13F HOLDINGS REPORT
West Wealth Group, LLC
Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001172661-26-000308
Total Value
$482.0M
Positions
127
Other Managers
0
Confidential Omitted
No
Holdings (127)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 439,568 | $54.2M | 11.24% |
| 2 | ISHARES TR | 464287408 | 214,431 | $45.5M | 9.43% |
| 3 | BLACKROCK ETF TRUST | BLK | 677,172 | $41.2M | 8.54% |
| 4 | ISHARES TR | 464288877 | 457,719 | $32.7M | 6.78% |
| 5 | VANGUARD WORLD FD | 921910873 | 103,726 | $26.1M | 5.41% |
| 6 | SPDR SERIES TRUST | 78464A854 | 323,884 | $26.0M | 5.39% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 398,430 | $25.2M | 5.22% |
| 8 | SPDR INDEX SHS FDS | 78463X509 | 527,337 | $24.7M | 5.12% |
| 9 | ISHARES TR | 46434V613 | 403,416 | $18.8M | 3.90% |
| 10 | BLACKROCK ETF TRUST | BLK | 436,315 | $16.8M | 3.49% |
| 11 | ISHARES TR | 464288356 | 273,799 | $15.7M | 3.26% |
| 12 | BLACKROCK ETF TRUST | BLK | 468,407 | $15.6M | 3.24% |
| 13 | APPLE INC | AAPL | 54,282 | $14.8M | 3.06% |
| 14 | GLOBAL X FDS | 37960A529 | 133,604 | $8.7M | 1.80% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q779 | 106,130 | $7.2M | 1.50% |
| 16 | ISHARES TR | 46432F339 | 32,065 | $6.4M | 1.32% |
| 17 | NVIDIA CORPORATION | NVDA | 34,119 | $6.4M | 1.32% |
| 18 | ISHARES GOLD TR | IAU | 75,614 | $6.1M | 1.27% |
| 19 | ISHARES TR | 464288885 | 51,709 | $5.9M | 1.22% |
| 20 | MICROSOFT CORP | MSFT | 9,722 | $4.7M | 0.98% |
| 21 | BONDBLOXX ETF TRUST | 09789C812 | 101,542 | $4.7M | 0.97% |
| 22 | BROADCOM INC | AVGO | 12,298 | $4.3M | 0.88% |
| 23 | SPDR SERIES TRUST | 78464A383 | 148,381 | $3.3M | 0.69% |
| 24 | VANGUARD CHARLOTTE FDS | 92203J407 | 65,408 | $3.2M | 0.66% |
| 25 | AMAZON COM INC | AMZN | 12,832 | $3.0M | 0.61% |
| 26 | BLACKROCK ETF TRUST II | BLK | 57,191 | $2.8M | 0.58% |
| 27 | BLACKROCK ETF TRUST II | BLK | 50,978 | $2.7M | 0.56% |
| 28 | ISHARES TR | 464288653 | 25,837 | $2.6M | 0.54% |
| 29 | ISHARES TR | 464287721 | 10,886 | $2.2M | 0.45% |
| 30 | TESLA INC | TSLA | 4,502 | $2.0M | 0.42% |
| 31 | INVESCO EXCH TRADED FD TR II | IVZ | 84,452 | $2.0M | 0.41% |
| 32 | BOEING CO | BA-PA | 7,279 | $1.6M | 0.33% |
| 33 | ISHARES TR | 46435G425 | 10,122 | $1.5M | 0.31% |
| 34 | ISHARES TR | 46429B697 | 15,526 | $1.5M | 0.30% |
| 35 | GOLDMAN SACHS ETF TR | NVGLF | 30,640 | $1.2M | 0.25% |
| 36 | ADVANCED MICRO DEVICES INC | AMD | 4,888 | $1.0M | 0.22% |
| 37 | ISHARES TR | 464287200 | 1,440 | $986,671 | 0.20% |
| 38 | ISHARES TR | 464288281 | 10,119 | $974,316 | 0.20% |
| 39 | JPMORGAN CHASE & CO. | VYLD | 2,891 | $931,700 | 0.19% |
| 40 | ALPHABET INC | GOOG | 2,935 | $918,746 | 0.19% |
| 41 | ISHARES TR | 46429B747 | 8,584 | $878,951 | 0.18% |
| 42 | SEMPRA | SREA | 9,915 | $875,422 | 0.18% |
| 43 | DISNEY WALT CO | 254687106 | 7,639 | $869,137 | 0.18% |
| 44 | ALPHABET INC | GOOG | 2,704 | $848,551 | 0.18% |
| 45 | ISHARES INC | 46434G764 | 11,426 | $830,481 | 0.17% |
| 46 | SPDR S&P 500 ETF TR | SPY | 1,156 | $788,342 | 0.16% |
| 47 | PROLOGIS INC. | PLDGP | 6,108 | $779,789 | 0.16% |
| 48 | ISHARES TR | 46434V621 | 10,893 | $756,194 | 0.16% |
| 49 | LAM RESEARCH CORP | LRCX | 4,401 | $753,367 | 0.16% |
| 50 | BLACKROCK ETF TRUST | BLK | 10,009 | $741,648 | 0.15% |
| 51 | ISHARES INC | 46434G103 | 10,416 | $700,230 | 0.15% |
| 52 | META PLATFORMS INC | META | 1,026 | $677,723 | 0.14% |
| 53 | ISHARES TR | 46436E718 | 6,578 | $660,344 | 0.14% |
| 54 | WALMART INC | WMT | 5,921 | $659,733 | 0.14% |
| 55 | HOME DEPOT INC | HD | 1,855 | $638,471 | 0.13% |
| 56 | MCDONALDS CORP | MCD | 2,026 | $619,266 | 0.13% |
| 57 | ISHARES TR | 46432F388 | 4,338 | $593,138 | 0.12% |
| 58 | ISHARES TR | 46436E767 | 10,193 | $586,949 | 0.12% |
| 59 | COSTCO WHSL CORP NEW | 22160K105 | 652 | $563,061 | 0.12% |
| 60 | ISHARES TR | 464288414 | 5,128 | $549,291 | 0.11% |
| 61 | EXXON MOBIL CORP | XOM | 4,461 | $536,943 | 0.11% |
| 62 | ISHARES TR | 464289859 | 5,987 | $536,200 | 0.11% |
| 63 | PROCTER AND GAMBLE CO | 742718109 | 3,654 | $523,671 | 0.11% |
| 64 | CATERPILLAR INC | CAT | 901 | $516,551 | 0.11% |
| 65 | INTERNATIONAL BUSINESS MACHS | INTR | 1,741 | $515,835 | 0.11% |
| 66 | ISHARES TR | 46429B267 | 22,288 | $513,185 | 0.11% |
| 67 | IRON MTN INC DEL | 46284V101 | 5,850 | $485,322 | 0.10% |
| 68 | ROSS STORES INC | ROST | 2,693 | $485,224 | 0.10% |
| 69 | ISHARES TR | 464288570 | 3,750 | $483,169 | 0.10% |
| 70 | ROCKWELL AUTOMATION INC | ROK | 1,240 | $482,642 | 0.10% |
| 71 | INVESCO QQQ TR | IVZ | 777 | $477,352 | 0.10% |
| 72 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 937 | $470,983 | 0.10% |
| 73 | VANGUARD INDEX FDS | 922908363 | 738 | $463,019 | 0.10% |
| 74 | ABBVIE INC | ABBV | 1,999 | $456,975 | 0.09% |
| 75 | VANGUARD WORLD FD | 92204A702 | 555 | $418,449 | 0.09% |
| 76 | ROCKET LAB CORP | RKLB | 5,813 | $405,515 | 0.08% |
| 77 | LOCKHEED MARTIN CORP | LMT | 830 | $401,572 | 0.08% |
| 78 | AMERICAN HEALTHCARE REIT INC | AHR | 8,332 | $392,112 | 0.08% |
| 79 | BANK AMERICA CORP | 060505104 | 7,085 | $389,702 | 0.08% |
| 80 | APPLIED MATLS INC | 038222105 | 1,477 | $379,690 | 0.08% |
| 81 | NETFLIX INC | NFLX | 4,026 | $377,478 | 0.08% |
| 82 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 1,351 | $372,052 | 0.08% |
| 83 | ISHARES TR | 46435G219 | 7,635 | $348,642 | 0.07% |
| 84 | CSX CORP | CSX | 9,588 | $347,596 | 0.07% |
| 85 | ISHARES TR | 464288646 | 6,407 | $338,841 | 0.07% |
| 86 | SELECT SECTOR SPDR TR | 81369Y506 | 7,556 | $337,862 | 0.07% |
| 87 | VANGUARD INDEX FDS | 922908769 | 995 | $333,879 | 0.07% |
| 88 | GE AEROSPACE | 369604301 | 1,061 | $327,085 | 0.07% |
| 89 | GE VERNOVA INC | GEV | 475 | $310,779 | 0.06% |
| 90 | SCHWAB STRATEGIC TR | 808524755 | 6,676 | $301,839 | 0.06% |
| 91 | DELL TECHNOLOGIES INC | DELL | 2,387 | $300,487 | 0.06% |
| 92 | ISHARES TR | 464287457 | 3,604 | $298,558 | 0.06% |
| 93 | ISHARES TR | 464288513 | 3,613 | $291,354 | 0.06% |
| 94 | ISHARES TR | 464287507 | 4,400 | $290,443 | 0.06% |
| 95 | AT&T INC | T-PC | 11,536 | $286,575 | 0.06% |
| 96 | RTX CORPORATION | RTX | 1,551 | $284,543 | 0.06% |
| 97 | JOHNSON & JOHNSON | JNJ | 1,374 | $284,486 | 0.06% |
| 98 | ISHARES TR | 46432F842 | 3,134 | $280,397 | 0.06% |
| 99 | ELI LILLY & CO | LLY | 260 | $279,553 | 0.06% |
| 100 | TARSUS PHARMACEUTICALS INC | TARS | 3,400 | $278,392 | 0.06% |
| 101 | CHEVRON CORP NEW | CVX | 1,801 | $274,612 | 0.06% |
| 102 | SOUTHWEST AIRLS CO | 844741108 | 6,513 | $269,197 | 0.06% |
| 103 | KKR & CO INC | KKRT | 2,072 | $264,212 | 0.05% |
| 104 | CISCO SYS INC | CSCO | 3,382 | $260,584 | 0.05% |
| 105 | VISA INC | V | 738 | $259,041 | 0.05% |
| 106 | ISHARES TR | 46435U713 | 4,889 | $257,277 | 0.05% |
| 107 | ISHARES TR | 464287465 | 2,672 | $256,641 | 0.05% |
| 108 | ISHARES TR | 46434V803 | 6,133 | $253,671 | 0.05% |
| 109 | AFLAC INC | AFL | 2,286 | $252,126 | 0.05% |
| 110 | ISHARES TR | 46429B291 | 5,122 | $246,347 | 0.05% |
| 111 | WESTAMERICA BANCORPORATION | WABC | 5,138 | $245,786 | 0.05% |
| 112 | TJX COS INC NEW | 872540109 | 1,580 | $242,749 | 0.05% |
| 113 | JANUS DETROIT STR TR | 47103U845 | 4,698 | $237,658 | 0.05% |
| 114 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 4,137 | $236,821 | 0.05% |
| 115 | UNITEDHEALTH GROUP INC | UNH | 706 | $233,067 | 0.05% |
| 116 | ISHARES TR | 46436E759 | 3,085 | $231,909 | 0.05% |
| 117 | ISHARES INC | 46434G863 | 5,207 | $230,019 | 0.05% |
| 118 | NORTHROP GRUMMAN CORP | NOC | 399 | $227,961 | 0.05% |
| 119 | ORACLE CORP | ORCL-PD | 1,165 | $227,252 | 0.05% |
| 120 | BLACKROCK ETF TRUST | BLK | 6,754 | $213,981 | 0.04% |
| 121 | ISHARES U S ETF TR | 46431W705 | 2,287 | $213,545 | 0.04% |
| 122 | ISHARES TR | 46435G326 | 2,543 | $209,754 | 0.04% |
| 123 | DIMENSIONAL ETF TRUST | 25434V500 | 2,971 | $207,044 | 0.04% |
| 124 | AMGEN INC | AMGN | 630 | $206,509 | 0.04% |
| 125 | PFIZER INC | PFE | 8,237 | $205,119 | 0.04% |
| 126 | EDWARDS LIFESCIENCES CORP | EW | 2,360 | $201,190 | 0.04% |
| 127 | CLEVELAND-CLIFFS INC NEW | CLF | 10,368 | $137,687 | 0.03% |