West Wealth Group, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), West Wealth Group, LLC reported 123 stock positions worth $443.6 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 11.4% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 9.5%) and Ishrs US E F R A ETF-Usd (DYNF, 8.3%). Compared with Q2 2025, it opened 16 new positions, sold out of 4, added to 72 and reduced 31. The biggest buy was Ishrs AI in and Tech Act ETF (BAI, shares +170%) and the biggest sale iShares Ustechnology ETF (IYW, shares −84%).

Most Recent 13F
Q2 2026
Location
Irvine, CA
CIK
0001923591
Portfolio Value
$443.6M (Q3 2025)
SEC Filing
0001172661-25-004435 ↗ filed Oct 27, 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 Q1 2025 Q2 2025: $402.2M Q2 2025 Q3 2025: $443.6M $443.6M Q3 2025 Q4 2025: $482.0M Q4 2025 Q1 2026: $506.0M Q1 2026 Q2 2026: $611.3M Q2 2026

Holdings 123 stocks · $443.6M
IVW iShares S&P 500 Growth ETF 11.43% 421,069 $50.7M Add +0.5%
IVE iShares S&P 500 Value ETF 9.49% 203,887 $42.1M Add +3.2%
DYNF Ishrs US E F R A ETF-Usd Inc. 8.29% 623,343 $36.8M Add +18.1%
EFV iShares MSCI Eafe Value ETF 6.55% 428,476 $29.0M Reduce -7.9%
SPYM Ste STR SPDR PT S&P 500 ETF 5.52% 312,714 $24.5M Reduce -5.5%
JQUA JPMorgan US Quality Factor 5.35% 380,283 $23.7M Reduce -3.1%
MGC Vngrd Mrngstr MG Cap ETF-Usd 5.32% 96,806 $23.6M Add +66.3%
SPEM State Street SP PTF Em ETF 4.98% 470,570 $22.1M Add +31.3%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 4.02% 380,137 $17.8M Add +3.0%
THRO iShares U.S. Thematic Rotati 3.44% 406,028 $15.2M Add +8.9%
BAI Ishrs AI in and Tech Act ETF 3.33% 422,753 $14.8M Add +169.9%
AAPL Apple Inc. 3.05% 54,173 $13.5M Reduce -2.4%
CMF iShares California Muni Bond 2.95% 227,978 $13.1M Reduce -5.0%
SHLD Global X Defense Tech ETF 1.84% 122,184 $8.1M New
JMOM JPMorgan US Momentum Factor 1.50% 98,419 $6.7M Add +2.7%
QUAL iShares MSCI USA Quality Fac 1.32% 30,238 $5.9M Add +3.2%
NVDA Nvidia Corp. 1.30% 31,994 $5.8M Add +19.2%
EFG iShares MSCI Eafe Growth ETF 1.25% 48,129 $5.5M Reduce -65.5%
IAU iShares Gold Trust 1.24% 69,569 $5.5M Add +34.4%
MSFT Microsoft Corp. 1.15% 9,954 $5.1M Add +7.3%
XTEN Bondbloxx BBG 10Y US TSY ETF 0.99% 93,015 $4.4M Add +8.7%
AVGO Broadcom Inc. 0.94% 11,917 $4.2M Add +2.4%
SPMB SS SPDR P Mort Back Bond ETF 0.72% 140,946 $3.2M Add +8.3%
BNDX Vanguard Total Intl Bond ETF 0.66% 58,919 $2.9M Add +11.3%
AMZN Amazon.com Inc. 0.63% 12,882 $2.8M Reduce -3.9%
BINC iShares Flex I A ETF-Usd Inc. 0.57% 47,892 $2.5M Add +8.0%
HIMU iShares High Yild Muni A ETF 0.52% 46,867 $2.3M Add +76.4%
IYW iShares Ustechnology ETF 0.51% 11,396 $2.2M Reduce -84.0%
TLH iShares 10-20 Year Treasury 0.50% 21,117 $2.2M Add +14.2%
TSLA Tesla Inc. 0.45% 4,566 $2.0M Reduce -23.2%
PZA Invesco National Amt-Free Mu 0.36% 69,368 $1.6M New
BA The Boeing Co. 0.35% 7,237 $1.5M Reduce -0.9%
ESGU iShares ESG Aware MSCI USA 0.33% 10,118 $1.5M Reduce -11.1%
USMV iShares MSCI USA Min Vol Fac 0.31% 14,693 $1.4M Add +14.2%
IVV iShares Core S&P 500 ETF 0.21% 1,425 $953K Reduce -15.0%
SRE Sempra 0.21% 10,207 $942K Add +1.1%
EMB iShares JP Morgan Usd Emergi 0.21% 9,598 $917K Add +7.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.20% 7,890 $881K Add +2.2%
JPM JPMorgan Chase & Co. 0.20% 2,882 $881K Add +16.9%
EMXC iShares MSCI Emr MRK Ex Chna 0.19% 12,089 $843K Reduce -76.2%
GOOGL Alphabet Inc. Class A 0.19% 3,304 $829K Add +29.6%
STIP iShares 0-5 Year Tips Bond E 0.19% 7,957 $823K Add +10.6%
HD Home Depot Inc. 0.17% 1,961 $762K Add +12.5%
META Meta Platforms Inc. Class A 0.17% 1,056 $758K Reduce -8.8%
PLD Prologis Inc. 0.17% 6,165 $757K Add +0.9%
LCTU iShares U.S. Carbon Transiti 0.16% 10,017 $726K Reduce -0.2%
DGRO iShares Core Dividend Growth 0.16% 10,091 $688K Reduce -9.3%
IEMG iShares Core MSCI Emerging 0.15% 10,245 $682K Add +4.0%
GOOG Alphabet Inc. Class C 0.15% 2,654 $668K Add +1.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 1,001 $666K Add +33.8%
LRCX Lam Research Corp. 0.15% 4,483 $649K Add +2.2%
WMT Walmart Inc. 0.14% 5,787 $631K Add +10.5%
MCD McDonald's Corp. 0.14% 2,057 $628K Reduce -11.9%
COST Costco Wholesale Corp. 0.14% 633 $605K Reduce -3.1%
USXF iShares ESG Advance MSCI USA 0.13% 10,337 $590K Reduce -1.7%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.13% 5,551 $587K Add +0.9%
PG The Procter & Gamble Co. 0.13% 3,928 $579K Add +11.0%
NFLX Netflix Inc. 0.13% 481 $579K Add +56.2%
MUB iShares National Muni Bond E 0.13% 5,270 $564K Add +64.1%
SGOV iShares 0-3 Month Treasury B 0.12% 5,447 $548K Reduce -6.7%
VLUE iShares MSCI USA Value Facto 0.12% 4,312 $545K Add +0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 1,913 $537K Add +24.3%
AOA iShares Core 80/20 Aggressiv 0.12% 6,027 $531K Add +2.1%
VOO Vanguard S&P 500 ETF 0.11% 827 $506K Add +22.5%
GOVT iShares US Treasury Bond ETF 0.11% 21,646 $503K Add +1.9%
CAT Caterpillar Inc. 0.11% 902 $482K Add +9.2%
XOM Exxon Mobil Corp. 0.11% 4,250 $474K Add +12.8%
DSI iShares ESG MSCI KLD 400 ETF 0.11% 3,765 $473K Add +0.2%
QQQ Invesco QQQ Trust Series 1 0.10% 771 $465K Add +22.0%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 893 $443K Add +7.2%
ROK Rockwell Automation Inc. 0.10% 1,241 $437K Reduce -10.7%
ABBV Abbvie Inc. 0.10% 1,931 $437K Add +5.9%
VGT Vanguard Info Tech ETF 0.10% 577 $434K Add +49.5%
ROST Ross Stores Inc. 0.10% 2,684 $421K Add +0.3%
LMT Lockheed Martin Corp. 0.09% 835 $417K Reduce -1.3%
RKLB Rocket Lab Corp. 0.09% 5,800 $402K No change
IJH iShares Core S&P Midcap ETF 0.08% 5,624 $366K Add +34.2%
DELL Dell Technologies -C 0.08% 2,379 $366K Reduce -5.5%
IEFA iShares Core MSCI Eafe ETF 0.08% 4,170 $365K Add +46.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 6,804 $356K Reduce -13.3%
AHR American Healthcare REIT Inc. 0.08% 8,285 $354K No change
IGEB iShares Investment Grade SYS 0.08% 7,661 $354K Add +4.8%
CSX CSX Corp. 0.08% 9,664 $350K Add +26.3%
T AT&T Inc. 0.08% 13,327 $347K Add +3.7%
AMAT Applied Materials Inc. 0.08% 1,495 $340K Add +1.7%
IGSB iShares 1-5Y Inv Grade Corp. 0.08% 6,345 $337K Add +18.2%
XLE SS Energy Select Sector 0.07% 3,749 $324K Add +1.0%
VTI VG Morningstar TS MKT ETF-US 0.07% 968 $318K Add +25.7%
GE General Electric filed as GE AEROSPACE 0.07% 1,050 $315K Add +7.7%
ORCL Oracle Corp. 0.07% 994 $302K Add +12.6%
SHY iShares 1-3 Year Treasury Bo 0.07% 3,585 $297K Add +18.0%
STX Seagate Technology Holdings 0.07% 1,351 $296K New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.07% 6,779 $294K Reduce -0.7%
CVX Chevron Corp. 0.07% 1,914 $291K Add +19.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.07% 3,602 $291K Add +7.8%
UNH Unitedhealth Group Inc. 0.06% 793 $287K New
JEPI JPMorgan Equity Premium Inco 0.06% 4,950 $282K Add +35.9%
GEV GE Vernova Inc. 0.06% 453 $279K Add +1.3%
IFRA iShares US Infrastructure 0.06% 5,093 $273K Reduce -12.2%
JNJ Johnson & Johnson 0.06% 1,409 $269K New

Show all 123 holdings

Portfolio Sells Q2 2025 → Q3 2025
IYW iShares Ustechnology ETF Reduce -84.0% 0.51% −2.71
EFG iShares MSCI Eafe Growth ETF Reduce -65.5% 1.25% −2.52
EFV iShares MSCI Eafe Value ETF Reduce -7.9% 6.55% −0.94
EMXC iShares MSCI Emr MRK Ex Chna Reduce -76.2% 0.19% −0.61
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -5.5% 5.52% −0.61
JQUA JPMorgan US Quality Factor Reduce -3.1% 5.35% −0.59
CMF iShares California Muni Bond Reduce -5.0% 2.95% −0.37
HEFA Isha Curr Hedged MSCI Eafe Reduce -84.5% 0.06% −0.34
JPST JPMorgan Ultra-Short Income Sold out 0.00% −0.12
AMZN Amazon.com Inc. Reduce -3.9% 0.63% −0.12
IGRO iShares Intl Div Growth ETF Sold out 0.00% −0.09
MINT PIMCO Enhanced Short Maturit Sold out 0.00% −0.07
ESGU iShares ESG Aware MSCI USA Reduce -11.1% 0.33% −0.06
BA The Boeing Co. Reduce -0.9% 0.35% −0.06
META Meta Platforms Inc. Class A Reduce -8.8% 0.17% −0.05
BX Blackstone Inc. Sold out 0.00% −0.05
IVV iShares Core S&P 500 ETF Reduce -15.0% 0.21% −0.05
QLTA iShares Aaa - A Rated Corpor Reduce -41.6% 0.06% −0.05
MCD McDonald's Corp. Reduce -11.9% 0.14% −0.04
TSLA Tesla Inc. Reduce -23.2% 0.45% −0.02
DGRO iShares Core Dividend Growth Reduce -9.3% 0.16% −0.02
KKR KKR & Co. Inc. Reduce -8.4% 0.06% −0.02
SGOV iShares 0-3 Month Treasury B Reduce -6.7% 0.12% −0.02
COST Costco Wholesale Corp. Reduce -3.1% 0.14% −0.02
ROK Rockwell Automation Inc. Reduce -10.7% 0.10% −0.01
USXF iShares ESG Advance MSCI USA Reduce -1.7% 0.13% −0.01
IFRA iShares US Infrastructure Reduce -12.2% 0.06% −0.01
BAC Bank of America Corp. Reduce -13.3% 0.08% −0.01
LCTU iShares U.S. Carbon Transiti Reduce -0.2% 0.16% −0.01
BALI Is US LRG CP Pre Inc. Act-Usd Reduce -1.5% 0.05% −0.00
DMXF iShares ESG Advanc MSCI Eafe Reduce -2.2% 0.05% −0.00
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -0.7% 0.07% −0.00
DELL Dell Technologies -C Reduce -5.5% 0.08% +0.00
LMT Lockheed Martin Corp. Reduce -1.3% 0.09% +0.00
AAPL Apple Inc. Reduce -2.4% 3.05% +0.10

Portfolio Buys Q2 2025 → Q3 2025
BAI Ishrs AI in and Tech Act ETF Add +169.9% 3.33% +2.10
MGC Vngrd Mrngstr MG Cap ETF-Usd Add +66.3% 5.32% +1.98
SHLD Global X Defense Tech ETF New 1.84% +1.84
SPEM State Street SP PTF Em ETF Add +31.3% 4.98% +1.11
DYNF Ishrs US E F R A ETF-Usd Inc. Add +18.1% 8.29% +0.94
IAU iShares Gold Trust Add +34.4% 1.24% +0.43
PZA Invesco National Amt-Free Mu New 0.36% +0.36
HIMU iShares High Yild Muni A ETF Add +76.4% 0.52% +0.20
NVDA Nvidia Corp. Add +19.2% 1.30% +0.10
THRO iShares U.S. Thematic Rotati Add +8.9% 3.44% +0.08
AVGO Broadcom Inc. Add +2.4% 0.94% +0.07
STX Seagate Technology Holdings New 0.07% +0.07
UNH Unitedhealth Group Inc. New 0.06% +0.06
GOOGL Alphabet Inc. Class A Add +29.6% 0.19% +0.06
JNJ Johnson & Johnson New 0.06% +0.06
V Visa Inc. Class A New 0.06% +0.06
CSCO Cisco Systems Inc. New 0.06% +0.06
TARS Tarsus Pharmaceuticals Inc. New 0.06% +0.06
EFA iShares MSCI Eafe ETF New 0.06% +0.06
JAAA Janus Henderson Aaa Clo ETF New 0.05% +0.05
VUG Vanguard Mrngstar GR ETF-Sui New 0.05% +0.05
LLY Eli Lilly & Co. New 0.05% +0.05
LUV Southwest Airlines Co. New 0.05% +0.05
AMD Advanced Micro Devices New 0.05% +0.05
LQDH iShares Int Hedg Corp. BD ETF New 0.05% +0.05
IDEV iShares Core MSCI Dev MKTS New 0.05% +0.05
MUB iShares National Muni Bond E Add +64.1% 0.13% +0.04
LRCX Lam Research Corp. Add +2.2% 0.15% +0.04
NFLX Netflix Inc. Add +56.2% 0.13% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +33.8% 0.15% +0.03
VGT Vanguard Info Tech ETF Add +49.5% 0.10% +0.03
TLH iShares 10-20 Year Treasury Add +14.2% 0.50% +0.03
IBM Intl Business Machines Corp. Add +24.3% 0.12% +0.02
IEFA iShares Core MSCI Eafe ETF Add +46.7% 0.08% +0.02
GOOG Alphabet Inc. Class C Add +1.1% 0.15% +0.02
CAT Caterpillar Inc. Add +9.2% 0.11% +0.02
JPM JPMorgan Chase & Co. Add +16.9% 0.20% +0.02
IJH iShares Core S&P Midcap ETF Add +34.2% 0.08% +0.02
VOO Vanguard S&P 500 ETF Add +22.5% 0.11% +0.02
QQQ Invesco QQQ Trust Series 1 Add +22.0% 0.10% +0.02
USMV iShares MSCI USA Min Vol Fac Add +14.2% 0.31% +0.01
JEPI JPMorgan Equity Premium Inco Add +35.9% 0.06% +0.01
VTI VG Morningstar TS MKT ETF-US Add +25.7% 0.07% +0.01
ORCL Oracle Corp. Add +12.6% 0.07% +0.01
AMAT Applied Materials Inc. Add +1.7% 0.08% +0.01
BNDX Vanguard Total Intl Bond ETF Add +11.3% 0.66% +0.01
CSX CSX Corp. Add +26.3% 0.08% +0.01
PLD Prologis Inc. Add +0.9% 0.17% +0.01
ABBV Abbvie Inc. Add +5.9% 0.10% +0.01
IRM Iron Mountain Inc. Add +0.9% 0.13% +0.01

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