Q3 2026 13F · SEC CIK 1923591

West Wealth Group, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $644.6M
Reported positions: 145
Top holdings a year, 3 yrs: +18.0%
Assets under management: $616.7M

West Wealth Group, LLC is a wealth manager that reported 145 positions worth $644.6M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Spdr Series Trust (SPLG, 14.9%), Ishares Tr (IVW, 11.3%), Ishares Tr (IVE, 9.2%). A portfolio copying its top holdings returned 18.0% a year over the last 3 years, against 20.4% for the S&P 500.

West Wealth Group, LLC holdings largest 50 of 145 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

West Wealth Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	14.9%	14.5%	1,072,809	+6.6%	$96.3M
IVWIshares Tr	11.3%	11.0%	511,976	+5.2%	$72.8M
IVEIshares Tr	9.2%	9.3%	259,301	+4.0%	$59.2M
COROBlackrock ETF Trust	8.6%	8.5%	1,523,714	+7.2%	$55.4M
DYNFBlackrock ETF Trust	7.5%	7.5%	696,279	+2.9%	$48.2M
IUSBIshares Tr	4.2%	3.5%	615,223	+31.4%	$27.1M
CMFIshares Tr	4.0%	3.6%	476,540	+23.8%	$25.8M
IEFAIshares Tr	3.4%	—	228,568	—	$22.1M
BAIBlackrock ETF Trust	3.1%	3.9%	427,987	-5.2%	$20.2M
AAPLApple Inc	3.0%	2.7%	108,820	+90.4%	$19.3M
BTHMBlackrock ETF Trust	2.7%	2.6%	389,756	+4.2%	$17.1M
SPEMSpdr Index Shs Fds	2.5%	2.8%	316,839	-2.9%	$16.4M
SHLDGlobal X Defense Tech ETF	2.0%	2.0%	209,693	+2.3%	$12.6M
QUALIshares Tr	1.5%	1.5%	43,965	+2.2%	$9.8M
PZAInvesco Exch Traded Fd Tr II	1.4%	2.0%	428,314	-16.7%	$9.2M
NVDANvidia Corporation	1.3%	1.3%	36,320	-6.7%	$8.3M
EFGIshares Tr	1.1%	1.8%	60,207	-30.1%	$7.2M
GOVTIshares Tr	0.9%	0.9%	258,931	+11.5%	$5.7M
EFVIshares Tr	0.9%	1.2%	69,548	-29.6%	$5.5M
MSFTMicrosoft Corp	0.8%	0.6%	48,445	+371.7%	$5.5M
IALTBlackrock ETF Trust	0.8%	0.7%	166,783	+8.7%	$5.0M
AVGOBroadcom Inc	0.8%	0.8%	13,927	+7.0%	$4.9M
BNDXVanguard Charlotte Fds	0.7%	0.6%	100,185	+29.1%	$4.7M
XTENBondbloxx ETF Trust	0.7%	0.7%	104,282	+10.8%	$4.4M
AMZNAmazon Com Inc	0.6%	0.6%	66,254	+355.1%	$3.7M
IAUIshares Gold Tr	0.5%	0.4%	37,631	+16.1%	$2.9M
AMDAdvanced Micro Devices Inc	0.4%	0.4%	3,890	-14.1%	$2.4M
TSLATesla Inc	0.3%	0.4%	6,036	+5.2%	$2.1M
BINCBlackrock ETF Trust II	0.3%	0.3%	41,952	+6.2%	$2.1M
IVVIshares Tr	0.3%	0.3%	2,716	+23.1%	$2.1M
IYWIshares Tr	0.3%	0.3%	7,493	-3.2%	$2.0M
JPMJpmorgan Chase & Co	0.3%	0.2%	49,379	+1442.1%	$1.6M
ESGUIshares Tr	0.2%	0.2%	9,464	+1.7%	$1.6M
VVVanguard Index Fds	0.2%	—	4,185	—	$1.5M
BABoeing Co	0.2%	0.3%	7,773	-1.2%	$1.4M
LRCXLam Research Corp	0.2%	0.3%	4,265	-3.0%	$1.4M
GTOPGoldman Sachs ETF Tr	0.2%	0.2%	27,152	+0.0%	$1.4M
GOOGLAlphabet Inc	0.2%	0.2%	3,759	+3.2%	$1.3M
DELLDell Technologies Inc	0.2%	0.2%	2,287	+0.4%	$1.2M
METAMeta Platforms Inc	0.2%	—	1,612	—	$1.2M
AVUVAmerican Centy ETF Tr	0.2%	0.2%	9,312	+0.3%	$1.1M
VLUEIshares Tr	0.2%	0.2%	5,537	+0.5%	$1.1M
VTIVanguard Index Fds	0.2%	0.2%	2,872	-0.7%	$1.1M
XOMExxonmobil Holdings Corp	0.2%	—	6,264	—	$1.0M
GOOGAlphabet Inc	0.2%	0.2%	72,999	+2466.8%	$987K
SPYState Str Spdr S&p 500 ETF T	0.2%	—	1,282	—	$978K
SGOVIshares Tr	0.2%	—	9,683	—	$975K
IEMGIshares Inc	0.1%	—	11,889	—	$965K
EMXCIshares Inc	0.1%	0.2%	9,056	-4.0%	$897K
CATCaterpillar Inc	0.1%	0.2%	1,097	+2.5%	$890K

What West Wealth Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.8% /yr; S&P 500 +20.1%
3 years: +18.0% /yr; S&P 500 +20.4%
5 years: +14.1% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$644.6M	145
Q2 2026	$611.3M	143
Q1 2026	$506.0M	130
Q4 2025	$482.0M	127
Q3 2025	$443.6M	123
Q2 2025	$402.2M	111
Q1 2025	$338.3M	96
Q4 2024	$335.1M	93
Q3 2024	$308.6M	84
Q2 2024	$282.8M	81
Q1 2024	$269.9M	79
Q4 2023	$253.6M	83

Questions about West Wealth Group, LLC's portfolio

What stocks does West Wealth Group, LLC own?

West Wealth Group, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 145 positions worth $644.6M. The largest are Spdr Series Trust (SPLG) at 14.9%, Ishares Tr (IVW) at 11.3%, Ishares Tr (IVE) at 9.2%, Blackrock ETF Trust (CORO) at 8.6% and Blackrock ETF Trust (DYNF) at 7.5%.

What did West Wealth Group, LLC buy last quarter?

In Q3 2026, West Wealth Group, LLC added Alphabet Inc (GOOG) (+2466.8% shares), Jpmorgan Chase & Co (JPM) (+1442.1% shares) and Microsoft Corp (MSFT) (+371.7% shares), compared with its Q2 2026 filing.

What did West Wealth Group, LLC sell last quarter?

In Q3 2026, West Wealth Group, LLC cut from its top 50 J P Morgan Exchange Traded F (JMOM), cut from its top 50 Spdr Ser Tr (SPMB), cut from its top 50 Dimensional ETF Trust (DFAC), cut from its top 50 Ishares Tr (USMV), cut from its top 50 Seagate Technology Hldngs Pl (STX), Ishares Tr (EFG) (-30.1% shares), Ishares Tr (EFV) (-29.6% shares) and Invesco Exch Traded Fd Tr II (PZA) (-16.7% shares), compared with its Q2 2026 filing.

How has West Wealth Group, LLC's portfolio performed?

A portfolio copying West Wealth Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.8% against +20.1%. Over 5 years: +14.1% a year against +16.8%.

When is West Wealth Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. West Wealth Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does West Wealth Group, LLC manage?

West Wealth Group, LLC reported $616.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $644.6M.