West Wealth Group, Llc Portfolio Stock Holdings
West Wealth Group, Llc disclosed 143 stock positions valued at approximately $611.3 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on August 6, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 143
- Portfolio Value
- $611.3M
Holdings by Sector
West Wealth Group, Llc Portfolio Holdings in Q2 2026
135 holdings in the latest reporting period.
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| 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 | DYNF | Other | 7.53% | 676,626 | +27,420 | +4.22% | $46,017,358 |
| 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 |
| 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 |
| 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 |
| ISHARES TR | IYW | Other | 0.32% | 7,744 | -2,218 | -22.26% | $1,953,288 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.32% | 43,618 | +107 | +0.25% | $1,934,926 |
| LAM RESEARCH CORP | LRCX | Other | 0.31% | 4,399 | -7 | -0.16% | $1,906,260 |
| BOEING CO | BA | Industrials | 0.28% | 7,871 | +477 | +6.45% | $1,704,035 |
| ISHARES TR | USMV | Other | 0.28% | 17,643 | +1,051 | +6.33% | $1,701,909 |
| ISHARES TR | IVV | Other | 0.27% | 2,206 | +71 | +3.33% | $1,652,452 |
| ISHARES TR | ESGU | Other | 0.25% | 9,303 | -165 | -1.74% | $1,522,677 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.21% | 1,360 | +6 | +0.44% | $1,312,647 |
| ALPHABET INC | GOOGL | Communication Services | 0.21% | 3,644 | +599 | +19.67% | $1,302,507 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.19% | 9,280 | -149 | -1.58% | $1,157,846 |
| CATERPILLAR INC | CAT | Industrials | 0.19% | 1,070 | +151 | +16.43% | $1,139,769 |
| ISHARES TR | VLUE | Other | 0.18% | 5,511 | +20 | +0.36% | $1,101,171 |
| APPLIED MATLS INC | AMAT | Technology | 0.18% | 1,490 | +5 | +0.34% | $1,077,930 |
| VANGUARD INDEX FDS | VTI | Other | 0.18% | 2,893 | +115 | +4.14% | $1,070,666 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.17% | 3,202 | +274 | +9.36% | $1,048,222 |
| ALPHABET INC | GOOG | Communication Services | 0.16% | 2,844 | +48 | +1.72% | $1,005,151 |
| SEMPRA | SRE | Utilities | 0.16% | 10,696 | -166 | -1.53% | $991,642 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.16% | 2,279 | +137 | +6.40% | $983,314 |
| ISHARES INC | EMXC | Other | 0.16% | 9,434 | -47 | -0.50% | $965,178 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.15% | 1,199 | +3 | +0.25% | $895,607 |
| META PLATFORMS INC | META | Communication Services | 0.14% | 1,557 | +149 | +10.58% | $877,309 |
| ISHARES TR | SGOV | Other | 0.13% | 8,093 | +547 | +7.25% | $814,808 |
| PROLOGIS INC. | PLD | Real Estate | 0.13% | 5,970 | -173 | -2.82% | $808,800 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 7,100 | +347 | +5.14% | $804,243 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.13% | 9,994 | -72 | -0.72% | $801,189 |
| ISHARES INC | IEMG | Other | 0.13% | 9,392 | +176 | +1.91% | $778,039 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.12% | 13,767 | +35 | +0.25% | $757,370 |
| VANGUARD INDEX FDS | VOO | Other | 0.12% | 1,100 | +221 | +25.14% | $755,602 |
| ISHARES TR | STIP | Other | 0.12% | 7,336 | +1,962 | +36.51% | $749,511 |
| ISHARES TR | DGRO | Other | 0.12% | 9,817 | -1,042 | -9.60% | $744,100 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.12% | 777 | +67 | +9.44% | $727,500 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.12% | 7,903 | +24 | +0.30% | $720,900 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.11% | 20,014 | +237 | +1.20% | $701,100 |
| IRON MTN INC DEL | IRM | Real Estate | 0.11% | 5,479 | -386 | -6.58% | $692,151 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.11% | 1,925 | +43 | +2.28% | $679,215 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.11% | 585 | +585 | +100.00% | $675,510 |
| EXXON MOBIL CORP | XOM | Energy | 0.11% | 4,940 | +425 | +9.41% | $675,448 |
| VANGUARD WORLD FD | MGC | Other | 0.11% | 2,349 | -416 | -15.05% | $642,913 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.10% | 1,266 | +5 | +0.40% | $627,232 |
| ISHARES TR | FIBR | Other | 0.10% | 6,761 | +242 | +3.71% | $599,844 |
| VANGUARD WORLD FD | VGT | Other | 0.10% | 5,008 | +4,403 | +727.77% | $598,631 |
| ISHARES TR | USXF | Other | 0.10% | 8,606 | +34 | +0.40% | $597,712 |
| ISHARES TR | AOA | Other | 0.10% | 5,963 | +17 | +0.29% | $582,009 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.09% | 2,705 | +6 | +0.22% | $575,915 |
| GE VERNOVA INC | GEV | Utilities | 0.09% | 490 | +8 | +1.66% | $575,749 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.09% | 8,160 | -9 | -0.11% | $570,422 |
| BANK OF AMER CORP | BAC | Financial Services | 0.09% | 9,910 | +602 | +6.47% | $564,688 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.09% | 2,059 | -8 | -0.39% | $556,774 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.09% | 5,764 | +32 | +0.56% | $556,236 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.09% | 1,949 | +112 | +6.10% | $548,155 |
| ABBVIE INC | ABBV | Healthcare | 0.09% | 2,120 | +121 | +6.05% | $533,651 |
| DISNEY WALT CO | DIS | Communication Services | 0.09% | 5,519 | +138 | +2.56% | $531,254 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.09% | 3,587 | -53 | -1.46% | $526,043 |
| ISHARES TR | DSI | Other | 0.08% | 3,554 | -215 | -5.70% | $506,176 |
| CSX CORP | CSX | Industrials | 0.08% | 10,013 | +391 | +4.06% | $475,931 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.08% | 5,233 | +13 | +0.25% | $471,496 |
| QUALCOMM INC | QCOM | Technology | 0.07% | 2,393 | +27 | +1.14% | $442,302 |
| INVESCO QQQ TR | QQQ | Other | 0.07% | 598 | -398 | -39.96% | $441,080 |
| AMERICAN HEALTHCARE REIT INC | AHR | Real Estate | 0.07% | 8,414 | +40 | +0.48% | $438,832 |
| ELI LILLY & CO | LLY | Healthcare | 0.07% | 361 | +84 | +30.32% | $433,404 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.07% | 849 | +10 | +1.19% | $432,930 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.07% | 8,077 | +223 | +2.84% | $428,976 |
| SCHWAB STRATEGIC TR | FNDC | Other | 0.07% | 8,705 | +36 | +0.42% | $422,740 |
| ISHARES TR | IEFA | Other | 0.07% | 4,349 | +1,490 | +52.12% | $420,120 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.07% | 1,638 | +245 | +17.59% | $416,053 |
| CHEVRON CORPORATION | CVX | Energy | 0.07% | 2,429 | +518 | +27.11% | $402,748 |
| VANGUARD INDEX FDS | VTV | Other | 0.07% | 1,833 | +1,833 | +100.00% | $399,586 |
| NETFLIX INC. | NFLX | Communication Services | 0.06% | 5,487 | +280 | +5.38% | $391,772 |
| CISCO SYS INC | CSCO | Technology | 0.06% | 3,309 | +199 | +6.40% | $388,734 |
| ISHARES TR | HYG | Other | 0.06% | 4,636 | +1,218 | +35.63% | $370,806 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.06% | 736 | +75 | +11.35% | $368,287 |
| GE AEROSPACE | GE | Industrials | 0.06% | 973 | -91 | -8.55% | $363,938 |
| ISHARES TR | IGEB | Other | 0.06% | 7,819 | +255 | +3.37% | $352,722 |
| ISHARES TR | IJH | Other | 0.06% | 4,509 | +122 | +2.78% | $347,727 |
| RTX CORPORATION | RTX | Industrials | 0.06% | 1,831 | +319 | +21.10% | $347,446 |