Western Wealth Management, LLC 13F Holdings · Q2 2026
Western Wealth Management, LLC reported 997 securities worth $3.06B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (3.39%), QQQ (3.00%), NVDA (2.64%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $103.6M | 3.39% | 357,933 | Added |
| 2 | QQQ | INVESCO QQQ | $91.8M | 3.00% | 124,631 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $80.8M | 2.64% | 403,837 | Added |
| 4 | QQQM | INVESCO NASDAQ | $76.4M | 2.50% | 252,021 | Trimmed |
| 5 | SPYM | STATE STREET | $65.4M | 2.14% | 744,025 | Added |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $55.1M | 1.80% | 1.1M | Trimmed |
| 7 | SPY | STATE STREET | $45.6M | 1.49% | 61,008 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $45.3M | 1.48% | 190,131 | Added |
| 9 | SPYG | STATE STREET | $44.1M | 1.44% | 370,959 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $43.8M | 1.43% | 117,370 | Added |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $39.2M | 1.28% | 78,286 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $38.0M | 1.24% | 106,320 | Trimmed |
| 13 | SDVY | FIRST TRUST | $36.1M | 1.18% | 837,131 | Trimmed |
| 14 | AVGO | BROADCOM INC | $32.6M | 1.07% | 86,418 | Trimmed |
| 15 | IVW | ISHARES TR | $32.1M | 1.05% | 233,092 | Trimmed |
| 16 | IVV | ISHARES TR | $31.6M | 1.03% | 42,201 | Trimmed |
| 17 | RDVY | FIRST TRUST | $29.3M | 0.96% | 361,477 | Added |
| 18 | VOO | VANGUARD S&P | $28.2M | 0.92% | 41,070 | Added |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $26.0M | 0.85% | 109,776 | Added |
| 20 | FTSM | FIRST TRUST | $24.4M | 0.80% | 409,290 | Added |
| 21 | VTI | VANGUARD TOTAL | $24.5M | 0.80% | 66,260 | Added |
| 22 | SPYV | STATE STREET | $23.6M | 0.77% | 388,134 | Trimmed |
| 23 | XLK | STATE STREET | $23.0M | 0.75% | 120,700 | Added |
| 24 | GOOG | ALPHABET INC | $21.2M | 0.69% | 60,005 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $21.2M | 0.69% | 64,631 | 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