West Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, West Wealth Group, LLC held in its portfolio 126 assets valued at $482,003,732 (i.e. $482.00M).
The most valuable assets in the portfolio included: ISHARES TR ($54.18M), ISHARES TR ($45.48M), and BLACKROCK ETF TRUST ($41.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 126 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
West Wealth Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 439568 | 54181189 | S&P 500 GRWT ETF |
| ISHARES TR | 214431 | 45474591 | S&P 500 VAL ETF |
| BLACKROCK ETF TRUST | 677172 | 41178861 | ISHARES US EQUIT |
| ISHARES TR | 457719 | 32685749 | EAFE VALUE ETF |
| SPDR SERIES TRUST | 472265 | 29307975 | STATE STREET SPD |
| VANGUARD WORLD FD | 103726 | 26052992 | MEGA CAP INDEX |
| J P MORGAN EXCHANGE TRADED F | 398430 | 25172829 | US QUALTY FCTR |
| SPDR INDEX SHS FDS | 527337 | 24684660 | PORTFOLIO EMG MK |
| ISHARES TR | 403416 | 18774997 | CORE UNIVRSL USD |
| BLACKROCK ETF TRUST | 436315 | 16824319 | ISHARES US THEMA |
| ISHARES TR | 273799 | 15732493 | CALIF MUN BD ETF |
| BLACKROCK ETF TRUST | 468407 | 15597966 | ISHARES A I INNO |
| APPLE INC | 54282 | 14757133 | COM |
| GLOBAL X FDS | 133604 | 8656203 | DEFENSE TECH ETF |
| J P MORGAN EXCHANGE TRADED F | 106130 | 7232813 | US MOMENTUM |
| ISHARES TR | 32065 | 6368876 | MSCI USA QLT FCT |
| NVIDIA CORPORATION | 34119 | 6363343 | COM |
| ISHARES GOLD TR | 75614 | 6137588 | ISHARES NEW |
| ISHARES TR | 51709 | 5890696 | EAFE GRWTH ETF |
| MICROSOFT CORP | 9722 | 4701962 | COM |
| BONDBLOXX ETF TRUST | 101542 | 4693294 | BLOOMBERG TEN YR |
| BROADCOM INC | 12298 | 4256595 | COM |
| VANGUARD CHARLOTTE FDS | 65408 | 3160544 | TOTAL INT BD ETF |
| AMAZON COM INC | 12832 | 2961882 | COM |
| BLACKROCK ETF TRUST II | 57191 | 2784075 | ISHARES HIGH YIE |
| BLACKROCK ETF TRUST II | 50978 | 2690128 | ISHARES FLEXIBLE |
| ISHARES TR | 25837 | 2626881 | 10-20 YR TRS ETF |
| ISHARES TR | 10886 | 2173742 | U.S. TECH ETF |
| TESLA INC | 4502 | 2024639 | COM |
| INVESCO EXCH TRADED FD TR II | 84452 | 1958454 | NATL AMT MUNI |
| BOEING CO | 7279 | 1580546 | COM |
| ISHARES TR | 10122 | 1508030 | ESG AWR MSCI USA |
| ISHARES TR | 15526 | 1461941 | MSCI USA MIN VOL |
| GOLDMAN SACHS ETF TR | 30640 | 1210700 | TECHNOLOGY OPPOR |
| ADVANCED MICRO DEVICES INC | 4888 | 1046814 | COM |
| ISHARES TR | 1440 | 986671 | CORE S&P500 ETF |
| ISHARES TR | 10119 | 974316 | JPMORGAN USD EMG |
| JPMORGAN CHASE & CO. | 2891 | 931700 | COM |
| ALPHABET INC | 2935 | 918746 | CAP STK CL A |
| ISHARES TR | 8584 | 878951 | 0-5 YR TIPS ETF |
| SEMPRA | 9915 | 875422 | COM |
| DISNEY WALT CO | 7639 | 869137 | COM |
| ALPHABET INC | 2704 | 848551 | CAP STK CL C |
| ISHARES INC | 11426 | 830481 | MSCI EMRG CHN |
| SPDR S&P 500 ETF TR | 1156 | 788342 | TR UNIT |
| PROLOGIS INC. | 6108 | 779789 | COM |
| ISHARES TR | 10893 | 756194 | CORE DIV GRWTH |
| LAM RESEARCH CORP | 4401 | 753367 | COM NEW |
| BLACKROCK ETF TRUST | 10009 | 741648 | ISHARES US CARBO |
| ISHARES INC | 10416 | 700230 | CORE MSCI EMKT |
| META PLATFORMS INC | 1026 | 677723 | CL A |
| ISHARES TR | 6578 | 660344 | 0-3 MNTH TREASRY |
| WALMART INC | 5921 | 659733 | COM |
| HOME DEPOT INC | 1855 | 638471 | COM |
| MCDONALDS CORP | 2026 | 619266 | COM |
| ISHARES TR | 4338 | 593138 | MSCI USA VALUE |
| ISHARES TR | 10193 | 586949 | ESG MSCI USA ETF |
| COSTCO WHSL CORP NEW | 652 | 563061 | COM |
| ISHARES TR | 5128 | 549291 | NATIONAL MUN ETF |
| EXXON MOBIL CORP | 4461 | 536943 | COM |
| ISHARES TR | 5987 | 536200 | CORE 80/20 AGGRE |
| PROCTER AND GAMBLE CO | 3654 | 523671 | COM |
| CATERPILLAR INC | 901 | 516551 | COM |
| INTERNATIONAL BUSINESS MACHS | 1741 | 515835 | COM |
| ISHARES TR | 22288 | 513185 | US TREAS BD ETF |
| IRON MTN INC DEL | 5850 | 485322 | COM |
| ROSS STORES INC | 2693 | 485224 | COM |
| ISHARES TR | 3750 | 483169 | ESG MSCI KLD 400 |
| ROCKWELL AUTOMATION INC | 1240 | 482642 | COM |
| INVESCO QQQ TR | 777 | 477352 | UNIT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 937 | 470983 | CL B NEW |
| VANGUARD INDEX FDS | 738 | 463019 | S&P 500 ETF SHS |
| ABBVIE INC | 1999 | 456975 | COM |
| VANGUARD WORLD FD | 555 | 418449 | INF TECH ETF |
| ROCKET LAB CORP | 5813 | 405515 | COM |
| LOCKHEED MARTIN CORP | 830 | 401572 | COM |
| AMERICAN HEALTHCARE REIT INC | 8332 | 392112 | COM SHS |
| BANK AMERICA CORP | 7085 | 389702 | COM |
| APPLIED MATLS INC | 1477 | 379690 | COM |
| NETFLIX INC | 4026 | 377478 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1351 | 372052 | ORD SHS |
| ISHARES TR | 7635 | 348642 | INVESTMENT GRADE |
| CSX CORP | 9588 | 347596 | COM |
| ISHARES TR | 6407 | 338841 | ISHS 1-5YR INVS |
| SELECT SECTOR SPDR TR | 7556 | 337862 | STATE STREET ENE |
| VANGUARD INDEX FDS | 995 | 333879 | TOTAL STK MKT |
| GE AEROSPACE | 1061 | 327085 | COM NEW |
| GE VERNOVA INC | 475 | 310779 | COM |
| SCHWAB STRATEGIC TR | 6676 | 301839 | FUNDAMENTAL INTL |
| DELL TECHNOLOGIES INC | 2387 | 300487 | CL C |
| ISHARES TR | 3604 | 298558 | 1 3 YR TREAS BD |
| ISHARES TR | 3613 | 291354 | IBOXX HI YD ETF |
| ISHARES TR | 4400 | 290443 | CORE S&P MCP ETF |
| AT&T INC | 11536 | 286575 | COM |
| RTX CORPORATION | 1551 | 284543 | COM |
| JOHNSON & JOHNSON | 1374 | 284486 | COM |
| ISHARES TR | 3134 | 280397 | CORE MSCI EAFE |
| ELI LILLY & CO | 260 | 279553 | COM |
| TARSUS PHARMACEUTICALS INC | 3400 | 278392 | COM |
| CHEVRON CORP NEW | 1801 | 274612 | COM |
| SOUTHWEST AIRLS CO | 6513 | 269197 | COM |
| KKR & CO INC | 2072 | 264212 | COM |
| CISCO SYS INC | 3382 | 260584 | COM |
| VISA INC | 738 | 259041 | COM CL A |
| ISHARES TR | 4889 | 257277 | US INFRASTRUC |
| ISHARES TR | 2672 | 256641 | MSCI EAFE ETF |
| ISHARES TR | 6133 | 253671 | HDG MSCI EAFE |
| AFLAC INC | 2286 | 252126 | COM |
| ISHARES TR | 5122 | 246347 | A RATE CP BD ETF |
| WESTAMERICA BANCORPORATION | 5138 | 245786 | COM |
| TJX COS INC NEW | 1580 | 242749 | COM |
| JANUS DETROIT STR TR | 4698 | 237658 | HENDRSON AAA CL |
| J P MORGAN EXCHANGE TRADED F | 4137 | 236821 | EQUITY PREMIUM |
| UNITEDHEALTH GROUP INC | 706 | 233067 | COM |
| ISHARES TR | 3085 | 231909 | ESG EAFE ETF |
| ISHARES INC | 5207 | 230019 | ESG AWR MSCI EM |
| NORTHROP GRUMMAN CORP | 399 | 227961 | COM |
| ORACLE CORP | 1165 | 227252 | COM |
| BLACKROCK ETF TRUST | 6754 | 213981 | ISHARES US LARG |
| ISHARES U S ETF TR | 2287 | 213545 | INT RT HDG C B |
| ISHARES TR | 2543 | 209754 | CORE MSCI INTL |
| DIMENSIONAL ETF TRUST | 2971 | 207044 | US SMALL CAP ETF |
| AMGEN INC | 630 | 206509 | COM |
| PFIZER INC | 8237 | 205119 | COM |
| EDWARDS LIFESCIENCES CORP | 2360 | 201190 | COM |
| CLEVELAND-CLIFFS INC NEW | 10368 | 137687 | COM |
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