West Wealth Group, LLC
- SEC CIK
- 0001923591
- Latest filing
- Aug 6, 2026
The latest 13F from West Wealth Group, LLC covers Q2 2026 (filed Aug 6, 2026): 143 long positions worth $611.3M. The top 10 holdings make up 67.3% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 ETF at 14.5%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 17
- Est. +$9.08M
- Added
- 93
- Est. +$70.2M
- Reduced
- 31
- Est. −$30.2M
- Sold out
- 4
- Est. −$12.3M
Top 5 holdings
Share of this quarter's portfolio value
- State Street SPDR Portfolio S&P 500 ETF78464A85414.5%$88.5M
- iShares S&P 500 Growth ETF46428730911.0%$67.0M
- iShares S&P 500 Value ETF4642874089.3%$56.6M
- BlackRock ETF Trust09290C7648.5%$52.0M
- BlackRock ETF Trust09290C1037.5%$46.0M
Biggest buys
New and added positions, by estimated amount bought
- State Street SPDR Portfolio S&P 500 ETF78464A854+$39.1MAdded
- iShares Tr464288885+$7.46MAdded
- BlackRock ETF Trust09290C665+$4.30MNew
- iShares Tr464288356+$3.06MAdded
- BlackRock ETF Trust09290C764+$2.88MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- State Street SPDR Portfolio S&P 500 ETF78464A854+5.97 pp8.5% → 14.5%
- iShares Tr464288885+1.18 pp0.6% → 1.8%
- BlackRock ETF Trust09290C665+0.70 pp0.0% → 0.7%
- iShares S&P 500 Growth ETF464287309+0.47 pp10.5% → 11.0%
- MUMicron Technology Inc
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Tr464288877−$12.6MReduced
- J P Morgan Exchange Traded F46641Q761−$11.7MSold out
- SPDR Index Shs FDS78463X509−$4.26MReduced
- BlackRock ETF Trust09290C806−$4.17MReduced
- J P Morgan Exchange Traded F46641Q779−$3.34MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- iShares Tr464288877−2.63 pp3.9% → 1.2%
- J P Morgan Exchange Traded F46641Q761−2.30 pp2.3% → 0.0%
- SPDR Index Shs FDS78463X509−1.02 pp3.8% → 2.8%
- BlackRock ETF Trust09290C806−0.73 pp3.4% → 2.6%
- J P Morgan Exchange Traded F46641Q779−0.44 pp2.4% → 2.0%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $611.3M
- +$105.3M (+20.8%) vs. prior quarter
- Positions
- 143
- +13 vs. prior quarter
- Top 10 concentration
- 67.3%
- Top 10 as share of value
- Turnover
- 7.6%
- Q2 2026, one quarter
- Average holding period
- 11.3 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.
13F filings by quarter
19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $611.3M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 6, 2026 | 143 | $611.3M | State Street SPDR Portfolio S&P 500 ETFiShares S&P 500 Growth ETFiShares S&P 500 Value ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 12, 2026 | 130 | $506.0M | iShares S&P 500 Growth ETFiShares S&P 500 Value ETFBlackRock ETF Trust | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 26, 2026 | 127 | $482.0M | iShares S&P 500 Growth ETFiShares S&P 500 Value ETFBlackRock ETF Trust | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 27, 2025 | 123 | $443.6M | iShares S&P 500 Growth ETFiShares S&P 500 Value ETFBlackRock ETF Trust | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 13, 2025 | 111 | $402.2M | iShares S&P 500 Growth ETFiShares S&P 500 Value ETFiShares Tr | vs. Q1 2025 | SEC |
| Q1 2025 | May 5, 2025 | 96 | $338.3M | iShares S&P 500 Growth ETFiShares S&P 500 Value ETFBlackRock ETF Trust | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 22, 2025 | 93 | $335.1M | iShares S&P 500 Growth ETFiShares S&P 500 Value ETFState Street SPDR Portfolio S&P 500 ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 23, 2024 | 84 | $308.6M | iShares S&P 500 Growth ETFiShares S&P 500 Value ETFState Street SPDR Portfolio S&P 500 ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 1, 2024 | 81 | $282.8M | iShares S&P 500 Growth ETFState Street SPDR Portfolio S&P 500 ETFiShares S&P 500 Value ETF | vs. Q1 2024 | SEC |
| Q1 2024 | May 8, 2024 | 79 | $269.9M | State Street SPDR Portfolio S&P 500 ETFiShares S&P 500 Growth ETFiShares S&P 500 Value ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 18, 2024 | 83 | $253.6M | State Street SPDR Portfolio S&P 500 ETFiShares MSCI USA Quality Factor ETFiShares Tr | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 6, 2023 | 76 | $229.1M | State Street SPDR Portfolio S&P 500 ETFiShares TriShares MSCI USA Quality Factor ETF | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 26, 2023 | 74 | $236.4M | State Street SPDR Portfolio S&P 500 ETFiShares MSCI USA Quality Factor ETFiShares Tr | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 6, 2023 | 71 | $216.0M | State Street SPDR Portfolio S&P 500 ETFiShares MSCI USA Quality Factor ETFiShares Tr | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 23, 2023 | 74 | $201.2M | State Street SPDR Portfolio S&P 500 ETFiShares TriShares Tr | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 21, 2022 | 60 | $197.2M | State Street SPDR Portfolio S&P 500 ETFiShares TriShares Tr | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 27, 2022 | 66 | $215.8M | State Street SPDR Portfolio S&P 500 ETFiShares TriShares Tr | vs. Q1 2022 | SEC |
| Q1 2022 | May 5, 2022 | 63 | $251.8M | State Street SPDR Portfolio S&P 500 ETFiShares TriShares Tr | vs. Q4 2021 | SEC |
| Q4 2021 | May 5, 2022 | 61 | $265.8M | iShares TrState Street SPDR Portfolio S&P 500 ETFiShares Tr | – | SEC |