13F Insight
DOSSIER · 13F-HR · Q1 2026

West Wealth Group, LLC

$506M in tracked AUM across 130 positions as of Q1 2026.

WW
CIK 0001923591 · last filed Mar 31, 2026
Total AUM
$506M
as of Q1 2026
Holdings
130
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$506M▲ 5.0%
130 positionsView →2025Q4Dec 31
$482M▲ 8.7%
127 positionsView →2025Q3Sep 30
$444M▲ 10.3%
123 positionsView →2025Q2Jun 30
$402M▲ 18.9%
111 positionsLocked2025Q1Mar 31
$338M▲ 0.9%
96 positionsLocked2024Q4Dec 31
$335M▲ 8.6%
93 positionsLocked2024Q3Sep 30
$309M▲ 9.1%
84 positionsLocked2024Q2Jun 30
$283M▲ 4.8%
81 positionsLocked2024Q1Mar 31
$270M▲ 6.4%
79 positionsLocked2023Q4Dec 31
$254M▲ 10.7%
83 positionsLocked2023Q3Sep 30
$229M▼ 3.1%
76 positionsLocked2023Q2Jun 30
$236M▲ 9.4%
74 positionsLocked
Showing 12 of 18