13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Asset Manager›West Wealth Group, LLC
DOSSIER · 13F-HR · Q1 2026

West Wealth Group, LLC

West Wealth's asset manager based in Chicago, IL — $506M in tracked AUM across 130 positions as of Q1 2026.

WW
West Wealth·Chicago, IL·Asset Manager
CIK 0001923591 · last filed Mar 31, 2026
Total AUM
$506M
▼ 6.1%
vs prior
Holdings
130
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

West Wealth Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$53M469K10.5%
02
IVE
ISHARES TR
$52M245K10.2%
03
CORO
BLACKROCK ETF TRUST
$43M1.3M8.5%
04
SPYM
SPDR SERIES TRUST
$43M562K8.5%
05
DYNF
BLACKROCK ETF TRUST
$38M649K7.5%
06
IUSB
ISHARES TR
$20M428K3.9%
07
EFV
ISHARES TR
$20M263K3.9%
08
SPEM
SPDR INDEX SHS FDS
$19M409K3.8%
09
CMF
ISHARES TR
$19M332K3.7%
10
THRO
BLACKROCK ETF TRUST
$17M471K3.4%

Filing history

Filing history loading…
AI Agent · grounded in West
haiku-4-5 · 130 positions indexed
Sector mix
  • Tech36%
  • Health Care9%
  • Cons. Disc.6%
  • Communications23%
  • Industrials6%
  • Energy17%
  • Other3%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market