640 | -14 | -0.38% | $525,884 |
| VANGUARD INDEX FDS | VOO | Other | 0.10% | 879 | +141 | +19.11% | $525,274 |
| DISNEY WALT CO | DIS | Communication Services | 0.10% | 5,381 | -2,258 | -29.56% | $518,695 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.10% | 8,169 | +8,169 | +100.00% | $510,158 |
| APPLIED MATLS INC | AMAT | Technology | 0.10% | 1,485 | +8 | +0.54% | $507,709 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.10% | 839 | +9 | +1.08% | $507,431 |
| NETFLIX INC. | NFLX | Communication Services | 0.10% | 5,207 | +1,181 | +29.33% | $500,653 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.10% | 7,854 | +298 | +3.94% | $481,156 |
| ISHARES TR | USXF | Other | 0.09% | 8,572 | -1,621 | -15.90% | $473,209 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.09% | 5,732 | +5,732 | +100.00% | $461,885 |
| ISHARES TR | DSI | Other | 0.09% | 3,769 | +19 | +0.51% | $456,882 |
| BANK AMERICA CORP | BAC | Financial Services | 0.09% | 9,308 | +2,223 | +31.38% | $453,789 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.09% | 1,261 | +21 | +1.69% | $452,573 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.09% | 1,837 | +96 | +5.51% | $445,462 |
| ABBVIE INC | ABBV | Healthcare | 0.09% | 1,999 | - | - | $434,948 |
| VANGUARD WORLD FD | VGT | Other | 0.08% | 605 | +50 | +9.01% | $422,661 |
| GE VERNOVA INC | GEV | Utilities | 0.08% | 482 | +7 | +1.47% | $421,455 |
| SCHWAB STRATEGIC TR | FNDC | Other | 0.08% | 8,669 | +8,669 | +100.00% | $401,908 |
| CHEVRON CORPORATION | CVX | Energy | 0.08% | 1,911 | +110 | +6.11% | $395,496 |
| CSX CORP | CSX | Industrials | 0.08% | 9,622 | +34 | +0.35% | $395,003 |
| AMERICAN HEALTHCARE REIT INC | AHR | Real Estate | 0.08% | 8,374 | +42 | +0.50% | $394,933 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.08% | 5,220 | +5,220 | +100.00% | $392,554 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.07% | 7,213 | +537 | +8.04% | $352,959 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.07% | 2,142 | -245 | -10.26% | $351,663 |
| AT&T INC | T | Communication Services | 0.07% | 11,795 | +259 | +2.25% | $341,952 |
| ISHARES TR | IGEB | Other | 0.07% | 7,564 | -71 | -0.93% | $340,877 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.07% | 1,393 | +19 | +1.38% | $340,665 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.06% | 661 | -276 | -29.46% | $316,751 |
| QUALCOMM INC | QCOM | Technology | 0.06% | 2,366 | +2,366 | +100.00% | $304,724 |
| GE AEROSPACE | GE | Industrials | 0.06% | 1,064 | +3 | +0.28% | $302,089 |
| ISHARES TR | IJH | Other | 0.06% | 4,387 | -13 | -0.30% | $296,318 |
| RTX CORPORATION | RTX | Industrials | 0.06% | 1,512 | -39 | -2.51% | $291,810 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.05% | 404 | +5 | +1.25% | $275,642 |
| ISHARES TR | HYG | Other | 0.05% | 3,418 | -195 | -5.40% | $272,006 |