Investor
West Wealth Group, LLC
CIK 0001923591 · filed 2026-05-12 · SEC filing
13F book
$506M
Positions
130
15 new · 12 sold
Largest name
10.5%
Ishares Tr
Est. mark
−$11.1M
Price effect on 115 names still held. Flow $35.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 469.1K | $53.1M | 10.5% | −$4.46M | Added−$1.12M |
| Ishares Tr | — | 245.3K | $51.8M | 10.2% | −$197.3K | Added$6.32M |
| Blackrock Etf Trust | — | 1.34M | $43.2M | 8.5% | — | New |
| Spdr Series Trust | — | 562K | $43M | 8.5% | −$1.19M | Added$17M |
| Blackrock Etf Trust | — | 649.2K | $37.8M | 7.5% | −$1.71M | Cut−$3.41M |
| Ishares Tr | — | 428.1K | $19.8M | 3.9% | −$141.2K | Added$997.3K |
| Ishares Tr | — | 263.1K | $19.6M | 3.9% | $773.5K | Cut−$13.1M |
| Spdr Index Shs Fds | — | 408.7K | $19.2M | 3.8% | $40.9K | Cut−$5.51M |
| Ishares Tr | — | 331.8K | $18.9M | 3.7% | −$164.3K | Added$3.13M |
| Blackrock Etf Trust | — | 470.7K | $17M | 3.4% | −$1.02M | Added$225.5K |
| Blackrock Etf Trust | — | 511.2K | $16.8M | 3.3% | −$163.9K | Added$1.25M |
| Apple Inc. | AAPL | 55.8K | $14.2M | 2.8% | −$980.9K | Added−$602.2K |
| J P Morgan Exchange Traded F | — | 180.4K | $12.3M | 2.4% | −$24.5K | Added$5.02M |
| J P Morgan Exchange Traded F | — | 190.2K | $11.7M | 2.3% | −$353.8K | Cut−$13.5M |
| Global X Fds | — | 160.2K | $11.3M | 2.2% | $808.3K | Added$2.69M |
| Invesco Exch Traded Fd Tr Ii | — | 442.8K | $10.2M | 2.0% | −$17.7K | Added$8.22M |
| Ishares Tr | — | 39.6K | $7.6M | 1.5% | −$218.4K | Added$1.24M |
| Nvidia Corp | NVDA | 37.6K | $6.56M | 1.3% | −$412.9K | Added$193.2K |
| Ishares Tr | — | 210.9K | $4.83M | 1.0% | −$2.57K | Added$4.32M |
| Bondbloxx Etf Trust | — | 86.3K | $3.96M | 0.8% | −$31.1K | Cut−$733.6K |
| Broadcom Inc. | AVGO | 12.5K | $3.87M | 0.8% | −$450K | Added−$390.2K |
| Microsoft Corp | MSFT | 9.95K | $3.68M | 0.7% | −$1.1M | Added−$1.02M |
| Spdr Series Trust | — | 158.7K | $3.55M | 0.7% | −$3.72K | Added$227.8K |
| Vanguard Charlotte Fds | — | 70.8K | $3.4M | 0.7% | −$17.7K | Added$239.2K |
| Amazon Com Inc | AMZN | 14.2K | $2.95M | 0.6% | −$289.4K | Added−$11.3K |
| Ishares Tr | — | 26.1K | $2.91M | 0.6% | −$66.5K | Cut−$2.98M |
| Ishares Gold Tr | — | 28.7K | $2.53M | 0.5% | $201K | Cut−$3.6M |
| Blackrock Etf Trust Ii | — | 48.4K | $2.51M | 0.5% | −$40.6K | Cut−$179.2K |
| Tesla, Inc. | TSLA | 5.76K | $2.14M | 0.4% | −$351K | Added$118.1K |
| Ishares Tr | — | 9.96K | $1.81M | 0.4% | −$181.9K | Cut−$366.4K |
| Dimensional Etf Trust | — | 43.5K | $1.69M | 0.3% | — | New |
| Ishares Tr | — | 16.6K | $1.54M | 0.3% | −$22K | Added$76.8K |
| Boeing Co | — | 7.39K | $1.47M | 0.3% | −$131.8K | Added−$108.9K |
| Ishares Tr | — | 2.13K | $1.4M | 0.3% | −$45.6K | Added$408.6K |
| Ishares Tr | — | 9.47K | $1.34M | 0.3% | −$71.5K | Cut−$168.9K |
| Goldman Sachs Etf Tr | — | 30.6K | $1.11M | 0.2% | −$101.3K | Held |
| Sempra | — | 10.9K | $1.06M | 0.2% | $88.1K | Added$180.1K |
| American Centy Etf Tr | — | 9.43K | $1.04M | 0.2% | — | New |
| Advanced Micro Devices Inc | AMD | 4.88K | $992.1K | 0.2% | −$52.3K | Cut−$54.7K |
| Lam Research Corp | LRCX | 4.41K | $941.5K | 0.2% | $187.1K | Added$188.1K |
| Vanguard Index Fds | — | 2.78K | $891.4K | 0.2% | −$14.6K | Added$557.5K |
| Alphabet Inc | — | 3.04K | $875.9K | 0.2% | −$74.5K | Added−$42.8K |
| Jpmorgan Chase & Co. | — | 2.93K | $861.3K | 0.2% | −$81.3K | Added−$70.4K |
| Walmart Inc. | WMT | 6.75K | $839.4K | 0.2% | $76.2K | Added$179.7K |
| Prologis Inc. | — | 6.14K | $812K | 0.2% | $27.6K | Added$32.2K |
| Meta Platforms, Inc. | META | 1.41K | $805.8K | 0.2% | −$90.6K | Added$128K |
| Alphabet Inc | — | 2.8K | $802.1K | 0.2% | −$72.9K | Added−$46.5K |
| Ishares Tr | — | 5.49K | $780.9K | 0.2% | $23.8K | Added$187.8K |
| Spdr S&P 500 Etf Tr | — | 1.2K | $778K | 0.2% | −$36.4K | Added−$10.3K |
| Exxon Mobil Corp | — | 4.51K | $766.2K | 0.2% | $220.1K | Added$229.2K |
| Ishares Tr | — | 10.9K | $762.1K | 0.2% | $8.27K | Cut$5.91K |
| Ishares 0-3 Month | — | 7.55K | $759.6K | 0.1% | $1.83K | Added$99.3K |
| Ishares Inc | — | 9.48K | $745.8K | 0.1% | $56.7K | Cut−$84.6K |
| Costco Whsl Corp New | — | 710 | $708.3K | 0.1% | $87.4K | Added$145.2K |
| Blackrock Etf Trust | — | 10.1K | $706K | 0.1% | −$39.6K | Added−$35.6K |
| Ishares Tr | — | 6.48K | $687.5K | 0.1% | −$4.91K | Added$138.2K |
| Dimensional Etf Trust | — | 19.8K | $665.9K | 0.1% | — | New |
| Dimensional Etf Trust | — | 13.7K | $665.5K | 0.1% | — | New |
| Vanguard World Fd | — | 2.77K | $653.5K | 0.1% | −$41K | Cut−$25.4M |
| Caterpillar Inc | CAT | 919 | $651.4K | 0.1% | $122.1K | Added$134.9K |
| Ishares Inc | — | 9.22K | $642.8K | 0.1% | $23.3K | Cut−$57.4K |
| Mcdonalds Corp | MCD | 2.07K | $642.5K | 0.1% | $10.4K | Added$23.2K |
| American Centy Etf Tr | — | 7.88K | $635.1K | 0.1% | — | New |
| Home Depot, Inc. | HD | 1.88K | $619K | 0.1% | −$28.3K | Added−$19.4K |
| Iron Mtn Inc Del | — | 5.87K | $599.1K | 0.1% | $112.3K | Added$113.8K |
| Ross Stores, Inc. | ROST | 2.7K | $584.7K | 0.1% | $98.2K | Added$99.5K |
| Ishares Tr | — | 6.52K | $580.2K | 0.1% | — | New |
| Invesco Qqq Tr | — | 996 | $575.2K | 0.1% | −$28.6K | Added$97.8K |
| Ishares Tr | — | 5.37K | $555.9K | 0.1% | $5.64K | Cut−$323.1K |
| Seagate Technology Hldngs Pl | — | 1.35K | $530.6K | 0.1% | $157.3K | Added$158.5K |
| Ishares Tr | — | 5.95K | $526.2K | 0.1% | −$6.3K | Cut−$9.97K |
| Procter And Gamble Co | PG | 3.64K | $525.9K | 0.1% | $4.22K | Cut$2.21K |
| Vanguard Index Fds | — | 879 | $525.3K | 0.1% | −$22K | Added$62.3K |
| Disney Walt Co | — | 5.38K | $518.7K | 0.1% | −$93.5K | Cut−$350.4K |
| Dimensional Etf Trust | — | 8.17K | $510.2K | 0.1% | — | New |
| Applied Matls Inc | — | 1.49K | $507.7K | 0.1% | $125.3K | Added$128K |
| Lockheed Martin Corp | LMT | 839 | $507.4K | 0.1% | $100.4K | Added$105.9K |
| Netflix Inc | NFLX | 5.21K | $500.7K | 0.1% | $9.62K | Added$123.2K |
| Select Sector Spdr Tr | — | 7.85K | $481.2K | 0.1% | $125K | Added$143.3K |
| Ishares Tr | — | 8.57K | $473.2K | 0.1% | −$20.4K | Cut−$113.7K |
| American Centy Etf Tr | — | 5.73K | $461.9K | 0.1% | — | New |
| Ishares Tr | — | 3.77K | $456.9K | 0.1% | −$28.6K | Added−$26.3K |
| Bank America Corp | — | 9.31K | $453.8K | 0.1% | −$44.3K | Added$64.1K |
| Rockwell Automation, Inc | ROK | 1.26K | $452.6K | 0.1% | −$37.6K | Added−$30.1K |
| International Business Machs | — | 1.84K | $445.5K | 0.1% | −$93.7K | Added−$70.4K |
| AbbVie Inc. | ABBV | 2K | $434.9K | 0.1% | −$22K | Held |
| Vanguard World Fd | — | 605 | $422.7K | 0.1% | −$30.7K | Added$4.21K |
| GE Vernova Inc. | GEV | 482 | $421.5K | 0.1% | $104.6K | Added$110.7K |
| Schwab Strategic Tr | — | 8.67K | $401.9K | 0.1% | — | New |
| Chevron Corp New | CVX | 1.91K | $395.5K | 0.1% | $98.1K | Added$120.9K |
| Csx Corp | CSX | 9.62K | $395K | 0.1% | $46K | Added$47.4K |
| American Healthcare REIT, Inc. | AHR | 8.37K | $394.9K | 0.1% | $840 | Added$2.82K |
| Invesco Exchange Traded Fd T | — | 5.22K | $392.6K | 0.1% | — | New |
| Rocket Lab Corp | RKLB | 5.81K | $373.3K | 0.1% | −$32.2K | Held |
| Schwab Strategic Tr | — | 7.21K | $353K | 0.1% | $24.8K | Added$51.1K |
| Dell Technologies Inc. | DELL | 2.14K | $351.7K | 0.1% | $82K | Cut$51.2K |
| At&T Inc | — | 11.8K | $342K | 0.1% | $47.9K | Added$55.4K |
| Ishares Invest Grd Sys | — | 7.56K | $340.9K | 0.1% | −$4.52K | Cut−$7.76K |
| Johnson & Johnson | JNJ | 1.39K | $340.7K | 0.1% | $51.5K | Added$56.2K |
| Berkshire Hathaway Inc Del | — | 661 | $316.8K | 0.1% | −$15.5K | Cut−$154.2K |
| Qualcomm Inc | — | 2.37K | $304.7K | 0.1% | — | New |
| Ge Aerospace | — | 1.06K | $302.1K | 0.1% | −$25.8K | Added−$25K |
| Ishares Tr | — | 4.39K | $296.3K | 0.1% | $6.73K | Cut$5.88K |
| RTX Corp | RTX | 1.51K | $291.8K | 0.1% | $14.4K | Cut$7.27K |
| Northrop Grumman Corp | — | 404 | $275.6K | 0.1% | $44.3K | Added$47.7K |
| Ishares Tr | — | 3.42K | $272K | 0.1% | −$3.62K | Cut−$19.3K |
| Westamerica Bancorporation | WABC | 5.18K | $270.4K | 0.1% | $22.2K | Added$24.6K |
| Ishares Tr | — | 4.69K | $268.3K | 0.1% | $21.5K | Cut$11K |
| Ishares Tr | — | 2.86K | $258.9K | 0.1% | $3.12K | Cut−$21.5K |
| Eli Lilly & Co | LLY | 277 | $255.6K | 0.1% | −$39.6K | Added−$23.9K |
| Janus Detroit Str Tr | — | 5.05K | $254.4K | 0.1% | −$986 | Added$16.7K |
| Tjx Cos Inc New | — | 1.59K | $253.5K | 0.1% | $9.61K | Added$10.7K |
| Aflac Inc | AFL | 2.29K | $251.4K | 0.1% | −$1.25K | Added−$705 |
| Dimensional Etf Trust | — | 3.52K | $250.1K | 0.0% | $4.29K | Added$43.1K |
| Southwest Airls Co | — | 6.53K | $245.3K | 0.0% | −$24.5K | Added−$23.9K |
| Cisco Sys Inc | — | 3.11K | $241.3K | 0.0% | $1.68K | Cut−$19.3K |
| Tarsus Pharmaceuticals, Inc. | TARS | 3.4K | $238.5K | 0.0% | −$39.9K | Held |
| Ishares Inc | — | 5.23K | $238K | 0.0% | $6.77K | Added$8K |
| Visa Inc. | V | 784 | $237.2K | 0.0% | −$35.7K | Added−$21.8K |
| Pfizer Inc | PFE | 8.39K | $235.6K | 0.0% | $26.2K | Added$30.5K |
| Amgen Inc | AMGN | 645 | $227.3K | 0.0% | $15.5K | Added$20.8K |
| Ishares Tr | — | 3.01K | $226.9K | 0.0% | $885 | Cut−$4.98K |
| Invesco Exch Traded Fd Tr Ii | — | 942 | $223.9K | 0.0% | — | New |
| J P Morgan Exchange Traded F | — | 3.93K | $222.6K | 0.0% | −$2.19K | Cut−$14.3K |
| Verizon Communications Inc | VZ | 4.4K | $220.8K | 0.0% | — | New |
| Unitedhealth Group Inc | UNH | 806 | $218.3K | 0.0% | −$41.8K | Added−$14.7K |
| Ishares Tr | — | 2.48K | $207K | 0.0% | $2.7K | Cut−$2.74K |
| Ishares Tr | — | 2.11K | $205.1K | 0.0% | $2.3K | Cut−$51.6K |
| Blackrock Etf Trust | — | 6.62K | $204K | 0.0% | −$5.76K | Cut−$10K |
| Neuberger Real Estate | — | 20.9K | $59.3K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.