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West Wealth Group, LLC — 13F Holdings & Portfolio

CIK 1923591 · latest 13F-HR filed 2026-08-06

Backtest portfolio

West Wealth Group, LLC manages $611.3M in 13F-reported U.S. long-equity assets across 143 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (14.47%), IVW (10.95%), IVE (9.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions, exited 4, added to 93, and trimmed 17.

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.

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
Loading holdings…
AUM

$611.3M

Long-equity book

Holdings

143

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+17 / −4 / ↑93 / ↓17

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$45.4M +105.6%
  • ISHARES TR$13.9M +26.2%
  • BLACKROCK ETF TRUST$8.9M +20.5%
  • BLACKROCK ETF TRUST$8.2M +21.8%
  • ISHARES TR$7.8M +268.5%
Show all 93 →

Top Trims

  • ISHARES TR-$12.0M -61.4%
  • SPDR INDEX SHS FDS-$2.3M -11.8%
  • BLACKROCK ETF TRUST-$927.1K -5.4%
  • BLACKROCK ETF TRUST II-$444.2K -17.7%
  • ISHARES TR-$382.6K -55.6%
Show all 17 →

New Positions

  • BLACKROCK ETF TRUST$4.3M
  • MICRON TECHNOLOGY INC$675.5K
  • SPACE EXPLORATION TECHN CORP$465.4K
  • VANGUARD INDEX FDS$399.6K
  • BRISTOL-MYERS SQUIBB CO$336.1K
Show all 17 →

Exited Positions

  • J P MORGAN EXCHANGE TRADED F$11.7M
  • JANUS DETROIT STR TR$254.4K
  • J P MORGAN EXCHANGE TRADED F$222.6K
  • ISHARES TR$207.0K
Show all 4 →
All Holdings

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 $88.5M 14.47% 1,006,588 SH
2 ISHARES TR IVW 464287309 $67.0M 10.95% 486,868 SH
3 ISHARES TR IVE 464287408 $56.6M 9.26% 249,298 SH
4 BLACKROCK ETF TRUST CORO 09290C764 $52.0M 8.51% 1,421,104 SH
5 BLACKROCK ETF TRUST DYNF 09290C103 $46.0M 7.53% 676,626 SH
6 BLACKROCK ETF TRUST BAI 09290C780 $23.8M 3.89% 451,582 SH
7 ISHARES TR CMF 464288356 $22.2M 3.63% 384,830 SH
8 ISHARES TR IUSB 46434V613 $21.6M 3.53% 468,155 SH
9 SPDR INDEX SHS FDS SPEM 78463X509 $16.9M 2.76% 326,406 SH
10 APPLE INC AAPL 037833100 $16.5M 2.71% 57,166 SH
11 BLACKROCK ETF TRUST THRO 09290C806 $16.1M 2.64% 373,988 SH
12 GLOBAL X FDS SHLD 37960A529 $12.2M 2.00% 204,917 SH
13 INVESCO EXCH TRADED FD TR II PZA 46138E537 $12.1M 1.98% 514,231 SH
14 J P MORGAN EXCHANGE TRADED F JMOM 46641Q779 $12.1M 1.98% 141,345 SH
15 ISHARES TR EFG 464288885 $10.7M 1.75% 86,072 SH
16 ISHARES TR QUAL 46432F339 $9.4M 1.54% 43,011 SH
17 NVIDIA CORPORATION NVDA 67066G104 $7.8M 1.27% 38,932 SH
18 ISHARES TR EFV 464288877 $7.6M 1.24% 98,735 SH
19 ISHARES TR GOVT 46429B267 $5.3M 0.87% 232,206 SH
20 BROADCOM INC AVGO 11135F101 $4.9M 0.80% 13,021 SH
21 BLACKROCK ETF TRUST IALT 09290C665 $4.3M 0.70% 153,364 SH
22 BONDBLOXX ETF TRUST XTEN 09789C812 $4.3M 0.70% 94,137 SH
23 SPDR SERIES TRUST SPMB 78464A383 $3.9M 0.64% 175,486 SH
24 MICROSOFT CORP MSFT 594918104 $3.8M 0.63% 10,271 SH
25 VANGUARD CHARLOTTE FDS BNDX 92203J407 $3.8M 0.61% 77,607 SH
26 AMAZON COM INC AMZN 023135106 $3.5M 0.57% 14,559 SH
27 ADVANCED MICRO DEVICES INC AMD 007903107 $2.6M 0.43% 4,527 SH
28 ISHARES GOLD TR IAU 464285204 $2.4M 0.40% 32,421 SH
29 TESLA INC TSLA 88160R101 $2.4M 0.39% 5,740 SH
30 BLACKROCK ETF TRUST II BINC 092528603 $2.1M 0.34% 39,486 SH
31 ISHARES TR IYW 464287721 $2.0M 0.32% 7,744 SH
32 DIMENSIONAL ETF TRUST DFAC 25434V708 $1.9M 0.32% 43,618 SH
33 LAM RESEARCH CORP LRCX 512807306 $1.9M 0.31% 4,399 SH
34 BOEING CO BA 097023105 $1.7M 0.28% 7,871 SH
35 ISHARES TR USMV 46429B697 $1.7M 0.28% 17,643 SH
36 ISHARES TR IVV 464287200 $1.7M 0.27% 2,206 SH
37 ISHARES TR ESGU 46435G425 $1.5M 0.25% 9,303 SH
38 GOLDMAN SACHS ETF TR GTOP 38149W432 $1.4M 0.22% 27,152 SH
39 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $1.3M 0.21% 1,360 SH
40 ALPHABET INC GOOGL 02079K305 $1.3M 0.21% 3,644 SH
41 AMERICAN CENTY ETF TR AVUV 025072877 $1.2M 0.19% 9,280 SH
42 CATERPILLAR INC CAT 149123101 $1.1M 0.19% 1,070 SH
43 ISHARES TR VLUE 46432F388 $1.1M 0.18% 5,511 SH
44 APPLIED MATLS INC AMAT 038222105 $1.1M 0.18% 1,490 SH
45 VANGUARD INDEX FDS VTI 922908769 $1.1M 0.18% 2,893 SH
46 JPMORGAN CHASE & CO JPM 46625H100 $1.0M 0.17% 3,202 SH
47 ALPHABET INC GOOG 02079K107 $1.0M 0.16% 2,844 SH
48 SEMPRA SRE 816851109 $991.6K 0.16% 10,696 SH
49 DELL TECHNOLOGIES INC DELL 24703L202 $983.3K 0.16% 2,279 SH
50 ISHARES INC EMXC 46434G764 $965.2K 0.16% 9,434 SH
Filing History
Period Filed AUM Holdings Accession
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