West Wealth Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), West Wealth Group, LLC reported 79 stock positions worth $269.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 13.7% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 13.4%) and iShares S&P 500 Value ETF (IVE, 10.7%). Compared with Q4 2023, it opened 18 new positions, sold out of 22, added to 30 and reduced 22. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +488%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- Irvine, CA
- CIK
- 0001923591
- Portfolio Value
- $269.9M (Q1 2024)
- SEC Filing
- 0001172661-24-002089 ↗ filed May 8, 2024
Holdings Value
Holdings 79 stocks · $269.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 13.67% | 599,480 | $36.9M | Reduce -57.6% |
| IVW iShares S&P 500 Growth ETF | 13.43% | 429,416 | $36.3M | Add +488.1% |
| IVE iShares S&P 500 Value ETF | 10.75% | 155,284 | $29.0M | New |
| EFV iShares MSCI Eafe Value ETF | 5.62% | 278,801 | $15.2M | Reduce -22.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.43% | 330,337 | $14.7M | New |
| JQUA JPMorgan US Quality Factor | 5.33% | 272,008 | $14.4M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.86% | 288,029 | $13.1M | Add +96.5% |
| EFG iShares MSCI Eafe Growth ETF | 4.51% | 117,173 | $12.2M | Add +5.6% |
| IYW iShares Ustechnology ETF | 3.40% | 68,029 | $9.2M | Add +5.8% |
| AAPL Apple Inc. | 3.05% | 47,997 | $8.2M | Reduce -4.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.81% | 131,918 | $7.6M | Add +127.0% |
| CMF iShares California Muni Bond | 2.73% | 128,045 | $7.4M | New |
| QUAL iShares MSCI USA Quality Fac | 1.99% | 32,731 | $5.4M | Reduce -76.5% |
| DBEF Xtrackers MSCI Eafe Hedged E | 1.55% | 101,930 | $4.2M | New |
| IXC iShares Global Energy ETF | 1.40% | 87,809 | $3.8M | Add +97.1% |
| MBB iShares MBS ETF | 1.24% | 36,218 | $3.3M | Reduce -29.5% |
| MSFT Microsoft Corp. | 1.07% | 6,886 | $2.9M | Reduce -0.6% |
| IFRA iShares US Infrastructure | 1.06% | 66,089 | $2.9M | Add +7.3% |
| ESGU iShares ESG Aware MSCI USA | 0.88% | 20,578 | $2.4M | Reduce -82.7% |
| AMZN Amazon.com Inc. | 0.87% | 13,087 | $2.4M | Reduce -0.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.77% | 74,120 | $2.1M | Add +115.9% |
| SPEM State Street SP PTF Em ETF | 0.74% | 55,188 | $2.0M | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.67% | 34,344 | $1.8M | New |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.66% | 9,525 | $1.8M | New |
| NVDA Nvidia Corp. | 0.61% | 1,837 | $1.7M | Add +0.1% |
| BA The Boeing Co. | 0.56% | 7,822 | $1.5M | No change |
| MAR Marriott International Class A | 0.53% | 5,693 | $1.4M | Add +0.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.52% | 12,888 | $1.4M | New |
| TLH iShares 10-20 Year Treasury | 0.51% | 13,047 | $1.4M | New |
| AVGO Broadcom Inc. | 0.45% | 921 | $1.2M | Add +0.3% |
| TSLA Tesla Inc. | 0.43% | 6,659 | $1.2M | Reduce -4.7% |
| SPIP SS SPDR P Tips ETF | 0.42% | 44,510 | $1.1M | New |
| USMV iShares MSCI USA Min Vol Fac | 0.41% | 13,401 | $1.1M | Reduce -70.3% |
| IEMG iShares Core MSCI Emerging | 0.36% | 18,990 | $980K | Reduce -87.8% |
| LCTU iShares U.S. Carbon Transiti | 0.31% | 14,361 | $824K | Reduce -1.2% |
| PLD Prologis Inc. | 0.29% | 6,103 | $795K | No change |
| SRE Sempra | 0.29% | 11,034 | $793K | Add +0.8% |
| EMB iShares JP Morgan Usd Emergi | 0.29% | 8,729 | $783K | Add +33.5% |
| DGRO iShares Core Dividend Growth | 0.28% | 13,114 | $761K | New |
| HD Home Depot Inc. | 0.26% | 1,819 | $698K | Add +18.3% |
| MCD McDonald's Corp. | 0.23% | 2,195 | $619K | Add +0.3% |
| GOVT iShares US Treasury Bond ETF | 0.21% | 25,048 | $570K | Reduce -36.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.21% | 5,498 | $554K | Reduce -4.8% |
| PG The Procter & Gamble Co. | 0.20% | 3,349 | $543K | Add +0.5% |
| USXF iShares ESG Advance MSCI USA | 0.19% | 11,630 | $525K | Reduce -1.5% |
| ROK Rockwell Automation Inc. | 0.19% | 1,728 | $503K | Add +0.5% |
| VLUE iShares MSCI USA Value Facto | 0.17% | 4,204 | $455K | No change |
| IGRO iShares Intl Div Growth ETF | 0.17% | 6,693 | $451K | New |
| AOA iShares Core 80/20 Aggressiv | 0.16% | 5,895 | $433K | Reduce -0.9% |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 7,290 | $422K | New |
| LRCX Lam Research Corp. | 0.16% | 433 | $420K | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.15% | 786 | $413K | Add +4.4% |
| UNH Unitedhealth Group Inc. | 0.15% | 814 | $403K | Add +0.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.15% | 5,000 | $401K | No change |
| ROST Ross Stores Inc. | 0.14% | 2,624 | $385K | No change |
| SUB iShares Short-Term National | 0.13% | 3,438 | $360K | New |
| LMT Lockheed Martin Corp. | 0.13% | 764 | $347K | Reduce -1.9% |
| COST Costco Wholesale Corp. | 0.13% | 467 | $342K | Add +2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 807 | $339K | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 0.11% | 1,940 | $295K | No change |
| ARTY iShares Future AI & Tech ETF | 0.11% | 8,506 | $292K | No change |
| GOOGL Alphabet Inc. Class A | 0.11% | 1,915 | $289K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.11% | 7,084 | $288K | Reduce -20.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 2,287 | $280K | Reduce -3.1% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.10% | 4,020 | $274K | Add +1.8% |
| ABBV Abbvie Inc. | 0.10% | 1,497 | $273K | Add +0.6% |
| CSX CSX Corp. | 0.10% | 7,345 | $272K | Add +0.3% |
| WMT Walmart Inc. | 0.10% | 4,440 | $267K | Add +0.2% |
| CWB SS SPDR BB Conv Sec ETF | 0.10% | 3,542 | $259K | Reduce -30.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 493 | $258K | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.09% | 1,276 | $256K | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.09% | 509 | $247K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 6,444 | $244K | Add +0.5% |
| CLF Cleveland-Cliffs Inc. | 0.09% | 10,368 | $236K | No change |
| WFC Wells Fargo & Co. | 0.08% | 3,595 | $208K | Reduce -28.5% |
| VZ Verizon Communications Inc. | 0.08% | 4,845 | $203K | New |
| LUV Southwest Airlines Co. | 0.07% | 6,883 | $201K | New |
| T AT&T Inc. | 0.07% | 10,960 | $193K | Add +1.2% |
| FFWM First Foundation Inc. | 0.03% | 10,350 | $78K | Add +0.1% |
Portfolio Sells Q4 2023 → Q1 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -57.6% | 13.67% | −17.51 |
| QUAL iShares MSCI USA Quality Fac | Reduce -76.5% | 1.99% | −6.07 |
| ESGU iShares ESG Aware MSCI USA | Reduce -82.7% | 0.88% | −4.04 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −3.09 |
| IEMG iShares Core MSCI Emerging | Reduce -87.8% | 0.36% | −2.74 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −2.49 |
| EFV iShares MSCI Eafe Value ETF | Reduce -22.9% | 5.62% | −1.81 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −1.73 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −1.29 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -70.3% | 0.41% | −0.97 |
| AAPL Apple Inc. | Reduce -4.0% | 3.05% | −0.75 |
| SCHI Schwab 5-10 Year Corporate B | Sold out | 0.00% | −0.71 |
| MBB iShares MBS ETF | Reduce -29.5% | 1.24% | −0.67 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.42 |
| GII State Street SPDR S&P Global | Sold out | 0.00% | −0.26 |
| TSLA Tesla Inc. | Reduce -4.7% | 0.43% | −0.25 |
| EBND State Street SPDR Bloomberg | Sold out | 0.00% | −0.24 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.23 |
| SPHY SS SPDR P High Yield ETF | Sold out | 0.00% | −0.23 |
| PSK SS SPDR Ice Pref Sec ETF | Sold out | 0.00% | −0.21 |
| IBND SS SPDR BB Intl Corp. BD ETF | Sold out | 0.00% | −0.20 |
| RWR SS SPDR Dow Jones REIT ETF | Sold out | 0.00% | −0.17 |
| EMHC SS SPDR BB Em Usd Bond ETF | Sold out | 0.00% | −0.17 |
| DWX State Street SPDR S&P Intern | Sold out | 0.00% | −0.15 |
| GOVT iShares US Treasury Bond ETF | Reduce -36.4% | 0.21% | −0.15 |
| SPTS SS SPDR P St Term TSY ETF | Sold out | 0.00% | −0.14 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.14 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.14 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Sold out | 0.00% | −0.10 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.09 |
| REM iShares Mortgage Real Estate | Sold out | 0.00% | −0.08 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -30.4% | 0.10% | −0.05 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -20.7% | 0.11% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -28.5% | 0.08% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -1.9% | 0.13% | −0.01 |
| SIENTRA INC | Sold out | 0.00% | −0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -4.8% | 0.21% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.9% | 0.16% | −0.00 |
| LCTU iShares U.S. Carbon Transiti | Reduce -1.2% | 0.31% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.0% | 0.13% | +0.01 |
| USXF iShares ESG Advance MSCI USA | Reduce -1.5% | 0.19% | +0.01 |
| DIS The Walt Disney Co. | Reduce -3.1% | 0.10% | +0.02 |
| MSFT Microsoft Corp. | Reduce -0.6% | 1.07% | +0.05 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 0.87% | +0.09 |
Portfolio Buys Q4 2023 → Q1 2024
| IVW iShares S&P 500 Growth ETF | Add +488.1% | 13.43% | +11.27 |
| IVE iShares S&P 500 Value ETF | New | 10.75% | +10.75 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 5.43% | +5.43 |
| JQUA JPMorgan US Quality Factor | New | 5.33% | +5.33 |
| CMF iShares California Muni Bond | New | 2.73% | +2.73 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +96.5% | 4.86% | +2.20 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 1.55% | +1.55 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +127.0% | 2.81% | +1.54 |
| SPEM State Street SP PTF Em ETF | New | 0.74% | +0.74 |
| IXC iShares Global Energy ETF | Add +97.1% | 1.40% | +0.71 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.67% | +0.67 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | New | 0.66% | +0.66 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.52% | +0.52 |
| TLH iShares 10-20 Year Treasury | New | 0.51% | +0.51 |
| SPIP SS SPDR P Tips ETF | New | 0.42% | +0.42 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +115.9% | 0.77% | +0.37 |
| IYW iShares Ustechnology ETF | Add +5.8% | 3.40% | +0.29 |
| DGRO iShares Core Dividend Growth | New | 0.28% | +0.28 |
| EFG iShares MSCI Eafe Growth ETF | Add +5.6% | 4.51% | +0.27 |
| NVDA Nvidia Corp. | Add +0.1% | 0.61% | +0.26 |
| IGRO iShares Intl Div Growth ETF | New | 0.17% | +0.17 |
| JEPI JPMorgan Equity Premium Inco | New | 0.16% | +0.16 |
| SUB iShares Short-Term National | New | 0.13% | +0.13 |
| META Meta Platforms Inc. Class A | New | 0.09% | +0.09 |
| IFRA iShares US Infrastructure | Add +7.3% | 1.06% | +0.08 |
| VZ Verizon Communications Inc. | New | 0.08% | +0.08 |
| LUV Southwest Airlines Co. | New | 0.07% | +0.07 |
| EMB iShares JP Morgan Usd Emergi | Add +33.5% | 0.29% | +0.06 |
| HD Home Depot Inc. | Add +18.3% | 0.26% | +0.05 |
| AVGO Broadcom Inc. | Add +0.3% | 0.45% | +0.05 |
| MAR Marriott International Class A | Add +0.2% | 0.53% | +0.03 |
| LRCX Lam Research Corp. | Add +0.2% | 0.16% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +4.4% | 0.15% | +0.01 |
| ABBV Abbvie Inc. | Add +0.6% | 0.10% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.09% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.20% | +0.01 |
| COST Costco Wholesale Corp. | Add +2.6% | 0.13% | +0.01 |
| WMT Walmart Inc. | Add +0.2% | 0.10% | +0.01 |
| BAC Bank of America Corp. | Add +0.5% | 0.09% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 0.10% | +0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +1.8% | 0.10% | +0.00 |
| CSX CSX Corp. | Add +0.3% | 0.10% | +0.00 |
| T AT&T Inc. | Add +1.2% | 0.07% | −0.00 |
| FFWM First Foundation Inc. | Add +0.1% | 0.03% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +0.3% | 0.15% | −0.02 |
| ROK Rockwell Automation Inc. | Add +0.5% | 0.19% | −0.02 |
| MCD McDonald's Corp. | Add +0.3% | 0.23% | −0.03 |
| SRE Sempra | Add +0.8% | 0.29% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 143 | $611.3M | SPYM, IVW, IVE, CORO, DYNF |
| Q1 2026 | 130 | $506.0M | IVW, IVE, CORO, SPYM, DYNF |
| Q4 2025 | 127 | $482.0M | IVW, IVE, DYNF, EFV, MGC |
| Q3 2025 | 123 | $443.6M | IVW, IVE, DYNF, EFV, SPYM |
| Q2 2025 | 111 | $402.2M | IVW, IVE, EFV, DYNF, SPYM |
| Q1 2025 | 96 | $338.3M | IVW, IVE, DYNF, JQUA, SPYM |
| Q4 2024 | 93 | $335.1M | IVW, IVE, SPYM, DYNF, EFV |
| Q3 2024 | 84 | $308.6M | IVW, IVE, SPYM, DYNF, EFV |
| Q2 2024 | 81 | $282.8M | IVW, SPYM, IVE, DYNF, EFG |
| Q1 2024 | 79 | $269.9M | SPYM, IVW, IVE, EFV, DYNF |