13F Insight
DOSSIER · 13F-HR · Q2 2026

West Wealth Group, LLC

$611M in tracked AUM across 143 positions as of Q2 2026.

WW
CIK 0001923591 · last filed Jun 30, 2026
Total AUM
$611M
as of Q2 2026
Holdings
143
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

West Wealth Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$88M1.0M14.5%02
IVW
ISHARES TR
$67M487K11.0%03
IVE
ISHARES TR
$57M249K9.3%04
CORO
BLACKROCK ETF TRUST
$52M1.4M8.5%05
DYNF
BLACKROCK ETF TRUST
$46M677K7.5%06
BAI
BLACKROCK ETF TRUST
$24M452K3.9%07
CMF
ISHARES TR
$22M385K3.6%08
IUSB
ISHARES TR
$22M468K3.5%09
SPEM
SPDR INDEX SHS FDS
$17M326K2.8%10
AAPL
APPLE INC
$17M57K2.7%

Filing history

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 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 positionsLocked
Showing 12 of 19