# West Wealth Group, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1923591. Source: https://holderbook.com/funds/1923591-west-wealth-group-llc/

- Reported value: $611.3M
- Positions: 143
- Weight of the ten largest: 67.3%
- Filed: 2026-08-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $88.5M | 1,006,588 | 14.5% | 19 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $67.0M | 486,868 | 11.0% | 12 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $56.6M | 249,298 | 9.3% | 10 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $52.0M | 1,421,104 | 8.5% | 2 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $46.0M | 676,626 | 7.5% | 10 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $23.8M | 451,582 | 3.9% | 5 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $22.2M | 384,830 | 3.6% | 10 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $21.6M | 468,155 | 3.5% | 19 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $16.9M | 326,406 | 2.8% | 10 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $16.5M | 57,166 | 2.7% | 19 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $16.1M | 373,988 | 2.6% | 6 |
| GLOBAL X FDS | [SHLD](https://holderbook.com/stocks/SHLD/) | $12.2M | 204,917 | 2.0% | 4 |
| INVESCO EXCH TRADED FD TR II | [PZA](https://holderbook.com/stocks/PZA/) | $12.1M | 514,231 | 2.0% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JMOM](https://holderbook.com/stocks/JMOM/) | $12.1M | 141,345 | 2.0% | 7 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $10.7M | 86,072 | 1.8% | 19 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $9.4M | 43,011 | 1.5% | 14 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $7.8M | 38,932 | 1.3% | 19 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $7.6M | 98,735 | 1.2% | 19 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $5.3M | 232,206 | 0.9% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $4.9M | 13,021 | 0.8% | 19 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $4.3M | 153,364 | 0.7% | 1 |
| BONDBLOXX ETF TRUST | [XTEN](https://holderbook.com/stocks/XTEN/) | $4.3M | 94,137 | 0.7% | 6 |
| SPDR SERIES TRUST | [SPMB](https://holderbook.com/stocks/SPMB/) | $3.9M | 175,486 | 0.6% | 8 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.8M | 10,271 | 0.6% | 19 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $3.8M | 77,607 | 0.6% | 5 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.5M | 14,559 | 0.6% | 19 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $2.6M | 4,527 | 0.4% | 4 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $2.4M | 32,421 | 0.4% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.4M | 5,740 | 0.4% | 19 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $2.1M | 39,486 | 0.3% | 10 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $2.0M | 7,744 | 0.3% | 19 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $1.9M | 43,618 | 0.3% | 2 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.9M | 4,399 | 0.3% | 7 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $1.7M | 7,871 | 0.3% | 19 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $1.7M | 17,643 | 0.3% | 6 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.7M | 2,206 | 0.3% | 19 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $1.5M | 9,303 | 0.2% | 19 |
| GOLDMAN SACHS ETF TR | [GTOP](https://holderbook.com/stocks/GTOP/) | $1.4M | 27,152 | 0.2% | 3 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $1.3M | 1,360 | 0.2% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.3M | 3,644 | 0.2% | 12 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $1.2M | 9,280 | 0.2% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.1M | 1,070 | 0.2% | 7 |
| ISHARES TR | [VLUE](https://holderbook.com/stocks/VLUE/) | $1.1M | 5,511 | 0.2% | 19 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.1M | 1,490 | 0.2% | 5 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.1M | 2,893 | 0.2% | 5 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.0M | 3,202 | 0.2% | 11 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.0M | 2,844 | 0.2% | 13 |
| SEMPRA | [SRE](https://holderbook.com/stocks/SRE/) | $991.6K | 10,696 | 0.2% | 19 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $983.3K | 2,279 | 0.2% | 5 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $965.2K | 9,434 | 0.2% | 11 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $895.6K | 1,199 | 0.1% | 13 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $877.3K | 1,557 | 0.1% | 10 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $814.8K | 8,093 | 0.1% | 6 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $808.8K | 5,970 | 0.1% | 12 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $804.2K | 7,100 | 0.1% | 19 |
| BLACKROCK ETF TRUST | [LCTU](https://holderbook.com/stocks/LCTU/) | $801.2K | 9,994 | 0.1% | 15 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $778.0K | 9,392 | 0.1% | 14 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $757.4K | 13,767 | 0.1% | 2 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $755.6K | 1,100 | 0.1% | 9 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $749.5K | 7,336 | 0.1% | 6 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $744.1K | 9,817 | 0.1% | 10 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $727.5K | 777 | 0.1% | 12 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $720.9K | 7,903 | 0.1% | 2 |
| DIMENSIONAL ETF TRUST | [DFIS](https://holderbook.com/stocks/DFIS/) | $701.1K | 20,014 | 0.1% | 2 |
| IRON MTN INC DEL | [IRM](https://holderbook.com/stocks/IRM/) | $692.2K | 5,479 | 0.1% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $679.2K | 1,925 | 0.1% | 19 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $675.5K | 585 | 0.1% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $675.4K | 4,940 | 0.1% | 8 |
| VANGUARD WORLD FD | [MGC](https://holderbook.com/stocks/MGC/) | $642.9K | 2,349 | 0.1% | 10 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $627.2K | 1,266 | 0.1% | 19 |
| ISHARES TR | [SYSB](https://holderbook.com/stocks/SYSB/) | $599.8K | 6,761 | 0.1% | 2 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $598.6K | 5,008 | 0.1% | 7 |
| ISHARES TR | [USXF](https://holderbook.com/stocks/USXF/) | $597.7K | 8,606 | 0.1% | 19 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $592.5K | 5,829 | 0.1% | 5 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $582.0K | 5,963 | 0.1% | 19 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $575.9K | 2,705 | 0.1% | 12 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $575.7K | 490 | 0.1% | 5 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $570.4K | 8,160 | 0.1% | 2 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $564.7K | 9,910 | 0.1% | 11 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $556.8K | 2,059 | 0.1% | 19 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $556.2K | 5,764 | 0.1% | 2 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $548.2K | 1,949 | 0.1% | 6 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $533.7K | 2,120 | 0.1% | 12 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $531.3K | 5,519 | 0.1% | 7 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $526.0K | 3,587 | 0.1% | 17 |
| ISHARES TR | [DSI](https://holderbook.com/stocks/DSI/) | $506.2K | 3,554 | 0.1% | 19 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $475.9K | 10,013 | 0.1% | 15 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $471.5K | 5,233 | 0.1% | 2 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $465.4K | 2,724 | 0.1% | 1 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $442.3K | 2,393 | 0.1% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $441.1K | 598 | 0.1% | 7 |
| AMERICAN HEALTHCARE REIT INC | [AHR](https://holderbook.com/stocks/AHR/) | $438.8K | 8,414 | 0.1% | 8 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $433.4K | 361 | 0.1% | 4 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $432.9K | 849 | 0.1% | 15 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $429.0K | 8,077 | 0.1% | 5 |
| SCHWAB STRATEGIC TR | [FNDC](https://holderbook.com/stocks/FNDC/) | $422.7K | 8,705 | 0.1% | 2 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $420.1K | 4,349 | 0.1% | 6 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $416.1K | 1,638 | 0.1% | 4 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $402.7K | 2,429 | 0.1% | 5 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $399.6K | 1,833 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.9% | +14.8% | -0.9% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.0% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.5% | 100% |
| Q3 2025 | +7.6% | +7.8% | -0.2% | 98% |
| Q2 2025 | +10.6% | +10.5% | +0.2% | 100% |
| Q1 2025 | -3.3% | -4.6% | +1.2% | 100% |
| Q4 2024 | +0.2% | +2.1% | -1.9% | 100% |
| Q3 2024 | +5.3% | +5.4% | -0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $611.3M | 143 |
| Q1 2026 | $506.0M | 130 |
| Q4 2025 | $482.0M | 127 |
| Q3 2025 | $443.6M | 123 |
| Q2 2025 | $402.2M | 111 |
| Q1 2025 | $338.3M | 96 |
| Q4 2024 | $335.1M | 93 |
| Q3 2024 | $308.6M | 84 |
| Q2 2024 | $282.8M | 81 |
| Q1 2024 | $269.9M | 79 |
| Q4 2023 | $253.6M | 83 |
| Q3 2023 | $229.1M | 76 |