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West Wealth Group, LLC — 13F Holdings & Portfolio

CIK 1923591 · latest 13F-HR filed 2026-10-14

Backtest portfolio

West Wealth Group, LLC manages $644.6M in 13F-reported U.S. long-equity assets across 145 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SPYM (14.94%), IVW (11.30%), IVE (9.18%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 13 new positions and exited 11; 45 existing positions rose in reported value and 35 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$644.6M

Long-equity book

Holdings
145

Distinct positions

Period
2026-09-30

Filed 2026-10-14

Q/Q Activity
+13 / −11 / ↑45 / ↓35

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SPYM14.9% · +7%IVW11.3% · +5%IVE9.2% · +4%CORO8.6% · +7%DYNF7.5% · +3%IUSB4.2% · +31%CMF4.0% · +24%IEFA3.4% · +5156%BAI3.1% · -5%AAPL3.0% · +90%THRO2.7% · +4%SPEM2.5% · -3%SHLD2.0% · +2%QUAL1.5% · +2%PZA1.4% · -17%NVDA1.3% · -7%EFG1.1% · -30%GOVT0.9% · +12%EFV0.9% · -30%MSFT0.8% · +372%IALT0.8% · +9%AVGO0.8% · +7%BNDX0.7% · +29%XTEN0.7% · +11%AMZN0.6% · +355%IAU0.5% · +16%AMD0.4% · -14%TSLA0.3% · +5%BINC0.3% · +6%IVV0.3% · +23%IYW0.3% · -3%JPM0.3% · +1442%ESGU0.2% · +2%VV0.2% · newBA0.2% · -1%LRCX0.2% · -3%GTOP0.2% · 0%GOOGL0.2% · +3%DELL0.2% · +0%META0.2% · +4%AVUV0.2% · +0%VLUE0.2% · +0%VTI0.2% · -1%XOM0.2% · +27%GOOG0.2% · +2467%SPY0.2% · +7%SGOV0.2% · +20%IEMG0.1% · +27%EMXC0.1% · -4%CAT0.1% · +2%STX0.1% · -30%VGT0.1% · +38%SRE0.1% · +1%LCTU0.1% · -0%COST0.1% · +2332%AMAT0.1% · +3%PLD0.1% · -0%VOO0.1% · -1%DFUV0.1% · +0%BRK.A0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

7 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 69.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 16, 2026.

Assets Under Management
$616.7M
Discretionary
$616.7M
Employees
35
Accounts
2,746
Address
2 PARK PLAZA
SUITE 800
IRVINE, CA 92614
Phone
(949) 682-9105
Website
Name Title / Status Ownership Type
BRIAN AND RUTH LEVY LIVING TRUST ControlOWNER
since Aug 2021
50–75%Domestic Entity
Clark, Michael, Ray ControlMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
since Aug 2021
Less than 5%Individual
LEVY, BRIAN, M ControlMANAGING MEMBER
since Aug 2021
Less than 5%Individual
MICHAEL R CLARK TRUST LIVING TRUST ControlOWNER
since Jan 2024
50–75%Domestic Entity
Clark, Michael, Ray Control
Indirect owner via MICHAEL R CLARK TRUST LIVING TRUST
OWNER
since Jan 2024
75% or moreIndividual
LEVY, BRIAN, M Control
Indirect owner via BRIAN AND RUTH LEVY LIVING TRUST
OWNER
since Jul 2015
50–75%Individual
Levy, Ruth Control
Indirect owner via BRIAN AND RUTH LEVY LIVING TRUST
OWNER
since Jul 2015
50–75%Individual
Ownership & leadership changes · 2 filings with changes since Sep 2, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 10, 2024 filing
  • No longer listedShirley, Natalie · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2021
  • ChangedClark, Michael, Ray · title MANAGING MEMBER → MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Mar 29, 2024 filing
  • AddedBRIAN AND RUTH LEVY LIVING TRUST · OWNER · 50–75% · control person
  • AddedClark, Michael, Ray · OWNER · 75% or more · indirect via MICHAEL R CLARK TRUST LIVING TRUST · control person
  • AddedLEVY, BRIAN, M · OWNER · 50–75% · indirect via BRIAN AND RUTH LEVY LIVING TRUST · control person
  • AddedLevy, Ruth · OWNER · 50–75% · indirect via BRIAN AND RUTH LEVY LIVING TRUST · control person
  • AddedMICHAEL R CLARK TRUST LIVING TRUST · OWNER · 50–75% · control person
  • ChangedClark, Michael, Ray · ownership 50–75% → Less than 5%
  • ChangedLEVY, BRIAN, M · ownership 50–75% → Less than 5%
Sep 2, 2021 filing (earliest on record)
  • ListedClark, Michael, Ray · MANAGING MEMBER · 50–75% · control person
  • ListedLEVY, BRIAN, M · MANAGING MEMBER · 50–75% · control person
  • ListedShirley, Natalie · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 45 →

Top Trims

Show all 35 →

New Positions

Show all 13 →

Exited Positions

Show all 11 →

West Wealth Group, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYM 78464A854 $96.3M 14.94% 1,072,809 SH
2 ISHARES TR IVW 464287309 $72.8M 11.30% 511,976 SH
3 ISHARES TR IVE 464287408 $59.2M 9.18% 259,301 SH
4 BLACKROCK ETF TRUST CORO 09290C764 $55.4M 8.59% 1,523,714 SH
5 BLACKROCK ETF TRUST DYNF 09290C103 $48.2M 7.48% 696,279 SH
6 ISHARES TR IUSB 46434V613 $27.1M 4.21% 615,223 SH
7 ISHARES TR CMF 464288356 $25.8M 4.00% 476,540 SH
8 ISHARES TR IEFA 46432F842 $22.1M 3.44% 228,568 SH
9 BLACKROCK ETF TRUST BAI 09290C780 $20.2M 3.13% 427,987 SH
10 APPLE INC AAPL 037833100 $19.3M 3.00% 108,820 SH
11 BLACKROCK ETF TRUST THRO 09290C806 $17.1M 2.66% 389,756 SH
12 SPDR INDEX SHS FDS SPEM 78463X509 $16.4M 2.54% 316,839 SH
13 GLOBAL X FDS SHLD 37960A529 $12.6M 1.95% 209,693 SH
14 ISHARES TR QUAL 46432F339 $9.8M 1.52% 43,965 SH
15 INVESCO EXCH TRADED FD TR II PZA 46138E537 $9.2M 1.42% 428,314 SH
16 NVIDIA CORPORATION NVDA 67066G104 $8.3M 1.29% 36,320 SH
17 ISHARES TR EFG 464288885 $7.2M 1.12% 60,207 SH
18 ISHARES TR GOVT 46429B267 $5.7M 0.88% 258,931 SH
19 ISHARES TR EFV 464288877 $5.5M 0.85% 69,548 SH
20 MICROSOFT CORP MSFT 594918104 $5.5M 0.85% 48,445 SH
21 BLACKROCK ETF TRUST IALT 09290C665 $5.0M 0.77% 166,783 SH
22 BROADCOM INC AVGO 11135F101 $4.9M 0.76% 13,927 SH
23 VANGUARD CHARLOTTE FDS BNDX 92203J407 $4.7M 0.73% 100,185 SH
24 BONDBLOXX ETF TRUST XTEN 09789C812 $4.4M 0.69% 104,282 SH
25 AMAZON COM INC AMZN 023135106 $3.7M 0.57% 66,254 SH
26 ISHARES GOLD TR IAU 464285204 $2.9M 0.46% 37,631 SH
27 ADVANCED MICRO DEVICES INC AMD 007903107 $2.4M 0.37% 3,890 SH
28 TESLA INC TSLA 88160R101 $2.1M 0.33% 6,036 SH
29 BLACKROCK ETF TRUST II BINC 092528603 $2.1M 0.33% 41,952 SH
30 ISHARES TR IVV 464287200 $2.1M 0.32% 2,716 SH
31 ISHARES TR IYW 464287721 $2.0M 0.31% 7,493 SH
32 JPMORGAN CHASE & CO JPM 46625H100 $1.6M 0.25% 49,379 SH
33 ISHARES TR ESGU 46435G425 $1.6M 0.24% 9,464 SH
34 VANGUARD INDEX FDS VV 922908637 $1.5M 0.23% 4,185 SH
35 BOEING CO BA 097023105 $1.4M 0.22% 7,773 SH
36 LAM RESEARCH CORP LRCX 512807306 $1.4M 0.22% 4,265 SH
37 GOLDMAN SACHS ETF TR GTOP 38149W432 $1.4M 0.22% 27,152 SH
38 ALPHABET INC GOOGL 02079K305 $1.3M 0.20% 3,759 SH
39 DELL TECHNOLOGIES INC DELL 24703L202 $1.2M 0.19% 2,287 SH
40 META PLATFORMS INC META 30303M102 $1.2M 0.18% 1,612 SH
41 AMERICAN CENTY ETF TR AVUV 025072877 $1.1M 0.17% 9,312 SH
42 ISHARES TR VLUE 46432F388 $1.1M 0.17% 5,537 SH
43 VANGUARD INDEX FDS VTI 922908769 $1.1M 0.17% 2,872 SH
44 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $1.0M 0.16% 6,264 SH
45 ALPHABET INC GOOG 02079K107 $986.6K 0.15% 72,999 SH
46 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $977.7K 0.15% 1,282 SH
47 ISHARES TR SGOV 46436E718 $974.9K 0.15% 9,683 SH
48 ISHARES INC IEMG 46434G103 $965.0K 0.15% 11,889 SH
49 ISHARES INC EMXC 46434G764 $897.3K 0.14% 9,056 SH
50 CATERPILLAR INC CAT 149123101 $889.8K 0.14% 1,097 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-14 $644.6M 145 0001172661-26-004532
2026-06-30 2026-08-06 $611.3M 143 0001172661-26-003107
2026-03-31 2026-05-12 $506.0M 130 0001172661-26-001663
2025-12-31 2026-01-26 $482.0M 127 0001172661-26-000308
2025-09-30 2025-10-27 $443.6M 123 0001172661-25-004435
2024-12-31 2025-01-22 $335.1M 93 0001172661-25-000297
2024-09-30 2024-10-23 $308.6M 84 0001172661-24-004332
Filer Information
Address
2 PARK PLAZA
SUITE 800
IRVINE, CA 92614
Phone
(949) 682-9105
Filing Manager
West Wealth Group, LLC
Irvine, CA
Signatory
Brian Levy
Managing Member