Holders — by stockHoldings — by fund
West Wealth Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1923591
$611.3M
disclosed book value
143
positions
14.5%
largest position share
Positions, as of 2026-06-30
top 100 of 143 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 1.0M | $88.5M | 14.5% |
| 2 | IVWISHARES TR | 486,868 | $67.0M | 11% |
| 3 | IVEISHARES TR | 249,298 | $56.6M | 9.3% |
| 4 | COROBLACKROCK ETF TRUST | 1.4M | $52.0M | 8.5% |
| 5 | DYNFBLACKROCK ETF TRUST | 676,626 | $46.0M | 7.5% |
| 6 | BAIBLACKROCK ETF TRUST | 451,582 | $23.8M | 3.9% |
| 7 | CMFISHARES TR | 384,830 | $22.2M | 3.6% |
| 8 | IUSBISHARES TR | 468,155 | $21.6M | 3.5% |
| 9 | SPEMSPDR INDEX SHS FDS | 326,406 | $16.9M | 2.8% |
| 10 | AAPLAPPLE INC | 57,166 | $16.5M | 2.7% |
| 11 | THROBLACKROCK ETF TRUST | 373,988 | $16.1M | 2.6% |
| 12 | SHLDGLOBAL X FDS | 204,917 | $12.2M | 2% |
| 13 | PZAINVESCO EXCH TRADED FD TR II | 514,231 | $12.1M | 2% |
| 14 | JMOMJ P MORGAN EXCHANGE TRADED F | 141,345 | $12.1M | 2% |
| 15 | EFGISHARES TR | 86,072 | $10.7M | 1.8% |
| 16 | QUALISHARES TR | 43,011 | $9.4M | 1.5% |
| 17 | NVDANVIDIA CORPORATION | 38,932 | $7.8M | 1.3% |
| 18 | EFVISHARES TR | 98,735 | $7.6M | 1.2% |
| 19 | GOVTISHARES TR | 232,206 | $5.3M | 0.9% |
| 20 | AVGOBROADCOM INC | 13,021 | $4.9M | 0.8% |
| 21 | BLACKROCK ETF TRUST | 153,364 | $4.3M | 0.7% |
| 22 | XTENBONDBLOXX ETF TRUST | 94,137 | $4.3M | 0.7% |
| 23 | SPMBSPDR SERIES TRUST | 175,486 | $3.9M | 0.6% |
| 24 | MSFTMICROSOFT CORP | 10,271 | $3.8M | 0.6% |
| 25 | BNDXVANGUARD CHARLOTTE FDS | 77,607 | $3.8M | 0.6% |
| 26 | AMZNAMAZON COM INC | 14,559 | $3.5M | 0.6% |
| 27 | AMDADVANCED MICRO DEVICES INC | 4,527 | $2.6M | 0.4% |
| 28 | IAUISHARES GOLD TR | 32,421 | $2.4M | 0.4% |
| 29 | TSLATESLA INC | 5,740 | $2.4M | 0.4% |
| 30 | BINCBLACKROCK ETF TRUST II | 39,486 | $2.1M | 0.3% |
| 31 | IYWISHARES TR | 7,744 | $2.0M | 0.3% |
| 32 | DFACDIMENSIONAL ETF TRUST | 43,618 | $1.9M | 0.3% |
| 33 | LRCXLAM RESEARCH CORP | 4,399 | $1.9M | 0.3% |
| 34 | BABOEING CO | 7,871 | $1.7M | 0.3% |
| 35 | USMVISHARES TR | 17,643 | $1.7M | 0.3% |
| 36 | IVVISHARES TR | 2,206 | $1.7M | 0.3% |
| 37 | ESGUISHARES TR | 9,303 | $1.5M | 0.2% |
| 38 | GOLDMAN SACHS ETF TR | 27,152 | $1.4M | 0.2% |
| 39 | SEAGATE TECHNOLOGY HLDNGS PL | 1,360 | $1.3M | 0.2% |
| 40 | GOOGLALPHABET INC | 3,644 | $1.3M | 0.2% |
| 41 | AVUVAMERICAN CENTY ETF TR | 9,280 | $1.2M | 0.2% |
| 42 | CATCATERPILLAR INC | 1,070 | $1.1M | 0.2% |
| 43 | VLUEISHARES TR | 5,511 | $1.1M | 0.2% |
| 44 | AMATAPPLIED MATLS INC | 1,490 | $1.1M | 0.2% |
| 45 | VTIVANGUARD INDEX FDS | 2,893 | $1.1M | 0.2% |
| 46 | JPMJPMORGAN CHASE & CO | 3,202 | $1.0M | 0.2% |
| 47 | GOOGALPHABET INC | 2,844 | $1.0M | 0.2% |
| 48 | SRESEMPRA | 10,696 | $991,642 | 0.2% |
| 49 | DELLDELL TECHNOLOGIES INC | 2,279 | $983,314 | 0.2% |
| 50 | EMXCISHARES INC | 9,434 | $965,178 | 0.2% |
| 51 | SPYSTATE STR SPDR S&P 500 ETF T | 1,199 | $895,607 | 0.1% |
| 52 | METAMETA PLATFORMS INC | 1,557 | $877,309 | 0.1% |
| 53 | SGOVISHARES TR | 8,093 | $814,808 | 0.1% |
| 54 | PLDPROLOGIS INC. | 5,970 | $808,800 | 0.1% |
| 55 | WMTWALMART INC | 7,100 | $804,243 | 0.1% |
| 56 | LCTUBLACKROCK ETF TRUST | 9,994 | $801,189 | 0.1% |
| 57 | IEMGISHARES INC | 9,392 | $778,039 | 0.1% |
| 58 | DFUVDIMENSIONAL ETF TRUST | 13,767 | $757,370 | 0.1% |
| 59 | VOOVANGUARD INDEX FDS | 1,100 | $755,602 | 0.1% |
| 60 | STIPISHARES TR | 7,336 | $749,511 | 0.1% |
| 61 | DGROISHARES TR | 9,817 | $744,100 | 0.1% |
| 62 | COSTCOSTCO WHOLESALE CORPORATION | 777 | $727,500 | 0.1% |
| 63 | AVLVAMERICAN CENTY ETF TR | 7,903 | $720,900 | 0.1% |
| 64 | DFISDIMENSIONAL ETF TRUST | 20,014 | $701,100 | 0.1% |
| 65 | IRMIRON MTN INC DEL | 5,479 | $692,151 | 0.1% |
| 66 | HDHOME DEPOT INC | 1,925 | $679,215 | 0.1% |
| 67 | MUMICRON TECHNOLOGY INC | 585 | $675,510 | 0.1% |
| 68 | EXMOCEXXON MOBIL CORP | 4,940 | $675,448 | 0.1% |
| 69 | MGCVANGUARD WORLD FD | 2,349 | $642,913 | 0.1% |
| 70 | ROKROCKWELL AUTOMATION INC | 1,266 | $627,232 | 0.1% |
| 71 | ISHARES TR | 6,761 | $599,844 | 0.1% |
| 72 | VGTVANGUARD WORLD FD | 5,008 | $598,631 | 0.1% |
| 73 | USXFISHARES TR | 8,606 | $597,712 | 0.1% |
| 74 | RKLBROCKET LAB CORP | 5,829 | $592,518 | 0.1% |
| 75 | AOAISHARES TR | 5,963 | $582,009 | 0.1% |
| 76 | ROSTROSS STORES INC | 2,705 | $575,915 | 0.1% |
| 77 | GEVGE VERNOVA INC | 490 | $575,749 | 0.1% |
| 78 | DFATDIMENSIONAL ETF TRUST | 8,160 | $570,422 | 0.1% |
| 79 | BACBANK OF AMER CORP | 9,910 | $564,688 | 0.1% |
| 80 | MCDMCDONALDS CORP | 2,059 | $556,774 | 0.1% |
| 81 | AVEMAMERICAN CENTY ETF TR | 5,764 | $556,236 | 0.1% |
| 82 | IBMINTERNATIONAL BUSINESS MACHS | 1,949 | $548,155 | 0.1% |
| 83 | ABBVABBVIE INC | 2,120 | $533,651 | 0.1% |
| 84 | DISDISNEY WALT CO | 5,519 | $531,254 | 0.1% |
| 85 | PGPROCTER & GAMBLE CO | 3,587 | $526,043 | 0.1% |
| 86 | DSIISHARES TR | 3,554 | $506,176 | 0.1% |
| 87 | CSXCSX CORP | 10,013 | $475,931 | 0.1% |
| 88 | SPHQINVESCO EXCHANGE TRADED FD T | 5,233 | $471,496 | 0.1% |
| 89 | SPCXSPACE EXPLORATION TECHN CORP | 2,724 | $465,423 | 0.1% |
| 90 | QCOMQUALCOMM INC | 2,393 | $442,302 | 0.1% |
| 91 | QQQINVESCO QQQ TR | 598 | $441,080 | 0.1% |
| 92 | AHRAMERICAN HEALTHCARE REIT INC | 8,414 | $438,832 | 0.1% |
| 93 | LLYELI LILLY & CO | 361 | $433,404 | 0.1% |
| 94 | LMTLOCKHEED MARTIN CORP | 849 | $432,930 | 0.1% |
| 95 | XLESELECT SECTOR SPDR TR | 8,077 | $428,976 | 0.1% |
| 96 | FNDCSCHWAB STRATEGIC TR | 8,705 | $422,740 | 0.1% |
| 97 | IEFAISHARES TR | 4,349 | $420,120 | 0.1% |
| 98 | JNJJOHNSON & JOHNSON | 1,638 | $416,053 | 0.1% |
| 99 | CVXCHEVRON CORPORATION | 2,429 | $402,748 | 0.1% |
| 100 | VTVVANGUARD INDEX FDS | 1,833 | $399,586 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.