West Wealth Group, LLC
CIK 1923591 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $611.3M
- Posisi
- 143
- Per tanggal
- 30 Juni 2026
#3.335 dari 9.443 berdasarkan nilai 13F · top 35.3%
Nilai portofolio QoQ: +20.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 67,25%
- Bobot 25 kepemilikan teratas
- 86,61%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 15,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 7,61% Perkiraan pembelian $79.792.652 · penjualan $42.510.078
Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,1% masih dipegang
- Posisi baru
- 17
- Meningkat
- 93
- Menurun
- 31
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
87,7%
Portofolio lengkap 143 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $88.458.995 | 14,47% | 1.006.588 | $45.441.074 | Naik ×3 | ||
| IVW | $66.959.057 | 10,95% | 486.868 | $13.896.940 | Naik ×4 | ||
| IVE | $56.605.636 | 9,26% | 249.298 | $4.813.122 | Naik ×4 | ||
| CORO iShares International Country Rotation Active ETF | $52.012.406 | 8,51% | 1.421.104 | $8.851.601 | Naik ×1 | ||
| DYNF | $46.017.358 | 7,53% | 676.626 | $8.246.550 | Naik ×1 | ||
| BAI | $23.807.420 | 3,89% | 451.582 | $6.963.756 | Turun ×1 | ||
| CMF | $22.181.636 | 3,63% | 384.830 | $3.315.112 | Naik ×3 | ||
| IUSB iShares Core Universal USD Bond ETF | $21.605.355 | 3,53% | 468.155 | $1.833.033 | Naik ×6 | ||
| SPEM | $16.901.336 | 2,76% | 326.406 | $-2.268.856 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $16.541.822 | 2,71% | 57.166 | $2.386.921 | Naik ×3 | ||
| THRO | $16.122.650 | 2,64% | 373.988 | $-927.126 | Turun ×1 | ||
| SHLD | $12.235.611 | 2,00% | 204.917 | $890.219 | Naik ×3 | ||
| PZA | $12.094.718 | 1,98% | 514.231 | $1.919.163 | Naik ×3 | ||
| JMOM | $12.079.401 | 1,98% | 141.345 | $-171.467 | Turun ×1 | ||
| EFG | $10.709.202 | 1,75% | 86.072 | $7.802.722 | Naik ×1 | ||
| QUAL | $9.437.922 | 1,54% | 43.011 | $1.833.640 | Naik ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $7.789.915 | 1,27% | 38.932 | $1.233.409 | Naik ×4 | ||
| EFV | $7.558.171 | 1,24% | 98.735 | $-12.001.897 | Turun ×2 | ||
| GOVT | $5.289.656 | 0,87% | 232.206 | $458.790 | Naik ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $4.918.781 | 0,80% | 13.021 | $1.052.401 | Naik ×6 | ||
| IALT iShares Systematic Alternatives Active ETF | $4.301.863 | 0,70% | 153.364 | Naik ×1 | |||
| XTEN | $4.290.790 | 0,70% | 94.137 | $331.104 | Naik ×1 | ||
| SPMB | $3.915.095 | 0,64% | 175.486 | $361.326 | Naik ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $3.831.640 | 0,63% | 10.271 | $147.741 | Naik ×2 | ||
| BNDX Vanguard Total International Bond ETF | $3.758.536 | 0,61% | 77.607 | $358.791 | Naik ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3.469.992 | 0,57% | 14.559 | $519.431 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2.629.780 | 0,43% | 4.527 | $1.637.652 | Turun ×2 | ||
| IAU | $2.448.110 | 0,40% | 32.421 | $-86.402 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2.414.409 | 0,39% | 5.740 | $271.642 | Turun ×1 | ||
| BINC | $2.066.704 | 0,34% | 39.486 | $-444.201 | Turun ×2 | ||
| IYW | $1.953.288 | 0,32% | 7.744 | $145.949 | Turun ×5 | ||
| DFAC | $1.934.926 | 0,32% | 43.618 | $244.050 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1.906.260 | 0,31% | 4.399 | $964.771 | Turun ×1 | ||
| BA Boeing Company (The) Common Stock | $1.704.035 | 0,28% | 7.871 | $232.359 | Naik ×3 | ||
| USMV | $1.701.909 | 0,28% | 17.643 | $163.119 | Naik ×5 | ||
| IVV | $1.652.452 | 0,27% | 2.206 | $257.206 | Naik ×3 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $1.522.677 | 0,25% | 9.303 | $183.597 | Turun ×2 | ||
| GTOP Goldman Sachs Technology Opportunities ETF | $1.351.974 | 0,22% | 27.152 | $242.558 | Turun ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $1.312.647 | 0,21% | 1.360 | $782.092 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.302.507 | 0,21% | 3.644 | $426.605 | Naik ×2 | ||
| AVUV | $1.157.846 | 0,19% | 9.280 | $116.172 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1.139.769 | 0,19% | 1.070 | $488.345 | Naik ×2 | ||
| VLUE | $1.101.171 | 0,18% | 5.511 | $320.269 | Naik ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1.077.930 | 0,18% | 1.490 | $570.221 | Naik ×2 | ||
| VTI | $1.070.666 | 0,18% | 2.893 | $179.275 | Naik ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.048.222 | 0,17% | 3.202 | $186.900 | Naik ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.005.151 | 0,16% | 2.844 | $203.089 | Naik ×6 | ||
| SRE DBA Sempra Common Stock | $991.642 | 0,16% | 10.696 | $-63.876 | Turun ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $983.314 | 0,16% | 2.279 | $631.651 | Naik ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $965.178 | 0,16% | 9.434 | $219.332 | Turun ×6 | ||
| SPY SPY | $895.607 | 0,15% | 1.199 | $117.613 | Naik ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $877.309 | 0,14% | 1.557 | $71.543 | Naik ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $814.808 | 0,13% | 8.093 | $55.188 | Naik ×3 | ||
| PLD Prologis, Inc. Common Stock | $808.800 | 0,13% | 5.970 | $-3.225 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $804.243 | 0,13% | 7.100 | $-35.142 | Naik ×6 | ||
| LCTU | $801.189 | 0,13% | 9.994 | $95.164 | Turun ×1 | ||
| IEMG | $778.039 | 0,13% | 9.392 | $135.202 | Naik ×1 | ||
| DFUV | $757.370 | 0,12% | 13.767 | $91.883 | Naik ×1 | ||
| VOO | $755.602 | 0,12% | 1.100 | $230.328 | Naik ×2 | ||
| STIP | $749.511 | 0,12% | 7.336 | $193.610 | Naik ×1 | ||
| DGRO | $744.100 | 0,12% | 9.817 | $-18.000 | Turun ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $727.500 | 0,12% | 777 | $19.198 | Naik ×3 | ||
| AVLV | $720.900 | 0,12% | 7.903 | $85.774 | Naik ×1 | ||
| DFIS | $701.100 | 0,11% | 20.014 | $35.184 | Naik ×1 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $692.151 | 0,11% | 5.479 | $93.020 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $679.215 | 0,11% | 1.925 | $60.170 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $675.510 | 0,11% | 585 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $675.448 | 0,11% | 4.940 | $-90.725 | Naik ×6 | ||
| MGC | $642.913 | 0,11% | 2.349 | $-10.616 | Turun ×2 | ||
| ROK Rockwell Automation, Inc. Common Stock | $627.232 | 0,10% | 1.266 | $174.659 | Naik ×2 | ||
| SYSB | $599.844 | 0,10% | 6.761 | $19.653 | Naik ×1 | ||
| VGT | $598.631 | 0,10% | 5.008 | $175.970 | Naik ×2 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $597.712 | 0,10% | 8.606 | $124.503 | Naik ×1 | ||
| RKLB Rocket Lab Corporation - Common Stock | $592.518 | 0,10% | 5.829 | $219.207 | Naik ×1 | ||
| AOA | $582.009 | 0,10% | 5.963 | $55.784 | Naik ×1 | ||
| ROST Ross Stores, Inc. - Common Stock | $575.915 | 0,09% | 2.705 | $-8.798 | Naik ×4 | ||
| GEV GE Vernova Inc. Common Stock | $575.749 | 0,09% | 490 | $154.294 | Naik ×4 | ||
| DFAT | $570.422 | 0,09% | 8.160 | $60.264 | Turun ×1 | ||
| BAC Bank of America Corporation Common Stock | $564.688 | 0,09% | 9.910 | $110.899 | Naik ×3 | ||
| MCD McDonald's Corporation Common Stock | $556.774 | 0,09% | 2.059 | $-85.684 | Turun ×1 | ||
| AVEM | $556.236 | 0,09% | 5.764 | $94.351 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $548.155 | 0,09% | 1.949 | $102.693 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $533.651 | 0,09% | 2.120 | $98.703 | Naik ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $531.254 | 0,09% | 5.519 | $12.559 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $526.043 | 0,09% | 3.587 | $159 | Turun ×3 | ||
| DSI | $506.176 | 0,08% | 3.554 | $49.294 | Turun ×1 | ||
| CSX CSX Corporation - Common Stock | $475.931 | 0,08% | 10.013 | $80.928 | Naik ×2 | ||
| SPHQ | $471.496 | 0,08% | 5.233 | $78.942 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $465.423 | 0,08% | 2.724 | Naik ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $442.302 | 0,07% | 2.393 | $137.578 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $441.080 | 0,07% | 598 | $-134.095 | Turun ×1 | ||
| AHR American Healthcare REIT, Inc. Common Stock | $438.832 | 0,07% | 8.414 | $43.899 | Naik ×3 | ||
| LLY Eli Lilly and Company Common Stock | $433.404 | 0,07% | 361 | $177.773 | Naik ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $432.930 | 0,07% | 849 | $-74.501 | Naik ×2 | ||
| XLE XLE | $428.976 | 0,07% | 8.077 | $-52.180 | Naik ×4 | ||
| FNDC | $422.740 | 0,07% | 8.705 | $20.832 | Naik ×1 | ||
| IEFA | $420.120 | 0,07% | 4.349 | $161.209 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $416.053 | 0,07% | 1.638 | $75.388 | Naik ×2 | ||
| CVX Chevron Corporation Common Stock | $402.748 | 0,07% | 2.429 | $7.252 | Naik ×2 | ||
| VTV | $399.586 | 0,07% | 1.833 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SPYM | $88.458.995 | 14,47% | naik ×3 |
| IVW | $66.959.057 | 10,95% | naik ×4 |
| IVE | $56.605.636 | 9,26% | naik ×4 |
| CMF | $22.181.636 | 3,63% | naik ×3 |
| IUSB | $21.605.355 | 3,53% | naik ×6 |
| AAPL | $16.541.822 | 2,71% | naik ×3 |
| SHLD | $12.235.611 | 2,00% | naik ×3 |
| PZA | $12.094.718 | 1,98% | naik ×3 |
| QUAL | $9.437.922 | 1,54% | naik ×5 |
| NVDA | $7.789.915 | 1,27% | naik ×4 |
| GOVT | $5.289.656 | 0,87% | naik ×4 |
| AVGO | $4.918.781 | 0,80% | naik ×6 |
| SPMB | $3.915.095 | 0,64% | naik ×4 |
| BNDX | $3.758.536 | 0,61% | naik ×4 |
| BA | $1.704.035 | 0,28% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| IALT | $4.301.863 | 153.364 | 0,70% |
| MU | $675.510 | 585 | 0,11% |
| Penerbit tidak dikenal (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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Beli lebih banyak | +445K | +$45.4M |
| IVW | Beli lebih banyak | +18K | +$13.9M |
| EFV | Dipangkas | -164K | -$12.0M |
| CORO | Beli lebih banyak | +79K | +$8.9M |
| DYNF | Beli lebih banyak | +27K | +$8.2M |
| EFG | Beli lebih banyak | +60K | +$7.8M |
| BAI | Dipangkas | -60K | +$7.0M |
| IVE | Beli lebih banyak | +4K | +$4.8M |
| CMF | Beli lebih banyak | +53K | +$3.3M |
| AAPL | Beli lebih banyak | +1K | +$2.4M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| JQUA | 30 Juni 2026 | 190.199 | $11.663.026 | Tidak lagi dilacak |
| HIMU | 31 Maret 2026 | 57.191 | $2.784.075 | Tidak lagi dilacak |
| TLH | 31 Maret 2026 | 25.837 | $2.626.881 | Tidak lagi dilacak |
| SPTL | 31 Maret 2025 | 58.835 | $1.540.891 | Tidak lagi dilacak |
| IXC | 31 Maret 2025 | 33.134 | $1.265.067 | Tidak lagi dilacak |
| EMB | 31 Maret 2026 | 10.119 | $974.316 | |
| MAR | 30 Juni 2025 | 2.079 | $495.381 | 33,2% |
| JPST | 30 Sep. 2025 | 9.718 | $491.356 | Tidak lagi dilacak |
| UNH | 30 Juni 2025 | 882 | $461.521 | 26,6% |
| HYDB | 30 Juni 2025 | 8.654 | $405.549 | Tidak lagi dilacak |
| IGRO | 30 Sep. 2025 | 4.920 | $378.598 | Tidak lagi dilacak |
| SUB | 31 Maret 2025 | 3.542 | $373.713 | Tidak lagi dilacak |
| DIA | 30 Juni 2025 | 811 | $340.648 | Tidak lagi dilacak |
| IGSB | 31 Maret 2026 | 6.407 | $338.841 | |
| SHY | 31 Maret 2026 | 3.604 | $298.558 | |
| MINT | 30 Sep. 2025 | 2.937 | $294.640 | Tidak lagi dilacak |
| LQD | 30 Juni 2025 | 2.652 | $288.263 | Tidak lagi dilacak |
| KKR | 31 Maret 2026 | 2.072 | $264.212 | 19,4% |
| CVX | 31 Maret 2025 | 1.796 | $260.222 | 23,8% |
| JAAA | 30 Juni 2026 | 5.050 | $254.405 | Tidak lagi dilacak |
| HEFA | 31 Maret 2026 | 6.133 | $253.671 | Tidak lagi dilacak |
| QLTA | 31 Maret 2026 | 5.122 | $246.347 | Tidak lagi dilacak |
| WFC | 31 Maret 2025 | 3.301 | $231.877 | 21,4% |
| TFLO | 30 Juni 2025 | 4.578 | $231.161 | Tidak lagi dilacak |
| VUG | 31 Des. 2025 | 476 | $227.922 | Tidak lagi dilacak |
| ORCL | 31 Maret 2026 | 1.165 | $227.252 | -5,4% |
| CWB | 30 Juni 2025 | 2.932 | $225.176 | Tidak lagi dilacak |
| BX | 31 Maret 2025 | 1.301 | $224.318 | 3,8% |
| XLK | 31 Maret 2025 | 961 | $223.461 | Tidak lagi dilacak |
| JEPI | 30 Juni 2026 | 3.926 | $222.555 | Tidak lagi dilacak |
| LQDH | 31 Maret 2026 | 2.287 | $213.545 | Tidak lagi dilacak |
| IDEV | 30 Juni 2026 | 2.477 | $207.010 | Tidak lagi dilacak |
| LUV | 30 Juni 2025 | 6.523 | $206.064 | 30,8% |
| ESGE | 31 Maret 2025 | 6.137 | $204.933 | |
| FLOT | 31 Maret 2025 | 4.013 | $204.217 | Tidak lagi dilacak |
| BX | 30 Sep. 2025 | 1.196 | $202.623 | -15,1% |
| EW | 31 Maret 2026 | 2.360 | $201.190 | 15,5% |
| CLF | 31 Maret 2026 | 10.368 | $137.687 | 44,0% |
| FFWM | 30 Juni 2025 | 10.368 | $54.122 | Tidak lagi dilacak |