West Wealth Group, LLC
CIK 1923591 · View on SEC EDGAR ↗
- Portfolio value
- $611.3M
- Positions
- 143
- As of
- June 30, 2026
#3,335 of 9,443 by 13F value · top 35.3%
Portfolio value QoQ: +20.8% 13F does not disclose cash
- Top 10 holdings weight
- 67.25%
- Top 25 holdings weight
- 86.61%
- Positions above 1%
- 18
- Effective number of positions
- 15.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 7.61% Est. buys $79,792,652 · sells $42,510,078
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 83.1% still held
- New positions
- 17
- Increased
- 93
- Decreased
- 31
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
7.1%
Industrials
1.2%
Retail
1.1%
Communication Services
0.7%
Consumer Discretionary
0.5%
Healthcare
0.5%
Financials
0.4%
Real Estate
0.3%
Utilities
0.2%
Energy
0.2%
Consumer products
0.1%
Communications
0.1%
Financial Services
0.1%
Telecommunication
0.1%
Other/Unmapped
87.7%
Full portfolio 143 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $88,458,995 | 14.47% | 1,006,588 | $45,441,074 | Up ×3 | ||
| IVW | $66,959,057 | 10.95% | 486,868 | $13,896,940 | Up ×4 | ||
| IVE | $56,605,636 | 9.26% | 249,298 | $4,813,122 | Up ×4 | ||
| CORO iShares International Country Rotation Active ETF | $52,012,406 | 8.51% | 1,421,104 | $8,851,601 | Up ×1 | ||
| DYNF | $46,017,358 | 7.53% | 676,626 | $8,246,550 | Up ×1 | ||
| BAI | $23,807,420 | 3.89% | 451,582 | $6,963,756 | Down ×1 | ||
| CMF | $22,181,636 | 3.63% | 384,830 | $3,315,112 | Up ×3 | ||
| IUSB iShares Core Universal USD Bond ETF | $21,605,355 | 3.53% | 468,155 | $1,833,033 | Up ×6 | ||
| SPEM | $16,901,336 | 2.76% | 326,406 | $-2,268,856 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $16,541,822 | 2.71% | 57,166 | $2,386,921 | Up ×3 | ||
| THRO | $16,122,650 | 2.64% | 373,988 | $-927,126 | Down ×1 | ||
| SHLD | $12,235,611 | 2.00% | 204,917 | $890,219 | Up ×3 | ||
| PZA | $12,094,718 | 1.98% | 514,231 | $1,919,163 | Up ×3 | ||
| JMOM | $12,079,401 | 1.98% | 141,345 | $-171,467 | Down ×1 | ||
| EFG | $10,709,202 | 1.75% | 86,072 | $7,802,722 | Up ×1 | ||
| QUAL | $9,437,922 | 1.54% | 43,011 | $1,833,640 | Up ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $7,789,915 | 1.27% | 38,932 | $1,233,409 | Up ×4 | ||
| EFV | $7,558,171 | 1.24% | 98,735 | $-12,001,897 | Down ×2 | ||
| GOVT | $5,289,656 | 0.87% | 232,206 | $458,790 | Up ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $4,918,781 | 0.80% | 13,021 | $1,052,401 | Up ×6 | ||
| IALT iShares Systematic Alternatives Active ETF | $4,301,863 | 0.70% | 153,364 | Up ×1 | |||
| XTEN | $4,290,790 | 0.70% | 94,137 | $331,104 | Up ×1 | ||
| SPMB | $3,915,095 | 0.64% | 175,486 | $361,326 | Up ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $3,831,640 | 0.63% | 10,271 | $147,741 | Up ×2 | ||
| BNDX Vanguard Total International Bond ETF | $3,758,536 | 0.61% | 77,607 | $358,791 | Up ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3,469,992 | 0.57% | 14,559 | $519,431 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2,629,780 | 0.43% | 4,527 | $1,637,652 | Down ×2 | ||
| IAU | $2,448,110 | 0.40% | 32,421 | $-86,402 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2,414,409 | 0.39% | 5,740 | $271,642 | Down ×1 | ||
| BINC | $2,066,704 | 0.34% | 39,486 | $-444,201 | Down ×2 | ||
| IYW | $1,953,288 | 0.32% | 7,744 | $145,949 | Down ×5 | ||
| DFAC | $1,934,926 | 0.32% | 43,618 | $244,050 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1,906,260 | 0.31% | 4,399 | $964,771 | Down ×1 | ||
| BA Boeing Company (The) Common Stock | $1,704,035 | 0.28% | 7,871 | $232,359 | Up ×3 | ||
| USMV | $1,701,909 | 0.28% | 17,643 | $163,119 | Up ×5 | ||
| IVV | $1,652,452 | 0.27% | 2,206 | $257,206 | Up ×3 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $1,522,677 | 0.25% | 9,303 | $183,597 | Down ×2 | ||
| GTOP Goldman Sachs Technology Opportunities ETF | $1,351,974 | 0.22% | 27,152 | $242,558 | Down ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $1,312,647 | 0.21% | 1,360 | $782,092 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,302,507 | 0.21% | 3,644 | $426,605 | Up ×2 | ||
| AVUV | $1,157,846 | 0.19% | 9,280 | $116,172 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1,139,769 | 0.19% | 1,070 | $488,345 | Up ×2 | ||
| VLUE | $1,101,171 | 0.18% | 5,511 | $320,269 | Up ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,077,930 | 0.18% | 1,490 | $570,221 | Up ×2 | ||
| VTI | $1,070,666 | 0.18% | 2,893 | $179,275 | Up ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,048,222 | 0.17% | 3,202 | $186,900 | Up ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,005,151 | 0.16% | 2,844 | $203,089 | Up ×6 | ||
| SRE DBA Sempra Common Stock | $991,642 | 0.16% | 10,696 | $-63,876 | Down ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $983,314 | 0.16% | 2,279 | $631,651 | Up ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $965,178 | 0.16% | 9,434 | $219,332 | Down ×6 | ||
| SPY SPY | $895,607 | 0.15% | 1,199 | $117,613 | Up ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $877,309 | 0.14% | 1,557 | $71,543 | Up ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $814,808 | 0.13% | 8,093 | $55,188 | Up ×3 | ||
| PLD Prologis, Inc. Common Stock | $808,800 | 0.13% | 5,970 | $-3,225 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $804,243 | 0.13% | 7,100 | $-35,142 | Up ×6 | ||
| LCTU | $801,189 | 0.13% | 9,994 | $95,164 | Down ×1 | ||
| IEMG | $778,039 | 0.13% | 9,392 | $135,202 | Up ×1 | ||
| DFUV | $757,370 | 0.12% | 13,767 | $91,883 | Up ×1 | ||
| VOO | $755,602 | 0.12% | 1,100 | $230,328 | Up ×2 | ||
| STIP | $749,511 | 0.12% | 7,336 | $193,610 | Up ×1 | ||
| DGRO | $744,100 | 0.12% | 9,817 | $-18,000 | Down ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $727,500 | 0.12% | 777 | $19,198 | Up ×3 | ||
| AVLV | $720,900 | 0.12% | 7,903 | $85,774 | Up ×1 | ||
| DFIS | $701,100 | 0.11% | 20,014 | $35,184 | Up ×1 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $692,151 | 0.11% | 5,479 | $93,020 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $679,215 | 0.11% | 1,925 | $60,170 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $675,510 | 0.11% | 585 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $675,448 | 0.11% | 4,940 | $-90,725 | Up ×6 | ||
| MGC | $642,913 | 0.11% | 2,349 | $-10,616 | Down ×2 | ||
| ROK Rockwell Automation, Inc. Common Stock | $627,232 | 0.10% | 1,266 | $174,659 | Up ×2 | ||
| SYSB | $599,844 | 0.10% | 6,761 | $19,653 | Up ×1 | ||
| VGT | $598,631 | 0.10% | 5,008 | $175,970 | Up ×2 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $597,712 | 0.10% | 8,606 | $124,503 | Up ×1 | ||
| RKLB Rocket Lab Corporation - Common Stock | $592,518 | 0.10% | 5,829 | $219,207 | Up ×1 | ||
| AOA | $582,009 | 0.10% | 5,963 | $55,784 | Up ×1 | ||
| ROST Ross Stores, Inc. - Common Stock | $575,915 | 0.09% | 2,705 | $-8,798 | Up ×4 | ||
| GEV GE Vernova Inc. Common Stock | $575,749 | 0.09% | 490 | $154,294 | Up ×4 | ||
| DFAT | $570,422 | 0.09% | 8,160 | $60,264 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $564,688 | 0.09% | 9,910 | $110,899 | Up ×3 | ||
| MCD McDonald's Corporation Common Stock | $556,774 | 0.09% | 2,059 | $-85,684 | Down ×1 | ||
| AVEM | $556,236 | 0.09% | 5,764 | $94,351 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $548,155 | 0.09% | 1,949 | $102,693 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $533,651 | 0.09% | 2,120 | $98,703 | Up ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $531,254 | 0.09% | 5,519 | $12,559 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $526,043 | 0.09% | 3,587 | $159 | Down ×3 | ||
| DSI | $506,176 | 0.08% | 3,554 | $49,294 | Down ×1 | ||
| CSX CSX Corporation - Common Stock | $475,931 | 0.08% | 10,013 | $80,928 | Up ×2 | ||
| SPHQ | $471,496 | 0.08% | 5,233 | $78,942 | Up ×1 | ||
| Unknown issuer (CUSIP: 84615Q103) | $465,423 | 0.08% | 2,724 | Up ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $442,302 | 0.07% | 2,393 | $137,578 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $441,080 | 0.07% | 598 | $-134,095 | Down ×1 | ||
| AHR American Healthcare REIT, Inc. Common Stock | $438,832 | 0.07% | 8,414 | $43,899 | Up ×3 | ||
| LLY Eli Lilly and Company Common Stock | $433,404 | 0.07% | 361 | $177,773 | Up ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $432,930 | 0.07% | 849 | $-74,501 | Up ×2 | ||
| XLE XLE | $428,976 | 0.07% | 8,077 | $-52,180 | Up ×4 | ||
| FNDC | $422,740 | 0.07% | 8,705 | $20,832 | Up ×1 | ||
| IEFA | $420,120 | 0.07% | 4,349 | $161,209 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $416,053 | 0.07% | 1,638 | $75,388 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $402,748 | 0.07% | 2,429 | $7,252 | Up ×2 | ||
| VTV | $399,586 | 0.07% | 1,833 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPYM | $88,458,995 | 14.47% | up ×3 |
| IVW | $66,959,057 | 10.95% | up ×4 |
| IVE | $56,605,636 | 9.26% | up ×4 |
| CMF | $22,181,636 | 3.63% | up ×3 |
| IUSB | $21,605,355 | 3.53% | up ×6 |
| AAPL | $16,541,822 | 2.71% | up ×3 |
| SHLD | $12,235,611 | 2.00% | up ×3 |
| PZA | $12,094,718 | 1.98% | up ×3 |
| QUAL | $9,437,922 | 1.54% | up ×5 |
| NVDA | $7,789,915 | 1.27% | up ×4 |
| GOVT | $5,289,656 | 0.87% | up ×4 |
| AVGO | $4,918,781 | 0.80% | up ×6 |
| SPMB | $3,915,095 | 0.64% | up ×4 |
| BNDX | $3,758,536 | 0.61% | up ×4 |
| BA | $1,704,035 | 0.28% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IALT | $4,301,863 | 153,364 | 0.70% |
| MU | $675,510 | 585 | 0.11% |
| Unknown issuer (CUSIP: 84615Q103) | $465,423 | 2,724 | 0.08% |
| VTV | $399,586 | 1,833 | 0.07% |
| BMY | $336,121 | 5,833 | 0.05% |
| INTC | $334,540 | 2,395 | 0.05% |
| VIG | $333,689 | 1,410 | 0.05% |
| LOW | $275,297 | 1,248 | 0.05% |
| GLW | $273,120 | 1,069 | 0.04% |
| VUG | $231,279 | 2,684 | 0.04% |
| HEFA | $214,739 | 4,576 | 0.04% |
| MRK | $209,850 | 1,633 | 0.03% |
| XLK | $208,770 | 1,095 | 0.03% |
| KLAC | $206,201 | 683 | 0.03% |
| DIA | $205,950 | 394 | 0.03% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPYM | Bought more | +445K | +$45.4M |
| IVW | Bought more | +18K | +$13.9M |
| EFV | Trimmed | -164K | -$12.0M |
| CORO | Bought more | +79K | +$8.9M |
| DYNF | Bought more | +27K | +$8.2M |
| EFG | Bought more | +60K | +$7.8M |
| BAI | Trimmed | -60K | +$7.0M |
| IVE | Bought more | +4K | +$4.8M |
| CMF | Bought more | +53K | +$3.3M |
| AAPL | Bought more | +1K | +$2.4M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| JQUA | June 30, 2026 | 190,199 | $11,663,026 | No longer tracked |
| HIMU | March 31, 2026 | 57,191 | $2,784,075 | No longer tracked |
| TLH | March 31, 2026 | 25,837 | $2,626,881 | No longer tracked |
| SPTL | March 31, 2025 | 58,835 | $1,540,891 | No longer tracked |
| IXC | March 31, 2025 | 33,134 | $1,265,067 | No longer tracked |
| EMB | March 31, 2026 | 10,119 | $974,316 | |
| MAR | June 30, 2025 | 2,079 | $495,381 | 30.9% |
| JPST | Sept. 30, 2025 | 9,718 | $491,356 | No longer tracked |
| UNH | June 30, 2025 | 882 | $461,521 | 25.8% |
| HYDB | June 30, 2025 | 8,654 | $405,549 | No longer tracked |
| IGRO | Sept. 30, 2025 | 4,920 | $378,598 | No longer tracked |
| SUB | March 31, 2025 | 3,542 | $373,713 | No longer tracked |
| DIA | June 30, 2025 | 811 | $340,648 | No longer tracked |
| IGSB | March 31, 2026 | 6,407 | $338,841 | |
| SHY | March 31, 2026 | 3,604 | $298,558 | |
| MINT | Sept. 30, 2025 | 2,937 | $294,640 | No longer tracked |
| LQD | June 30, 2025 | 2,652 | $288,263 | No longer tracked |
| KKR | March 31, 2026 | 2,072 | $264,212 | 18.3% |
| CVX | March 31, 2025 | 1,796 | $260,222 | 24.3% |
| JAAA | June 30, 2026 | 5,050 | $254,405 | No longer tracked |
| HEFA | March 31, 2026 | 6,133 | $253,671 | No longer tracked |
| QLTA | March 31, 2026 | 5,122 | $246,347 | No longer tracked |
| WFC | March 31, 2025 | 3,301 | $231,877 | 18.7% |
| TFLO | June 30, 2025 | 4,578 | $231,161 | No longer tracked |
| VUG | Dec. 31, 2025 | 476 | $227,922 | No longer tracked |
| ORCL | March 31, 2026 | 1,165 | $227,252 | -3.1% |
| CWB | June 30, 2025 | 2,932 | $225,176 | No longer tracked |
| BX | March 31, 2025 | 1,301 | $224,318 | 2.4% |
| XLK | March 31, 2025 | 961 | $223,461 | No longer tracked |
| JEPI | June 30, 2026 | 3,926 | $222,555 | No longer tracked |
| LQDH | March 31, 2026 | 2,287 | $213,545 | No longer tracked |
| IDEV | June 30, 2026 | 2,477 | $207,010 | No longer tracked |
| LUV | June 30, 2025 | 6,523 | $206,064 | 25.4% |
| ESGE | March 31, 2025 | 6,137 | $204,933 | |
| FLOT | March 31, 2025 | 4,013 | $204,217 | No longer tracked |
| BX | Sept. 30, 2025 | 1,196 | $202,623 | -16.2% |
| EW | March 31, 2026 | 2,360 | $201,190 | 14.6% |
| CLF | March 31, 2026 | 10,368 | $137,687 | 26.0% |
| FFWM | June 30, 2025 | 10,368 | $54,122 | No longer tracked |