West Wealth Group, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), West Wealth Group, LLC reported 143 stock positions worth $611.3 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 14.5% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 11.0%) and iShares S&P 500 Value ETF (IVE, 9.3%). Compared with Q1 2026, it opened 17 new positions, sold out of 4, added to 93 and reduced 31. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +79%) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −62%).

Most Recent 13F
Q2 2026
Location
Irvine, CA
CIK
0001923591
Portfolio Value
$611.3M (Q2 2026)
SEC Filing
0001172661-26-003107 ↗ filed Aug 6, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $269.9M Q1 2024 Q2 2024: $282.8M Q2 2024 Q3 2024: $308.6M Q3 2024 Q4 2024: $335.1M Q4 2024 Q1 2025: $338.3M Q1 2025 Q2 2025: $402.2M Q2 2025 Q3 2025: $443.6M Q3 2025 Q4 2025: $482.0M Q4 2025 Q1 2026: $506.0M Q1 2026 Q2 2026: $611.3M $611.3M Q2 2026

Holdings 143 stocks · $611.3M
SPYM Ste STR SPDR PT S&P 500 ETF 14.47% 1,006,588 $88.5M Add +79.1%
IVW iShares S&P 500 Growth ETF 10.95% 486,868 $67.0M Add +3.8%
IVE iShares S&P 500 Value ETF 9.26% 249,298 $56.6M Add +1.6%
CORO Ish Intl CTRY Rot Act ETF 8.51% 1,421,104 $52.0M Add +5.9%
DYNF Ishrs US E F R A ETF-Usd Inc. 7.53% 676,626 $46.0M Add +4.2%
BAI Ishrs AI in and Tech Act ETF 3.89% 451,582 $23.8M Reduce -11.7%
CMF iShares California Muni Bond 3.63% 384,830 $22.2M Add +16.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 3.53% 468,155 $21.6M Add +9.4%
SPEM State Street SP PTF Em ETF 2.77% 326,406 $16.9M Reduce -20.1%
AAPL Apple Inc. 2.71% 57,166 $16.5M Add +2.5%
THRO iShares U.S. Thematic Rotati 2.64% 373,988 $16.1M Reduce -20.6%
SHLD Global X Defense Tech ETF 2.00% 204,917 $12.2M Add +27.9%
PZA Invesco National Amt-Free Mu 1.98% 514,231 $12.1M Add +16.1%
JMOM JPMorgan US Momentum Factor 1.98% 141,345 $12.1M Reduce -21.6%
EFG iShares MSCI Eafe Growth ETF 1.75% 86,072 $10.7M Add +229.8%
QUAL iShares MSCI USA Quality Fac 1.54% 43,011 $9.4M Add +8.5%
NVDA Nvidia Corp. 1.27% 38,932 $7.8M Add +3.6%
EFV iShares MSCI Eafe Value ETF 1.24% 98,735 $7.6M Reduce -62.5%
GOVT iShares US Treasury Bond ETF 0.87% 232,206 $5.3M Add +10.1%
AVGO Broadcom Inc. 0.80% 13,021 $4.9M Add +4.2%
IALT Ishrs SYS Alt Act ETF 0.70% 153,364 $4.3M New
XTEN Bondbloxx BBG 10Y US TSY ETF 0.70% 94,137 $4.3M Add +9.0%
SPMB SS SPDR P Mort Back Bond ETF 0.64% 175,486 $3.9M Add +10.6%
MSFT Microsoft Corp. 0.63% 10,271 $3.8M Add +3.2%
BNDX Vanguard Total Intl Bond ETF 0.61% 77,607 $3.8M Add +9.7%
AMZN Amazon.com Inc. 0.57% 14,559 $3.5M Add +2.8%
AMD Advanced Micro Devices 0.43% 4,527 $2.6M Reduce -7.2%
IAU iShares Gold Trust 0.40% 32,421 $2.4M Add +12.8%
TSLA Tesla Inc. 0.40% 5,740 $2.4M Reduce -0.4%
BINC iShares Flex I A ETF-Usd Inc. 0.34% 39,486 $2.1M Reduce -18.3%
IYW iShares Ustechnology ETF 0.32% 7,744 $2.0M Reduce -22.3%
DFAC Dimensional US Core Equity 2 0.32% 43,618 $1.9M Add +0.3%
LRCX Lam Research Corp. 0.31% 4,399 $1.9M Reduce -0.2%
BA The Boeing Co. 0.28% 7,871 $1.7M Add +6.5%
USMV iShares MSCI USA Min Vol Fac 0.28% 17,643 $1.7M Add +6.3%
IVV iShares Core S&P 500 ETF 0.27% 2,206 $1.7M Add +3.3%
ESGU iShares ESG Aware MSCI USA 0.25% 9,303 $1.5M Reduce -1.7%
GTOP GS Tech Opportunities ETF 0.22% 27,152 $1.4M Reduce -11.4%
STX Seagate Technology Holdings 0.21% 1,360 $1.3M Add +0.4%
GOOGL Alphabet Inc. Class A 0.21% 3,644 $1.3M Add +19.7%
AVUV Avantis US Small Cap Value 0.19% 9,280 $1.2M Reduce -1.6%
CAT Caterpillar Inc. 0.19% 1,070 $1.1M Add +16.4%
VLUE iShares MSCI USA Value Facto 0.18% 5,511 $1.1M Add +0.4%
AMAT Applied Materials Inc. 0.18% 1,490 $1.1M Add +0.3%
VTI VG Morningstar TS MKT ETF-US 0.18% 2,893 $1.1M Add +4.1%
JPM JPMorgan Chase & Co. 0.17% 3,202 $1.0M Add +9.4%
GOOG Alphabet Inc. Class C 0.16% 2,844 $1.0M Add +1.7%
SRE Sempra 0.16% 10,696 $992K Reduce -1.5%
DELL Dell Technologies -C 0.16% 2,279 $983K Add +6.4%
EMXC iShares MSCI Emr MRK Ex Chna 0.16% 9,434 $965K Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 1,199 $896K Add +0.3%
META Meta Platforms Inc. Class A 0.14% 1,557 $877K Add +10.6%
SGOV iShares 0-3 Month Treasury B 0.13% 8,093 $815K Add +7.3%
PLD Prologis Inc. 0.13% 5,970 $809K Reduce -2.8%
WMT Walmart Inc. 0.13% 7,100 $804K Add +5.1%
LCTU iShares U.S. Carbon Transiti 0.13% 9,994 $801K Reduce -0.7%
IEMG iShares Core MSCI Emerging 0.13% 9,392 $778K Add +1.9%
DFUV Dimensional US Marketwide Va 0.12% 13,767 $757K Add +0.3%
VOO Vanguard S&P 500 ETF 0.12% 1,100 $756K Add +25.1%
STIP iShares 0-5 Year Tips Bond E 0.12% 7,336 $750K Add +36.5%
DGRO iShares Core Dividend Growth 0.12% 9,817 $744K Reduce -9.6%
COST Costco Wholesale Corp. 0.12% 777 $728K Add +9.4%
AVLV Avantis US Large Cap Value 0.12% 7,903 $721K Add +0.3%
DFIS Dimensional International SM 0.11% 20,014 $701K Add +1.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.11% 5,479 $692K Reduce -6.6%
HD Home Depot Inc. 0.11% 1,925 $679K Add +2.3%
MU Micron Technology Inc. 0.11% 585 $676K New
XOM Exxon Mobil Corp. 0.11% 4,940 $675K Add +9.4%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.11% 2,349 $643K Reduce -15.1%
ROK Rockwell Automation Inc. 0.10% 1,266 $627K Add +0.4%
SYSB iShares Systematic Bond ETF 0.10% 6,761 $600K Add +3.7%
VGT Vanguard Info Tech ETF 0.10% 5,008 $599K Add +3.5%
USXF iShares ESG Advance MSCI USA 0.10% 8,606 $598K Add +0.4%
RKLB Rocket Lab Corp. 0.10% 5,829 $593K Add +0.3%
AOA iShares Core 80/20 Aggressiv 0.10% 5,963 $582K Add +0.3%
ROST Ross Stores Inc. 0.09% 2,705 $576K Add +0.2%
GEV GE Vernova Inc. 0.09% 490 $576K Add +1.7%
DFAT Dimensional US Target Value 0.09% 8,160 $570K Reduce -0.1%
BAC Bank of America Corp. 0.09% 9,910 $565K Add +6.5%
MCD McDonald's Corp. 0.09% 2,059 $557K Reduce -0.4%
AVEM Avantis Emerging Markets Eq 0.09% 5,764 $556K Add +0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,949 $548K Add +6.1%
ABBV Abbvie Inc. 0.09% 2,120 $534K Add +6.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 5,519 $531K Add +2.6%
PG The Procter & Gamble Co. 0.09% 3,587 $526K Reduce -1.5%
DSI iShares ESG MSCI KLD 400 ETF 0.08% 3,554 $506K Reduce -5.7%
CSX CSX Corp. 0.08% 10,013 $476K Add +4.1%
SPHQ Invesco S&P 500 Quality ETF 0.08% 5,233 $471K Add +0.3%
SPCX Space Exploration Techn Class A 0.08% 2,724 $465K New
QCOM Qualcomm Inc. 0.07% 2,393 $442K Add +1.1%
QQQ Invesco QQQ Trust Series 1 0.07% 598 $441K Reduce -40.0%
AHR American Healthcare REIT Inc. 0.07% 8,414 $439K Add +0.5%
LLY Eli Lilly & Co. 0.07% 361 $433K Add +30.3%
LMT Lockheed Martin Corp. 0.07% 849 $433K Add +1.2%
XLE SS Energy Select Sector 0.07% 8,077 $429K Add +2.8%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.07% 8,705 $423K Add +0.4%
IEFA iShares Core MSCI Eafe ETF 0.07% 4,349 $420K Add +52.1%
JNJ Johnson & Johnson 0.07% 1,638 $416K Add +17.6%
CVX Chevron Corp. 0.07% 2,429 $403K Add +27.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 1,833 $400K New

Show all 143 holdings

Portfolio Sells Q1 2026 → Q2 2026
EFV iShares MSCI Eafe Value ETF Reduce -62.5% 1.24% −2.63
JQUA JPMorgan US Quality Factor Sold out 0.00% −2.30
SPEM State Street SP PTF Em ETF Reduce -20.1% 2.77% −1.02
THRO iShares U.S. Thematic Rotati Reduce -20.6% 2.64% −0.73
JMOM JPMorgan US Momentum Factor Reduce -21.6% 1.98% −0.45
BINC iShares Flex I A ETF-Usd Inc. Reduce -18.3% 0.34% −0.16
MUB iShares National Muni Bond E Reduce -56.3% 0.05% −0.09
JAAA Janus Henderson Aaa Clo ETF Sold out 0.00% −0.05
SRE Sempra Reduce -1.5% 0.16% −0.05
JEPI JPMorgan Equity Premium Inco Sold out 0.00% −0.04
QQQ Invesco QQQ Trust Series 1 Reduce -40.0% 0.07% −0.04
IDEV iShares Core MSCI Dev MKTS Sold out 0.00% −0.04
IYW iShares Ustechnology ETF Reduce -22.3% 0.32% −0.04
MCD McDonald's Corp. Reduce -0.4% 0.09% −0.04
DGRO iShares Core Dividend Growth Reduce -9.6% 0.12% −0.03
T AT&T Inc. Reduce -3.0% 0.04% −0.03
TSLA Tesla Inc. Reduce -0.4% 0.40% −0.03
PLD Prologis Inc. Reduce -2.8% 0.13% −0.03
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -30.6% 0.04% −0.03
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -15.1% 0.11% −0.02
PG The Procter & Gamble Co. Reduce -1.5% 0.09% −0.02
AVUV Avantis US Small Cap Value Reduce -1.6% 0.19% −0.02
ESGU iShares ESG Aware MSCI USA Reduce -1.7% 0.25% −0.02
LCTU iShares U.S. Carbon Transiti Reduce -0.7% 0.13% −0.01
DFAT Dimensional US Target Value Reduce -0.1% 0.09% −0.01
DSI iShares ESG MSCI KLD 400 ETF Reduce -5.7% 0.08% −0.01
IRM Iron Mountain Inc. Reduce -6.6% 0.11% −0.01
DFAS Dimensional US Small Cap ETF Reduce -4.4% 0.05% −0.00
GE General Electric Reduce -8.6% 0.06% −0.00
GTOP GS Tech Opportunities ETF Reduce -11.4% 0.22% +0.00
UNH Unitedhealth Group Inc. Reduce -8.3% 0.05% +0.01
EMXC iShares MSCI Emr MRK Ex Chna Reduce -0.5% 0.16% +0.01
LRCX Lam Research Corp. Reduce -0.2% 0.31% +0.13
AMD Advanced Micro Devices Reduce -7.2% 0.43% +0.23
BAI Ishrs AI in and Tech Act ETF Reduce -11.7% 3.89% +0.57

Portfolio Buys Q1 2026 → Q2 2026
SPYM Ste STR SPDR PT S&P 500 ETF Add +79.1% 14.47% +5.97
EFG iShares MSCI Eafe Growth ETF Add +229.8% 1.75% +1.18
IALT Ishrs SYS Alt Act ETF New 0.70% +0.70
IVW iShares S&P 500 Growth ETF Add +3.8% 10.95% +0.47
MU Micron Technology Inc. New 0.11% +0.11
STX Seagate Technology Holdings Add +0.4% 0.21% +0.11
DELL Dell Technologies -C Add +6.4% 0.16% +0.09
SPCX Space Exploration Techn Class A New 0.08% +0.08
AMAT Applied Materials Inc. Add +0.3% 0.18% +0.08
VTV Vanguard Mrngstr Val ETF-Aui New 0.07% +0.07
DYNF Ishrs US E F R A ETF-Usd Inc. Add +4.2% 7.53% +0.06
CAT Caterpillar Inc. Add +16.4% 0.19% +0.06
BMY Bristol-Myers Squibb Co. New 0.06% +0.06
INTC Intel Corp. New 0.05% +0.05
VIG Vanguard Dividend Apprec ETF New 0.05% +0.05
LOW Lowe's Cos Inc. New 0.04% +0.04
GLW Corning Inc. New 0.04% +0.04
QUAL iShares MSCI USA Quality Fac Add +8.5% 1.54% +0.04
AVGO Broadcom Inc. Add +4.2% 0.80% +0.04
GOOGL Alphabet Inc. Class A Add +19.7% 0.21% +0.04
VUG Vanguard Mrngstar GR ETF-Sui New 0.04% +0.04
HEFA Isha Curr Hedged MSCI Eafe New 0.04% +0.04
MRK Merck & Co. Inc. New 0.03% +0.03
XLK SS Technology Select Sector New 0.03% +0.03
KLAC KLA Corp. New 0.03% +0.03
DIA SS SPDR Dow Jones Indus Avg New 0.03% +0.03
DFUS Dimensional US Eq MKT ETF New 0.03% +0.03
EW Edwards Lifesciences Corp. New 0.03% +0.03
VLUE iShares MSCI USA Value Facto Add +0.4% 0.18% +0.03
RKLB Rocket Lab Corp. Add +0.3% 0.10% +0.02
LLY Eli Lilly & Co. Add +30.3% 0.07% +0.02
VOO Vanguard S&P 500 ETF Add +25.1% 0.12% +0.02
IEFA iShares Core MSCI Eafe ETF Add +52.1% 0.07% +0.02
CSCO Cisco Systems Inc. Add +6.4% 0.06% +0.02
VGT Vanguard Info Tech ETF Add +3.5% 0.10% +0.01
ROK Rockwell Automation Inc. Add +0.4% 0.10% +0.01
STIP iShares 0-5 Year Tips Bond E Add +36.5% 0.12% +0.01
QCOM Qualcomm Inc. Add +1.1% 0.07% +0.01
GEV GE Vernova Inc. Add +1.7% 0.09% +0.01
LUV Southwest Airlines Co. Add +1.6% 0.06% +0.01
V Visa Inc. Class A Add +22.8% 0.05% +0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +35.6% 0.06% +0.01
GOOG Alphabet Inc. Class C Add +1.7% 0.16% +0.01
BALI Is US LRG CP Pre Inc. Act-Usd Add +24.7% 0.05% +0.01
USXF iShares ESG Advance MSCI USA Add +0.4% 0.10% +0.00
ESGE iShares Inc. iShares ESG Awar Add +9.3% 0.05% +0.00
BAC Bank of America Corp. Add +6.5% 0.09% +0.00
QQQM Invesco Nasdaq 100 ETF Add +0.1% 0.05% +0.00
IBM Intl Business Machines Corp. Add +6.1% 0.09% +0.00
ABBV Abbvie Inc. Add +6.0% 0.09% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 143$611.3MSPYM, IVW, IVE, CORO, DYNF
Q1 2026 130$506.0MIVW, IVE, CORO, SPYM, DYNF
Q4 2025 127$482.0MIVW, IVE, DYNF, EFV, MGC
Q3 2025 123$443.6MIVW, IVE, DYNF, EFV, SPYM
Q2 2025 111$402.2MIVW, IVE, EFV, DYNF, SPYM
Q1 2025 96$338.3MIVW, IVE, DYNF, JQUA, SPYM
Q4 2024 93$335.1MIVW, IVE, SPYM, DYNF, EFV
Q3 2024 84$308.6MIVW, IVE, SPYM, DYNF, EFV
Q2 2024 81$282.8MIVW, SPYM, IVE, DYNF, EFG
Q1 2024 79$269.9MSPYM, IVW, IVE, EFV, DYNF