West Wealth Group, LLC
- SEC CIK
- 0001923591
- Latest filing
- Aug 6, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 111
- +15 vs. Q1 2025
- Portfolio value
- $402.2M
- +$63.9M (+18.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CLFCleveland-Cliffs Inc. | COM | 10,368 | $97.1K | <0.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,196 | $202.6K | 0.1% | +1,196 | New | History |
| TJXTJX Companies Inc | Stock | 1,536 | $203.0K | 0.1% | +1,536 | New | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,643 | $204.0K | 0.1% | −2,971−44.9% | Reduced | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 5,121 | $204.5K | 0.1% | +5,121 | New | – |
| BlackRock ETF Trust09290C863 | ISHARES US LARG | 6,852 | $208.7K | 0.1% | +6,852 | New | – |
| ORCLOracle Corp | Stock | 883 | $226.6K | 0.1% | +883 | New | History |
| iShares Tr46436E759 | ESG EAFE ETF | 3,119 | $227.1K | 0.1% | −3−0.1% | Reduced | – |
| AFLAflac Inc | Stock | 2,259 | $231.1K | 0.1% | +119+5.6% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 395 | $233.2K | 0.1% | +395 | New | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,843 | $237.1K | 0.1% | +93+3.4% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 770 | $239.9K | 0.1% | +770 | New | – |
| WABCWestamerica Bancorporation | COM | 5,091 | $241.2K | 0.1% | +5,091 | New | History |
| CVXChevron Corp | Stock | 1,598 | $244.3K | 0.1% | +1,598 | New | History |
| RTXRTX Corp | Stock | 1,596 | $248.6K | 0.1% | +1,596 | New | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,039 | $251.3K | 0.1% | +468+18.2% | Added | – |
| RKLBRocket Lab Corp | COM | 5,800 | $255.8K | 0.1% | +5,800 | New | History |
| AMATApplied Materials Inc | Stock | 1,470 | $262.0K | 0.1% | +1,470 | New | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,191 | $262.6K | 0.1% | +4,191 | New | – |
| GEGeneral Electric Co | Stock | 975 | $265.7K | 0.1% | +975 | New | History |
| Vanguard Information Technology ETF92204A702 | ETF | 386 | $267.1K | 0.1% | −74−16.1% | Reduced | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,340 | $268.2K | 0.1% | +189+6.0% | Added | – |
| CSXCSX Corp | Stock | 7,651 | $275.5K | 0.1% | +35+0.5% | Added | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 6,829 | $278.8K | 0.1% | +6,829 | New | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,370 | $283.4K | 0.1% | −60−1.1% | Reduced | – |
| iShares Tr46435U713 | US INFRASTRUC | 5,800 | $292.4K | 0.1% | −176−2.9% | Reduced | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,937 | $294.6K | 0.1% | +2,937 | New | – |
| GEVGE Vernova Inc. | Stock | 447 | $297.1K | 0.1% | +447 | New | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,712 | $314.5K | 0.1% | +3,712 | New | – |
| DELLDell Technologies Inc. | Stock | 2,516 | $322.5K | 0.1% | +2,516 | New | History |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 8,285 | $328.5K | 0.1% | +117+1.4% | Added | History |
| KKRKKR & Co. Inc. | COM | 2,277 | $329.2K | 0.1% | −51−2.2% | Reduced | History |
| iShares Tr46435G219 | INVT GRAD SY ETF | 7,310 | $332.8K | 0.1% | +7,310 | New | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,211 | $334.1K | 0.1% | +3,211 | New | – |
| TAT&T Inc. | Stock | 12,849 | $353.2K | 0.1% | +390+3.1% | Added | History |
| CATCaterpillar Inc | Stock | 826 | $353.5K | 0.1% | +170+25.9% | Added | History |
| BACBank of America Corp | Stock | 7,844 | $356.3K | 0.1% | +1,333+20.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 1,823 | $358.0K | 0.1% | −60−3.2% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 632 | $358.8K | 0.1% | +54+9.3% | Added | – |
| NFLXNetflix Inc | Stock | 308 | $363.0K | 0.1% | −24−7.2% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 846 | $368.1K | 0.1% | +30+3.7% | Added | History |
| iShares Tr46435G524 | INTL DIV GRWTH | 4,920 | $378.6K | 0.1% | −1,728−26.0% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 1,539 | $388.4K | 0.1% | +427+38.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 833 | $390.6K | 0.1% | −10−1.2% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 2,676 | $392.3K | 0.1% | −48−1.8% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 675 | $392.8K | 0.1% | +40+6.3% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 3,768 | $401.4K | 0.1% | +803+27.1% | Added | History |
| iShares Tr46429B291 | A RATE CP BD ETF | 8,697 | $417.0K | 0.1% | +743+9.3% | Added | – |
| LRCXLam Research Corp | Stock | 4,385 | $420.8K | 0.1% | +27+0.6% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,756 | $449.8K | 0.1% | −25−0.7% | Reduced | – |
| ROKRockwell Automation, Inc | Stock | 1,389 | $456.5K | 0.1% | +6+0.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 748 | $473.8K | 0.1% | −391−34.3% | Reduced | History |
| iShares Tr46432F388 | MSCI USA VALUE | 4,289 | $485.0K | 0.1% | +29+0.7% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 21,253 | $487.7K | 0.1% | −2,085−8.9% | Reduced | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 9,718 | $491.4K | 0.1% | +9,718 | New | – |
| IRMIron Mountain Inc | COM | 5,500 | $495.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464289859 | CORE 80 20 ETF | 5,902 | $495.7K | 0.1% | −481−7.5% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 2,549 | $500.0K | 0.1% | −283−10.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 2,625 | $517.0K | 0.1% | +697+36.2% | Added | History |
| PGProcter & Gamble Co | Stock | 3,539 | $541.0K | 0.1% | −63−1.7% | Reduced | History |
| WMTWalmart Inc. | Stock | 5,235 | $541.1K | 0.1% | +6+0.1% | Added | History |
| iShares Tr46436E767 | ESG MSCI USA ETF | 10,513 | $583.7K | 0.1% | −330−3.0% | Reduced | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,837 | $586.2K | 0.1% | +2,729+87.8% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,855 | $601.2K | 0.1% | +33+0.3% | Added | – |
| COSTCostco Wholesale Corp | Stock | 653 | $632.5K | 0.2% | −136−17.2% | Reduced | History |
| PLDPrologis, Inc. | REIT | 6,108 | $645.8K | 0.2% | −99−1.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,743 | $674.6K | 0.2% | +63+3.8% | Added | History |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 10,035 | $691.0K | 0.2% | +97+1.0% | Added | – |
| MCDMcDonalds Corp | Stock | 2,334 | $718.2K | 0.2% | +8+0.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 2,466 | $718.6K | 0.2% | +440+21.7% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 11,127 | $721.2K | 0.2% | −2,208−16.6% | Reduced | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 7,197 | $741.3K | 0.2% | +4,404+157.7% | Added | – |
| SRESempra | Stock | 10,095 | $819.3K | 0.2% | +167+1.7% | Added | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 8,963 | $835.7K | 0.2% | −40−0.4% | Reduced | – |
| DISWalt Disney Co | Stock | 7,723 | $889.6K | 0.2% | −1,288−14.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,158 | $894.3K | 0.2% | +220+23.5% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,676 | $1.07M | 0.3% | +602+56.1% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,862 | $1.20M | 0.3% | +1,081+9.2% | Added | – |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 26,562 | $1.27M | 0.3% | +4,872+22.5% | Added | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 11,384 | $1.58M | 0.4% | −45−0.4% | Reduced | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 42,524 | $1.61M | 0.4% | −91,975−68.4% | Reduced | – |
| BABoeing Co | Stock | 7,301 | $1.64M | 0.4% | +68+0.9% | Added | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 18,497 | $1.88M | 0.5% | +2,478+15.5% | Added | – |
| TSLATesla, Inc. | Stock | 5,942 | $1.90M | 0.5% | +230+4.0% | Added | History |
| iShares Flexible Income Active ETF092528603 | ETF | 44,337 | $2.34M | 0.6% | +402+0.9% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 52,919 | $2.62M | 0.7% | +52,919 | New | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 130,137 | $2.88M | 0.7% | −1,895−1.4% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 13,407 | $2.98M | 0.7% | +431+3.3% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 50,716 | $3.21M | 0.8% | −98,249−66.0% | Reduced | – |
| IAUiShares Gold Trust | ETF | 51,748 | $3.29M | 0.8% | +2,418+4.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 11,641 | $3.51M | 0.9% | +132+1.1% | Added | History |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 85,571 | $3.94M | 1.0% | +15,721+22.5% | Added | – |
| NVDANVIDIA Corp | Stock | 26,845 | $4.82M | 1.2% | −2,797−9.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 9,274 | $4.87M | 1.2% | +280+3.1% | Added | History |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 156,642 | $4.93M | 1.2% | +156,642 | New | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 29,296 | $5.43M | 1.4% | +1,669+6.0% | Added | – |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 95,816 | $6.22M | 1.5% | +5,322+5.9% | Added | – |
| AAPLApple Inc. | Stock | 55,517 | $11.8M | 2.9% | +419+0.8% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 71,060 | $12.9M | 3.2% | −5,168−6.8% | Reduced | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 240,111 | $13.4M | 3.3% | +33,975+16.5% | Added | – |
Sold out since Q1 2025 (9)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| MARMarriott International Inc | Stock | 2,079 | $495.4K | 0.1% | History |
| UNHUnitedHealth Group Inc | Stock | 882 | $461.5K | 0.1% | History |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 8,654 | $405.5K | 0.1% | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 811 | $340.6K | 0.1% | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,652 | $288.3K | 0.1% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 4,578 | $231.2K | 0.1% | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 2,932 | $225.2K | 0.1% | – |
| LUVSouthwest Airlines Co | COM | 6,523 | $206.1K | 0.1% | History |
| FFWMFirst Foundation Inc. | COM | 10,368 | $54.1K | <0.1% | History |