West Wealth Group, LLC 13F Holdings · Q2 2026
West Wealth Group, LLC reported 143 securities worth $611.27M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (14.47%), IVW (10.95%), IVE (9.26%). Among its top 25 positions this quarter: 1 new, 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $88.5M | 14.47% | 1.0M | Added |
| 2 | IVW | ISHARES TR | $67.0M | 10.95% | 486,868 | Added |
| 3 | IVE | ISHARES TR | $56.6M | 9.26% | 249,298 | Added |
| 4 | CORO | BLACKROCK ETF TRUST | $52.0M | 8.51% | 1.4M | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $46.0M | 7.53% | 676,626 | Added |
| 6 | BAI | BLACKROCK ETF TRUST | $23.8M | 3.89% | 451,582 | Trimmed |
| 7 | CMF | ISHARES TR | $22.2M | 3.63% | 384,830 | Added |
| 8 | IUSB | ISHARES TR | $21.6M | 3.53% | 468,155 | Added |
| 9 | SPEM | SPDR INDEX SHS FDS | $16.9M | 2.76% | 326,406 | Trimmed |
| 10 | AAPL | APPLE INC | $16.5M | 2.71% | 57,166 | Added |
| 11 | THRO | BLACKROCK ETF TRUST | $16.1M | 2.64% | 373,988 | Trimmed |
| 12 | SHLD | GLOBAL X FDS | $12.2M | 2.00% | 204,917 | Added |
| 13 | JMOM | J P MORGAN EXCHANGE TRADED F | $12.1M | 1.98% | 141,345 | Trimmed |
| 14 | PZA | INVESCO EXCH TRADED FD TR II | $12.1M | 1.98% | 514,231 | Added |
| 15 | EFG | ISHARES TR | $10.7M | 1.75% | 86,072 | Added |
| 16 | QUAL | ISHARES TR | $9.4M | 1.54% | 43,011 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $7.8M | 1.27% | 38,932 | Added |
| 18 | EFV | ISHARES TR | $7.6M | 1.24% | 98,735 | Trimmed |
| 19 | GOVT | ISHARES TR | $5.3M | 0.87% | 232,206 | Added |
| 20 | AVGO | BROADCOM INC | $4.9M | 0.80% | 13,021 | Added |
| 21 | IALT | BLACKROCK ETF TRUST | $4.3M | 0.70% | 153,364 | New |
| 22 | XTEN | BONDBLOXX ETF TRUST | $4.3M | 0.70% | 94,137 | Added |
| 23 | SPMB | SPDR SERIES TRUST | $3.9M | 0.64% | 175,486 | Added |
| 24 | MSFT | MICROSOFT CORP | $3.8M | 0.63% | 10,271 | Added |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $3.8M | 0.61% | 77,607 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR