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West Wealth Group, LLC Portfolio
$644.6M across 145 positions as of 2026-09-30, with 69% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYMState Street SPDR Portfolio S&P 500 ETF | $96.3M | 14.9% | 1,072,809 |
| IVWiShares S&P 500 Growth ETF | $72.8M | 11.3% | 511,976 |
| IVEiShares S&P 500 Value ETF | $59.2M | 9.2% | 259,301 |
| BLACKROCK ETF TRUST | $55.4M | 8.6% | 1,523,714 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $48.2M | 7.5% | 696,279 |
| IUSBiShares Core Total USD Bond Market ETF | $27.1M | 4.2% | 615,223 |
| ISHARES TR | $25.8M | 4.0% | 476,540 |
| IEFAiShares Core MSCI EAFE ETF | $22.1M | 3.4% | 228,568 |
| BAIiShares A.I. Innovation and Tech Active ETF | $20.2M | 3.1% | 427,987 |
| AAPLApple Inc | $19.3M | 3.0% | 108,820 |
| THROiShares U.S. Thematic Rotation Active ETF | $17.1M | 2.7% | 389,756 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $16.4M | 2.5% | 316,839 |
| SHLDGlobal X Defense Tech ETF | $12.6M | 2.0% | 209,693 |
| QUALiShares MSCI USA Quality Factor ETF | $9.8M | 1.5% | 43,965 |
| PZAInvesco National AMT-Free Municipal Bond ETFo | $9.2M | 1.4% | 428,314 |
| NVDANVIDIA Corp | $8.3M | 1.3% | 36,320 |
| EFGiShares MSCI EAFE Growth ETF | $7.2M | 1.1% | 60,207 |
| GOVTiShares U.S. Treasury Bond ETF | $5.7M | 0.9% | 258,931 |
| EFViShares MSCI EAFE Value ETF | $5.5M | 0.9% | 69,548 |
| MSFTMicrosoft Corp | $5.5M | 0.8% | 48,445 |
| BLACKROCK ETF TRUST | $5M | 0.8% | 166,783 |
| AVGOBroadcom Inc | $4.9M | 0.8% | 13,927 |
| BNDXVanguard Total International Bond ETF | $4.7M | 0.7% | 100,185 |
| BONDBLOXX ETF TRUST | $4.4M | 0.7% | 104,282 |
| AMZNAmazon.com Inc | $3.7M | 0.6% | 66,254 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $2.9M | 0.5% | 37,631 |
| AMDAdvanced Micro Devices Inc | $2.4M | 0.4% | 3,890 |
| TSLATesla Inc | $2.1M | 0.3% | 6,036 |
| BINCiShares Flexible Income Active ETF | $2.1M | 0.3% | 41,952 |
| IVViShares Core S&P 500 ETF | $2.1M | 0.3% | 2,716 |
| IYWiShares U.S. Technology ETF | $2M | 0.3% | 7,493 |
| JPMJPMorgan Chase & Co | $1.6M | 0.3% | 49,379 |
| ESGUiShares ESG Aware MSCI USA ETF | $1.6M | 0.2% | 9,464 |
| VVVanguard Large-Cap ETF | $1.5M | 0.2% | 4,185 |
| BABoeing Co | $1.4M | 0.2% | 7,773 |
| LRCXLam Research Corp | $1.4M | 0.2% | 4,265 |
| GOLDMAN SACHS ETF TR | $1.4M | 0.2% | 27,152 |
| GOOGLAlphabet Inc | $1.3M | 0.2% | 3,759 |
| DELLDell Technologies Inc | $1.2M | 0.2% | 2,287 |
| METAMeta Platforms Inc | $1.2M | 0.2% | 1,612 |
| AVUVAvantis U.S. Small Cap Value ETF | $1.1M | 0.2% | 9,312 |
| VLUEiShares MSCI USA Value Factor ETF | $1.1M | 0.2% | 5,537 |
| VTIVanguard Total Stock Market ETF | $1.1M | 0.2% | 2,872 |
| XOMExxonmobil Holdings Corp | $1M | 0.2% | 6,264 |
| GOOGAlphabet Inc | $986.6K | 0.2% | 72,999 |
| SPYState Street SPDR S&P 500 ETF Trust | $977.7K | 0.2% | 1,282 |
| SGOViShares 0-3 Month Treasury Bond ETF | $974.9K | 0.2% | 9,683 |
| IEMGiShares Core MSCI Emerging Markets ETF | $965K | 0.1% | 11,889 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $897.3K | 0.1% | 9,056 |
| CATCaterpillar Inc | $889.8K | 0.1% | 1,097 |
| SEAGATE TECHNOLOGY HLDNGS PL | $875.7K | 0.1% | 949 |
| VGTVanguard Information Tech ETF | $871.7K | 0.1% | 6,937 |
| SRESempra | $839.7K | 0.1% | 10,771 |
| LCTUBlackRock U.S. Carbon Transition Readiness ETF | $814.9K | 0.1% | 9,978 |
| COSTCostco Wholesale Corp | $791.4K | 0.1% | 18,896 |
| AMATApplied Materials Inc | $781.2K | 0.1% | 1,528 |
| PLDPrologis Inc | $772.3K | 0.1% | 5,948 |
| VOOVanguard S&P 500 ETF | $760.3K | 0.1% | 1,085 |
| DIMENSIONAL ETF TRUST | $759.4K | 0.1% | 13,807 |
| BRK.ABerkshire Hathaway Inc | $747K | 0.1% | 1 |
| WMTWalmart Inc | $736.1K | 0.1% | 7,083 |
| STIPiShares 0-5 Year TIPS Bond ETF | $732.8K | 0.1% | 7,350 |
| DIMENSIONAL ETF TRUST | $728.8K | 0.1% | 20,117 |
| DGROiShares Core Dividend Growth ETF | $724.9K | 0.1% | 9,616 |
| AVLVAvantis U.S. Large Cap Value ETF | $716.6K | 0.1% | 7,923 |
| MUMicron Technology Inc | $694.6K | 0.1% | 167,669 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $651.6K | 0.1% | 3,918 |
| MGCVanguard Mega Cap ETF | $636.9K | 0.1% | 2,256 |
| ROSTRoss Stores Inc | $630.4K | 0.1% | 2,701 |
| IRMIron Mountain Inc | $607.9K | 0.1% | 5,479 |
| ISHARES TR | $606.6K | 0.1% | 7,197 |
| USXFiShares ESG Advanced MSCI USA ETF | $590.6K | 0.1% | 8,677 |
| AOAiShares Core Aggressive Allocation Fund | $574.9K | 0.1% | 5,910 |
| SPCXSpace Exploration Technologies Corp | $569.9K | 0.1% | 3,778 |
| BACBank of America Corp | $554.1K | 0.1% | 33,296 |
| ROKRockwell Automation Inc | $549.9K | 0.1% | 1,263 |
| AVEMAvantis Emerging Markets Equity ETF | $545.7K | 0.1% | 5,804 |
| HDHome Depot Inc | $542.6K | 0.1% | 1,907 |
| CVXChevron Corp | $541.4K | 0.1% | 2,651 |
| PGProcter & Gamble Co | $539.7K | 0.1% | 3,715 |
| DSIiShares ESG MSCI KLD 400 ETF | $535.6K | 0.1% | 3,664 |
| LMTLockheed Martin Corp | $530.7K | 0.1% | 1,042 |
| AMERICAN HEALTHCARE REIT INC | $519.6K | 0.1% | 10,136 |
| XLEState Street Energy Select Sector SPDR ETF | $499.8K | 0.1% | 8,126 |
| GEVGE Vernova Inc | $480.3K | 0.1% | 505 |
| MCDMcDonald's Corp | $475K | 0.1% | 2,057 |
| QCOMQualcomm Inc | $472.8K | 0.1% | 2,569 |
| CSXCSX Corp | $464.2K | 0.1% | 9,980 |
| JNJJohnson & Johnson | $455.1K | 0.1% | 15,357 |
| VEAVanguard FTSE Developed Markets ETF | $446.1K | 0.1% | 6,318 |
| QQQInvesco QQQ Trust, Series 1 | $443.6K | 0.1% | 600 |
| SPHQInvesco S&P 500 Quality ETF | $440.8K | 0.1% | 5,243 |
| LLYEli Lilly and Co | $439.5K | 0.1% | 380 |
| FNDCSchwab Fundamental International Small Equity ETF | $433.8K | 0.1% | 8,706 |
| IBMInternational Business Machines Corp | $427.1K | 0.1% | 1,942 |
| BRK.BBerkshire Hathaway Inc | $424.5K | 0.1% | 25,903 |
| VUGVanguard Growth ETF | $419.2K | 0.1% | 4,652 |
| PANWPalo Alto Networks Inc | $405.3K | 0.1% | 1,020 |
| RKLBRocket Lab USA, Inc. | $405.1K | 0.1% | 5,813 |
| VTVVanguard Value ETF | $395.7K | 0.1% | 1,831 |
| DISWalt Disney Co | $391.7K | 0.1% | 3,734 |
| BMYBristol-Myers Squibb Co | $391K | 0.1% | 6,266 |
| VVisa Inc | $387.1K | 0.1% | 1,077 |
| CSCOCisco Systems Inc | $385.5K | 0.1% | 3,582 |
| PFEPfizer Inc | $380.9K | 0.1% | 138,226 |
| NFLXNetflix Inc | $377.9K | 0.1% | 5,431 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $360.3K | 0.1% | 4,666 |
| IJHiShares Core S&P Mid-Cap ETF | $341.5K | 0.1% | 4,746 |
| VIGVanguard Div Appreciation ETF | $339K | 0.1% | 1,453 |
| ISHARES TR | $338.3K | 0.1% | 7,906 |
| USMViShares MSCI USA Min Vol Factor ETF | $334.4K | 0.1% | 3,432 |
| RTXRTX Corp | $334.3K | 0.1% | 1,801 |
| AMGNAmgen Inc | $311.7K | 0.0% | 739 |
| MRKMerck & Co Inc | $304.6K | 0.0% | 2,097 |
| WESTAMERICA BANCORPORATION | $302.3K | 0.0% | 5,184 |
| UNHUnitedHealth Group Inc | $292.5K | 0.0% | 797 |
| TAT&T Inc | $292.4K | 0.0% | 11,982 |
| ESGEiShares ESG Aware MSCI EM ETF | $290.2K | 0.0% | 5,358 |
| QQQMInvesco NASDAQ 100 ETF | $287.7K | 0.0% | 944 |
| BALIiShares U.S. Large Cap Premium Income Active ETF | $284.5K | 0.0% | 8,256 |
| GEGeneral Electric Co | $283.8K | 0.0% | 3,141 |
| EFAiShares MSCI EAFE ETF | $282.8K | 0.0% | 2,722 |
| FNDFSchwab Fundamental International Equity ETF | $278.1K | 0.0% | 5,174 |
| LUVSouthwest Airlines Co | $277.9K | 0.0% | 6,674 |
| PLTRPalantir Technologies Inc | $275.9K | 0.0% | 1,475 |
| TARSUS PHARMACEUTICALS INC | $267.3K | 0.0% | 3,400 |
| VZVerizon Communications Inc | $263.8K | 0.0% | 5,752 |
| AFLAflac Inc | $260.5K | 0.0% | 2,330 |
| IFRAiShares U.S. Infrastructure ETF | $259.1K | 0.0% | 4,707 |
| DMXFiShares ESG Advanced MSCI EAFE ETF | $256.2K | 0.0% | 3,026 |
| LOWLowe's Companies Inc | $253.1K | 0.0% | 1,374 |
| CRMSalesforce Inc | $247.2K | 0.0% | 1,077 |
| JPSTJPMorgan Ultra-Short Income ETF | $241.5K | 0.0% | 4,795 |
| SPMBSPDR Portfolio Mortgage Backed Bond ETF | $226.1K | 0.0% | 10,695 |
| TJXTJX Companies Inc | $222.9K | 0.0% | 1,685 |
| IBITiShares Bitcoin Trust ETF | $220.4K | 0.0% | 4,655 |
| XLKState Street Technology Select Sector SPDR ETF | $214.7K | 0.0% | 1,097 |
| MGKVanguard Mega Cap Growth ETF | $208.3K | 0.0% | 2,249 |
| DIMENSIONAL ETF TRUST | $208.1K | 0.0% | 2,507 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $207.1K | 0.0% | 4,577 |
| NOCNorthrop Grumman Corp | $204.8K | 0.0% | 424 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $201.7K | 0.0% | 4,348 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $201.3K | 0.0% | 396 |
| NEUBERGER R/EST SECS INC FD | $55K | 0.0% | 21,153 |
| DHID.R. Horton Inc | $24.4K | 0.0% | 13,428 |
Quarter ending 2026-09-30.
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