West Wealth Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), West Wealth Group, LLC reported 127 stock positions worth $482.0 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 11.2% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 9.4%) and Ishrs US E F R A ETF-Usd (DYNF, 8.5%). Compared with Q3 2025, it opened 5 new positions, sold out of 1, added to 71 and reduced 48. The biggest buy was iShares California Muni Bond (CMF, shares +20%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Irvine, CA
- CIK
- 0001923591
- Portfolio Value
- $482.0M (Q4 2025)
- SEC Filing
- 0001172661-26-000308 ↗ filed Jan 26, 2026
Holdings Value
Holdings 127 stocks · $482.0M
| IVW iShares S&P 500 Growth ETF | 11.24% | 439,568 | $54.2M | Add +4.4% |
| IVE iShares S&P 500 Value ETF | 9.43% | 214,431 | $45.5M | Add +5.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 8.54% | 677,172 | $41.2M | Add +8.6% |
| EFV iShares MSCI Eafe Value ETF | 6.78% | 457,719 | $32.7M | Add +6.8% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 5.41% | 103,726 | $26.1M | Add +7.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.39% | 323,884 | $26.0M | Add +3.6% |
| JQUA JPMorgan US Quality Factor | 5.22% | 398,430 | $25.2M | Add +4.8% |
| SPEM State Street SP PTF Em ETF | 5.12% | 527,337 | $24.7M | Add +12.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.90% | 403,416 | $18.8M | Add +6.1% |
| THRO iShares U.S. Thematic Rotati | 3.49% | 436,315 | $16.8M | Add +7.5% |
| CMF iShares California Muni Bond | 3.26% | 273,799 | $15.7M | Add +20.1% |
| BAI Ishrs AI in and Tech Act ETF | 3.24% | 468,407 | $15.6M | Add +10.8% |
| AAPL Apple Inc. | 3.06% | 54,282 | $14.8M | Add +0.2% |
| SHLD Global X Defense Tech ETF | 1.80% | 133,604 | $8.7M | Add +9.3% |
| JMOM JPMorgan US Momentum Factor | 1.50% | 106,130 | $7.2M | Add +7.8% |
| QUAL iShares MSCI USA Quality Fac | 1.32% | 32,065 | $6.4M | Add +6.0% |
| NVDA Nvidia Corp. | 1.32% | 34,119 | $6.4M | Add +6.6% |
| IAU iShares Gold Trust | 1.27% | 75,614 | $6.1M | Add +8.7% |
| EFG iShares MSCI Eafe Growth ETF | 1.22% | 51,709 | $5.9M | Add +7.4% |
| MSFT Microsoft Corp. | 0.98% | 9,722 | $4.7M | Reduce -2.3% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.97% | 101,542 | $4.7M | Add +9.2% |
| AVGO Broadcom Inc. | 0.88% | 12,298 | $4.3M | Add +3.2% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.69% | 148,381 | $3.3M | Add +5.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.66% | 65,408 | $3.2M | Add +11.0% |
| AMZN Amazon.com Inc. | 0.61% | 12,832 | $3.0M | Reduce -0.4% |
| HIMU iShares High Yild Muni A ETF | 0.58% | 57,191 | $2.8M | Add +22.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.56% | 50,978 | $2.7M | Add +6.4% |
| TLH iShares 10-20 Year Treasury | 0.55% | 25,837 | $2.6M | Add +22.4% |
| IYW iShares Ustechnology ETF | 0.45% | 10,886 | $2.2M | Reduce -4.5% |
| TSLA Tesla Inc. | 0.42% | 4,502 | $2.0M | Reduce -1.4% |
| PZA Invesco National Amt-Free Mu | 0.41% | 84,452 | $2.0M | Add +21.7% |
| BA The Boeing Co. | 0.33% | 7,279 | $1.6M | Add +0.6% |
| ESGU iShares ESG Aware MSCI USA | 0.31% | 10,122 | $1.5M | Add +0.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.30% | 15,526 | $1.5M | Add +5.7% |
| GTOP GS Tech Opportunities ETF | 0.25% | 30,640 | $1.2M | New |
| AMD Advanced Micro Devices | 0.22% | 4,888 | $1.0M | Add +435.4% |
| IVV iShares Core S&P 500 ETF | 0.20% | 1,440 | $987K | Add +1.1% |
| EMB iShares JP Morgan Usd Emergi | 0.20% | 10,119 | $974K | Add +5.4% |
| JPM JPMorgan Chase & Co. | 0.19% | 2,891 | $932K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.19% | 2,935 | $919K | Reduce -11.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.18% | 8,584 | $879K | Add +7.9% |
| SRE Sempra | 0.18% | 9,915 | $875K | Reduce -2.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 7,639 | $869K | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 0.18% | 2,704 | $849K | Add +1.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.17% | 11,426 | $830K | Reduce -5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 1,156 | $788K | Add +15.5% |
| PLD Prologis Inc. | 0.16% | 6,108 | $780K | Reduce -0.9% |
| DGRO iShares Core Dividend Growth | 0.16% | 10,893 | $756K | Add +8.0% |
| LRCX Lam Research Corp. | 0.16% | 4,401 | $753K | Reduce -1.8% |
| LCTU iShares U.S. Carbon Transiti | 0.15% | 10,009 | $742K | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 0.15% | 10,416 | $700K | Add +1.7% |
| META Meta Platforms Inc. Class A | 0.14% | 1,026 | $678K | Reduce -2.8% |
| SGOV iShares 0-3 Month Treasury B | 0.14% | 6,578 | $660K | Add +20.8% |
| WMT Walmart Inc. | 0.14% | 5,921 | $660K | Add +2.3% |
| HD Home Depot Inc. | 0.13% | 1,855 | $638K | Reduce -5.4% |
| MCD McDonald's Corp. | 0.13% | 2,026 | $619K | Reduce -1.5% |
| VLUE iShares MSCI USA Value Facto | 0.12% | 4,338 | $593K | Add +0.6% |
| USXF iShares ESG Advance MSCI USA | 0.12% | 10,193 | $587K | Reduce -1.4% |
| COST Costco Wholesale Corp. | 0.12% | 652 | $563K | Add +3.0% |
| MUB iShares National Muni Bond E | 0.11% | 5,128 | $549K | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 0.11% | 4,461 | $537K | Add +5.0% |
| AOA iShares Core 80/20 Aggressiv | 0.11% | 5,987 | $536K | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.11% | 3,654 | $524K | Reduce -7.0% |
| CAT Caterpillar Inc. | 0.11% | 901 | $517K | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,741 | $516K | Reduce -9.0% |
| GOVT iShares US Treasury Bond ETF | 0.11% | 22,288 | $513K | Add +3.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.10% | 5,850 | $485K | Add +5.4% |
| ROST Ross Stores Inc. | 0.10% | 2,693 | $485K | Add +0.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.10% | 3,750 | $483K | Reduce -0.4% |
| ROK Rockwell Automation Inc. | 0.10% | 1,240 | $483K | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 777 | $477K | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 937 | $471K | Add +4.9% |
| VOO Vanguard S&P 500 ETF | 0.10% | 738 | $463K | Reduce -10.8% |
| ABBV Abbvie Inc. | 0.09% | 1,999 | $457K | Add +3.5% |
| VGT Vanguard Info Tech ETF | 0.09% | 555 | $418K | Reduce -3.8% |
| RKLB Rocket Lab Corp. | 0.08% | 5,813 | $406K | Add +0.2% |
| LMT Lockheed Martin Corp. | 0.08% | 830 | $402K | Reduce -0.6% |
| AHR American Healthcare REIT Inc. | 0.08% | 8,332 | $392K | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 7,085 | $390K | Add +4.1% |
| AMAT Applied Materials Inc. | 0.08% | 1,477 | $380K | Reduce -1.2% |
| NFLX Netflix Inc. | 0.08% | 4,026 | $377K | Reduce -16.3% |
| STX Seagate Technology Holdings | 0.08% | 1,351 | $372K | No change |
| IGEB iShares Investment Grade SYS | 0.07% | 7,635 | $349K | Reduce -0.3% |
| CSX CSX Corp. | 0.07% | 9,588 | $348K | Reduce -0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.07% | 6,407 | $339K | Add +1.0% |
| XLE SS Energy Select Sector | 0.07% | 7,556 | $338K | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 995 | $334K | Add +2.8% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 1,061 | $327K | Add +1.1% |
| GEV GE Vernova Inc. | 0.06% | 475 | $311K | Add +4.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.06% | 6,676 | $302K | Reduce -1.5% |
| DELL Dell Technologies -C | 0.06% | 2,387 | $300K | Add +0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.06% | 3,604 | $299K | Add +0.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.06% | 3,613 | $291K | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 4,400 | $290K | Reduce -21.8% |
| T AT&T Inc. | 0.06% | 11,536 | $287K | Reduce -13.4% |
| RTX RTX Corp. | 0.06% | 1,551 | $285K | Reduce -6.1% |
| JNJ Johnson & Johnson | 0.06% | 1,374 | $284K | Reduce -2.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 3,134 | $280K | Reduce -24.8% |
| LLY Eli Lilly & Co. | 0.06% | 260 | $280K | Reduce -3.7% |
| TARS Tarsus Pharmaceuticals Inc. | 0.06% | 3,400 | $278K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -2.3% | 0.98% | −0.18 |
| IYW iShares Ustechnology ETF | Reduce -4.5% | 0.45% | −0.05 |
| NFLX Netflix Inc. | Reduce -16.3% | 0.08% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.05 |
| HD Home Depot Inc. | Reduce -5.4% | 0.13% | −0.04 |
| SRE Sempra | Reduce -2.9% | 0.18% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 0.14% | −0.03 |
| TSLA Tesla Inc. | Reduce -1.4% | 0.42% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -24.8% | 0.06% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -21.8% | 0.06% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -7.0% | 0.11% | −0.02 |
| T AT&T Inc. | Reduce -13.4% | 0.06% | −0.02 |
| DIS The Walt Disney Co. | Reduce -3.2% | 0.18% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -10.8% | 0.10% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -5.5% | 0.17% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -11.0% | 0.05% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -16.4% | 0.05% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -9.0% | 0.11% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -2.7% | 0.11% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.5% | 0.13% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.61% | −0.01 |
| USXF iShares ESG Advance MSCI USA | Reduce -1.4% | 0.12% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -3.8% | 0.09% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.6% | 0.08% | −0.01 |
| LCTU iShares U.S. Carbon Transiti | Reduce -0.1% | 0.15% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -3.2% | 0.05% | −0.01 |
| PLD Prologis Inc. | Reduce -0.9% | 0.16% | −0.01 |
| CVX Chevron Corp. | Reduce -5.9% | 0.06% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.7% | 0.11% | −0.01 |
| IFRA iShares US Infrastructure | Reduce -4.0% | 0.05% | −0.01 |
| IGEB iShares Investment Grade SYS | Reduce -0.3% | 0.07% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -6.8% | 0.05% | −0.01 |
| V Visa Inc. Class A | Reduce -5.3% | 0.05% | −0.01 |
| CSX CSX Corp. | Reduce -0.8% | 0.07% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.4% | 0.10% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -9.0% | 0.05% | −0.00 |
| KKR KKR & Co. Inc. | Reduce -0.6% | 0.05% | −0.00 |
| TJX TJX Companies Inc. | Reduce -4.4% | 0.05% | −0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -1.5% | 0.06% | −0.00 |
| WABC Westamerica Bancorporation | Reduce -0.0% | 0.05% | −0.00 |
| JNJ Johnson & Johnson | Reduce -2.5% | 0.06% | −0.00 |
| CAT Caterpillar Inc. | Reduce -0.1% | 0.11% | −0.00 |
| RTX RTX Corp. | Reduce -6.1% | 0.06% | +0.00 |
| ROK Rockwell Automation Inc. | Reduce -0.1% | 0.10% | +0.00 |
| AMAT Applied Materials Inc. | Reduce -1.2% | 0.08% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -11.2% | 0.19% | +0.00 |
| LUV Southwest Airlines Co. | Reduce -1.1% | 0.06% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -3.7% | 0.06% | +0.01 |
| LRCX Lam Research Corp. | Reduce -1.8% | 0.16% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| CMF iShares California Muni Bond | Add +20.1% | 3.26% | +0.32 |
| GTOP GS Tech Opportunities ETF | New | 0.25% | +0.25 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +8.6% | 8.54% | +0.25 |
| EFV iShares MSCI Eafe Value ETF | Add +6.8% | 6.78% | +0.24 |
| AMD Advanced Micro Devices | Add +435.4% | 0.22% | +0.17 |
| SPEM State Street SP PTF Em ETF | Add +12.1% | 5.12% | +0.14 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +7.2% | 5.41% | +0.08 |
| HIMU iShares High Yild Muni A ETF | Add +22.0% | 0.58% | +0.06 |
| THRO iShares U.S. Thematic Rotati | Add +7.5% | 3.49% | +0.05 |
| TLH iShares 10-20 Year Treasury | Add +22.4% | 0.55% | +0.05 |
| DFAS Dimensional US Small Cap ETF | New | 0.04% | +0.04 |
| AMGN Amgen Inc. | New | 0.04% | +0.04 |
| PFE Pfizer Inc. | New | 0.04% | +0.04 |
| EW Edwards Lifesciences Corp. | New | 0.04% | +0.04 |
| PZA Invesco National Amt-Free Mu | Add +21.7% | 0.41% | +0.04 |
| IAU iShares Gold Trust | Add +8.7% | 1.27% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 0.18% | +0.03 |
| NVDA Nvidia Corp. | Add +6.6% | 1.32% | +0.02 |
| AAPL Apple Inc. | Add +0.2% | 3.06% | +0.02 |
| SGOV iShares 0-3 Month Treasury B | Add +20.8% | 0.14% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.5% | 0.16% | +0.01 |
| ROST Ross Stores Inc. | Add +0.3% | 0.10% | +0.01 |
| XOM Exxon Mobil Corp. | Add +5.0% | 0.11% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +8.0% | 0.16% | +0.00 |
| GEV GE Vernova Inc. | Add +4.9% | 0.06% | +0.00 |
| AHR American Healthcare REIT Inc. | Add +0.6% | 0.08% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +6.0% | 1.32% | +0.00 |
| BAC Bank of America Corp. | Add +4.1% | 0.08% | +0.00 |
| VLUE iShares MSCI USA Value Facto | Add +0.6% | 0.12% | +0.00 |
| IDEV iShares Core MSCI Dev MKTS | Add +1.4% | 0.04% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.9% | 0.10% | −0.00 |
| JMOM JPMorgan US Momentum Factor | Add +7.8% | 1.50% | −0.00 |
| EFA iShares MSCI Eafe ETF | Add +1.8% | 0.05% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.8% | 0.07% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +1.7% | 0.05% | −0.00 |
| XLE SS Energy Select Sector | Add +0.8% | 0.07% | −0.00 |
| STIP iShares 0-5 Year Tips Bond E | Add +7.9% | 0.18% | −0.00 |
| BALI Is US LRG CP Pre Inc. Act-Usd | Add +0.1% | 0.04% | −0.00 |
| GE General Electric | Add +1.1% | 0.07% | −0.00 |
| LQDH iShares Int Hedg Corp. BD ETF | Add +0.7% | 0.04% | −0.00 |
| ABBV Abbvie Inc. | Add +3.5% | 0.09% | −0.00 |
| JAAA Janus Henderson Aaa Clo ETF | Add +0.8% | 0.05% | −0.00 |
| AFL Aflac Inc. | Add +0.6% | 0.05% | −0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +1.2% | 0.05% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +5.4% | 0.20% | −0.00 |
| QLTA iShares Aaa - A Rated Corpor | Add +0.8% | 0.05% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.5% | 0.06% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +0.3% | 0.06% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.19% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +11.0% | 0.66% | −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 |