Institutional
West Wealth Group, LLC
CIK 0001923591
$506.0M
Reported AUM
130
Positions
Q1 2026
Period
2026-05-12
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $134.77 | 1.08% | 19.82% | 75.31% | $53.1M | 10.49% | — | HELD |
| 2 | IVE | ISHARES TR | $231.37 | -0.34% | 21.39% | 68.81% | $51.8M | 10.24% | — | HELD |
| 3 | CORO | BLACKROCK ETF TRUST | $35.74 | -0.47% | 33.07% | 51.60% | $43.2M | 8.53% | — | HELD |
| 4 | SPYM | SPDR SERIES TRUST | $87.68 | 0.42% | 20.71% | 76.35% | $43.0M | 8.50% | — | HELD |
| 5 | DYNF | BLACKROCK ETF TRUST | $67.32 | 0.59% | 22.68% | 93.86% | $37.8M | 7.46% | — | HELD |
| 6 | IUSB | ISHARES TR | $45.38 | -0.36% | 2.48% | 0.22% | $19.8M | 3.91% | — | HELD |
| 7 | EFV | ISHARES TR | $80.82 | -0.60% | 34.95% | 95.87% | $19.6M | 3.87% | — | HELD |
| 8 | SPEM | SPDR INDEX SHS FDS | $50.90 | 0.71% | 21.20% | 34.00% | $19.2M | 3.79% | — | HELD |
| 9 | CMF | ISHARES TR | $56.47 | -0.17% | 4.40% | 1.93% | $18.9M | 3.73% | — | HELD |
| 10 | THRO | BLACKROCK ETF TRUST | $42.49 | 0.63% | 19.58% | 81.63% | $17.0M | 3.37% | — | HELD |
| 11 | BAI | BLACKROCK ETF TRUST | $41.61 | 1.29% | 39.58% | 60.37% | $16.8M | 3.33% | — | HELD |
| 12 | AAPL | APPLE INC | $300.58 | -9.85% | 65.41% | 124.96% | $14.2M | 2.80% | — | HELD |
| 13 | JMOM | J P MORGAN EXCHANGE TRADED F | $80.89 | 0.39% | 27.17% | 83.79% | $12.3M | 2.42% | — | HELD |
| 14 | JQUA | J P MORGAN EXCHANGE TRADED F | $72.15 | -0.01% | 22.11% | 78.90% | $11.7M | 2.30% | — | HELD |
| 15 | SHLD | GLOBAL X FDS | $63.10 | 0.53% | 3.69% | 149.29% | $11.3M | 2.24% | — | HELD |
| 16 | PZA | INVESCO EXCH TRADED FD TR II | $22.83 | -0.20% | 6.64% | -2.05% | $10.2M | 2.01% | — | HELD |
| 17 | QUAL | ISHARES TR | $218.86 | -0.03% | 21.21% | 64.41% | $7.6M | 1.50% | — | HELD |
| 18 | NVDA | NVIDIA CORPORATION | $198.08 | 1.56% | 12.42% | 774.16% | $6.6M | 1.30% | — | HELD |
| 19 | GOVT | ISHARES TR | $22.42 | -0.38% | 0.98% | -4.57% | $4.8M | 0.95% | — | HELD |
| 20 | XTEN | BONDBLOXX ETF TRUST | $44.16 | -0.67% | 0.29% | 5.76% | $4.0M | 0.78% | — | HELD |
| 21 | AVGO | BROADCOM INC | $388.14 | 0.08% | 34.78% | 753.17% | $3.9M | 0.76% | — | HELD |
| 22 | MSFT | MICROSOFT CORP | $463.94 | 2.85% | -13.24% | 55.41% | $3.7M | 0.73% | — | HELD |
| 23 | SPMB | SPDR SERIES TRUST | $21.90 | -0.54% | 3.24% | 0.36% | $3.6M | 0.70% | — | HELD |
| 24 | BNDX | VANGUARD CHARLOTTE FDS | $47.76 | -0.25% | 1.05% | 0.31% | $3.4M | 0.67% | — | HELD |
| 25 | AMZN | AMAZON COM INC | $270.97 | 15.06% | 9.66% | 35.70% | $3.0M | 0.58% | — | HELD |
| 26 | EFG | ISHARES TR | $121.29 | -0.88% | 15.97% | 18.53% | $2.9M | 0.57% | — | HELD |
| 27 | IAU | ISHARES GOLD TR | $76.13 | -1.51% | 22.14% | 123.86% | $2.5M | 0.50% | — | HELD |
| 28 | BINC | BLACKROCK ETF TRUST II | $51.99 | -0.09% | 4.13% | 22.28% | $2.5M | 0.50% | — | HELD |
| 29 | TSLA | TESLA INC | $309.49 | 0.21% | 2.06% | 25.94% | $2.1M | 0.42% | — | HELD |
| 30 | IYW | ISHARES TR | $237.21 | 0.11% | 33.86% | 122.64% | $1.8M | 0.36% | — | HELD |
| 31 | DFAC | DIMENSIONAL ETF TRUST | $44.40 | 0.16% | — | — | $1.7M | 0.33% | — | HELD |
| 32 | USMV | ISHARES TR | $97.87 | 0.03% | — | — | $1.5M | 0.30% | — | HELD |
| 33 | BA | BOEING CO | $215.06 | -2.64% | — | — | $1.5M | 0.29% | — | HELD |
| 34 | IVV | ISHARES TR | $748.38 | 0.43% | — | — | $1.4M | 0.28% | — | HELD |
| 35 | ESGU | ISHARES TR | $163.26 | 0.47% | — | — | $1.3M | 0.26% | — | HELD |
| 36 | GTOP | GOLDMAN SACHS ETF TR | $47.03 | 1.45% | — | — | $1.1M | 0.22% | — | HELD |
| 37 | SRE | SEMPRA | $89.38 | -0.22% | — | — | $1.1M | 0.21% | — | HELD |
| 38 | AVUV | AMERICAN CENTY ETF TR | $125.29 | 0.04% | — | — | $1.0M | 0.21% | — | HELD |
| 39 | AMD | ADVANCED MICRO DEVICES INC | $491.92 | 1.34% | — | — | $992K | 0.20% | — | HELD |
| 40 | LRCX | LAM RESEARCH CORP | $302.72 | 1.68% | — | — | $941K | 0.19% | — | HELD |
| 41 | VTI | VANGUARD INDEX FDS | $367.54 | 0.35% | — | — | $891K | 0.18% | — | HELD |
| 42 | GOOGL | ALPHABET INC | $354.58 | 6.27% | — | — | $876K | 0.17% | — | HELD |
| 43 | JPM | JPMORGAN CHASE & CO | $353.69 | 0.81% | — | — | $861K | 0.17% | — | HELD |
| 44 | WMT | WALMART INC | $111.48 | 0.34% | — | — | $839K | 0.17% | — | HELD |
| 45 | PLD | PROLOGIS INC. | $144.51 | -1.15% | — | — | $812K | 0.16% | — | HELD |
| 46 | META | META PLATFORMS INC | $549.42 | 1.93% | — | — | $806K | 0.16% | — | HELD |
| 47 | GOOG | ALPHABET INC | $353.20 | 5.85% | — | — | $802K | 0.16% | — | HELD |
| 48 | VLUE | ISHARES TR | $191.47 | -0.96% | — | — | $781K | 0.15% | — | HELD |
| 49 | SPY | STATE STR SPDR S&P 500 ETF T | $744.52 | 0.38% | — | — | $778K | 0.15% | — | HELD |
| 50 | XOM | EXXON MOBIL CORP | $153.96 | -1.92% | — | — | $766K | 0.15% | — | HELD |
| 51 | DGRO | ISHARES TR | $78.02 | -0.27% | — | — | $762K | 0.15% | — | HELD |
| 52 | SGOV | ISHARES TR | $100.72 | 0.03% | — | — | $760K | 0.15% | — | HELD |
| 53 | EMXC | ISHARES INC | $92.40 | 1.34% | — | — | $746K | 0.15% | — | HELD |
| 54 | COST | COSTCO WHOLESALE CORPORATION | $950.54 | -0.38% | — | — | $708K | 0.14% | — | HELD |
| 55 | LCTU | BLACKROCK ETF TRUST | $80.08 | 0.38% | — | — | $706K | 0.14% | — | HELD |
| 56 | MUB | ISHARES TR | $105.54 | -0.21% | — | — | $687K | 0.14% | — | HELD |
| 57 | DFIS | DIMENSIONAL ETF TRUST | $35.84 | -0.60% | — | — | $666K | 0.13% | — | HELD |
| 58 | DFUV | DIMENSIONAL ETF TRUST | $55.57 | 0.18% | — | — | $665K | 0.13% | — | HELD |
| 59 | MGC | VANGUARD WORLD FD | $272.25 | 0.58% | — | — | $654K | 0.13% | — | HELD |
| 60 | CAT | CATERPILLAR INC | $819.58 | 1.29% | — | — | $651K | 0.13% | — | HELD |
| 61 | IEMG | ISHARES INC | $77.76 | 0.92% | — | — | $643K | 0.13% | — | HELD |
| 62 | MCD | MCDONALDS CORP | $269.34 | 0.34% | — | — | $642K | 0.13% | — | HELD |
| 63 | AVLV | AMERICAN CENTY ETF TR | $92.13 | 0.11% | — | — | $635K | 0.13% | — | HELD |
| 64 | HD | HOME DEPOT INC | $331.52 | -0.55% | — | — | $619K | 0.12% | — | HELD |
| 65 | IRM | IRON MTN INC DEL | $123.38 | -1.01% | — | — | $599K | 0.12% | — | HELD |
| 66 | ROST | ROSS STORES INC | $252.33 | -0.10% | — | — | $585K | 0.12% | — | HELD |
| 67 | SYSB | ISHARES TR | $87.02 | -0.39% | — | — | $580K | 0.11% | — | HELD |
| 68 | QQQ | INVESCO QQQ TR | $687.04 | 0.51% | — | — | $575K | 0.11% | — | HELD |
| 69 | STIP | ISHARES TR | $101.28 | -0.13% | — | — | $556K | 0.11% | — | HELD |
| 70 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $866.04 | 1.69% | — | — | $531K | 0.10% | — | HELD |
| 71 | AOA | ISHARES TR | $96.51 | 0.06% | — | — | $526K | 0.10% | — | HELD |
| 72 | PG | PROCTER & GAMBLE CO | $143.82 | -0.10% | — | — | $526K | 0.10% | — | HELD |
| 73 | VOO | VANGUARD INDEX FDS | $684.66 | 0.42% | — | — | $525K | 0.10% | — | HELD |
| 74 | DIS | DISNEY WALT CO | $96.11 | -0.05% | — | — | $519K | 0.10% | — | HELD |
| 75 | DFAT | DIMENSIONAL ETF TRUST | $70.72 | -0.17% | — | — | $510K | 0.10% | — | HELD |
| 76 | AMAT | APPLIED MATLS INC | $518.99 | 3.43% | — | — | $508K | 0.10% | — | HELD |
| 77 | LMT | LOCKHEED MARTIN CORP | $580.38 | 1.09% | — | — | $507K | 0.10% | — | HELD |
| 78 | NFLX | NETFLIX INC. | $71.62 | -2.12% | — | — | $501K | 0.10% | — | HELD |
| 79 | XLE | SELECT SECTOR SPDR TR | $58.97 | 0.02% | — | — | $481K | 0.10% | — | HELD |
| 80 | USXF | ISHARES TR | $66.44 | 0.64% | — | — | $473K | 0.09% | — | HELD |
| 81 | AVEM | AMERICAN CENTY ETF TR | $89.69 | 0.30% | — | — | $462K | 0.09% | — | HELD |
| 82 | DSI | ISHARES TR | $141.27 | 1.17% | — | — | $457K | 0.09% | — | HELD |
| 83 | BAC | BANK AMERICA CORP | $62.18 | 0.73% | — | — | $454K | 0.09% | — | HELD |
| 84 | ROK | ROCKWELL AUTOMATION INC | $477.34 | 1.34% | — | — | $453K | 0.09% | — | HELD |
| 85 | IBM | INTERNATIONAL BUSINESS MACHS | $220.70 | -0.47% | — | — | $445K | 0.09% | — | HELD |
| 86 | ABBV | ABBVIE INC | $252.51 | -1.90% | — | — | $435K | 0.09% | — | HELD |
| 87 | VGT | VANGUARD WORLD FD | $112.76 | -0.72% | — | — | $423K | 0.08% | — | HELD |
| 88 | GEV | GE VERNOVA INC | $995.97 | 1.43% | — | — | $421K | 0.08% | — | HELD |
| 89 | FNDC | SCHWAB STRATEGIC TR | $49.16 | -0.85% | — | — | $402K | 0.08% | — | HELD |
| 90 | CVX | CHEVRON CORPORATION | $195.43 | 1.62% | — | — | $395K | 0.08% | — | HELD |
| 91 | CSX | CSX CORP | $50.31 | 0.23% | — | — | $395K | 0.08% | — | HELD |
| 92 | AHR | AMERICAN HEALTHCARE REIT INC | $55.75 | 0.04% | — | — | $395K | 0.08% | — | HELD |
| 93 | SPHQ | INVESCO EXCHANGE TRADED FD T | $84.80 | -0.32% | — | — | $393K | 0.08% | — | HELD |
| 94 | RKLB | ROCKET LAB CORP | $64.45 | -0.36% | — | — | $373K | 0.07% | — | HELD |
| 95 | FNDF | SCHWAB STRATEGIC TR | $54.01 | -0.59% | — | — | $353K | 0.07% | — | HELD |
| 96 | DELL | DELL TECHNOLOGIES INC | $407.95 | 0.77% | — | — | $352K | 0.07% | — | HELD |
| 97 | T | AT&T INC | $23.18 | -0.11% | — | — | $342K | 0.07% | — | HELD |
| 98 | IGEB | ISHARES TR | $44.22 | -0.29% | — | — | $341K | 0.07% | — | HELD |
| 99 | JNJ | JOHNSON & JOHNSON | $257.67 | 0.72% | — | — | $341K | 0.07% | — | HELD |
| 100 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $317K | 0.06% | — | HELD |
| 101 | QCOM | QUALCOMM INC | — | — | — | — | $305K | 0.06% | — | HELD |
| 102 | GE | GE AEROSPACE | — | — | — | — | $302K | 0.06% | — | HELD |
| 103 | IJH | ISHARES TR | — | — | — | — | $296K | 0.06% | — | HELD |
| 104 | RTX | RTX CORPORATION | — | — | — | — | $292K | 0.06% | — | HELD |
| 105 | NOC | NORTHROP GRUMMAN CORP | — | — | — | — | $276K | 0.05% | — | HELD |
| 106 | HYG | ISHARES TR | — | — | — | — | $272K | 0.05% | — | HELD |
| 107 | WABC | WESTAMERICA BANCORPORATION | — | — | — | — | $270K | 0.05% | — | HELD |
| 108 | IFRA | ISHARES TR | — | — | — | — | $268K | 0.05% | — | HELD |
| 109 | IEFA | ISHARES TR | — | — | — | — | $259K | 0.05% | — | HELD |
| 110 | LLY | ELI LILLY & CO | — | — | — | — | $256K | 0.05% | — | HELD |
| 111 | JAAA | JANUS DETROIT STR TR | — | — | — | — | $254K | 0.05% | — | HELD |
| 112 | TJX | TJX COS INC NEW | — | — | — | — | $253K | 0.05% | — | HELD |
| 113 | AFL | AFLAC INC | — | — | — | — | $251K | 0.05% | — | HELD |
| 114 | DFAS | DIMENSIONAL ETF TRUST | — | — | — | — | $250K | 0.05% | — | HELD |
| 115 | LUV | SOUTHWEST AIRLS CO | — | — | — | — | $245K | 0.05% | — | HELD |
| 116 | CSCO | CISCO SYS INC | — | — | — | — | $241K | 0.05% | — | HELD |
| 117 | TARS | TARSUS PHARMACEUTICALS INC | — | — | — | — | $239K | 0.05% | — | HELD |
| 118 | ESGE | ISHARES INC | — | — | — | — | $238K | 0.05% | — | HELD |
| 119 | V | VISA INC | — | — | — | — | $237K | 0.05% | — | HELD |
| 120 | PFE | PFIZER INC | — | — | — | — | $236K | 0.05% | — | HELD |
| 121 | AMGN | AMGEN INC | — | — | — | — | $227K | 0.04% | — | HELD |
| 122 | DMXF | ISHARES TR | — | — | — | — | $227K | 0.04% | — | HELD |
| 123 | QQQM | INVESCO EXCH TRADED FD TR II | — | — | — | — | $224K | 0.04% | — | HELD |
| 124 | JEPI | J P MORGAN EXCHANGE TRADED F | — | — | — | — | $223K | 0.04% | — | HELD |
| 125 | VZ | VERIZON COMMUNICATIONS INC | — | — | — | — | $221K | 0.04% | — | HELD |
| 126 | UNH | UNITEDHEALTH GROUP INC | — | — | — | — | $218K | 0.04% | — | HELD |
| 127 | IDEV | ISHARES TR | — | — | — | — | $207K | 0.04% | — | HELD |
| 128 | EFA | ISHARES TR | — | — | — | — | $205K | 0.04% | — | HELD |
| 129 | BALI | BLACKROCK ETF TRUST | — | — | — | — | $204K | 0.04% | — | HELD |
| 130 | XNROX | NEUBERGER R/EST SECS INC FD | — | — | — | — | $59K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001663. 13F discloses long positions only — shorts, foreign equities, and options are excluded.