West Wealth Group, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), West Wealth Group, LLC reported 96 stock positions worth $338.3 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 15.0% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 11.5%) and Ishrs US E F R A ETF-Usd (DYNF, 7.3%). Compared with Q4 2024, it opened 12 new positions, sold out of 9, added to 61 and reduced 21. The biggest buy was iShares S&P 500 Value ETF (IVE, shares +19%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −23%).

Most Recent 13F
Q2 2026
Location
Irvine, CA
CIK
0001923591
Portfolio Value
$338.3M (Q1 2025)
SEC Filing
0001172661-25-001576 ↗ filed May 5, 2025

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 $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 Q2 2026

Holdings 96 stocks · $338.3M
IVW iShares S&P 500 Growth ETF 15.00% 542,892 $50.8M Add +1.5%
IVE iShares S&P 500 Value ETF 11.48% 204,116 $38.8M Add +19.2%
DYNF Ishrs US E F R A ETF-Usd Inc. 7.26% 502,110 $24.6M Add +3.9%
JQUA JPMorgan US Quality Factor 5.98% 357,437 $20.2M Add +8.9%
SPYM Ste STR SPDR PT S&P 500 ETF 5.93% 304,159 $20.1M Reduce -22.8%
EFV iShares MSCI Eafe Value ETF 5.66% 324,494 $19.1M Reduce -13.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 4.98% 365,568 $16.8M Add +2.0%
EFG iShares MSCI Eafe Growth ETF 3.93% 132,867 $13.3M Reduce -31.9%
AAPL Apple Inc. 3.63% 55,098 $12.3M Add +12.0%
CMF iShares California Muni Bond 3.43% 206,136 $11.6M Add +7.5%
IYW iShares Ustechnology ETF 3.20% 76,228 $10.8M Add +4.5%
SPEM State Street SP PTF Em ETF 2.62% 223,912 $8.9M Add +147.1%
EMXC iShares MSCI Emr MRK Ex Chna 2.44% 148,965 $8.3M Reduce -32.8%
MGC Vngrd Mrngstr MG Cap ETF-Usd 2.42% 40,510 $8.2M Add +222.0%
JMOM JPMorgan US Momentum Factor 1.52% 90,494 $5.1M Add +6.5%
HEFA Isha Curr Hedged MSCI Eafe 1.45% 134,499 $4.9M Add +302.1%
QUAL iShares MSCI USA Quality Fac 1.40% 27,627 $4.7M Reduce -2.8%
MSFT Microsoft Corp. 1.02% 8,994 $3.4M Add +14.1%
NVDA Nvidia Corp. 0.97% 29,642 $3.3M Reduce -0.4%
XTEN Bondbloxx BBG 10Y US TSY ETF 0.96% 69,850 $3.3M New
THRO iShares U.S. Thematic Rotati 0.95% 100,811 $3.2M New
SPMB SS SPDR P Mort Back Bond ETF 0.86% 132,032 $2.9M Reduce -18.8%
IAU iShares Gold Trust 0.86% 49,330 $2.9M Add +186.2%
AMZN Amazon.com Inc. 0.74% 12,976 $2.5M Add +4.2%
BINC iShares Flex I A ETF-Usd Inc. 0.68% 43,935 $2.3M Add +6.1%
AVGO Broadcom Inc. 0.57% 11,509 $1.9M Add +2.5%
TLH iShares 10-20 Year Treasury 0.49% 16,019 $1.7M Reduce -7.5%
TSLA Tesla Inc. 0.45% 5,712 $1.5M Reduce -11.3%
ESGU iShares ESG Aware MSCI USA 0.41% 11,429 $1.4M Reduce -3.6%
BA The Boeing Co. 0.36% 7,233 $1.2M Add +0.3%
USMV iShares MSCI USA Min Vol Fac 0.33% 11,781 $1.1M New
HIMU iShares High Yild Muni A ETF 0.32% 21,690 $1.1M New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.26% 9,011 $880K Add +164.3%
DGRO iShares Core Dividend Growth 0.24% 13,335 $822K Add +20.3%
EMB iShares JP Morgan Usd Emergi 0.24% 9,003 $815K Add +13.7%
COST Costco Wholesale Corp. 0.22% 789 $754K Add +15.7%
MCD McDonald's Corp. 0.22% 2,326 $730K Add +1.8%
SRE Sempra 0.21% 9,928 $710K Reduce -4.6%
PLD Prologis Inc. 0.20% 6,207 $692K Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 1,139 $639K Add +123.8%
HD Home Depot Inc. 0.18% 1,680 $614K Add +5.5%
PG The Procter & Gamble Co. 0.18% 3,602 $614K Add +2.8%
IVV iShares Core S&P 500 ETF 0.18% 1,074 $606K Add +3.8%
LCTU iShares U.S. Carbon Transiti 0.18% 9,938 $605K Reduce -21.7%
META Meta Platforms Inc. Class A 0.16% 938 $550K Add +17.4%
GOVT iShares US Treasury Bond ETF 0.16% 23,338 $536K Add +4.3%
IEMG iShares Core MSCI Emerging 0.16% 9,822 $532K Reduce -5.0%
USXF iShares ESG Advance MSCI USA 0.15% 10,843 $507K Reduce -15.8%
MAR Marriott International Class A 0.15% 2,079 $495K Reduce -63.8%
JPM JPMorgan Chase & Co. 0.15% 2,026 $494K Add +8.5%
AOA iShares Core 80/20 Aggressiv 0.14% 6,383 $490K Add +0.0%
IGRO iShares Intl Div Growth ETF 0.14% 6,648 $482K Add +9.1%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.14% 5,500 $478K Add +10.0%
WMT Walmart Inc. 0.14% 5,229 $465K Add +5.0%
UNH Unitedhealth Group Inc. 0.14% 882 $462K Add +3.2%
VLUE iShares MSCI USA Value Facto 0.13% 4,260 $454K Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 843 $449K Add +5.6%
GOOGL Alphabet Inc. Class A 0.13% 2,832 $445K Add +12.0%
HYDB iShares High Yield Systemati 0.12% 8,654 $406K Add +10.6%
DSI iShares ESG MSCI KLD 400 ETF 0.12% 3,781 $389K Reduce -25.2%
ABBV Abbvie Inc. 0.11% 1,883 $389K Add +2.1%
QLTA iShares Aaa - A Rated Corpor 0.11% 7,954 $378K Add +61.2%
JEPI JPMorgan Equity Premium Inco 0.11% 6,614 $376K Add +11.1%
LMT Lockheed Martin Corp. 0.11% 816 $366K Reduce -4.6%
ROK Rockwell Automation Inc. 0.11% 1,383 $358K Add +0.5%
T AT&T Inc. 0.10% 12,459 $355K Add +2.6%
XOM Exxon Mobil Corp. 0.10% 2,965 $353K Add +1.4%
ROST Ross Stores Inc. 0.10% 2,724 $352K Add +0.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 811 $341K New
VOO Vanguard S&P 500 ETF 0.10% 635 $328K Add +21.4%
LRCX Lam Research Corp. 0.09% 4,358 $317K Add +0.2%
SGOV iShares 0-3 Month Treasury B 0.09% 3,108 $312K New
NFLX Netflix Inc. 0.09% 332 $308K Add +10.7%
GOOG Alphabet Inc. Class C 0.09% 1,928 $306K Add +23.2%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.09% 2,652 $288K Add +3.1%
STIP iShares 0-5 Year Tips Bond E 0.08% 2,793 $287K New
IGSB iShares 1-5Y Inv Grade Corp. 0.08% 5,430 $284K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,112 $279K New
KKR KKR & Co. Inc. 0.08% 2,328 $274K Add +1.3%
QQQ Invesco QQQ Trust Series 1 0.08% 578 $274K Add +17.5%
IFRA iShares US Infrastructure 0.08% 5,976 $270K Reduce -92.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 6,511 $270K Reduce -9.2%
VGT Vanguard Info Tech ETF 0.07% 460 $252K Add +16.8%
AHR American Healthcare REIT Inc. 0.07% 8,168 $251K Add +0.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.07% 3,151 $248K Add +4.3%
AFL Aflac Inc. 0.07% 2,140 $241K Add +0.7%
TFLO iShares Treasury Floating Ra 0.07% 4,578 $231K New
CWB SS SPDR BB Conv Sec ETF 0.07% 2,932 $225K Reduce -3.7%
CSX CSX Corp. 0.07% 7,616 $225K Add +0.5%
CAT Caterpillar Inc. 0.06% 656 $217K Add +3.3%
SHY iShares 1-3 Year Treasury Bo 0.06% 2,571 $212K New
DMXF iShares ESG Advanc MSCI Eafe 0.06% 3,122 $210K Reduce -45.2%
IEFA iShares Core MSCI Eafe ETF 0.06% 2,750 $209K New
LUV Southwest Airlines Co. 0.06% 6,523 $206K Add +1.4%
CLF Cleveland-Cliffs Inc. 0.02% 10,368 $84K No change
FFWM First Foundation Inc. 0.02% 10,368 $54K No change

Portfolio Sells Q4 2024 → Q1 2025
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -22.8% 5.93% −2.18
EFG iShares MSCI Eafe Growth ETF Reduce -31.9% 3.93% −1.71
EMXC iShares MSCI Emr MRK Ex Chna Reduce -32.8% 2.44% −1.23
IFRA iShares US Infrastructure Reduce -92.0% 0.08% −0.96
SPTL SS SPDR PF LNG TRM TSY E-Usd Sold out 0.00% −0.46
IXC iShares Global Energy ETF Sold out 0.00% −0.38
MAR Marriott International Class A Reduce -63.8% 0.15% −0.33
TSLA Tesla Inc. Reduce -11.3% 0.45% −0.32
EFV iShares MSCI Eafe Value ETF Reduce -13.8% 5.66% −0.24
NVDA Nvidia Corp. Reduce -0.4% 0.97% −0.23
SPMB SS SPDR P Mort Back Bond ETF Reduce -18.8% 0.86% −0.18
QUAL iShares MSCI USA Quality Fac Reduce -2.8% 1.40% −0.11
SUB iShares Short-Term National Sold out 0.00% −0.11
CVX Chevron Corp. Sold out 0.00% −0.08
WFC Wells Fargo & Co. Sold out 0.00% −0.07
BX Blackstone Inc. Sold out 0.00% −0.07
XLK SS Technology Select Sector Sold out 0.00% −0.07
LCTU iShares U.S. Carbon Transiti Reduce -21.7% 0.18% −0.06
SRE Sempra Reduce -4.6% 0.21% −0.06
ESGE iShares Inc. iShares ESG Awar Sold out 0.00% −0.06
FLOT iShares Floating Rate Bond E Sold out 0.00% −0.06
DSI iShares ESG MSCI KLD 400 ETF Reduce -25.2% 0.12% −0.05
DMXF iShares ESG Advanc MSCI Eafe Reduce -45.2% 0.06% −0.05
ESGU iShares ESG Aware MSCI USA Reduce -3.6% 0.41% −0.04
USXF iShares ESG Advance MSCI USA Reduce -15.8% 0.15% −0.04
TLH iShares 10-20 Year Treasury Reduce -7.5% 0.49% −0.02
LMT Lockheed Martin Corp. Reduce -4.6% 0.11% −0.02
BAC Bank of America Corp. Reduce -9.2% 0.08% −0.01
CWB SS SPDR BB Conv Sec ETF Reduce -3.7% 0.07% −0.00
IEMG iShares Core MSCI Emerging Reduce -5.0% 0.16% −0.00

Portfolio Buys Q4 2024 → Q1 2025
IVE iShares S&P 500 Value ETF Add +19.2% 11.48% +1.73
MGC Vngrd Mrngstr MG Cap ETF-Usd Add +222.0% 2.42% +1.62
SPEM State Street SP PTF Em ETF Add +147.1% 2.62% +1.58
HEFA Isha Curr Hedged MSCI Eafe Add +302.1% 1.45% +1.10
XTEN Bondbloxx BBG 10Y US TSY ETF New 0.96% +0.96
THRO iShares U.S. Thematic Rotati New 0.95% +0.95
IAU iShares Gold Trust Add +186.2% 0.86% +0.60
JQUA JPMorgan US Quality Factor Add +8.9% 5.98% +0.38
USMV iShares MSCI USA Min Vol Fac New 0.33% +0.33
HIMU iShares High Yild Muni A ETF New 0.32% +0.32
CMF iShares California Muni Bond Add +7.5% 3.43% +0.15
DIS The Walt Disney Co. Add +164.3% 0.26% +0.15
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +2.0% 4.98% +0.14
DIA SS SPDR Dow Jones Indus Avg New 0.10% +0.10
SPY SS SPDR S&P 500 ETF Trust-US Add +123.8% 0.19% +0.10
SGOV iShares 0-3 Month Treasury B New 0.09% +0.09
STIP iShares 0-5 Year Tips Bond E New 0.08% +0.08
IGSB iShares 1-5Y Inv Grade Corp. New 0.08% +0.08
IBM Intl Business Machines Corp. New 0.08% +0.08
TFLO iShares Treasury Floating Ra New 0.07% +0.07
SHY iShares 1-3 Year Treasury Bo New 0.06% +0.06
IEFA iShares Core MSCI Eafe ETF New 0.06% +0.06
QLTA iShares Aaa - A Rated Corpor Add +61.2% 0.11% +0.04
JMOM JPMorgan US Momentum Factor Add +6.5% 1.52% +0.04
DGRO iShares Core Dividend Growth Add +20.3% 0.24% +0.04
COST Costco Wholesale Corp. Add +15.7% 0.22% +0.04
BINC iShares Flex I A ETF-Usd Inc. Add +6.1% 0.68% +0.04
EMB iShares JP Morgan Usd Emergi Add +13.7% 0.24% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +5.6% 0.13% +0.02
MSFT Microsoft Corp. Add +14.1% 1.02% +0.02
META Meta Platforms Inc. Class A Add +17.4% 0.16% +0.02
T AT&T Inc. Add +2.6% 0.10% +0.02
IGRO iShares Intl Div Growth ETF Add +9.1% 0.14% +0.02
MCD McDonald's Corp. Add +1.8% 0.22% +0.02
ABBV Abbvie Inc. Add +2.1% 0.11% +0.02
VOO Vanguard S&P 500 ETF Add +21.4% 0.10% +0.01
JPM JPMorgan Chase & Co. Add +8.5% 0.15% +0.01
NFLX Netflix Inc. Add +10.7% 0.09% +0.01
XOM Exxon Mobil Corp. Add +1.4% 0.10% +0.01
HYDB iShares High Yield Systemati Add +10.6% 0.12% +0.01
JEPI JPMorgan Equity Premium Inco Add +11.1% 0.11% +0.01
PLD Prologis Inc. Add +0.0% 0.20% +0.01
UNH Unitedhealth Group Inc. Add +3.2% 0.14% +0.01
PG The Procter & Gamble Co. Add +2.8% 0.18% +0.01
QQQ Invesco QQQ Trust Series 1 Add +17.5% 0.08% +0.01
AFL Aflac Inc. Add +0.7% 0.07% +0.01
AHR American Healthcare REIT Inc. Add +0.8% 0.07% +0.01
GOVT iShares US Treasury Bond ETF Add +4.3% 0.16% +0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +3.1% 0.09% +0.00
WMT Walmart Inc. Add +5.0% 0.14% +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