West Wealth Group, LLC Top Holdings and 13F Report (2026) About West Wealth Group, LLCInvestment ActivityWest Wealth Group, LLC has $611.27 million in total holdings as of June 30, 2026.West Wealth Group, LLC owns shares of 143 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 13.05% of the portfolio was purchased this quarter.About 6.95% of the portfolio was sold this quarter.This quarter, West Wealth Group, LLC has purchased 130 new stocks and bought additional shares in 93 stocks.West Wealth Group, LLC sold shares of 31 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $88,458,995iShares S&P 500 Growth ETF $66,959,057iShares S&P 500 Value ETF $56,605,636BLACKROCK ETF TRUST $52,012,406iShares U.S. Equity Factor Rotation Active ETF $46,017,358 Largest New Holdings this Quarter 09290C665 - BLACKROCK ETF TRUST $4,301,863 Holding595112103 - Micron Technology $675,510 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $465,423 Holding922908744 - Vanguard Value ETF $399,586 Holding110122108 - Bristol Myers Squibb $336,121 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 444,557 shares (about $39.07M)iShares MSCI EAFE Growth ETF 59,975 shares (about $7.46M)BLACKROCK ETF TRUST 153,364 shares (about $4.30M)iShares California Muni Bond ETF 53,024 shares (about $3.06M)BLACKROCK ETF TRUST 78,747 shares (about $2.88M) Largest Sales this Quarter iShares MSCI EAFE Value ETF 164,345 shares (about $12.58M)SPDR Portfolio Emerging Markets ETF 82,252 shares (about $4.26M)BlackRock Future U.S. Themes ETF 96,740 shares (about $4.17M)JPMorgan U.S. Momentum Factor ETF 39,027 shares (about $3.34M)BLACKROCK ETF TRUST 59,606 shares (about $3.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$88,458,995$39,067,688 ▲79.1%1,006,58814.5%ETFIVWiShares S&P 500 Growth ETF$66,959,057$2,441,024 ▲3.8%486,86811.0%ETFIVEiShares S&P 500 Value ETF$56,605,636$910,738 ▲1.6%249,2989.3%ETFBLACKROCK ETF TRUST$52,012,406$2,882,140 ▲5.9%1,421,1048.5%ISHA IN CTRY ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$46,017,358$1,864,835 ▲4.2%676,6267.5%ETFBLACKROCK ETF TRUST$23,807,420$3,142,431 ▼-11.7%451,5823.9%ISHA I IN TE ETFCMFiShares California Muni Bond ETF$22,181,636$3,056,308 ▲16.0%384,8303.6%ETFIUSBiShares Core Total USD Bond Market ETF$21,605,355$1,850,200 ▲9.4%468,1553.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$16,901,336$4,259,017 ▼-20.1%326,4062.8%ETFAAPLApple$16,541,822$402,796 ▲2.5%57,1662.7%TechnologyBTHMBlackRock Future U.S. Themes ETF$16,122,650$4,170,468 ▼-20.6%373,9882.6%ETFGLOBAL X FDS$12,235,611$2,672,743 ▲27.9%204,9172.0%DEFENSE TECH ETFPZAInvesco National AMT-Free Municipal Bond ETF$12,094,718$1,680,058 ▲16.1%514,2312.0%ETFJMOMJPMorgan U.S. Momentum Factor ETF$12,079,401$3,335,263 ▼-21.6%141,3452.0%ETFEFGiShares MSCI EAFE Growth ETF$10,709,202$7,462,176 ▲229.8%86,0721.8%ETFQUALiShares MSCI USA Quality Factor ETF$9,437,922$738,822 ▲8.5%43,0111.5%ETFNVDANVIDIA$7,789,915$267,721 ▲3.6%38,9321.3%TechnologyEFViShares MSCI EAFE Value ETF$7,558,171$12,580,621 ▼-62.5%98,7351.2%ETFGOVTiShares U.S. Treasury Bond ETF$5,289,656$486,217 ▲10.1%232,2060.9%ETFAVGOBroadcom$4,918,781$200,211 ▲4.2%13,0210.8%TechnologyBLACKROCK ETF TRUST$4,301,863$4,301,863 ▲New Holding153,3640.7%ISHA SYST AL ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$4,290,790$355,298 ▲9.0%94,1370.7%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$3,915,095$374,027 ▲10.6%175,4860.6%ETFMSFTMicrosoft$3,831,640$119,377 ▲3.2%10,2710.6%TechnologyBNDXVanguard Total International Bond ETF$3,758,536$331,893 ▲9.7%77,6070.6%ETFAMZNAmazon.com$3,469,992$93,429 ▲2.8%14,5590.6%Consumer DiscretionaryAMDAdvanced Micro Devices$2,629,780$203,319 ▼-7.2%4,5270.4%TechnologyIAUiShares Gold Trust$2,448,110$277,273 ▲12.8%32,4210.4%ETFTSLATesla$2,414,409$10,095 ▼-0.4%5,7400.4%Consumer DiscretionaryBINCiShares Flexible Income Active ETF$2,066,704$463,996 ▼-18.3%39,4860.3%ETFIYWiShares U.S. Technology ETF$1,953,288$559,452 ▼-22.3%7,7440.3%ETFDFACDimensional U.S. Core Equity 2 ETF$1,934,926$4,747 ▲0.2%43,6180.3%ETFLAM RESEARCH CORP$1,906,260$3,033 ▼-0.2%4,3990.3%COM NEWBABoeing$1,704,035$103,268 ▲6.5%7,8710.3%IndustrialsUSMViShares MSCI USA Min Vol Factor ETF$1,701,909$101,383 ▲6.3%17,6430.3%ETFIVViShares Core S&P 500 ETF$1,652,452$53,184 ▲3.3%2,2060.3%ETFESGUiShares ESG Aware MSCI USA ETF$1,522,677$27,007 ▼-1.7%9,3030.2%ETFGOLDMAN SACHS ETF TR$1,351,974$173,677 ▼-11.4%27,1520.2%TECHN OPPOR ETFSTXSeagate Technology$1,312,647$5,791 ▲0.4%1,3600.2%TechnologyGOOGLAlphabet$1,302,507$214,106 ▲19.7%3,6440.2%Communication ServicesAVUVAvantis U.S. Small Cap Value ETF$1,157,846$18,590 ▼-1.6%9,2800.2%ETFCATCaterpillar$1,139,769$160,846 ▲16.4%1,0700.2%IndustrialsVLUEiShares MSCI USA Value Factor ETF$1,101,171$3,996 ▲0.4%5,5110.2%ETFAMATApplied Materials$1,077,930$3,617 ▲0.3%1,4900.2%TechnologyVTIVanguard Total Stock Market ETF$1,070,666$42,560 ▲4.1%2,8930.2%ETFJPMJPMorgan Chase & Co.$1,048,222$89,698 ▲9.4%3,2020.2%FinanceGOOGAlphabet$1,005,151$16,965 ▲1.7%2,8440.2%Communication ServicesSRESempra Energy$991,642$15,390 ▼-1.5%10,6960.2%UtilitiesDELLDell Technologies$983,314$59,111 ▲6.4%2,2790.2%TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$965,178$4,808 ▼-0.5%9,4340.2%ETFSPYSPDR S&P 500 ETF Trust$895,607$2,241 ▲0.3%1,1990.1%ETFMETAMeta Platforms$877,309$83,956 ▲10.6%1,5570.1%Communication ServicesISHARES TR$814,808$55,072 ▲7.2%8,0930.1%0-3 MTH TREASURYPLDPrologis$808,800$23,438 ▼-2.8%5,9700.1%Real EstateWALMART INC$804,243$39,306 ▲5.1%7,1000.1%COMLCTUBlackRock U.S. Carbon Transition Readiness ETF$801,189$5,772 ▼-0.7%9,9940.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$778,039$14,580 ▲1.9%9,3920.1%ETFDFUVDimensional US Marketwide Value ETF$757,370$1,925 ▲0.3%13,7670.1%ETFVOOVanguard S&P 500 ETF$755,602$151,807 ▲25.1%1,1000.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$749,511$200,455 ▲36.5%7,3360.1%ETFDGROiShares Core Dividend Growth ETF$744,100$78,981 ▼-9.6%9,8170.1%ETFCOSTCostco Wholesale$727,500$62,732 ▲9.4%7770.1%Consumer StaplesAVLVAvantis U.S. Large Cap Value ETF$720,900$2,189 ▲0.3%7,9030.1%ETFDFISDimensional International Small Cap ETF$701,100$8,302 ▲1.2%20,0140.1%ETFIRMIron Mountain$692,151$48,763 ▼-6.6%5,4790.1%Real EstateHDHome Depot$679,215$15,172 ▲2.3%1,9250.1%Consumer DiscretionaryMUMicron Technology$675,510$675,510 ▲New Holding5850.1%TechnologyXOMExxonMobil$675,448$58,110 ▲9.4%4,9400.1%EnergyMGCVanguard Mega Cap ETF$642,913$113,858 ▼-15.0%2,3490.1%ETFROKRockwell Automation$627,232$2,477 ▲0.4%1,2660.1%IndustrialsFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$599,844$21,471 ▲3.7%6,7610.1%ETFVGTVanguard Information Technology ETF$598,631$526,312 ▲727.8%5,0080.1%ETFUSXFiShares ESG Advanced MSCI USA ETF$597,712$2,361 ▲0.4%8,6060.1%ETFROCKET LAB CORP$592,518$1,626 ▲0.3%5,8290.1%COMAOAiShares Core 80/20 Aggressive Allocation ETF$582,009$1,659 ▲0.3%5,9630.1%ETFROSTRoss Stores$575,915$1,277 ▲0.2%2,7050.1%Consumer DiscretionaryGE VERNOVA INC$575,749$9,400 ▲1.7%4900.1%COMDFATDimensional U.S. Targeted Value ETF$570,422$629 ▼-0.1%8,1600.1%ETFBACBank of America$564,688$34,303 ▲6.5%9,9100.1%FinanceMCDMcDonald's$556,774$2,163 ▼-0.4%2,0590.1%Consumer DiscretionaryAVEMAvantis Emerging Markets Equity ETF$556,236$3,088 ▲0.6%5,7640.1%ETFIBMInternational Business Machines$548,155$31,500 ▲6.1%1,9490.1%TechnologyABBVAbbVie$533,651$30,458 ▲6.1%2,1200.1%HealthcareDISWalt Disney$531,254$13,284 ▲2.6%5,5190.1%Communication ServicesPGProcter & Gamble$526,043$7,773 ▼-1.5%3,5870.1%Consumer StaplesDSIiShares ESG MSCI KLD 400 ETF$506,176$30,621 ▼-5.7%3,5540.1%ETFCSXCSX$475,931$18,585 ▲4.1%10,0130.1%IndustrialsSPHQInvesco S&P 500 Quality ETF$471,496$1,171 ▲0.2%5,2330.1%ETFSPACE EXPLORATION TECHN CORP$465,423$465,423 ▲New Holding2,7240.1%CLASS A COM STKQCOMQualcomm$442,302$4,990 ▲1.1%2,3930.1%TechnologyQQQInvesco QQQ$441,080$293,562 ▼-40.0%5980.1%ETFAMERICAN HEALTHCARE REIT INC$438,832$2,086 ▲0.5%8,4140.1%COM SHSLLYEli Lilly and Company$433,404$100,847 ▲30.3%3610.1%HealthcareLMTLockheed Martin$432,930$5,099 ▲1.2%8490.1%IndustrialsXLEEnergy Select Sector SPDR Fund$428,976$11,844 ▲2.8%8,0770.1%ETFFNDCSchwab Fundamental International Small Equity ETF$422,740$1,748 ▲0.4%8,7050.1%ETFIEFAiShares Core MSCI EAFE ETF$420,120$143,936 ▲52.1%4,3490.1%ETFJNJJohnson & Johnson$416,053$62,230 ▲17.6%1,6380.1%HealthcareCVXChevron$402,748$85,889 ▲27.1%2,4290.1%EnergyVTVVanguard Value ETF$399,586$399,586 ▲New Holding1,8330.1%ETFShowing largest 100 holdings. 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