West Wealth Group, LLC
- SEC CIK
- 0001923591
- Latest filing
- Aug 6, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 26, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 127
- +4 vs. Q3 2025
- Portfolio value
- $482.0M
- +$38.4M (+8.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 439,568 | $54.2M | 11.2% | +18,499+4.4% | Added | – |
| iShares S&P 500 Value ETF464287408 | ETF | 214,431 | $45.5M | 9.4% | +10,544+5.2% | Added | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 677,172 | $41.2M | 8.5% | +53,829+8.6% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 457,719 | $32.7M | 6.8% | +29,243+6.8% | Added | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 103,726 | $26.1M | 5.4% | +6,920+7.1% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 323,884 | $26.0M | 5.4% | +11,170+3.6% | Added | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 398,430 | $25.2M | 5.2% | +18,147+4.8% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 527,337 | $24.7M | 5.1% | +56,767+12.1% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 403,416 | $18.8M | 3.9% | +23,279+6.1% | Added | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 436,315 | $16.8M | 3.5% | +30,287+7.5% | Added | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 273,799 | $15.7M | 3.3% | +45,821+20.1% | Added | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 468,407 | $15.6M | 3.2% | +45,654+10.8% | Added | – |
| AAPLApple Inc. | Stock | 54,282 | $14.8M | 3.1% | +109+0.2% | Added | History |
| Global X FDS37960A529 | DEFENSE TECH ETF | 133,604 | $8.66M | 1.8% | +11,420+9.3% | Added | – |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 106,130 | $7.23M | 1.5% | +7,711+7.8% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 32,065 | $6.37M | 1.3% | +1,827+6.0% | Added | – |
| NVDANVIDIA Corp | Stock | 34,119 | $6.36M | 1.3% | +2,125+6.6% | Added | History |
| IAUiShares Gold Trust | ETF | 75,614 | $6.14M | 1.3% | +6,045+8.7% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 51,709 | $5.89M | 1.2% | +3,580+7.4% | Added | – |
| MSFTMicrosoft Corp | Stock | 9,722 | $4.70M | 1.0% | −232−2.3% | Reduced | History |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 101,542 | $4.69M | 1.0% | +8,527+9.2% | Added | – |
| AVGOBroadcom Inc. | Stock | 12,298 | $4.26M | 0.9% | +381+3.2% | Added | History |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 148,381 | $3.33M | 0.7% | +7,435+5.3% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 65,408 | $3.16M | 0.7% | +6,489+11.0% | Added | – |
| AMZNAmazon Com Inc | Stock | 12,832 | $2.96M | 0.6% | −50−0.4% | Reduced | History |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 57,191 | $2.78M | 0.6% | +10,324+22.0% | Added | – |
| iShares Flexible Income Active ETF092528603 | ETF | 50,978 | $2.69M | 0.6% | +3,086+6.4% | Added | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 25,837 | $2.63M | 0.5% | +4,720+22.4% | Added | – |
| iShares Tr464287721 | U.S. TECH ETF | 10,886 | $2.17M | 0.5% | −510−4.5% | Reduced | – |
| TSLATesla, Inc. | Stock | 4,502 | $2.02M | 0.4% | −64−1.4% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 84,452 | $1.96M | 0.4% | +15,084+21.7% | Added | – |
| BABoeing Co | Stock | 7,279 | $1.58M | 0.3% | +42+0.6% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 10,122 | $1.51M | 0.3% | +40.0% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,526 | $1.46M | 0.3% | +833+5.7% | Added | – |
| Goldman Sachs ETF Tr38149W432 | TECHN OPPOR ETF | 30,640 | $1.21M | 0.3% | +30,640 | New | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,888 | $1.05M | 0.2% | +3,975+435.4% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,440 | $986.7K | 0.2% | +15+1.1% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 10,119 | $974.3K | 0.2% | +521+5.4% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 2,891 | $931.7K | 0.2% | +9+0.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,935 | $918.7K | 0.2% | −369−11.2% | Reduced | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 8,584 | $879.0K | 0.2% | +627+7.9% | Added | – |
| SRESempra | Stock | 9,915 | $875.4K | 0.2% | −292−2.9% | Reduced | History |
| DISWalt Disney Co | Stock | 7,639 | $869.1K | 0.2% | −251−3.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 2,704 | $848.6K | 0.2% | +50+1.9% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 11,426 | $830.5K | 0.2% | −663−5.5% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,156 | $788.3K | 0.2% | +155+15.5% | Added | History |
| PLDPrologis, Inc. | REIT | 6,108 | $779.8K | 0.2% | −57−0.9% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,893 | $756.2K | 0.2% | +802+7.9% | Added | – |
| LRCXLam Research Corp | Stock | 4,401 | $753.4K | 0.2% | −82−1.8% | Reduced | History |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 10,009 | $741.6K | 0.2% | −8−0.1% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,416 | $700.2K | 0.1% | +171+1.7% | Added | – |
| METAMeta Platforms, Inc. | Stock | 1,026 | $677.7K | 0.1% | −30−2.8% | Reduced | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 6,578 | $660.3K | 0.1% | +1,131+20.8% | Added | – |
| WMTWalmart Inc. | Stock | 5,921 | $659.7K | 0.1% | +134+2.3% | Added | History |
| HDHome Depot, Inc. | Stock | 1,855 | $638.5K | 0.1% | −106−5.4% | Reduced | History |
| MCDMcDonalds Corp | Stock | 2,026 | $619.3K | 0.1% | −31−1.5% | Reduced | History |
| iShares Tr46432F388 | MSCI USA VALUE | 4,338 | $593.1K | 0.1% | +26+0.6% | Added | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 10,193 | $586.9K | 0.1% | −144−1.4% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 652 | $563.1K | 0.1% | +19+3.0% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,128 | $549.3K | 0.1% | −142−2.7% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 4,461 | $536.9K | 0.1% | +211+5.0% | Added | History |
| iShares Tr464289859 | CORE 80 20 ETF | 5,987 | $536.2K | 0.1% | −40−0.7% | Reduced | – |
| PGProcter & Gamble Co | Stock | 3,654 | $523.7K | 0.1% | −274−7.0% | Reduced | History |
| CATCaterpillar Inc | Stock | 901 | $516.6K | 0.1% | −1−0.1% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 1,741 | $515.8K | 0.1% | −172−9.0% | Reduced | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 22,288 | $513.2K | 0.1% | +642+3.0% | Added | – |
| IRMIron Mountain Inc | COM | 5,850 | $485.3K | 0.1% | +299+5.4% | Added | History |
| ROSTRoss Stores, Inc. | COM | 2,693 | $485.2K | 0.1% | +9+0.3% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,750 | $483.2K | 0.1% | −15−0.4% | Reduced | – |
| ROKRockwell Automation, Inc | Stock | 1,240 | $482.6K | 0.1% | −1−0.1% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 777 | $477.4K | 0.1% | +6+0.8% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 937 | $471.0K | 0.1% | +44+4.9% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 738 | $463.0K | 0.1% | −89−10.8% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 1,999 | $457.0K | 0.1% | +68+3.5% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 555 | $418.4K | 0.1% | −22−3.8% | Reduced | – |
| RKLBRocket Lab Corp | COM | 5,813 | $405.5K | 0.1% | +13+0.2% | Added | History |
| LMTLockheed Martin Corp | Stock | 830 | $401.6K | 0.1% | −5−0.6% | Reduced | History |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 8,332 | $392.1K | 0.1% | +47+0.6% | Added | History |
| BACBank of America Corp | Stock | 7,085 | $389.7K | 0.1% | +281+4.1% | Added | History |
| AMATApplied Materials Inc | Stock | 1,477 | $379.7K | 0.1% | −18−1.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 4,026 | $377.5K | 0.1% | −784−16.3% | ReducedConverted for a 10-for-1 split | History |
| STXSeagate Technology Holdings plc | ORD SHS | 1,351 | $372.1K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G219 | INVT GRAD SY ETF | 7,635 | $348.6K | 0.1% | −26−0.3% | Reduced | – |
| CSXCSX Corp | Stock | 9,588 | $347.6K | 0.1% | −76−0.8% | Reduced | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 6,407 | $338.8K | 0.1% | +62+1.0% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,556 | $337.9K | 0.1% | +58+0.8% | AddedConverted for a 2-for-1 split | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 995 | $333.9K | 0.1% | +27+2.8% | Added | – |
| GEGeneral Electric Co | Stock | 1,061 | $327.1K | 0.1% | +11+1.0% | Added | History |
| GEVGE Vernova Inc. | Stock | 475 | $310.8K | 0.1% | +22+4.9% | Added | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 6,676 | $301.8K | 0.1% | −103−1.5% | Reduced | – |
| DELLDell Technologies Inc. | Stock | 2,387 | $300.5K | 0.1% | +8+0.3% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,604 | $298.6K | 0.1% | +19+0.5% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,613 | $291.4K | 0.1% | +11+0.3% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,400 | $290.4K | 0.1% | −1,224−21.8% | Reduced | – |
| TAT&T Inc. | Stock | 11,536 | $286.6K | 0.1% | −1,791−13.4% | Reduced | History |
| RTXRTX Corp | Stock | 1,551 | $284.5K | 0.1% | −101−6.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 1,374 | $284.5K | 0.1% | −35−2.5% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,134 | $280.4K | 0.1% | −1,036−24.8% | Reduced | – |
| LLYEli Lilly & Co | Stock | 260 | $279.6K | 0.1% | −10−3.7% | Reduced | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 3,400 | $278.4K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 476 | $227.9K | 0.1% | – |