West Wealth Group, LLC

Name: West Wealth Group, LLC 13F holdings, Q4 2025
Creator: West Wealth Group, LLC
Published: 2026-01-26

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

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
CVX Chevron Corp.	0.06%	1,801	$275K	Reduce -5.9%
LUV Southwest Airlines Co.	0.06%	6,513	$269K	Reduce -1.1%
KKR KKR & Co. Inc.	0.05%	2,072	$264K	Reduce -0.6%
CSCO Cisco Systems Inc.	0.05%	3,382	$261K	Reduce -9.0%
V Visa Inc. Class A	0.05%	738	$259K	Reduce -5.3%
IFRA iShares US Infrastructure	0.05%	4,889	$257K	Reduce -4.0%
EFA iShares MSCI Eafe ETF	0.05%	2,672	$257K	Add +1.8%
HEFA Isha Curr Hedged MSCI Eafe	0.05%	6,133	$254K	Reduce -6.8%
AFL Aflac Inc.	0.05%	2,286	$252K	Add +0.6%
QLTA iShares Aaa - A Rated Corpor	0.05%	5,122	$246K	Add +0.8%
WABC Westamerica Bancorporation	0.05%	5,138	$246K	Reduce -0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.05%	1,580	$243K	Reduce -4.4%
JAAA Janus Henderson Aaa Clo ETF	0.05%	4,698	$238K	Add +0.8%
JEPI JPMorgan Equity Premium Inco	0.05%	4,137	$237K	Reduce -16.4%
UNH Unitedhealth Group Inc.	0.05%	706	$233K	Reduce -11.0%
DMXF iShares ESG Advanc MSCI Eafe	0.05%	3,085	$232K	Add +1.2%
ESGE iShares Inc. iShares ESG Awar	0.05%	5,207	$230K	Add +1.7%
NOC Northrop Grumman Corp.	0.05%	399	$228K	Reduce -3.2%
ORCL Oracle Corp.	0.05%	1,165	$227K	Add +17.2%
BALI Is US LRG CP Pre Inc. Act-Usd	0.04%	6,754	$214K	Add +0.1%
LQDH iShares Int Hedg Corp. BD ETF	0.04%	2,287	$214K	Add +0.7%
IDEV iShares Core MSCI Dev MKTS	0.04%	2,543	$210K	Add +1.4%
DFAS Dimensional US Small Cap ETF	0.04%	2,971	$207K	New
AMGN Amgen Inc.	0.04%	630	$207K	New
PFE Pfizer Inc.	0.04%	8,237	$205K	New
EW Edwards Lifesciences Corp.	0.04%	2,360	$201K	New
CLF Cleveland-Cliffs Inc.	0.03%	10,368	$138K	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