West Wealth Group

Irvine, CAfiles as West Wealth Group, LLC

$611m in 143 US stocks at the end of 30 June 2026. The top 10 are 67.3% of the money. It changed about 10.8% of the portfolio this quarter.

Value

$611m

Stocks

143

Top 10 share

67.3%

Turnover

10.8%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF TrustIALT
0.7% of the fund
Micron TechnologyMU
0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Vanguard Index FDSVTV
<0.1% of the fund
Bristol-Myers SquibbBMY
<0.1% of the fund
IntelINTC
<0.1% of the fund
Vanguard Specialized FundsVIG
<0.1% of the fund
Lowe's CompaniesLOW
<0.1% of the fund
CorningGLW
<0.1% of the fund
Vanguard Index FDSVUG
<0.1% of the fund
Ishares TRHEFA
<0.1% of the fund
MerckMRK
<0.1% of the fund
Select Sector Spdr TRXLK
<0.1% of the fund
KLAKLAC
<0.1% of the fund
State STR Spdr DOW Jones INDDIA
<0.1% of the fund
Dimensional ETF TrustDFUS
<0.1% of the fund
Edwards LifesciencesEW
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustSPYM
14.5% of the fund
+79%
Ishares TRIVW
11.0% of the fund
+4%
Blackrock ETF TrustCORO
8.5% of the fund
+6%
Blackrock ETF TrustDYNF
7.5% of the fund
+4%
Ishares TRCMF
3.6% of the fund
+16%
Ishares TRIUSB
3.5% of the fund
+9%
AppleAAPL
2.7% of the fund
+3%
Global X FDSSHLD
2.0% of the fund
+28%
Invesco Exch Traded FD TR IIPZA
2.0% of the fund
+16%
Ishares TREFG
1.8% of the fund
+230%
Ishares TRQUAL
1.5% of the fund
+8%
NvidiaNVDA
1.3% of the fund
+4%
Ishares TRGOVT
0.9% of the fund
+10%
BroadcomAVGO
0.8% of the fund
+4%
Bondbloxx ETF TrustXTEN
0.7% of the fund
+9%
Spdr Series TrustSPMB
0.6% of the fund
+11%
MicrosoftMSFT
0.6% of the fund
+3%
Vanguard Charlotte FDSBNDX
0.6% of the fund
+10%
Amazon.comAMZN
0.6% of the fund
+3%
Ishares Gold TRIAU
0.4% of the fund
+13%
BoeingBA
0.3% of the fund
+6%
Ishares TRUSMV
0.3% of the fund
+6%
Ishares TRIVV
0.3% of the fund
+3%
AlphabetGOOGL
0.2% of the fund
+20%
CaterpillarCAT
0.2% of the fund
+16%

Cut

Sold some of their stake.

Blackrock ETF TrustBAI
3.9% of the fund
-12%
Spdr Index SHS FDSSPEM
2.8% of the fund
-20%
Blackrock ETF TrustTHRO
2.6% of the fund
-21%
J P Morgan Exchange Traded FJMOM
2.0% of the fund
-22%
Ishares TREFV
1.2% of the fund
-62%
Advanced Micro DevicesAMD
0.4% of the fund
-7%
Blackrock ETF Trust IIBINC
0.3% of the fund
-18%
Ishares TRIYW
0.3% of the fund
-22%
Goldman Sachs ETF TRGTOP
0.2% of the fund
-11%
PrologisPLD
0.1% of the fund
-3%
Ishares TRDGRO
0.1% of the fund
-10%
Iron MountainIRM
0.1% of the fund
-7%
Vanguard World FDMGC
0.1% of the fund
-15%
Ishares TRDSI
<0.1% of the fund
-6%
Invesco QQQ TRQQQ
<0.1% of the fund
-40%
General ElectricGE
<0.1% of the fund
-9%
UnitedHealth GroupUNH
<0.1% of the fund
-8%
Ishares TRMUB
<0.1% of the fund
-56%
Dimensional ETF TrustDFAS
<0.1% of the fund
-4%
Schwab Strategic TRFNDF
<0.1% of the fund
-31%
AT&TT
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

J P Morgan Exchange Traded FJQUA
-100%
Janus Detroit STR TRJAAA
-100%
J P Morgan Exchange Traded FJEPI
-100%
Ishares TRIDEV
-100%

Holdings

Spdr Series TrustSPYM
Share
14.5%
Value
$88m
Shares
1,006,588
+79%
Ishares TRIVW
Share
11.0%
Value
$67m
Shares
486,868
+4%
Ishares TRIVE
Share
9.3%
Value
$57m
Shares
249,298
Held
Blackrock ETF TrustCORO
Share
8.5%
Value
$52m
Shares
1,421,104
+6%
Blackrock ETF TrustDYNF
Share
7.5%
Value
$46m
Shares
676,626
+4%
Blackrock ETF TrustBAI
Share
3.9%
Value
$24m
Shares
451,582
-12%
Ishares TRCMF
Share
3.6%
Value
$22m
Shares
384,830
+16%
Ishares TRIUSB
Share
3.5%
Value
$22m
Shares
468,155
+9%
Spdr Index SHS FDSSPEM
Share
2.8%
Value
$17m
Shares
326,406
-20%
AppleAAPL
Share
2.7%
Value
$17m
Shares
57,166
+3%
Blackrock ETF TrustTHRO
Share
2.6%
Value
$16m
Shares
373,988
-21%
Global X FDSSHLD
Share
2.0%
Value
$12m
Shares
204,917
+28%
Invesco Exch Traded FD TR IIPZA
Share
2.0%
Value
$12m
Shares
514,231
+16%
J P Morgan Exchange Traded FJMOM
Share
2.0%
Value
$12m
Shares
141,345
-22%
Ishares TREFG
Share
1.8%
Value
$11m
Shares
86,072
+230%
Ishares TRQUAL
Share
1.5%
Value
$9m
Shares
43,011
+8%
NvidiaNVDA
Share
1.3%
Value
$8m
Shares
38,932
+4%
Ishares TREFV
Share
1.2%
Value
$8m
Shares
98,735
-62%
Ishares TRGOVT
Share
0.9%
Value
$5m
Shares
232,206
+10%
BroadcomAVGO
Share
0.8%
Value
$5m
Shares
13,021
+4%
Blackrock ETF TrustIALT
Share
0.7%
Value
$4m
Shares
153,364
New
Bondbloxx ETF TrustXTEN
Share
0.7%
Value
$4m
Shares
94,137
+9%
Spdr Series TrustSPMB
Share
0.6%
Value
$4m
Shares
175,486
+11%
MicrosoftMSFT
Share
0.6%
Value
$4m
Shares
10,271
+3%
Vanguard Charlotte FDSBNDX
Share
0.6%
Value
$4m
Shares
77,607
+10%
Amazon.comAMZN
Share
0.6%
Value
$3m
Shares
14,559
+3%
Advanced Micro DevicesAMD
Share
0.4%
Value
$3m
Shares
4,527
-7%
Ishares Gold TRIAU
Share
0.4%
Value
$2m
Shares
32,421
+13%
TeslaTSLA
Share
0.4%
Value
$2m
Shares
5,740
Held
Blackrock ETF Trust IIBINC
Share
0.3%
Value
$2m
Shares
39,486
-18%
Ishares TRIYW
Share
0.3%
Value
$2m
Shares
7,744
-22%
Dimensional ETF TrustDFAC
Share
0.3%
Value
$2m
Shares
43,618
Held
Lam ResearchLRCX
Share
0.3%
Value
$2m
Shares
4,399
Held
BoeingBA
Share
0.3%
Value
$2m
Shares
7,871
+6%
Ishares TRUSMV
Share
0.3%
Value
$2m
Shares
17,643
+6%
Ishares TRIVV
Share
0.3%
Value
$2m
Shares
2,206
+3%
Ishares TRESGU
Share
0.2%
Value
$2m
Shares
9,303
Held
Goldman Sachs ETF TRGTOP
Share
0.2%
Value
$1m
Shares
27,152
-11%
Seagate Technology HoldingsSTX
Share
0.2%
Value
$1m
Shares
1,360
Held
AlphabetGOOGL
Share
0.2%
Value
$1m
Shares
3,644
+20%
American Centy ETF TRAVUV
Share
0.2%
Value
$1m
Shares
9,280
Held
CaterpillarCAT
Share
0.2%
Value
$1m
Shares
1,070
+16%
Ishares TRVLUE
Share
0.2%
Value
$1m
Shares
5,511
Held
Applied MaterialsAMAT
Share
0.2%
Value
$1m
Shares
1,490
Held
Vanguard Index FDSVTI
Share
0.2%
Value
$1m
Shares
2,893
+4%
JPMorgan ChaseJPM
Share
0.2%
Value
$1m
Shares
3,202
+9%
AlphabetGOOG
Share
0.2%
Value
$1m
Shares
2,844
Held
SempraSRE
Share
0.2%
Value
$991,642
Shares
10,696
Held
Dell TechnologiesDELL
Share
0.2%
Value
$983,314
Shares
2,279
+6%
IsharesEMXC
Share
0.2%
Value
$965,178
Shares
9,434
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.1%
Value
$895,607
Shares
1,199
Held
Meta PlatformsMETA
Share
0.1%
Value
$877,309
Shares
1,557
+11%
Ishares TRSGOV
Share
0.1%
Value
$814,808
Shares
8,093
+7%
PrologisPLD
Share
0.1%
Value
$808,800
Shares
5,970
-3%
WalmartWMT
Share
0.1%
Value
$804,243
Shares
7,100
+5%
Blackrock ETF TrustLCTU
Share
0.1%
Value
$801,189
Shares
9,994
Held
IsharesIEMG
Share
0.1%
Value
$778,039
Shares
9,392
Held
Dimensional ETF TrustDFUV
Share
0.1%
Value
$757,370
Shares
13,767
Held
Vanguard Index FDSVOO
Share
0.1%
Value
$755,602
Shares
1,100
+25%
Ishares TRSTIP
Share
0.1%
Value
$749,511
Shares
7,336
+37%
Ishares TRDGRO
Share
0.1%
Value
$744,100
Shares
9,817
-10%
Costco WholesaleCOST
Share
0.1%
Value
$727,500
Shares
777
+9%
American Centy ETF TRAVLV
Share
0.1%
Value
$720,900
Shares
7,903
Held
Dimensional ETF TrustDFIS
Share
0.1%
Value
$701,100
Shares
20,014
Held
Iron MountainIRM
Share
0.1%
Value
$692,151
Shares
5,479
-7%
Home DepotHD
Share
0.1%
Value
$679,215
Shares
1,925
+2%
Micron TechnologyMU
Share
0.1%
Value
$675,510
Shares
585
New
ExxonMobil HoldingsXOM
Share
0.1%
Value
$675,448
Shares
4,940
+9%
Vanguard World FDMGC
Share
0.1%
Value
$642,913
Shares
2,349
-15%
Rockwell AutomationROK
Share
0.1%
Value
$627,232
Shares
1,266
Held
Ishares TRSYSB
Share
<0.1%
Value
$599,844
Shares
6,761
+4%
Vanguard World FDVGT
Share
<0.1%
Value
$598,631
Shares
5,008
+3%
Ishares TRUSXF
Share
<0.1%
Value
$597,712
Shares
8,606
Held
Rocket LabRKLB
Share
<0.1%
Value
$592,518
Shares
5,829
Held
Ishares TRAOA
Share
<0.1%
Value
$582,009
Shares
5,963
Held
Ross StoresROST
Share
<0.1%
Value
$575,915
Shares
2,705
Held
GE VernovaGEV
Share
<0.1%
Value
$575,749
Shares
490
Held
Dimensional ETF TrustDFAT
Share
<0.1%
Value
$570,422
Shares
8,160
Held
Bank of AmericaBAC
Share
<0.1%
Value
$564,688
Shares
9,910
+6%
McDonald'sMCD
Share
<0.1%
Value
$556,774
Shares
2,059
Held
American Centy ETF TRAVEM
Share
<0.1%
Value
$556,236
Shares
5,764
Held
International Business MachinesIBM
Share
<0.1%
Value
$548,155
Shares
1,949
+6%
AbbVieABBV
Share
<0.1%
Value
$533,651
Shares
2,120
+6%
Walt DisneyDIS
Share
<0.1%
Value
$531,254
Shares
5,519
+3%
Procter & GamblePG
Share
<0.1%
Value
$526,043
Shares
3,587
Held
Ishares TRDSI
Share
<0.1%
Value
$506,176
Shares
3,554
-6%
CSXCSX
Share
<0.1%
Value
$475,931
Shares
10,013
+4%
Invesco Exchange Traded FD TSPHQ
Share
<0.1%
Value
$471,496
Shares
5,233
Held
Space Exploration TechnologiesSPCX
Share
<0.1%
Value
$465,423
Shares
2,724
New
QualcommQCOM
Share
<0.1%
Value
$442,302
Shares
2,393
Held
Invesco QQQ TRQQQ
Share
<0.1%
Value
$441,080
Shares
598
-40%
American Healthcare REITAHR
Share
<0.1%
Value
$438,832
Shares
8,414
Held
Eli LillyLLY
Share
<0.1%
Value
$433,404
Shares
361
+30%
Lockheed MartinLMT
Share
<0.1%
Value
$432,930
Shares
849
Held
Select Sector Spdr TRXLE
Share
<0.1%
Value
$428,976
Shares
8,077
+3%
Schwab Strategic TRFNDC
Share
<0.1%
Value
$422,740
Shares
8,705
Held
Ishares TRIEFA
Share
<0.1%
Value
$420,120
Shares
4,349
+52%
Johnson & JohnsonJNJ
Share
<0.1%
Value
$416,053
Shares
1,638
+18%
ChevronCVX
Share
<0.1%
Value
$402,748
Shares
2,429
+27%
Vanguard Index FDSVTV
Share
<0.1%
Value
$399,586
Shares
1,833
New

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYM	14.5%	$88m	1,006,588	+79%
Ishares TRIVW	11.0%	$67m	486,868	+4%
Ishares TRIVE	9.3%	$57m	249,298	Held
Blackrock ETF TrustCORO	8.5%	$52m	1,421,104	+6%
Blackrock ETF TrustDYNF	7.5%	$46m	676,626	+4%
Blackrock ETF TrustBAI	3.9%	$24m	451,582	-12%
Ishares TRCMF	3.6%	$22m	384,830	+16%
Ishares TRIUSB	3.5%	$22m	468,155	+9%
Spdr Index SHS FDSSPEM	2.8%	$17m	326,406	-20%
AppleAAPL	2.7%	$17m	57,166	+3%
Blackrock ETF TrustTHRO	2.6%	$16m	373,988	-21%
Global X FDSSHLD	2.0%	$12m	204,917	+28%
Invesco Exch Traded FD TR IIPZA	2.0%	$12m	514,231	+16%
J P Morgan Exchange Traded FJMOM	2.0%	$12m	141,345	-22%
Ishares TREFG	1.8%	$11m	86,072	+230%
Ishares TRQUAL	1.5%	$9m	43,011	+8%
NvidiaNVDA	1.3%	$8m	38,932	+4%
Ishares TREFV	1.2%	$8m	98,735	-62%
Ishares TRGOVT	0.9%	$5m	232,206	+10%
BroadcomAVGO	0.8%	$5m	13,021	+4%
Blackrock ETF TrustIALT	0.7%	$4m	153,364	New
Bondbloxx ETF TrustXTEN	0.7%	$4m	94,137	+9%
Spdr Series TrustSPMB	0.6%	$4m	175,486	+11%
MicrosoftMSFT	0.6%	$4m	10,271	+3%
Vanguard Charlotte FDSBNDX	0.6%	$4m	77,607	+10%
Amazon.comAMZN	0.6%	$3m	14,559	+3%
Advanced Micro DevicesAMD	0.4%	$3m	4,527	-7%
Ishares Gold TRIAU	0.4%	$2m	32,421	+13%
TeslaTSLA	0.4%	$2m	5,740	Held
Blackrock ETF Trust IIBINC	0.3%	$2m	39,486	-18%
Ishares TRIYW	0.3%	$2m	7,744	-22%
Dimensional ETF TrustDFAC	0.3%	$2m	43,618	Held
Lam ResearchLRCX	0.3%	$2m	4,399	Held
BoeingBA	0.3%	$2m	7,871	+6%
Ishares TRUSMV	0.3%	$2m	17,643	+6%
Ishares TRIVV	0.3%	$2m	2,206	+3%
Ishares TRESGU	0.2%	$2m	9,303	Held
Goldman Sachs ETF TRGTOP	0.2%	$1m	27,152	-11%
Seagate Technology HoldingsSTX	0.2%	$1m	1,360	Held
AlphabetGOOGL	0.2%	$1m	3,644	+20%
American Centy ETF TRAVUV	0.2%	$1m	9,280	Held
CaterpillarCAT	0.2%	$1m	1,070	+16%
Ishares TRVLUE	0.2%	$1m	5,511	Held
Applied MaterialsAMAT	0.2%	$1m	1,490	Held
Vanguard Index FDSVTI	0.2%	$1m	2,893	+4%
JPMorgan ChaseJPM	0.2%	$1m	3,202	+9%
AlphabetGOOG	0.2%	$1m	2,844	Held
SempraSRE	0.2%	$991,642	10,696	Held
Dell TechnologiesDELL	0.2%	$983,314	2,279	+6%
IsharesEMXC	0.2%	$965,178	9,434	Held
State STR Spdr S&P 500 ETF TSPY	0.1%	$895,607	1,199	Held
Meta PlatformsMETA	0.1%	$877,309	1,557	+11%
Ishares TRSGOV	0.1%	$814,808	8,093	+7%
PrologisPLD	0.1%	$808,800	5,970	-3%
WalmartWMT	0.1%	$804,243	7,100	+5%
Blackrock ETF TrustLCTU	0.1%	$801,189	9,994	Held
IsharesIEMG	0.1%	$778,039	9,392	Held
Dimensional ETF TrustDFUV	0.1%	$757,370	13,767	Held
Vanguard Index FDSVOO	0.1%	$755,602	1,100	+25%
Ishares TRSTIP	0.1%	$749,511	7,336	+37%
Ishares TRDGRO	0.1%	$744,100	9,817	-10%
Costco WholesaleCOST	0.1%	$727,500	777	+9%
American Centy ETF TRAVLV	0.1%	$720,900	7,903	Held
Dimensional ETF TrustDFIS	0.1%	$701,100	20,014	Held
Iron MountainIRM	0.1%	$692,151	5,479	-7%
Home DepotHD	0.1%	$679,215	1,925	+2%
Micron TechnologyMU	0.1%	$675,510	585	New
ExxonMobil HoldingsXOM	0.1%	$675,448	4,940	+9%
Vanguard World FDMGC	0.1%	$642,913	2,349	-15%
Rockwell AutomationROK	0.1%	$627,232	1,266	Held
Ishares TRSYSB	<0.1%	$599,844	6,761	+4%
Vanguard World FDVGT	<0.1%	$598,631	5,008	+3%
Ishares TRUSXF	<0.1%	$597,712	8,606	Held
Rocket LabRKLB	<0.1%	$592,518	5,829	Held
Ishares TRAOA	<0.1%	$582,009	5,963	Held
Ross StoresROST	<0.1%	$575,915	2,705	Held
GE VernovaGEV	<0.1%	$575,749	490	Held
Dimensional ETF TrustDFAT	<0.1%	$570,422	8,160	Held
Bank of AmericaBAC	<0.1%	$564,688	9,910	+6%
McDonald'sMCD	<0.1%	$556,774	2,059	Held
American Centy ETF TRAVEM	<0.1%	$556,236	5,764	Held
International Business MachinesIBM	<0.1%	$548,155	1,949	+6%
AbbVieABBV	<0.1%	$533,651	2,120	+6%
Walt DisneyDIS	<0.1%	$531,254	5,519	+3%
Procter & GamblePG	<0.1%	$526,043	3,587	Held
Ishares TRDSI	<0.1%	$506,176	3,554	-6%
CSXCSX	<0.1%	$475,931	10,013	+4%
Invesco Exchange Traded FD TSPHQ	<0.1%	$471,496	5,233	Held
Space Exploration TechnologiesSPCX	<0.1%	$465,423	2,724	New
QualcommQCOM	<0.1%	$442,302	2,393	Held
Invesco QQQ TRQQQ	<0.1%	$441,080	598	-40%
American Healthcare REITAHR	<0.1%	$438,832	8,414	Held
Eli LillyLLY	<0.1%	$433,404	361	+30%
Lockheed MartinLMT	<0.1%	$432,930	849	Held
Select Sector Spdr TRXLE	<0.1%	$428,976	8,077	+3%
Schwab Strategic TRFNDC	<0.1%	$422,740	8,705	Held
Ishares TRIEFA	<0.1%	$420,120	4,349	+52%
Johnson & JohnsonJNJ	<0.1%	$416,053	1,638	+18%
ChevronCVX	<0.1%	$402,748	2,429	+27%
Vanguard Index FDSVTV	<0.1%	$399,586	1,833	New

Showing the largest 100 of 143.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 52.0% since 30 June 2025.

Where the money is

Technology7.3%

Retail & consumer1.3%

Industrials1.1%

Media & telecom0.7%

Health care0.5%

Financial services0.5%

Everyday goods0.3%

Real estate0.3%

Energy0.2%

Utilities0.2%

Other87.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.