Institutional Manager · CIK 0001923591
West Wealth Group, LLC
Irvine, CA · File #028-22454
Latest AUM
$482.0M
Positions
127
Top-10 Concentration
68.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025127 pos · $482.0M
- 13F HOLDINGS REPORTQ/E Sep 2025123 pos · $443.6M
- 13F HOLDINGS REPORTQ/E Jun 2025111 pos · $402.2M
- 13F HOLDINGS REPORTQ/E Mar 202596 pos · $338.3M
- 13F HOLDINGS REPORTQ/E Dec 202493 pos · $335.1M
- 13F HOLDINGS REPORTQ/E Sep 202484 pos · $308.6M
- 13F HOLDINGS REPORTQ/E Jun 202481 pos · $282.8M
- 13F HOLDINGS REPORTQ/E Mar 202479 pos · $269.9M
- 13F HOLDINGS REPORTQ/E Dec 202376 pos · $229.1M
- 13F HOLDINGS REPORTQ/E Sep 202374 pos · $236.4M
- 13F HOLDINGS REPORTQ/E Jun 202371 pos · $216.0M
- 13F HOLDINGS REPORTQ/E Mar 202374 pos · $201.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 439,568 | $54.2M | 11.94% |
| 2 | ISHARES TR | 464287408 | 214,431 | $45.5M | 10.02% |
| 3 | BLACKROCK ETF TRUST | BLK | 677,172 | $41.2M | 9.07% |
| 4 | ISHARES TR | 464288877 | 457,719 | $32.7M | 7.20% |
| 5 | VANGUARD WORLD FD | 921910873 | 103,726 | $26.1M | 5.74% |
| 6 | SPDR SERIES TRUST | 78464A854 | 323,884 | $26.0M | 5.72% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 398,430 | $25.2M | 5.55% |
| 8 | SPDR INDEX SHS FDS | 78463X509 | 527,337 | $24.7M | 5.44% |
| 9 | ISHARES TR | 46434V613 | 403,416 | $18.8M | 4.14% |
| 10 | BLACKROCK ETF TRUST | BLK | 436,315 | $16.8M | 3.71% |
| 11 | ISHARES TR | 464288356 | 273,799 | $15.7M | 3.47% |
| 12 | BLACKROCK ETF TRUST | BLK | 468,407 | $15.6M | 3.44% |
| 13 | APPLE INC | AAPL | 54,282 | $14.8M | 3.25% |
| 14 | GLOBAL X FDS | 37960A529 | 133,604 | $8.7M | 1.91% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q779 | 106,130 | $7.2M | 1.59% |
| 16 | ISHARES TR | 46432F339 | 32,065 | $6.4M | 1.40% |
| 17 | NVIDIA CORPORATION | NVDA | 34,119 | $6.4M | 1.40% |
| 18 | ISHARES GOLD TR | IAU | 75,614 | $6.1M | 1.35% |
| 19 | ISHARES TR | 464288885 | 51,709 | $5.9M | 1.30% |
| 20 | MICROSOFT CORP | MSFT | 9,722 | $4.7M | 1.04% |