West Wealth Group, LLC Top Holdings and 13F Report (2025)

About West Wealth Group, LLC

Investment Activity

West Wealth Group, LLC has $335.14 million in total holdings as of December 31, 2024.
West Wealth Group, LLC owns shares of 93 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 9.33% of the portfolio was purchased this quarter.
About 1.67% of the portfolio was sold this quarter.
This quarter, West Wealth Group, LLC has purchased 84 new stocks and bought additional shares in 56 stocks.
West Wealth Group, LLC sold shares of 20 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares S&P 500 Growth ETF: $54,286,930
iShares S&P 500 Value ETF: $32,679,604
SPDR Portfolio S&P 500 ETF: $27,175,790
iShares U.S. Equity Factor Rotation Active ETF: $24,772,682
iShares MSCI EAFE Value ETF: $19,756,187

Largest New Holdings this Quarter

JPMorgan US Momentum Factor ETF: $4,951,049 Holding
iShares Gold Trust: $853,404 Holding
Walt Disney: $379,808 Holding
iShares High Yield Bond Factor ETF: $367,916 Holding
LAM RESEARCH CORP: $314,056 Holding

Largest Purchases this Quarter

JPMorgan US Momentum Factor ETF: 84,967 shares (about $4.95M)
iShares California Muni Bond ETF: 45,498 shares (about $2.61M)
iShares MSCI EAFE Growth ETF: 24,245 shares (about $2.35M)
iShares S&P 500 Growth ETF: 22,711 shares (about $2.31M)
iShares S&P 500 Value ETF: 11,152 shares (about $2.13M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 ETF: 41,501 shares (about $2.86M)
iShares ESG Aware MSCI USA ETF: 2,671 shares (about $344.09K)
Boeing: 1,215 shares (about $215.06K)
iShares Core MSCI Emerging Markets ETF: 2,534 shares (about $132.33K)
Alphabet: 389 shares (about $74.13K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVW iShares S&P 500 Growth ETF	$54,286,930	$2,305,850 ▲	4.4%	534,688	16.2%	ETF
IVE iShares S&P 500 Value ETF	$32,679,604	$2,128,706 ▲	7.0%	171,204	9.8%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$27,175,790	$2,861,085 ▼	-9.5%	394,194	8.1%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$24,772,682	$1,386,262 ▲	5.9%	483,369	7.4%	ETF
EFV iShares MSCI EAFE Value ETF	$19,756,187	$1,731,302 ▲	9.6%	376,523	5.9%	ETF
EFG iShares MSCI EAFE Growth ETF	$18,905,561	$2,347,654 ▲	14.2%	195,244	5.6%	ETF
JQUA JPMorgan US Quality Factor ETF	$18,789,073	$1,346,306 ▲	7.7%	328,078	5.6%	ETF
IUSB iShares Core Total USD Bond Market ETF	$16,195,082	$607,443 ▲	3.9%	358,298	4.8%	Manufacturing
AAPL Apple	$12,316,156	$419,212 ▲	3.5%	49,181	3.7%	Computer and Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$12,286,702	$1,516,007 ▲	14.1%	221,581	3.7%	Manufacturing
IYW iShares U.S. Technology ETF	$11,635,513	$338,984 ▲	3.0%	72,940	3.5%	Manufacturing
CMF iShares California Muni Bond ETF	$10,982,980	$2,606,139 ▲	31.1%	191,741	3.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$5,063,384	$89,397 ▲	1.8%	28,433	1.5%	ETF
JMOM JPMorgan US Momentum Factor ETF	$4,951,049	$4,951,049 ▲	New Holding	84,967	1.5%	ETF
NVDA NVIDIA	$3,997,052	$1,367,490 ▲	52.0%	29,764	1.2%	Computer and Technology
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$3,505,322	$308,210 ▲	9.6%	162,659	1.0%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$3,477,154	$375,760 ▲	12.1%	90,621	1.0%	ETF
IFRA iShares U.S. Infrastructure ETF	$3,468,846	$190,901 ▲	5.8%	74,937	1.0%	ETF
MSFT Microsoft	$3,324,016	$337,207 ▲	11.3%	7,886	1.0%	Computer and Technology
AMZN Amazon.com	$2,732,502	$69,547 ▼	-2.5%	12,455	0.8%	Retail/Wholesale
MGC Vanguard Mega Cap ETF	$2,675,183	$235,852 ▲	9.7%	12,579	0.8%	ETF
AVGO Broadcom	$2,604,487	$360,311 ▲	16.1%	11,233	0.8%	Computer and Technology
TSLA Tesla	$2,599,518	$62,595 ▼	-2.4%	6,437	0.8%	Auto/Tires/Trucks
BINC iShares Flexible Income Active ETF	$2,153,803	$134,109 ▲	6.6%	41,403	0.6%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$1,723,312	$468,157 ▲	37.3%	17,312	0.5%	ETF
MAR Marriott International	$1,603,041	$3,348 ▲	0.2%	5,746	0.5%	Consumer Discretionary
SPTL SPDR Portfolio Long Term Treasury ETF	$1,540,891	$169,790 ▲	12.4%	58,835	0.5%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$1,527,987	$344,090 ▼	-18.4%	11,861	0.5%	Manufacturing
BA Boeing	$1,277,098	$215,062 ▼	-14.4%	7,215	0.4%	Aerospace
IXC iShares Global Energy ETF	$1,265,067	$206,097 ▲	19.5%	33,134	0.4%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$1,162,297	$213,437 ▲	22.5%	33,447	0.3%	ETF
SRE Sempra	$912,687	$71,934 ▼	-7.3%	10,404	0.3%	Utilities
IAU iShares Gold Trust	$853,404	$853,404 ▲	New Holding	17,237	0.3%	Finance
LCTU BlackRock U.S. Carbon Transition Readiness ETF	$813,222	$72,060 ▲	9.7%	12,696	0.2%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$705,167	$39,448 ▲	5.9%	7,919	0.2%	ETF
DGRO iShares Core Dividend Growth ETF	$680,236	$15,213 ▼	-2.2%	11,089	0.2%	ETF
MCD McDonald's	$662,307	$15,079 ▲	2.3%	2,284	0.2%	Retail/Wholesale
PLD Prologis	$656,016	$10,888 ▲	1.7%	6,206	0.2%	Finance
USXF iShares ESG Advanced MSCI USA ETF	$640,422	$95,019 ▲	17.4%	12,880	0.2%	Manufacturing
COST Costco Wholesale	$624,987	$13,746 ▲	2.2%	682	0.2%	Retail/Wholesale
HD Home Depot	$619,347	$22,564 ▲	3.8%	1,592	0.2%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$609,838	$82,490 ▲	15.6%	1,035	0.2%	ETF
PG Procter & Gamble	$587,484	$16,431 ▲	2.9%	3,504	0.2%	Consumer Staples
DSI iShares MSCI KLD 400 Social ETF	$557,074	$14,886 ▼	-2.6%	5,052	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$539,769	$132,331 ▼	-19.7%	10,336	0.2%	ETF
IRM Iron Mountain	$525,550		0.0%	5,000	0.2%	Business Services
GOVT iShares U.S. Treasury Bond ETF	$514,131	$42,009 ▼	-7.6%	22,372	0.2%	ETF
AOA iShares Core Aggressive Allocation ETF	$488,907	$36,701 ▲	8.1%	6,381	0.1%	ETF
GOOGL Alphabet	$478,707	$113,807 ▲	31.2%	2,528	0.1%	Computer and Technology
META Meta Platforms	$467,898	$117,121 ▲	33.4%	799	0.1%	Computer and Technology
WMT Walmart	$450,006	$26,024 ▲	6.1%	4,980	0.1%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$447,914	$129,722 ▲	40.8%	1,868	0.1%	Finance
VLUE iShares MSCI USA Value Factor ETF	$447,149	$3,063 ▲	0.7%	4,233	0.1%	ETF
UNH UnitedHealth Group	$432,852	$5,063 ▲	1.2%	855	0.1%	Medical
LMT Lockheed Martin	$415,633	$2,431 ▲	0.6%	855	0.1%	Aerospace
IGRO iShares International Dividend Growth ETF	$414,063	$1,767 ▼	-0.4%	6,092	0.1%	ETF
ROST Ross Stores	$410,778	$13,768 ▲	3.5%	2,715	0.1%	Retail/Wholesale
ROK Rockwell Automation	$393,478	$1,430 ▲	0.4%	1,376	0.1%	Computer and Technology
DIS Walt Disney	$379,808	$379,808 ▲	New Holding	3,410	0.1%	Consumer Discretionary
SUB iShares Short-Term National Muni Bond ETF	$373,713	$8,335 ▲	2.3%	3,542	0.1%	ETF
DMXF iShares ESG Advanced MSCI EAFE ETF	$368,284	$61,715 ▲	20.1%	5,699	0.1%	Manufacturing
HYDB iShares High Yield Bond Factor ETF	$367,916	$367,916 ▲	New Holding	7,826	0.1%	ETF
BRK.B Berkshire Hathaway	$361,717	$12,239 ▼	-3.3%	798	0.1%	Finance
JEPI JPMorgan Equity Premium Income ETF	$342,361	$3,567 ▼	-1.0%	5,951	0.1%	ETF
KKR KKR & Co. Inc.	$340,070	$15,975 ▲	4.9%	2,299	0.1%	Finance
ABBV AbbVie	$327,948	$58,657 ▲	21.8%	1,845	0.1%	Medical
BAC Bank of America	$315,087	$28,656 ▲	10.0%	7,169	0.1%	Finance
XOM Exxon Mobil	$314,566	$80,578 ▲	34.4%	2,924	0.1%	Oils/Energy
LAM RESEARCH CORP	$314,056	$314,056 ▲	New Holding	4,348	0.1%	COM NEW
SPY SPDR S&P 500 ETF Trust	$298,625	$7,627 ▲	2.6%	509	0.1%	Finance
GOOG Alphabet	$298,226	$74,128 ▼	-19.9%	1,565	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$282,144	$7,013 ▲	2.5%	523	0.1%	ETF
T AT&T	$276,498	$28,554 ▼	-9.4%	12,143	0.1%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$274,815	$4,488 ▼	-1.6%	2,572	0.1%	Finance
NFLX Netflix	$267,396	$267,396 ▲	New Holding	300	0.1%	Consumer Discretionary
CVX Chevron	$260,222	$3,767 ▲	1.5%	1,796	0.1%	Oils/Energy
QQQ Invesco QQQ	$252,010	$252,010 ▲	New Holding	492	0.1%	Finance
VGT Vanguard Information Technology ETF	$245,064	$245,064 ▲	New Holding	394	0.1%	ETF
CSX CSX	$244,700	$807 ▲	0.3%	7,582	0.1%	Transportation
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$237,540	$1,180 ▼	-0.5%	3,020	0.1%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$237,149	$14,257 ▲	6.4%	3,044	0.1%	ETF
WFC Wells Fargo & Company	$231,877	$231,877 ▲	New Holding	3,301	0.1%	Finance
QLTA iShares Aaa - A Rated Corporate Bond ETF	$230,936	$421 ▲	0.2%	4,935	0.1%	ETF
CAT Caterpillar	$230,447	$230,447 ▲	New Holding	635	0.1%	Industrial Products
AMERICAN HEALTHCARE REIT INC	$230,202	$62,865 ▼	-21.5%	8,100	0.1%	COM SHS
BX Blackstone	$224,318	$224,318 ▲	New Holding	1,301	0.1%	Finance
XLK Technology Select Sector SPDR Fund	$223,461	$223,461 ▲	New Holding	961	0.1%	ETF
AFL Aflac	$219,810	$219,810 ▲	New Holding	2,125	0.1%	Finance
LUV Southwest Airlines	$216,260	$15,870 ▼	-6.8%	6,432	0.1%	Transportation
ESGE iShares ESG Aware MSCI EM ETF	$204,933	$204,933 ▲	New Holding	6,137	0.1%	Manufacturing
FLOT iShares Floating Rate Bond ETF	$204,217	$31,449 ▼	-13.3%	4,013	0.1%	ETF
CLF Cleveland-Cliffs	$97,459		0.0%	10,368	0.0%	Basic Materials
FFWM First Foundation	$64,387		0.0%	10,368	0.0%	Finance
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF	$0	$571,566 ▼	-100.0%	0	0.0%	ETF
LRCX Lam Research	$0	$354,126 ▼	-100.0%	0	0.0%	Computer and Technology
TJX TJX Companies	$0	$206,463 ▼	-100.0%	0	0.0%	Retail/Wholesale
AMT American Tower	$0	$204,732 ▼	-100.0%	0	0.0%	Finance
PEP PepsiCo	$0	$203,582 ▼	-100.0%	0	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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West Wealth Group, LLC Top Holdings and 13F Report (2025)

About West Wealth Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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West Wealth Group, LLC Top Holdings and 13F Report (2025)

About West Wealth Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Wealth Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools