West Wealth Group, LLC

Est. AUM

$506.0M

13F long equity, this entity only

Positions

130

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	S&P 500 GRWT ETF	$53.1M	469119	10.49%	SOLE
2	ISHARES TR	S&P 500 VAL ETF	$51.8M	245287	10.24%	SOLE
3	BLACKROCK ETF TRUST	ISHARES INTL CTR	$43.2M	1342357	8.53%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$43.0M	562031	8.50%	SOLE
5	BLACKROCK ETF TRUST	ISHARES US EQUIT	$37.8M	649206	7.46%	SOLE
6	ISHARES TR	CORE UNIVRSL USD	$19.8M	428064	3.91%	SOLE
7	ISHARES TR	EAFE VALUE ETF	$19.6M	263080	3.87%	SOLE
8	SPDR INDEX SHS FDS	STATE STREET SPD	$19.2M	408658	3.79%	SOLE
9	ISHARES TR	CALIF MUN BD ETF	$18.9M	331806	3.73%	SOLE
10	BLACKROCK ETF TRUST	ISHARES US THEMA	$17.1M	470728	3.37%	SOLE
11	BLACKROCK ETF TRUST	ISHARES A I INNO	$16.8M	511188	3.33%	SOLE
12	APPLE INC	COM	$14.2M	55774	2.80%	SOLE
13	J P MORGAN EXCHANGE TRADED F	US MOMENTUM	$12.3M	180372	2.42%	SOLE
14	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$11.7M	190199	2.30%	SOLE
15	GLOBAL X FDS	DEFENSE TECH ETF	$11.3M	160155	2.24%	SOLE
16	INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$10.2M	442800	2.01%	SOLE
17	ISHARES TR	MSCI USA QLT FCT	$7.6M	39644	1.50%	SOLE
18	NVIDIA CORPORATION	COM	$6.6M	37594	1.30%	SOLE
19	ISHARES TR	US TREAS BD ETF	$4.8M	210862	0.95%	SOLE
20	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$4.0M	86342	0.78%	SOLE
21	BROADCOM INC	COM	$3.9M	12491	0.76%	SOLE
22	MICROSOFT CORP	COM	$3.7M	9951	0.73%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$3.6M	158721	0.70%	SOLE
24	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.4M	70754	0.67%	SOLE
25	AMAZON COM INC	COM	$3.0M	14167	0.58%	SOLE
26	ISHARES TR	EAFE GRWTH ETF	$2.9M	26097	0.57%	SOLE
27	ISHARES GOLD TR	ISHARES NEW	$2.5M	28749	0.50%	SOLE
28	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.5M	48351	0.50%	SOLE
29	TESLA INC	COM	$2.1M	5764	0.42%	SOLE
30	ISHARES TR	U.S. TECH ETF	$1.8M	9962	0.36%	SOLE
31	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.7M	43511	0.33%	SOLE
32	ISHARES TR	MSCI USA MIN VOL	$1.5M	16592	0.30%	SOLE
33	BOEING CO	COM	$1.5M	7394	0.29%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$1.4M	2135	0.28%	SOLE
35	ISHARES TR	ESG AWR MSCI USA	$1.3M	9468	0.26%	SOLE
36	GOLDMAN SACHS ETF TR	TECHNOLOGY OPPOR	$1.1M	30640	0.22%	SOLE
37	SEMPRA	COM	$1.1M	10862	0.21%	SOLE
38	AMERICAN CENTY ETF TR	US SML CP VALU	$1.0M	9429	0.21%	SOLE
39	ADVANCED MICRO DEVICES INC	COM	$992K	4877	0.20%	SOLE
40	LAM RESEARCH CORP	COM NEW	$941K	4406	0.19%	SOLE
41	VANGUARD INDEX FDS	TOTAL STK MKT	$891K	2778	0.18%	SOLE
42	ALPHABET INC	CAP STK CL A	$876K	3045	0.17%	SOLE
43	JPMORGAN CHASE & CO	COM	$861K	2928	0.17%	SOLE
44	WALMART INC	COM	$839K	6753	0.17%	SOLE
45	PROLOGIS INC.	COM	$812K	6143	0.16%	SOLE
46	META PLATFORMS INC	CL A	$806K	1408	0.16%	SOLE
47	ALPHABET INC	CAP STK CL C	$802K	2796	0.16%	SOLE
48	ISHARES TR	MSCI USA VALUE	$781K	5491	0.15%	SOLE
49	STATE STR SPDR S&P 500 ETF T	TR UNIT	$778K	1196	0.15%	SOLE
50	EXXON MOBIL CORP	COM	$766K	4515	0.15%	SOLE

1–50 of 130

1 / 3

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