West Wealth Group, LLC
- SEC CIK
- 0001923591
- Latest filing
- Aug 6, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed May 5, 2022. Long positions only.
- Positions
- 61
- No filing for Q3 2021
- Portfolio value
- $265.8M
- No filing for Q3 2021
West Wealth Group, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G425 | ESG AWR MSCI USA | 418,309 | $45.1M | 17.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 773,161 | $43.2M | 16.2% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 403,584 | $20.3M | 7.7% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 177,964 | $19.6M | 7.4% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 598,827 | $16.0M | 6.0% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 252,128 | $13.3M | 5.0% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 159,253 | $10.0M | 3.8% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 86,243 | $9.44M | 3.6% | – | – | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 184,595 | $9.33M | 3.5% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 87,354 | $8.95M | 3.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 195,692 | $7.21M | 2.7% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 59,544 | $6.84M | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 37,598 | $6.68M | 2.5% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 106,609 | $5.92M | 2.2% | – | – | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 69,892 | $5.59M | 2.1% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 182,363 | $5.46M | 2.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 54,831 | $4.43M | 1.7% | – | – | – |
| iShares Tr464288588 | MBS ETF | 34,339 | $3.69M | 1.4% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 22,857 | $3.39M | 1.3% | – | – | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 83,499 | $2.58M | 1.0% | – | – | – |
| BABoeing Co | Stock | 7,573 | $1.52M | 0.6% | – | – | History |
| TSLATesla, Inc. | Stock | 1,401 | $1.48M | 0.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 3,074 | $1.03M | 0.4% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 20,348 | $1.03M | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 293 | $976.0K | 0.4% | – | – | History |
| iShares Tr464289859 | CORE 80 20 ETF | 12,275 | $893.0K | 0.3% | – | – | – |
| SRESempra | Stock | 5,147 | $680.0K | 0.3% | – | – | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,470 | $601.0K | 0.2% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 1,668 | $582.0K | 0.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 2,133 | $571.0K | 0.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,329 | $551.0K | 0.2% | – | – | History |
| DISWalt Disney Co | Stock | 3,160 | $489.0K | 0.2% | – | – | History |
| FFWMFirst Foundation Inc. | COM | 19,591 | $487.0K | 0.2% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,059 | $462.0K | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,476 | $434.0K | 0.2% | – | – | History |
| WFCWells Fargo & Company | Stock | 9,007 | $432.0K | 0.2% | – | – | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,790 | $380.0K | 0.1% | – | – | – |
| Atlas CorpY0436Q109 | SHARES | 23,175 | $328.0K | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,055 | $315.0K | 0.1% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 629 | $300.0K | 0.1% | – | – | – |
| LUVSouthwest Airlines Co | COM | 6,693 | $286.0K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 97 | $280.0K | 0.1% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 772 | $280.0K | 0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 2,342 | $274.0K | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 4,481 | $264.0K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,939 | $262.0K | 0.1% | – | – | History |
| IRMIron Mountain Inc | COM | 5,000 | $261.0K | 0.1% | – | – | History |
| AMTAmerican Tower Corp | REIT | 869 | $254.0K | 0.1% | – | – | History |
| NLYAnnaly Capital Management Inc | COM | 32,104 | $251.0K | 0.1% | – | – | History |
| iShares Tr46436E619 | ESG ADVAN ETF | 4,998 | $247.0K | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 1,699 | $245.0K | 0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 725 | $243.0K | 0.1% | – | – | History |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 4,386 | $242.0K | 0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 358 | $238.0K | 0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,471 | $233.0K | 0.1% | – | – | History |
| CLFCleveland-Cliffs Inc. | COM | 10,368 | $225.0K | 0.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 467 | $222.0K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 4,050 | $210.0K | 0.1% | – | – | History |
| iShares Tr46436E767 | ESG MSCI USA ETF | 5,300 | $209.0K | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 4,691 | $208.0K | 0.1% | – | – | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 1,873 | $204.0K | 0.1% | – | – | – |