West Wealth Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), West Wealth Group, LLC reported 111 stock positions worth $402.2 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 11.9% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 9.7%) and iShares MSCI Eafe Value ETF (EFV, 7.5%). Compared with Q1 2025, it opened 24 new positions, sold out of 9, added to 54 and reduced 31. The biggest buy was iShares U.S. Thematic Rotati (THRO, shares +270%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- Irvine, CA
- CIK
- 0001923591
- Portfolio Value
- $402.2M (Q2 2025)
- SEC Filing
- 0001172661-25-003120 ↗ filed Aug 13, 2025
Holdings Value
Holdings 111 stocks · $402.2M
| IVW iShares S&P 500 Growth ETF | 11.92% | 419,087 | $47.9M | Reduce -22.8% |
| IVE iShares S&P 500 Value ETF | 9.66% | 197,547 | $38.8M | Reduce -3.2% |
| EFV iShares MSCI Eafe Value ETF | 7.48% | 465,374 | $30.1M | Add +43.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 7.35% | 527,911 | $29.6M | Add +5.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.12% | 330,847 | $24.6M | Add +8.8% |
| JQUA JPMorgan US Quality Factor | 5.94% | 392,434 | $23.9M | Add +9.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.24% | 369,139 | $17.1M | Add +1.0% |
| SPEM State Street SP PTF Em ETF | 3.88% | 358,412 | $15.6M | Add +60.1% |
| EFG iShares MSCI Eafe Growth ETF | 3.77% | 139,401 | $15.2M | Add +4.9% |
| THRO iShares U.S. Thematic Rotati | 3.36% | 372,742 | $13.5M | Add +269.7% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 3.34% | 58,217 | $13.4M | Add +43.7% |
| CMF iShares California Muni Bond | 3.32% | 240,111 | $13.4M | Add +16.5% |
| IYW iShares Ustechnology ETF | 3.21% | 71,060 | $12.9M | Reduce -6.8% |
| AAPL Apple Inc. | 2.94% | 55,517 | $11.8M | Add +0.8% |
| JMOM JPMorgan US Momentum Factor | 1.55% | 95,816 | $6.2M | Add +5.9% |
| QUAL iShares MSCI USA Quality Fac | 1.35% | 29,296 | $5.4M | Add +6.0% |
| BAI Ishrs AI in and Tech Act ETF | 1.23% | 156,642 | $4.9M | New |
| MSFT Microsoft Corp. | 1.21% | 9,274 | $4.9M | Add +3.1% |
| NVDA Nvidia Corp. | 1.20% | 26,845 | $4.8M | Reduce -9.4% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.98% | 85,571 | $3.9M | Add +22.5% |
| AVGO Broadcom Inc. | 0.87% | 11,641 | $3.5M | Add +1.1% |
| IAU iShares Gold Trust | 0.82% | 51,748 | $3.3M | Add +4.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.80% | 50,716 | $3.2M | Reduce -66.0% |
| AMZN Amazon.com Inc. | 0.74% | 13,407 | $3.0M | Add +3.3% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.72% | 130,137 | $2.9M | Reduce -1.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.65% | 52,919 | $2.6M | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.58% | 44,337 | $2.3M | Add +0.9% |
| TSLA Tesla Inc. | 0.47% | 5,942 | $1.9M | Add +4.0% |
| TLH iShares 10-20 Year Treasury | 0.47% | 18,497 | $1.9M | Add +15.5% |
| BA The Boeing Co. | 0.41% | 7,301 | $1.6M | Add +0.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.40% | 42,524 | $1.6M | Reduce -68.4% |
| ESGU iShares ESG Aware MSCI USA | 0.39% | 11,384 | $1.6M | Reduce -0.4% |
| HIMU iShares High Yild Muni A ETF | 0.32% | 26,562 | $1.3M | Add +22.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.30% | 12,862 | $1.2M | Add +9.2% |
| IVV iShares Core S&P 500 ETF | 0.27% | 1,676 | $1.1M | Add +56.0% |
| META Meta Platforms Inc. Class A | 0.22% | 1,158 | $894K | Add +23.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 7,723 | $890K | Reduce -14.3% |
| EMB iShares JP Morgan Usd Emergi | 0.21% | 8,963 | $836K | Reduce -0.4% |
| SRE Sempra | 0.20% | 10,095 | $819K | Add +1.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.18% | 7,197 | $741K | Add +157.7% |
| DGRO iShares Core Dividend Growth | 0.18% | 11,127 | $721K | Reduce -16.6% |
| JPM JPMorgan Chase & Co. | 0.18% | 2,466 | $719K | Add +21.7% |
| MCD McDonald's Corp. | 0.18% | 2,334 | $718K | Add +0.3% |
| LCTU iShares U.S. Carbon Transiti | 0.17% | 10,035 | $691K | Add +1.0% |
| HD Home Depot Inc. | 0.17% | 1,743 | $675K | Add +3.8% |
| PLD Prologis Inc. | 0.16% | 6,108 | $646K | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.16% | 653 | $633K | Reduce -17.2% |
| IEMG iShares Core MSCI Emerging | 0.15% | 9,855 | $601K | Add +0.3% |
| SGOV iShares 0-3 Month Treasury B | 0.15% | 5,837 | $586K | Add +87.8% |
| USXF iShares ESG Advance MSCI USA | 0.15% | 10,513 | $584K | Reduce -3.0% |
| WMT Walmart Inc. | 0.13% | 5,235 | $541K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.13% | 3,539 | $541K | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.13% | 2,625 | $517K | Add +36.1% |
| GOOGL Alphabet Inc. Class A | 0.12% | 2,549 | $500K | Reduce -10.0% |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 5,902 | $496K | Reduce -7.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.12% | 5,500 | $495K | No change |
| JPST JPMorgan Ultra-Short Income | 0.12% | 9,718 | $491K | New |
| GOVT iShares US Treasury Bond ETF | 0.12% | 21,253 | $488K | Reduce -8.9% |
| VLUE iShares MSCI USA Value Facto | 0.12% | 4,289 | $485K | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 748 | $474K | Reduce -34.3% |
| ROK Rockwell Automation Inc. | 0.11% | 1,389 | $457K | Add +0.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.11% | 3,756 | $450K | Reduce -0.7% |
| LRCX Lam Research Corp. | 0.10% | 4,385 | $421K | Add +0.6% |
| QLTA iShares Aaa - A Rated Corpor | 0.10% | 8,697 | $417K | Add +9.3% |
| XOM Exxon Mobil Corp. | 0.10% | 3,768 | $401K | Add +27.1% |
| VOO Vanguard S&P 500 ETF | 0.10% | 675 | $393K | Add +6.3% |
| ROST Ross Stores Inc. | 0.10% | 2,676 | $392K | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 833 | $391K | Reduce -1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,539 | $388K | Add +38.4% |
| IGRO iShares Intl Div Growth ETF | 0.09% | 4,920 | $379K | Reduce -26.0% |
| LMT Lockheed Martin Corp. | 0.09% | 846 | $368K | Add +3.7% |
| NFLX Netflix Inc. | 0.09% | 308 | $363K | Reduce -7.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 632 | $359K | Add +9.3% |
| ABBV Abbvie Inc. | 0.09% | 1,823 | $358K | Reduce -3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 7,844 | $356K | Add +20.5% |
| CAT Caterpillar Inc. | 0.09% | 826 | $353K | Add +25.9% |
| T AT&T Inc. | 0.09% | 12,849 | $353K | Add +3.1% |
| MUB iShares National Muni Bond E | 0.08% | 3,211 | $334K | New |
| IGEB iShares Investment Grade SYS | 0.08% | 7,310 | $333K | New |
| KKR KKR & Co. Inc. | 0.08% | 2,277 | $329K | Reduce -2.2% |
| AHR American Healthcare REIT Inc. | 0.08% | 8,285 | $329K | Add +1.4% |
| DELL Dell Technologies -C | 0.08% | 2,516 | $322K | New |
| XLE SS Energy Select Sector | 0.08% | 3,712 | $314K | New |
| GEV GE Vernova Inc. | 0.07% | 447 | $297K | New |
| MINT PIMCO Enhanced Short Maturit | 0.07% | 2,937 | $295K | New |
| IFRA iShares US Infrastructure | 0.07% | 5,800 | $292K | Reduce -3.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.07% | 5,370 | $283K | Reduce -1.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.07% | 6,829 | $279K | New |
| CSX CSX Corp. | 0.07% | 7,651 | $276K | Add +0.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.07% | 3,340 | $268K | Add +6.0% |
| VGT Vanguard Info Tech ETF | 0.07% | 386 | $267K | Reduce -16.1% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 975 | $266K | New |
| IJH iShares Core S&P Midcap ETF | 0.07% | 4,191 | $263K | New |
| AMAT Applied Materials Inc. | 0.07% | 1,470 | $262K | New |
| RKLB Rocket Lab Corp. | 0.06% | 5,800 | $256K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.06% | 3,039 | $251K | Add +18.2% |
| RTX RTX Corp. | 0.06% | 1,596 | $249K | New |
| CVX Chevron Corp. | 0.06% | 1,598 | $244K | New |
| WABC Westamerica Bancorporation | 0.06% | 5,091 | $241K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 770 | $240K | New |
Portfolio Sells Q1 2025 → Q2 2025
| IVW iShares S&P 500 Growth ETF | Reduce -22.8% | 11.92% | −3.09 |
| IVE iShares S&P 500 Value ETF | Reduce -3.2% | 9.66% | −1.83 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -66.0% | 0.80% | −1.64 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -68.4% | 0.40% | −1.05 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -1.4% | 0.72% | −0.15 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.15 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.14 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.12 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.10 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -34.3% | 0.12% | −0.07 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.07 |
| CWB SS SPDR BB Conv Sec ETF | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -17.2% | 0.16% | −0.07 |
| DGRO iShares Core Dividend Growth | Reduce -16.6% | 0.18% | −0.06 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.06 |
| JEPI JPMorgan Equity Premium Inco | Reduce -44.9% | 0.05% | −0.06 |
| IGRO iShares Intl Div Growth ETF | Reduce -26.0% | 0.09% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.13% | −0.05 |
| PLD Prologis Inc. | Reduce -1.6% | 0.16% | −0.04 |
| DIS The Walt Disney Co. | Reduce -14.3% | 0.22% | −0.04 |
| GOVT iShares US Treasury Bond ETF | Reduce -8.9% | 0.12% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.10% | −0.04 |
| EMB iShares JP Morgan Usd Emergi | Reduce -0.4% | 0.21% | −0.03 |
| ABBV Abbvie Inc. | Reduce -3.2% | 0.09% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.4% | 0.39% | −0.02 |
| AOA iShares Core 80/20 Aggressiv | Reduce -7.5% | 0.12% | −0.02 |
| FFWM First Foundation Inc. | Sold out | 0.00% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.1% | 0.07% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -16.1% | 0.07% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -10.0% | 0.12% | −0.01 |
| IFRA iShares US Infrastructure | Reduce -3.0% | 0.07% | −0.01 |
| ROST Ross Stores Inc. | Reduce -1.8% | 0.10% | −0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -0.1% | 0.06% | −0.01 |
| USXF iShares ESG Advance MSCI USA | Reduce -3.0% | 0.15% | −0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.7% | 0.11% | −0.00 |
| NFLX Netflix Inc. | Reduce -7.2% | 0.09% | −0.00 |
| KKR KKR & Co. Inc. | Reduce -2.2% | 0.08% | +0.00 |
| IYW iShares Ustechnology ETF | Reduce -6.8% | 3.21% | +0.02 |
| NVDA Nvidia Corp. | Reduce -9.4% | 1.20% | +0.23 |
Portfolio Buys Q1 2025 → Q2 2025
| THRO iShares U.S. Thematic Rotati | Add +269.7% | 3.36% | +2.41 |
| EFV iShares MSCI Eafe Value ETF | Add +43.4% | 7.48% | +1.83 |
| SPEM State Street SP PTF Em ETF | Add +60.1% | 3.88% | +1.26 |
| BAI Ishrs AI in and Tech Act ETF | New | 1.23% | +1.23 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +43.7% | 3.34% | +0.92 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.65% | +0.65 |
| AVGO Broadcom Inc. | Add +1.1% | 0.87% | +0.30 |
| MSFT Microsoft Corp. | Add +3.1% | 1.21% | +0.19 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +8.8% | 6.12% | +0.19 |
| JPST JPMorgan Ultra-Short Income | New | 0.12% | +0.12 |
| STIP iShares 0-5 Year Tips Bond E | Add +157.7% | 0.18% | +0.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +5.1% | 7.35% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +56.0% | 0.27% | +0.09 |
| MUB iShares National Muni Bond E | New | 0.08% | +0.08 |
| IGEB iShares Investment Grade SYS | New | 0.08% | +0.08 |
| DELL Dell Technologies -C | New | 0.08% | +0.08 |
| XLE SS Energy Select Sector | New | 0.08% | +0.08 |
| GEV GE Vernova Inc. | New | 0.07% | +0.07 |
| MINT PIMCO Enhanced Short Maturit | New | 0.07% | +0.07 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.07% | +0.07 |
| GE General Electric | New | 0.07% | +0.07 |
| IJH iShares Core S&P Midcap ETF | New | 0.07% | +0.07 |
| AMAT Applied Materials Inc. | New | 0.07% | +0.07 |
| RKLB Rocket Lab Corp. | New | 0.06% | +0.06 |
| RTX RTX Corp. | New | 0.06% | +0.06 |
| CVX Chevron Corp. | New | 0.06% | +0.06 |
| WABC Westamerica Bancorporation | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +23.4% | 0.22% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.06% | +0.06 |
| NOC Northrop Grumman Corp. | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | New | 0.06% | +0.06 |
| SGOV iShares 0-3 Month Treasury B | Add +87.8% | 0.15% | +0.05 |
| BALI Is US LRG CP Pre Inc. Act-Usd | New | 0.05% | +0.05 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.05% | +0.05 |
| TJX TJX Companies Inc. | New | 0.05% | +0.05 |
| BX Blackstone Inc. | New | 0.05% | +0.05 |
| BA The Boeing Co. | Add +0.9% | 0.41% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +36.1% | 0.13% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +21.7% | 0.18% | +0.03 |
| JMOM JPMorgan US Momentum Factor | Add +5.9% | 1.55% | +0.03 |
| CAT Caterpillar Inc. | Add +25.9% | 0.09% | +0.02 |
| TSLA Tesla Inc. | Add +4.0% | 0.47% | +0.02 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +22.5% | 0.98% | +0.02 |
| IBM Intl Business Machines Corp. | Add +38.4% | 0.10% | +0.01 |
| LRCX Lam Research Corp. | Add +0.6% | 0.10% | +0.01 |
| BAC Bank of America Corp. | Add +20.5% | 0.09% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.3% | 0.09% | +0.01 |
| ROK Rockwell Automation Inc. | Add +0.4% | 0.11% | +0.01 |
| AHR American Healthcare REIT Inc. | Add +1.4% | 0.08% | +0.01 |
| AMZN Amazon.com Inc. | Add +3.3% | 0.74% | +0.00 |
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 |