West Wealth Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), West Wealth Group, LLC reported 130 stock positions worth $506.0 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 10.5% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 10.2%) and Ish Intl CTRY Rot Act ETF (CORO, 8.5%). Compared with Q4 2025, it opened 15 new positions, sold out of 12, added to 77 and reduced 34. The biggest buy was a new position in Ish Intl CTRY Rot Act ETF (CORO) and the biggest sale Vngrd Mrngstr MG Cap ETF-Usd (MGC, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- Irvine, CA
- CIK
- 0001923591
- Portfolio Value
- $506.0M (Q1 2026)
- SEC Filing
- 0001172661-26-001663 ↗ filed May 12, 2026
Holdings Value
Holdings 130 stocks · $506.0M
| IVW iShares S&P 500 Growth ETF | 10.49% | 469,119 | $53.1M | Add +6.7% |
| IVE iShares S&P 500 Value ETF | 10.24% | 245,287 | $51.8M | Add +14.4% |
| CORO Ish Intl CTRY Rot Act ETF | 8.53% | 1,342,357 | $43.2M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 8.50% | 562,031 | $43.0M | Add +73.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 7.46% | 649,206 | $37.8M | Reduce -4.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.91% | 428,064 | $19.8M | Add +6.1% |
| EFV iShares MSCI Eafe Value ETF | 3.87% | 263,080 | $19.6M | Reduce -42.5% |
| SPEM State Street SP PTF Em ETF | 3.79% | 408,658 | $19.2M | Reduce -22.5% |
| CMF iShares California Muni Bond | 3.73% | 331,806 | $18.9M | Add +21.2% |
| THRO iShares U.S. Thematic Rotati | 3.37% | 470,728 | $17.0M | Add +7.9% |
| BAI Ishrs AI in and Tech Act ETF | 3.33% | 511,188 | $16.8M | Add +9.1% |
| AAPL Apple Inc. | 2.80% | 55,774 | $14.2M | Add +2.8% |
| JMOM JPMorgan US Momentum Factor | 2.42% | 180,372 | $12.3M | Add +70.0% |
| JQUA JPMorgan US Quality Factor | 2.30% | 190,199 | $11.7M | Reduce -52.3% |
| SHLD Global X Defense Tech ETF | 2.24% | 160,155 | $11.3M | Add +19.9% |
| PZA Invesco National Amt-Free Mu | 2.01% | 442,800 | $10.2M | Add +424.3% |
| QUAL iShares MSCI USA Quality Fac | 1.50% | 39,644 | $7.6M | Add +23.6% |
| NVDA Nvidia Corp. | 1.30% | 37,594 | $6.6M | Add +10.2% |
| GOVT iShares US Treasury Bond ETF | 0.95% | 210,862 | $4.8M | Add +846.1% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.78% | 86,342 | $4.0M | Reduce -15.0% |
| AVGO Broadcom Inc. | 0.76% | 12,491 | $3.9M | Add +1.6% |
| MSFT Microsoft Corp. | 0.73% | 9,951 | $3.7M | Add +2.4% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.70% | 158,721 | $3.6M | Add +7.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.67% | 70,754 | $3.4M | Add +8.2% |
| AMZN Amazon.com Inc. | 0.58% | 14,167 | $3.0M | Add +10.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.57% | 26,097 | $2.9M | Reduce -49.5% |
| IAU iShares Gold Trust | 0.50% | 28,749 | $2.5M | Reduce -62.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.50% | 48,351 | $2.5M | Reduce -5.2% |
| TSLA Tesla Inc. | 0.42% | 5,764 | $2.1M | Add +28.0% |
| IYW iShares Ustechnology ETF | 0.36% | 9,962 | $1.8M | Reduce -8.5% |
| DFAC Dimensional US Core Equity 2 | 0.33% | 43,511 | $1.7M | New |
| USMV iShares MSCI USA Min Vol Fac | 0.30% | 16,592 | $1.5M | Add +6.9% |
| BA The Boeing Co. | 0.29% | 7,394 | $1.5M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 0.28% | 2,135 | $1.4M | Add +48.3% |
| ESGU iShares ESG Aware MSCI USA | 0.26% | 9,468 | $1.3M | Reduce -6.5% |
| GTOP GS Tech Opportunities ETF | 0.22% | 30,640 | $1.1M | No change |
| SRE Sempra | 0.21% | 10,862 | $1.1M | Add +9.6% |
| AVUV Avantis US Small Cap Value | 0.21% | 9,429 | $1.0M | New |
| AMD Advanced Micro Devices | 0.20% | 4,877 | $992K | Reduce -0.2% |
| LRCX Lam Research Corp. | 0.19% | 4,406 | $941K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 2,778 | $891K | Add +179.2% |
| GOOGL Alphabet Inc. Class A | 0.17% | 3,045 | $876K | Add +3.8% |
| JPM JPMorgan Chase & Co. | 0.17% | 2,928 | $861K | Add +1.3% |
| WMT Walmart Inc. | 0.17% | 6,753 | $839K | Add +14.1% |
| PLD Prologis Inc. | 0.16% | 6,143 | $812K | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.16% | 1,408 | $806K | Add +37.2% |
| GOOG Alphabet Inc. Class C | 0.16% | 2,796 | $802K | Add +3.4% |
| VLUE iShares MSCI USA Value Facto | 0.15% | 5,491 | $781K | Add +26.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 1,196 | $778K | Add +3.5% |
| XOM Exxon Mobil Corp. | 0.15% | 4,515 | $766K | Add +1.2% |
| DGRO iShares Core Dividend Growth | 0.15% | 10,859 | $762K | Reduce -0.3% |
| SGOV iShares 0-3 Month Treasury B | 0.15% | 7,546 | $760K | Add +14.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.15% | 9,481 | $746K | Reduce -17.0% |
| COST Costco Wholesale Corp. | 0.14% | 710 | $708K | Add +8.9% |
| LCTU iShares U.S. Carbon Transiti | 0.14% | 10,066 | $706K | Add +0.6% |
| MUB iShares National Muni Bond E | 0.14% | 6,476 | $687K | Add +26.3% |
| DFIS Dimensional International SM | 0.13% | 19,777 | $666K | New |
| DFUV Dimensional US Marketwide Va | 0.13% | 13,732 | $665K | New |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.13% | 2,765 | $654K | Reduce -97.3% |
| CAT Caterpillar Inc. | 0.13% | 919 | $651K | Add +2.0% |
| IEMG iShares Core MSCI Emerging | 0.13% | 9,216 | $643K | Reduce -11.5% |
| MCD McDonald's Corp. | 0.13% | 2,067 | $642K | Add +2.0% |
| AVLV Avantis US Large Cap Value | 0.13% | 7,879 | $635K | New |
| HD Home Depot Inc. | 0.12% | 1,882 | $619K | Add +1.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.12% | 5,865 | $599K | Add +0.3% |
| ROST Ross Stores Inc. | 0.12% | 2,699 | $585K | Add +0.2% |
| SYSB iShares Systematic Bond ETF | 0.11% | 6,519 | $580K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 996 | $575K | Add +28.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.11% | 5,374 | $556K | Reduce -37.4% |
| STX Seagate Technology Holdings | 0.10% | 1,354 | $531K | Add +0.2% |
| AOA iShares Core 80/20 Aggressiv | 0.10% | 5,946 | $526K | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.10% | 3,640 | $526K | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.10% | 879 | $525K | Add +19.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 5,381 | $519K | Reduce -29.6% |
| DFAT Dimensional US Target Value | 0.10% | 8,169 | $510K | New |
| AMAT Applied Materials Inc. | 0.10% | 1,485 | $508K | Add +0.5% |
| LMT Lockheed Martin Corp. | 0.10% | 839 | $507K | Add +1.1% |
| NFLX Netflix Inc. | 0.10% | 5,207 | $501K | Add +29.3% |
| XLE SS Energy Select Sector | 0.10% | 7,854 | $481K | Add +3.9% |
| USXF iShares ESG Advance MSCI USA | 0.09% | 8,572 | $473K | Reduce -15.9% |
| AVEM Avantis Emerging Markets Eq | 0.09% | 5,732 | $462K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.09% | 3,769 | $457K | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 9,308 | $454K | Add +31.4% |
| ROK Rockwell Automation Inc. | 0.09% | 1,261 | $453K | Add +1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,837 | $445K | Add +5.5% |
| ABBV Abbvie Inc. | 0.09% | 1,999 | $435K | No change |
| VGT Vanguard Info Tech ETF | 0.08% | 605 | $423K | Add +9.0% |
| GEV GE Vernova Inc. | 0.08% | 482 | $421K | Add +1.5% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.08% | 8,669 | $402K | New |
| CVX Chevron Corp. | 0.08% | 1,911 | $395K | Add +6.1% |
| CSX CSX Corp. | 0.08% | 9,622 | $395K | Add +0.3% |
| AHR American Healthcare REIT Inc. | 0.08% | 8,374 | $395K | Add +0.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.08% | 5,220 | $393K | New |
| RKLB Rocket Lab Corp. | 0.07% | 5,813 | $373K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.07% | 7,213 | $353K | Add +8.0% |
| DELL Dell Technologies -C | 0.07% | 2,142 | $352K | Reduce -10.3% |
| T AT&T Inc. | 0.07% | 11,795 | $342K | Add +2.3% |
| IGEB iShares Investment Grade SYS | 0.07% | 7,564 | $341K | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.07% | 1,393 | $341K | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 661 | $317K | Reduce -29.5% |
Portfolio Sells Q4 2025 → Q1 2026
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -97.3% | 0.13% | −5.28 |
| JQUA JPMorgan US Quality Factor | Reduce -52.3% | 2.30% | −2.92 |
| EFV iShares MSCI Eafe Value ETF | Reduce -42.5% | 3.87% | −2.92 |
| SPEM State Street SP PTF Em ETF | Reduce -22.5% | 3.79% | −1.33 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -4.1% | 7.46% | −1.08 |
| IAU iShares Gold Trust | Reduce -62.0% | 0.50% | −0.77 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -49.5% | 0.57% | −0.65 |
| HIMU iShares High Yild Muni A ETF | Sold out | 0.00% | −0.58 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.55 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.20 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -15.0% | 0.78% | −0.19 |
| IYW iShares Ustechnology ETF | Reduce -8.5% | 0.36% | −0.09 |
| DIS The Walt Disney Co. | Reduce -29.6% | 0.10% | −0.08 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -37.4% | 0.11% | −0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -5.2% | 0.50% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.06 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.05 |
| QLTA iShares Aaa - A Rated Corpor | Sold out | 0.00% | −0.05 |
| ESGU iShares ESG Aware MSCI USA | Reduce -6.5% | 0.26% | −0.05 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.05 |
| LQDH iShares Int Hedg Corp. BD ETF | Sold out | 0.00% | −0.04 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -29.5% | 0.06% | −0.04 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.03 |
| USXF iShares ESG Advance MSCI USA | Reduce -15.9% | 0.09% | −0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -17.0% | 0.15% | −0.02 |
| AMD Advanced Micro Devices | Reduce -0.2% | 0.20% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -11.5% | 0.13% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -21.0% | 0.04% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.7% | 0.10% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.8% | 0.05% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -5.4% | 0.05% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -8.0% | 0.05% | −0.01 |
| DGRO iShares Core Dividend Growth | Reduce -0.3% | 0.15% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.1% | 0.04% | −0.01 |
| IGEB iShares Investment Grade SYS | Reduce -0.9% | 0.07% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.10% | −0.00 |
| BALI Is US LRG CP Pre Inc. Act-Usd | Reduce -2.0% | 0.04% | −0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -2.5% | 0.04% | −0.00 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -2.6% | 0.04% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 0.06% | −0.00 |
| RTX RTX Corp. | Reduce -2.5% | 0.06% | −0.00 |
| IFRA iShares US Infrastructure | Reduce -4.1% | 0.05% | −0.00 |
| DELL Dell Technologies -C | Reduce -10.3% | 0.07% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| CORO Ish Intl CTRY Rot Act ETF | New | 8.53% | +8.53 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +73.5% | 8.50% | +3.11 |
| PZA Invesco National Amt-Free Mu | Add +424.3% | 2.01% | +1.60 |
| JMOM JPMorgan US Momentum Factor | Add +70.0% | 2.42% | +0.92 |
| GOVT iShares US Treasury Bond ETF | Add +846.1% | 0.95% | +0.85 |
| IVE iShares S&P 500 Value ETF | Add +14.4% | 10.24% | +0.80 |
| CMF iShares California Muni Bond | Add +21.2% | 3.73% | +0.46 |
| SHLD Global X Defense Tech ETF | Add +19.9% | 2.24% | +0.45 |
| DFAC Dimensional US Core Equity 2 | New | 0.33% | +0.33 |
| AVUV Avantis US Small Cap Value | New | 0.21% | +0.21 |
| QUAL iShares MSCI USA Quality Fac | Add +23.6% | 1.50% | +0.18 |
| DFIS Dimensional International SM | New | 0.13% | +0.13 |
| DFUV Dimensional US Marketwide Va | New | 0.13% | +0.13 |
| AVLV Avantis US Large Cap Value | New | 0.13% | +0.13 |
| SYSB iShares Systematic Bond ETF | New | 0.11% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +179.2% | 0.18% | +0.11 |
| DFAT Dimensional US Target Value | New | 0.10% | +0.10 |
| BAI Ishrs AI in and Tech Act ETF | Add +9.1% | 3.33% | +0.09 |
| AVEM Avantis Emerging Markets Eq | New | 0.09% | +0.09 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.08% | +0.08 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.08% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +48.3% | 0.28% | +0.07 |
| QCOM Qualcomm Inc. | New | 0.06% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.04% | +0.04 |
| VZ Verizon Communications Inc. | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +1.2% | 0.15% | +0.04 |
| VLUE iShares MSCI USA Value Facto | Add +26.6% | 0.15% | +0.03 |
| LRCX Lam Research Corp. | Add +0.1% | 0.19% | +0.03 |
| WMT Walmart Inc. | Add +14.1% | 0.17% | +0.03 |
| STX Seagate Technology Holdings | Add +0.2% | 0.10% | +0.03 |
| SRE Sempra | Add +9.6% | 0.21% | +0.03 |
| XLE SS Energy Select Sector | Add +3.9% | 0.10% | +0.03 |
| COST Costco Wholesale Corp. | Add +8.9% | 0.14% | +0.02 |
| MUB iShares National Muni Bond E | Add +26.3% | 0.14% | +0.02 |
| AMAT Applied Materials Inc. | Add +0.5% | 0.10% | +0.02 |
| CAT Caterpillar Inc. | Add +2.0% | 0.13% | +0.02 |
| CVX Chevron Corp. | Add +6.1% | 0.08% | +0.02 |
| NFLX Netflix Inc. | Add +29.3% | 0.10% | +0.02 |
| GEV GE Vernova Inc. | Add +1.5% | 0.08% | +0.02 |
| META Meta Platforms Inc. Class A | Add +37.2% | 0.16% | +0.02 |
| IRM Iron Mountain Inc. | Add +0.3% | 0.12% | +0.02 |
| LMT Lockheed Martin Corp. | Add +1.1% | 0.10% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +8.2% | 0.67% | +0.02 |
| ROST Ross Stores Inc. | Add +0.2% | 0.12% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +28.2% | 0.11% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | Add +14.7% | 0.15% | +0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +6.1% | 3.91% | +0.01 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +7.0% | 0.70% | +0.01 |
| XNROX Neu Re Est Sec Inc. FD Inc.-US | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +31.4% | 0.09% | +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 |