13F HOLDINGS REPORT
West Wealth Group, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003120
Total Value
$402.2M
Positions
111
Other Managers
0
Confidential Omitted
No
Holdings (111)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 419,087 | $47.9M | 11.92% |
| 2 | ISHARES TR | 464287408 | 197,547 | $38.8M | 9.66% |
| 3 | ISHARES TR | 464288877 | 465,374 | $30.1M | 7.48% |
| 4 | BLACKROCK ETF TRUST | BLK | 527,911 | $29.6M | 7.35% |
| 5 | SPDR SERIES TRUST | 78464A854 | 330,847 | $24.6M | 6.12% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 392,434 | $23.9M | 5.94% |
| 7 | ISHARES TR | 46434V613 | 369,139 | $17.1M | 4.24% |
| 8 | SPDR INDEX SHS FDS | 78463X509 | 358,412 | $15.6M | 3.88% |
| 9 | ISHARES TR | 464288885 | 139,401 | $15.2M | 3.77% |
| 10 | BLACKROCK ETF TRUST | BLK | 372,742 | $13.5M | 3.36% |
| 11 | VANGUARD WORLD FD | 921910873 | 58,217 | $13.4M | 3.34% |
| 12 | ISHARES TR | 464288356 | 240,111 | $13.4M | 3.32% |
| 13 | ISHARES TR | 464287721 | 71,060 | $12.9M | 3.21% |
| 14 | APPLE INC | AAPL | 55,517 | $11.8M | 2.94% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q779 | 95,816 | $6.2M | 1.55% |
| 16 | ISHARES TR | 46432F339 | 29,296 | $5.4M | 1.35% |
| 17 | BLACKROCK ETF TRUST | BLK | 156,642 | $4.9M | 1.23% |
| 18 | MICROSOFT CORP | MSFT | 9,274 | $4.9M | 1.21% |
| 19 | NVIDIA CORPORATION | NVDA | 26,845 | $4.8M | 1.20% |
| 20 | BONDBLOXX ETF TRUST | 09789C812 | 85,571 | $3.9M | 0.98% |
| 21 | BROADCOM INC | AVGO | 11,641 | $3.5M | 0.87% |
| 22 | ISHARES GOLD TR | IAU | 51,748 | $3.3M | 0.82% |
| 23 | ISHARES INC | 46434G764 | 50,716 | $3.2M | 0.80% |
| 24 | AMAZON COM INC | AMZN | 13,407 | $3.0M | 0.74% |
| 25 | SPDR SERIES TRUST | 78464A383 | 130,137 | $2.9M | 0.72% |
| 26 | VANGUARD CHARLOTTE FDS | 92203J407 | 52,919 | $2.6M | 0.65% |
| 27 | BLACKROCK ETF TRUST II | BLK | 44,337 | $2.3M | 0.58% |
| 28 | TESLA INC | TSLA | 5,942 | $1.9M | 0.47% |
| 29 | ISHARES TR | 464288653 | 18,497 | $1.9M | 0.47% |
| 30 | BOEING CO | BA-PA | 7,301 | $1.6M | 0.41% |
| 31 | ISHARES TR | 46434V803 | 42,524 | $1.6M | 0.40% |
| 32 | ISHARES TR | 46435G425 | 11,384 | $1.6M | 0.39% |
| 33 | BLACKROCK ETF TRUST II | BLK | 26,562 | $1.3M | 0.32% |
| 34 | ISHARES TR | 46429B697 | 12,862 | $1.2M | 0.30% |
| 35 | ISHARES TR | 464287200 | 1,676 | $1.1M | 0.27% |
| 36 | META PLATFORMS INC | META | 1,158 | $894,264 | 0.22% |
| 37 | DISNEY WALT CO | 254687106 | 7,723 | $889,560 | 0.22% |
| 38 | ISHARES TR | 464288281 | 8,963 | $835,725 | 0.21% |
| 39 | SEMPRA | SREA | 10,095 | $819,282 | 0.20% |
| 40 | ISHARES TR | 46429B747 | 7,197 | $741,293 | 0.18% |
| 41 | ISHARES TR | 46434V621 | 11,127 | $721,153 | 0.18% |
| 42 | JPMORGAN CHASE & CO. | VYLD | 2,466 | $718,587 | 0.18% |
| 43 | MCDONALDS CORP | MCD | 2,334 | $718,193 | 0.18% |
| 44 | BLACKROCK ETF TRUST | BLK | 10,035 | $690,978 | 0.17% |
| 45 | HOME DEPOT INC | HD | 1,743 | $674,566 | 0.17% |
| 46 | PROLOGIS INC. | PLDGP | 6,108 | $645,833 | 0.16% |
| 47 | COSTCO WHSL CORP NEW | 22160K105 | 653 | $632,543 | 0.16% |
| 48 | ISHARES INC | 46434G103 | 9,855 | $601,172 | 0.15% |
| 49 | ISHARES TR | 46436E718 | 5,837 | $586,219 | 0.15% |
| 50 | ISHARES TR | 46436E767 | 10,513 | $583,746 | 0.15% |
| 51 | WALMART INC | WMT | 5,235 | $541,119 | 0.13% |
| 52 | PROCTER AND GAMBLE CO | 742718109 | 3,539 | $541,026 | 0.13% |
| 53 | ALPHABET INC | GOOG | 2,625 | $517,034 | 0.13% |
| 54 | ALPHABET INC | GOOG | 2,549 | $499,954 | 0.12% |
| 55 | ISHARES TR | 464289859 | 5,902 | $495,709 | 0.12% |
| 56 | IRON MTN INC DEL | 46284V101 | 5,500 | $495,290 | 0.12% |
| 57 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 9,718 | $491,356 | 0.12% |
| 58 | ISHARES TR | 46429B267 | 21,253 | $487,655 | 0.12% |
| 59 | ISHARES TR | 46432F388 | 4,289 | $485,039 | 0.12% |
| 60 | SPDR S&P 500 ETF TR | SPY | 748 | $473,813 | 0.12% |
| 61 | ROCKWELL AUTOMATION INC | ROK | 1,389 | $456,525 | 0.11% |
| 62 | ISHARES TR | 464288570 | 3,756 | $449,836 | 0.11% |
| 63 | LAM RESEARCH CORP | LRCX | 4,385 | $420,780 | 0.10% |
| 64 | ISHARES TR | 46429B291 | 8,697 | $416,971 | 0.10% |
| 65 | EXXON MOBIL CORP | XOM | 3,768 | $401,385 | 0.10% |
| 66 | VANGUARD INDEX FDS | 922908363 | 675 | $392,843 | 0.10% |
| 67 | ROSS STORES INC | ROST | 2,676 | $392,261 | 0.10% |
| 68 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 833 | $390,602 | 0.10% |
| 69 | INTERNATIONAL BUSINESS MACHS | INTR | 1,539 | $388,393 | 0.10% |
| 70 | ISHARES TR | 46435G524 | 4,920 | $378,598 | 0.09% |
| 71 | LOCKHEED MARTIN CORP | LMT | 846 | $368,138 | 0.09% |
| 72 | NETFLIX INC | NFLX | 308 | $362,972 | 0.09% |
| 73 | INVESCO QQQ TR | IVZ | 632 | $358,752 | 0.09% |
| 74 | ABBVIE INC | ABBV | 1,823 | $358,047 | 0.09% |
| 75 | BANK AMERICA CORP | 060505104 | 7,844 | $356,303 | 0.09% |
| 76 | CATERPILLAR INC | CAT | 826 | $353,456 | 0.09% |
| 77 | AT&T INC | T-PC | 12,849 | $353,221 | 0.09% |
| 78 | ISHARES TR | 464288414 | 3,211 | $334,102 | 0.08% |
| 79 | ISHARES TR | 46435G219 | 7,310 | $332,759 | 0.08% |
| 80 | KKR & CO INC | KKRT | 2,277 | $329,239 | 0.08% |
| 81 | AMERICAN HEALTHCARE REIT INC | AHR | 8,285 | $328,514 | 0.08% |
| 82 | DELL TECHNOLOGIES INC | DELL | 2,516 | $322,491 | 0.08% |
| 83 | SELECT SECTOR SPDR TR | 81369Y506 | 3,712 | $314,496 | 0.08% |
| 84 | GE VERNOVA INC | GEV | 447 | $297,150 | 0.07% |
| 85 | PIMCO ETF TR | 72201R833 | 2,937 | $294,640 | 0.07% |
| 86 | ISHARES TR | 46435U713 | 5,800 | $292,440 | 0.07% |
| 87 | ISHARES TR | 464288646 | 5,370 | $283,351 | 0.07% |
| 88 | SCHWAB STRATEGIC TR | 808524755 | 6,829 | $278,773 | 0.07% |
| 89 | CSX CORP | CSX | 7,651 | $275,520 | 0.07% |
| 90 | ISHARES TR | 464288513 | 3,340 | $268,231 | 0.07% |
| 91 | VANGUARD WORLD FD | 92204A702 | 386 | $267,141 | 0.07% |
| 92 | GE AEROSPACE | 369604301 | 975 | $265,673 | 0.07% |
| 93 | ISHARES TR | 464287507 | 4,191 | $262,636 | 0.07% |
| 94 | APPLIED MATLS INC | 038222105 | 1,470 | $262,030 | 0.07% |
| 95 | ROCKET LAB CORP | RKLB | 5,800 | $255,780 | 0.06% |
| 96 | ISHARES TR | 464287457 | 3,039 | $251,344 | 0.06% |
| 97 | RTX CORPORATION | RTX | 1,596 | $248,605 | 0.06% |
| 98 | CHEVRON CORP NEW | CVX | 1,598 | $244,262 | 0.06% |
| 99 | WESTAMERICA BANCORPORATION | WABC | 5,091 | $241,233 | 0.06% |
| 100 | VANGUARD INDEX FDS | 922908769 | 770 | $239,865 | 0.06% |
| 101 | ISHARES TR | 46432F842 | 2,843 | $237,063 | 0.06% |
| 102 | NORTHROP GRUMMAN CORP | NOC | 395 | $233,185 | 0.06% |
| 103 | AFLAC INC | AFL | 2,259 | $231,145 | 0.06% |
| 104 | ISHARES TR | 46436E759 | 3,119 | $227,102 | 0.06% |
| 105 | ORACLE CORP | ORCL-PD | 883 | $226,572 | 0.06% |
| 106 | BLACKROCK ETF TRUST | BLK | 6,852 | $208,659 | 0.05% |
| 107 | ISHARES INC | 46434G863 | 5,121 | $204,501 | 0.05% |
| 108 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 3,643 | $203,998 | 0.05% |
| 109 | TJX COS INC NEW | 872540109 | 1,536 | $203,022 | 0.05% |
| 110 | BLACKSTONE INC | BX | 1,196 | $202,623 | 0.05% |
| 111 | CLEVELAND-CLIFFS INC NEW | CLF | 10,368 | $97,148 | 0.02% |