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Filers›Family Office›Western Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Western Wealth Management, LLC

Western Wealth's family office based in Omaha, NE — $2.7B in tracked AUM across 3,051 positions as of Q1 2026.

WW
Western Wealth·Omaha, NE·Family Office
CIK 0001767902 · last filed Mar 31, 2026
Total AUM
$2.7B
▼ 5.1%
vs prior
Holdings
3,051
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Western Wealth Management, 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
AAPL
APPLE INC
$88M349K3.2%
02
QQQ
INVESCO QQQ TR
$76M131K2.8%
03
QQQM
INVESCO EXCH TRADED FD TR II
$74M313K2.7%
04
NVDA
NVIDIA CORPORATION
$70M401K2.6%
05
SPYM
SPDR SERIES TRUST
$55M717K2.0%
06
CGDV
CAPITAL GROUP DIVIDEND VALUE
$48M1.1M1.7%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$43M89K1.6%
08
MSFT
MICROSOFT CORP
$42M113K1.5%
09
SPY
STATE STR SPDR S&P 500 ETF T
$40M62K1.5%
10
AMZN
AMAZON COM INC
$39M189K1.4%

Filing history

Filing history loading…
AI Agent · grounded in Western
haiku-4-5 · 3,051 positions indexed
Sector mix
  • Tech18%
  • Health Care20%
  • Cons. Disc.5%
  • Communications36%
  • Energy8%
  • Other13%
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