Q1 2026 · 13F-HR
West Wealth Group, LLCholdings as filed
Filed 2026-05-12 · accession 0001172661-26-001663
$506.0M
Reported value
130
Positions
2026-03-31
Period end
The Brief · West Wealth Group, LLC · Q1 2026
AI · grounded in 13F
West Wealth Group, LLC established a new position in CORO valued at $43.16M. The fund also increased its holdings in GOVT by 846.08% and PZA by 424.32%. Conversely, the manager trimmed its position in MGC by 97.33% and reduced IAU by 61.98%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287309 | IVW | ISHARES TR | $53.1M | 10.5% | 469,119 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $51.8M | 10.2% | 245,287 | Common | NONE |
| 09290C764 | CORO | BLACKROCK ETF TRUST | $43.2M | 8.53% | 1,342,357 | Common | NONE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $43.0M | 8.50% | 562,031 | Common | NONE |
| 09290C103 | DYNF | BLACKROCK ETF TRUST | $37.8M | 7.46% | 649,206 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $19.8M | 3.91% | 428,064 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $19.6M | 3.87% | 263,080 | Common | NONE |
| 78463X509 | SPEM | SPDR INDEX SHS FDS | $19.2M | 3.79% | 408,658 | Common | NONE |
| 464288356 | CMF | ISHARES TR | $18.9M | 3.73% | 331,806 | Common | NONE |
| 09290C806 | THRO | BLACKROCK ETF TRUST | $17.0M | 3.37% | 470,728 | Common | NONE |
| 09290C780 | BAI | BLACKROCK ETF TRUST | $16.8M | 3.33% | 511,188 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $14.2M | 2.80% | 55,774 | Common | NONE |
| 46641Q779 | JMOM | J P MORGAN EXCHANGE TRADED F | $12.3M | 2.42% | 180,372 | Common | NONE |
| 46641Q761 | JQUA | J P MORGAN EXCHANGE TRADED F | $11.7M | 2.30% | 190,199 | Common | NONE |
| 37960A529 | SHLD | GLOBAL X FDS | $11.3M | 2.24% | 160,155 | Common | NONE |
| 46138E537 | PZA | INVESCO EXCH TRADED FD TR II | $10.2M | 2.01% | 442,800 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $7.6M | 1.50% | 39,644 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $6.6M | 1.30% | 37,594 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $4.8M | 0.95% | 210,862 | Common | NONE |
| 09789C812 | XTEN | BONDBLOXX ETF TRUST | $4.0M | 0.78% | 86,342 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $3.9M | 0.76% | 12,491 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $3.7M | 0.73% | 9,951 | Common | NONE |
| 78464A383 | SPMB | SPDR SERIES TRUST | $3.6M | 0.70% | 158,721 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $3.4M | 0.67% | 70,754 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $3.0M | 0.58% | 14,167 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $2.9M | 0.57% | 26,097 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $2.5M | 0.50% | 28,749 | Common | NONE |
| 092528603 | BINC | BLACKROCK ETF TRUST II | $2.5M | 0.50% | 48,351 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $2.1M | 0.42% | 5,764 | Common | NONE |
| 464287721 | IYW | ISHARES TR | $1.8M | 0.36% | 9,962 | Common | NONE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $1.7M | 0.33% | 43,511 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $1.5M | 0.30% | 16,592 | Common | NONE |
| 097023105 | BA | BOEING CO | $1.5M | 0.29% | 7,394 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.4M | 0.28% | 2,135 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $1.3M | 0.26% | 9,468 | Common | NONE |
| 38149W432 | GTOP | GOLDMAN SACHS ETF TR | $1.1M | 0.22% | 30,640 | Common | NONE |
| 816851109 | SRE | SEMPRA | $1.1M | 0.21% | 10,862 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $1.0M | 0.21% | 9,429 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $992,128 | 0.20% | 4,877 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $941,489 | 0.19% | 4,406 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $891,391 | 0.18% | 2,778 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $875,902 | 0.17% | 3,045 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $861,322 | 0.17% | 2,928 | Common | NONE |
| 931142103 | WMT | WALMART INC | $839,385 | 0.17% | 6,753 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $812,025 | 0.16% | 6,143 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $805,766 | 0.16% | 1,408 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $802,062 | 0.16% | 2,796 | Common | NONE |
| 46432F388 | VLUE | ISHARES TR | $780,902 | 0.15% | 5,491 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $777,994 | 0.15% | 1,196 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $766,173 | 0.15% | 4,515 | Common | NONE |
| 46434V621 | DGRO | ISHARES TR | $762,100 | 0.15% | 10,859 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $759,620 | 0.15% | 7,546 | Common | NONE |
| 46434G764 | EMXC | ISHARES INC | $745,846 | 0.15% | 9,481 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $708,302 | 0.14% | 710 | Common | NONE |
| 09290C509 | LCTU | BLACKROCK ETF TRUST | $706,025 | 0.14% | 10,066 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $687,483 | 0.14% | 6,476 | Common | NONE |
| 25434V773 | DFIS | DIMENSIONAL ETF TRUST | $665,916 | 0.13% | 19,777 | Common | NONE |
| 25434V724 | DFUV | DIMENSIONAL ETF TRUST | $665,487 | 0.13% | 13,732 | Common | NONE |
| 921910873 | MGC | VANGUARD WORLD FD | $653,529 | 0.13% | 2,765 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $651,424 | 0.13% | 919 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $642,837 | 0.13% | 9,216 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $642,458 | 0.13% | 2,067 | Common | NONE |
| 025072349 | AVLV | AMERICAN CENTY ETF TR | $635,126 | 0.13% | 7,879 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $619,045 | 0.12% | 1,882 | Common | NONE |
| 46284V101 | IRM | IRON MTN INC DEL | $599,131 | 0.12% | 5,865 | Common | NONE |
| 778296103 | ROST | ROSS STORES INC | $584,713 | 0.12% | 2,699 | Common | NONE |
| 46435U796 | SYSB | ISHARES TR | $580,191 | 0.11% | 6,519 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $575,175 | 0.11% | 996 | Common | NONE |
| 46429B747 | STIP | ISHARES TR | $555,901 | 0.11% | 5,374 | Common | NONE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $530,555 | 0.10% | 1,354 | Common | NONE |
| 464289859 | AOA | ISHARES TR | $526,225 | 0.10% | 5,946 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $525,884 | 0.10% | 3,640 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $525,274 | 0.10% | 879 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $518,695 | 0.10% | 5,381 | Common | NONE |
| 25434V609 | DFAT | DIMENSIONAL ETF TRUST | $510,158 | 0.10% | 8,169 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $507,709 | 0.10% | 1,485 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $507,431 | 0.10% | 839 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC. | $500,653 | 0.10% | 5,207 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $481,156 | 0.10% | 7,854 | Common | NONE |
| 46436E767 | USXF | ISHARES TR | $473,209 | 0.09% | 8,572 | Common | NONE |
| 025072604 | AVEM | AMERICAN CENTY ETF TR | $461,885 | 0.09% | 5,732 | Common | NONE |
| 464288570 | DSI | ISHARES TR | $456,882 | 0.09% | 3,769 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $453,789 | 0.09% | 9,308 | Common | NONE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $452,573 | 0.09% | 1,261 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $445,462 | 0.09% | 1,837 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $434,948 | 0.09% | 1,999 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $422,661 | 0.08% | 605 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $421,455 | 0.08% | 482 | Common | NONE |
| 808524748 | FNDC | SCHWAB STRATEGIC TR | $401,908 | 0.08% | 8,669 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $395,496 | 0.08% | 1,911 | Common | NONE |
| 126408103 | CSX | CSX CORP | $395,003 | 0.08% | 9,622 | Common | NONE |
| 398182303 | AHR | AMERICAN HEALTHCARE REIT INC | $394,933 | 0.08% | 8,374 | Common | NONE |
| 46137V241 | SPHQ | INVESCO EXCHANGE TRADED FD T | $392,554 | 0.08% | 5,220 | Common | NONE |
| 773121108 | RKLB | ROCKET LAB CORP | $373,311 | 0.07% | 5,813 | Common | NONE |
| 808524755 | FNDF | SCHWAB STRATEGIC TR | $352,959 | 0.07% | 7,213 | Common | NONE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $351,663 | 0.07% | 2,142 | Common | NONE |
| 00206R102 | T | AT&T INC | $341,952 | 0.07% | 11,795 | Common | NONE |
| 46435G219 | IGEB | ISHARES TR | $340,877 | 0.07% | 7,564 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $340,665 | 0.07% | 1,393 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $316,751 | 0.06% | 661 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $304,724 | 0.06% | 2,366 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $302,089 | 0.06% | 1,064 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $296,318 | 0.06% | 4,387 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $291,810 | 0.06% | 1,512 | Common | NONE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $275,642 | 0.05% | 404 | Common | NONE |
| 464288513 | HYG | ISHARES TR | $272,006 | 0.05% | 3,418 | Common | NONE |
| 957090103 | WABC | WESTAMERICA BANCORPORATION | $270,359 | 0.05% | 5,184 | Common | NONE |
| 46435U713 | IFRA | ISHARES TR | $268,256 | 0.05% | 4,689 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $258,911 | 0.05% | 2,859 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $255,631 | 0.05% | 277 | Common | NONE |
| 47103U845 | JAAA | JANUS DETROIT STR TR | $254,405 | 0.05% | 5,050 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $253,475 | 0.05% | 1,587 | Common | NONE |
| 001055102 | AFL | AFLAC INC | $251,421 | 0.05% | 2,291 | Common | NONE |
| 25434V500 | DFAS | DIMENSIONAL ETF TRUST | $250,107 | 0.05% | 3,516 | Common | NONE |
| 844741108 | LUV | SOUTHWEST AIRLS CO | $245,256 | 0.05% | 6,527 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $241,306 | 0.05% | 3,110 | Common | NONE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $238,510 | 0.05% | 3,400 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $238,016 | 0.05% | 5,234 | Common | NONE |
| 92826C839 | V | VISA INC | $237,214 | 0.05% | 784 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $235,570 | 0.05% | 8,389 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $227,267 | 0.04% | 645 | Common | NONE |
| 46436E759 | DMXF | ISHARES TR | $226,930 | 0.04% | 3,007 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $223,872 | 0.04% | 942 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $222,555 | 0.04% | 3,926 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $220,770 | 0.04% | 4,397 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $218,329 | 0.04% | 806 | Common | NONE |
| 46435G326 | IDEV | ISHARES TR | $207,010 | 0.04% | 2,477 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $205,061 | 0.04% | 2,111 | Common | NONE |
| 09290C863 | BALI | BLACKROCK ETF TRUST | $203,976 | 0.04% | 6,620 | Common | NONE |
| 64190A103 | XNROX | NEUBERGER R/EST SECS INC FD | $59,347 | 0.01% | 20,897 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.