West Wealth Group, LLC

Name: West Wealth Group, LLC 13F holdings, Q4 2024
Creator: West Wealth Group, LLC
Published: 2025-01-22

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), West Wealth Group, LLC reported 93 stock positions worth $335.1 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 16.2% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 9.8%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 8.1%). Compared with Q3 2024, it opened 13 new positions, sold out of 4, added to 57 and reduced 20. The biggest buy was a new position in JPMorgan US Momentum Factor (JMOM) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −10%).

Most Recent 13F: Q2 2026
Location: Irvine, CA
CIK: 0001923591
Portfolio Value: $335.1M (Q4 2024)
SEC Filing: 0001172661-25-000297 ↗ filed Jan 22, 2025

Holdings Value

Holdings 93 stocks · $335.1M


IVW iShares S&P 500 Growth ETF	16.20%	534,688	$54.3M	Add +4.4%
IVE iShares S&P 500 Value ETF	9.75%	171,204	$32.7M	Add +7.0%
SPYM Ste STR SPDR PT S&P 500 ETF	8.11%	394,194	$27.2M	Reduce -9.5%
DYNF Ishrs US E F R A ETF-Usd Inc.	7.39%	483,369	$24.8M	Add +5.9%
EFV iShares MSCI Eafe Value ETF	5.89%	376,523	$19.8M	Add +9.6%
EFG iShares MSCI Eafe Growth ETF	5.64%	195,244	$18.9M	Add +14.2%
JQUA JPMorgan US Quality Factor	5.61%	328,078	$18.8M	Add +7.7%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	4.83%	358,298	$16.2M	Add +3.9%
AAPL Apple Inc.	3.67%	49,181	$12.3M	Add +3.5%
EMXC iShares MSCI Emr MRK Ex Chna	3.67%	221,581	$12.3M	Add +14.1%
IYW iShares Ustechnology ETF	3.47%	72,940	$11.6M	Add +3.0%
CMF iShares California Muni Bond	3.28%	191,741	$11.0M	Add +31.1%
QUAL iShares MSCI USA Quality Fac	1.51%	28,433	$5.1M	Add +1.8%
JMOM JPMorgan US Momentum Factor	1.48%	84,967	$5.0M	New
NVDA Nvidia Corp.	1.19%	29,764	$4.0M	Add +52.0%
SPMB SS SPDR P Mort Back Bond ETF	1.05%	162,659	$3.5M	Add +9.6%
SPEM State Street SP PTF Em ETF	1.04%	90,621	$3.5M	Add +12.1%
IFRA iShares US Infrastructure	1.03%	74,937	$3.5M	Add +5.8%
MSFT Microsoft Corp.	0.99%	7,886	$3.3M	Add +11.3%
AMZN Amazon.com Inc.	0.82%	12,455	$2.7M	Reduce -2.5%
MGC Vngrd Mrngstr MG Cap ETF-Usd	0.80%	12,579	$2.7M	Add +9.7%
AVGO Broadcom Inc.	0.78%	11,233	$2.6M	Add +16.1%
TSLA Tesla Inc.	0.78%	6,437	$2.6M	Reduce -2.4%
BINC iShares Flex I A ETF-Usd Inc.	0.64%	41,403	$2.2M	Add +6.6%
TLH iShares 10-20 Year Treasury	0.51%	17,312	$1.7M	Add +37.3%
MAR Marriott International Class A	0.48%	5,746	$1.6M	Add +0.2%
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.46%	58,835	$1.5M	Add +12.4%
ESGU iShares ESG Aware MSCI USA	0.46%	11,861	$1.5M	Reduce -18.4%
BA The Boeing Co.	0.38%	7,215	$1.3M	Reduce -14.4%
IXC iShares Global Energy ETF	0.38%	33,134	$1.3M	Add +19.5%
HEFA Isha Curr Hedged MSCI Eafe	0.35%	33,447	$1.2M	Add +22.5%
SRE Sempra	0.27%	10,404	$913K	Reduce -7.3%
IAU iShares Gold Trust	0.25%	17,237	$853K	New
LCTU iShares U.S. Carbon Transiti	0.24%	12,696	$813K	Add +9.7%
EMB iShares JP Morgan Usd Emergi	0.21%	7,919	$705K	Add +5.9%
DGRO iShares Core Dividend Growth	0.20%	11,089	$680K	Reduce -2.2%
MCD McDonald's Corp.	0.20%	2,284	$662K	Add +2.3%
PLD Prologis Inc.	0.20%	6,206	$656K	Add +1.7%
USXF iShares ESG Advance MSCI USA	0.19%	12,880	$640K	Add +17.4%
COST Costco Wholesale Corp.	0.19%	682	$625K	Add +2.3%
HD Home Depot Inc.	0.18%	1,592	$619K	Add +3.8%
IVV iShares Core S&P 500 ETF	0.18%	1,035	$610K	Add +15.6%
PG The Procter & Gamble Co.	0.18%	3,504	$587K	Add +2.9%
DSI iShares ESG MSCI KLD 400 ETF	0.17%	5,052	$557K	Reduce -2.6%
IEMG iShares Core MSCI Emerging	0.16%	10,336	$540K	Reduce -19.7%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL	0.16%	5,000	$526K	No change
GOVT iShares US Treasury Bond ETF	0.15%	22,372	$514K	Reduce -7.5%
AOA iShares Core 80/20 Aggressiv	0.15%	6,381	$489K	Add +8.1%
GOOGL Alphabet Inc. Class A	0.14%	2,528	$479K	Add +31.2%
META Meta Platforms Inc. Class A	0.14%	799	$468K	Add +33.4%
WMT Walmart Inc.	0.13%	4,980	$450K	Add +6.1%
JPM JPMorgan Chase & Co.	0.13%	1,868	$448K	Add +40.8%
VLUE iShares MSCI USA Value Facto	0.13%	4,233	$447K	Add +0.7%
UNH Unitedhealth Group Inc.	0.13%	855	$433K	Add +1.2%
LMT Lockheed Martin Corp.	0.12%	855	$416K	Add +0.6%
IGRO iShares Intl Div Growth ETF	0.12%	6,092	$414K	Reduce -0.4%
ROST Ross Stores Inc.	0.12%	2,715	$411K	Add +3.5%
ROK Rockwell Automation Inc.	0.12%	1,376	$393K	Add +0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.11%	3,410	$380K	New
SUB iShares Short-Term National	0.11%	3,542	$374K	Add +2.3%
DMXF iShares ESG Advanc MSCI Eafe	0.11%	5,699	$368K	Add +20.1%
HYDB iShares High Yield Systemati	0.11%	7,826	$368K	New
BRK.B Berkshire Hathaway Inc. Class B	0.11%	798	$362K	Reduce -3.3%
JEPI JPMorgan Equity Premium Inco	0.10%	5,951	$342K	Reduce -1.0%
KKR KKR & Co. Inc.	0.10%	2,299	$340K	Add +4.9%
ABBV Abbvie Inc.	0.10%	1,845	$328K	Add +21.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.09%	7,169	$315K	Add +10.0%
XOM Exxon Mobil Corp.	0.09%	2,924	$315K	Add +34.4%
LRCX Lam Research Corp.	0.09%	4,348	$314K	Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US	0.09%	509	$299K	Add +2.6%
GOOG Alphabet Inc. Class C	0.09%	1,565	$298K	Reduce -19.9%
VOO Vanguard S&P 500 ETF	0.08%	523	$282K	Add +2.5%
T AT&T Inc.	0.08%	12,143	$276K	Reduce -9.4%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.08%	2,572	$275K	Reduce -1.6%
NFLX Netflix Inc.	0.08%	300	$267K	New
CVX Chevron Corp.	0.08%	1,796	$260K	Add +1.5%
QQQ Invesco QQQ Trust Series 1	0.08%	492	$252K	New
VGT Vanguard Info Tech ETF	0.07%	394	$245K	New
CSX CSX Corp.	0.07%	7,582	$245K	Add +0.3%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.07%	3,020	$238K	Reduce -0.5%
CWB SS SPDR BB Conv Sec ETF	0.07%	3,044	$237K	Add +6.4%
WFC Wells Fargo & Co.	0.07%	3,301	$232K	New
QLTA iShares Aaa - A Rated Corpor	0.07%	4,935	$231K	Add +0.2%
CAT Caterpillar Inc.	0.07%	635	$230K	New
AHR American Healthcare REIT Inc.	0.07%	8,100	$230K	Reduce -21.4%
BX Blackstone Inc.	0.07%	1,301	$224K	New
XLK SS Technology Select Sector	0.07%	961	$223K	New
AFL Aflac Inc.	0.07%	2,125	$220K	New
LUV Southwest Airlines Co.	0.06%	6,432	$216K	Reduce -6.8%
ESGE iShares Inc. iShares ESG Awar	0.06%	6,137	$205K	New
FLOT iShares Floating Rate Bond E	0.06%	4,013	$204K	Reduce -13.3%
CLF Cleveland-Cliffs Inc.	0.03%	10,368	$97K	No change
FFWM First Foundation Inc.	0.02%	10,368	$64K	No change

Portfolio Sells Q3 2024 → Q4 2024


SPYM Ste STR SPDR PT S&P 500 ETF	Reduce -9.5%	8.11%	−1.42
GIGB Goldman Sachs Inv GRD Corp.	Sold out	0.00%	−0.19
ESGU iShares ESG Aware MSCI USA	Reduce -18.4%	0.46%	−0.14
IEMG iShares Core MSCI Emerging	Reduce -19.7%	0.16%	−0.08
TJX TJX Companies Inc.	Sold out	0.00%	−0.07
AMT American Tower Corp.	Sold out	0.00%	−0.07
PEP Pepsico Inc.	Sold out	0.00%	−0.07
BA The Boeing Co.	Reduce -14.4%	0.38%	−0.03
SRE Sempra	Reduce -7.3%	0.27%	−0.03
GOVT iShares US Treasury Bond ETF	Reduce -7.5%	0.15%	−0.03
DGRO iShares Core Dividend Growth	Reduce -2.2%	0.20%	−0.03
IGRO iShares Intl Div Growth ETF	Reduce -0.4%	0.12%	−0.02
AHR American Healthcare REIT Inc.	Reduce -21.4%	0.07%	−0.02
GOOG Alphabet Inc. Class C	Reduce -19.9%	0.09%	−0.02
DSI iShares ESG MSCI KLD 400 ETF	Reduce -2.6%	0.17%	−0.02
FLOT iShares Floating Rate Bond E	Reduce -13.3%	0.06%	−0.02
BRK.B Berkshire Hathaway Inc. Class B	Reduce -3.3%	0.11%	−0.02
JEPI JPMorgan Equity Premium Inco	Reduce -1.0%	0.10%	−0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Reduce -1.6%	0.08%	−0.01
T AT&T Inc.	Reduce -9.4%	0.08%	−0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Reduce -0.5%	0.07%	−0.01
LUV Southwest Airlines Co.	Reduce -6.8%	0.06%	−0.00
AMZN Amazon.com Inc.	Reduce -2.5%	0.82%	+0.04
TSLA Tesla Inc.	Reduce -2.4%	0.78%	+0.22

Portfolio Buys Q3 2024 → Q4 2024


JMOM JPMorgan US Momentum Factor	New	1.48%	+1.48
CMF iShares California Muni Bond	Add +31.1%	3.28%	+0.52
NVDA Nvidia Corp.	Add +52.0%	1.19%	+0.42
IVW iShares S&P 500 Growth ETF	Add +4.4%	16.20%	+0.31
IAU iShares Gold Trust	New	0.25%	+0.25
AVGO Broadcom Inc.	Add +16.1%	0.78%	+0.24
DIS The Walt Disney Co.	New	0.11%	+0.11
HYDB iShares High Yield Systemati	New	0.11%	+0.11
AAPL Apple Inc.	Add +3.5%	3.67%	+0.09
NFLX Netflix Inc.	New	0.08%	+0.08
DYNF Ishrs US E F R A ETF-Usd Inc.	Add +5.9%	7.39%	+0.08
QQQ Invesco QQQ Trust Series 1	New	0.08%	+0.08
VGT Vanguard Info Tech ETF	New	0.07%	+0.07
WFC Wells Fargo & Co.	New	0.07%	+0.07
CAT Caterpillar Inc.	New	0.07%	+0.07
TLH iShares 10-20 Year Treasury	Add +37.3%	0.51%	+0.07
BX Blackstone Inc.	New	0.07%	+0.07
XLK SS Technology Select Sector	New	0.07%	+0.07
AFL Aflac Inc.	New	0.07%	+0.07
ESGE iShares Inc. iShares ESG Awar	New	0.06%	+0.06
JPM JPMorgan Chase & Co.	Add +40.8%	0.13%	+0.04
GOOGL Alphabet Inc. Class A	Add +31.2%	0.14%	+0.04
HEFA Isha Curr Hedged MSCI Eafe	Add +22.5%	0.35%	+0.03
MGC Vngrd Mrngstr MG Cap ETF-Usd	Add +9.7%	0.80%	+0.03
META Meta Platforms Inc. Class A	Add +33.4%	0.14%	+0.03
JQUA JPMorgan US Quality Factor	Add +7.7%	5.61%	+0.02
USXF iShares ESG Advance MSCI USA	Add +17.4%	0.19%	+0.02
MAR Marriott International Class A	Add +0.2%	0.48%	+0.02
IVV iShares Core S&P 500 ETF	Add +15.6%	0.18%	+0.01
IXC iShares Global Energy ETF	Add +19.5%	0.38%	+0.01
WMT Walmart Inc.	Add +6.1%	0.13%	+0.01
XOM Exxon Mobil Corp.	Add +34.4%	0.09%	+0.01
BAC Bank of America Corp.	Add +10.0%	0.09%	+0.01
KKR KKR & Co. Inc.	Add +4.9%	0.10%	+0.01
LCTU iShares U.S. Carbon Transiti	Add +9.7%	0.24%	+0.01
MSFT Microsoft Corp.	Add +11.3%	0.99%	+0.00
ABBV Abbvie Inc.	Add +21.8%	0.10%	+0.00
CWB SS SPDR BB Conv Sec ETF	Add +6.4%	0.07%	−0.00
DMXF iShares ESG Advanc MSCI Eafe	Add +20.1%	0.11%	−0.00
ROK Rockwell Automation Inc.	Add +0.4%	0.12%	−0.00
VOO Vanguard S&P 500 ETF	Add +2.5%	0.08%	−0.00
SPY SS SPDR S&P 500 ETF Trust-US	Add +2.6%	0.09%	−0.00
COST Costco Wholesale Corp.	Add +2.3%	0.19%	−0.01
AOA iShares Core 80/20 Aggressiv	Add +8.1%	0.15%	−0.01
ROST Ross Stores Inc.	Add +3.5%	0.12%	−0.01
CVX Chevron Corp.	Add +1.5%	0.08%	−0.01
IYW iShares Ustechnology ETF	Add +3.0%	3.47%	−0.01
SUB iShares Short-Term National	Add +2.3%	0.11%	−0.01
QLTA iShares Aaa - A Rated Corpor	Add +0.2%	0.07%	−0.01
CSX CSX Corp.	Add +0.3%	0.07%	−0.01

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