13F Insight
DOSSIER · 13F-HR · Q3 2026

West Wealth Group, LLC

$645M in tracked AUM across 145 positions as of Q3 2026.

WW
CIK 0001923591 · last filed Sep 30, 2026
Total AUM
$645M
as of Q3 2026
Holdings
145
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

West Wealth Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$96M1.1M14.9%02
IVW
ISHARES TR
$73M512K11.3%03
IVE
ISHARES TR
$59M259K9.2%04
CORO
BLACKROCK ETF TRUST
$55M1.5M8.6%05
DYNF
BLACKROCK ETF TRUST
$48M696K7.5%06
IUSB
ISHARES TR
$27M615K4.2%07
CMF
ISHARES TR
$26M477K4.0%08
IEFA
ISHARES TR
$22M229K3.4%09
BAI
BLACKROCK ETF TRUST
$20M428K3.1%10
AAPL
APPLE INC
$19M109K3.0%

Filing history

2026Q3Sep 30
$645M▲ 5.5%
145 positionsView →2026Q2Jun 30
$611M▲ 20.8%
143 positionsView →2026Q1Mar 31
$506M▲ 5.0%
130 positionsView →2025Q4Dec 31
$482M▲ 8.7%
127 positionsView →2025Q3Sep 30
$444M▲ 10.3%
123 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 20