Western Wealth Management, LLC

Est. AUM

$1.16B

13F long equity, this entity only

Positions

2,651

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$15.7M	61803	1.35%	SOLE
2	NVIDIA CORPORATION	COM	$14.9M	85293	1.28%	SOLE
3	BERKSHIRE HATHAWAY INC DEL	CL A	$13.6M	19	1.18%	SOLE
4	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$12.3M	497721	1.06%	SOLE
5	VICTORY PORTFOLIOS II	SHARES FREE CASH	$10.6M	268567	0.91%	SOLE
6	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$10.3M	110997	0.89%	SOLE
7	RBB FD INC	F/M US TREASURY	$9.2M	183887	0.79%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$8.9M	13583	0.76%	SOLE
9	MICROSOFT CORP	COM	$8.7M	23551	0.75%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.9M	123276	0.68%	SOLE
11	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$7.7M	66814	0.66%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.6M	11661	0.65%	SOLE
13	PACER FDS TR	ARISTOTLE PACIFI	$7.1M	152757	0.61%	SOLE
14	ISHARES TR	MSCI USA MIN VOL	$7.0M	75105	0.60%	SOLE
15	BROADCOM INC	COM	$6.8M	21845	0.58%	SOLE
16	TIDAL TRUST I	FUNDSTRAT GRANNY	$6.6M	276832	0.57%	SOLE
17	ISHARES TR	CORE MSCI EAFE	$6.5M	71769	0.56%	SOLE
18	LAZARD ACTIVE ETF TR	INTL DYNAMIC EQT	$6.4M	200469	0.55%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$5.9M	205928	0.51%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.9M	201505	0.51%	SOLE
21	JPMORGAN CHASE & CO	COM	$5.6M	19046	0.48%	SOLE
22	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$5.6M	144113	0.48%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$5.5M	60328	0.48%	SOLE
24	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.5M	96540	0.47%	SOLE
25	SSGA ACTIVE ETF TR	STATE STREET BLA	$5.5M	136190	0.47%	SOLE
26	EXXON MOBIL CORP	COM	$5.4M	31911	0.47%	SOLE
27	ISHARES TR	MSCI EAFE ETF	$5.4M	55168	0.46%	SOLE
28	COLUMBIA ETF TR I	RESH ENHNC COR	$5.3M	136806	0.46%	SOLE
29	VANGUARD INDEX FDS	GROWTH ETF	$5.3M	12118	0.46%	SOLE
30	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$5.2M	69041	0.45%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	SHS	$5.1M	108184	0.44%	SOLE
32	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$4.8M	37693	0.42%	SOLE
33	ALPHABET INC	CAP STK CL A	$4.7M	16397	0.41%	SOLE
34	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$4.6M	19403	0.40%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.6M	9603	0.40%	SOLE
36	ISHARES TR	CORE 40/60 MODER	$4.5M	95271	0.39%	SOLE
37	VANGUARD INDEX FDS	VALUE ETF	$4.5M	22967	0.39%	SOLE
38	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$4.4M	249857	0.38%	SOLE
39	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$4.4M	61050	0.38%	SOLE
40	TESLA INC	COM	$4.4M	11714	0.38%	SOLE
41	WISDOMTREE TR	FLOATNG RAT TREA	$4.3M	85600	0.37%	SOLE
42	SPDR GOLD TR	GOLD SHS	$4.3M	9969	0.37%	SOLE
43	STATE STR SPDR DOW JONES IND	UT SER 1	$4.3M	9209	0.37%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$4.2M	189261	0.37%	SOLE
45	AMAZON COM INC	COM	$4.2M	19929	0.36%	SOLE
46	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$4.1M	67004	0.35%	SOLE
47	SPDR INDEX SHS FDS	STATE STREET SPD	$4.0M	87445	0.34%	SOLE
48	WISDOMTREE TR	US QUALITY GROW	$3.9M	72851	0.34%	SOLE
49	CROWDSTRIKE HLDGS INC	CL A	$3.9M	9935	0.33%	SOLE
50	RBB FD INC	MOTLEY FOL ETF	$3.9M	58553	0.33%	SOLE

1–50 of 2,651

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.