Western Wealth Management, LLC

CIK

1767902

Location

GOLDEN, CO

Portfolio Value

Mid $1,124,025,619

Diversification

Diversified

Filing Date

Global Rank

#1,649 / 8,623 ▲ 295 · as of Mar 2026

Top Industry

Semiconductors 13.0%

3Y Alpha vs SPY

-1.6%

Period ended 4 months ago

Filed Jun 18, 2026 · 42d

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.1%

SPY

+65.3%

Annualised alpha

+0.2%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,450 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.9%

−1.1 pts

Top 5

28.4%

−5.1 pts

Top 10

42.6%

−6.8 pts

HHI

244

Diversified−72

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$330,821,851	227
Financial Services	14.6%	$164,640,084	281
Unclassified	14.6%	$164,468,254	37
Consumer Cyclical	8.6%	$96,417,272	145
Healthcare	7.0%	$78,219,403	175
Industrials	6.8%	$76,019,344	188
Communication Services	6.4%	$71,791,724	54
Consumer Defensive	5.2%	$58,534,200	62
Energy	3.7%	$41,849,766	81
Utilities	1.6%	$18,100,238	58
Basic Materials	1.2%	$12,960,211	71
Real Estate	0.9%	$10,203,272	71

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+100,537	401,381	$70,000,846
IONQ	IonQ, Inc.	+95,404	121,123	$3,491,975
AAPL	Apple Inc.	+85,584	348,678	$88,490,989
CMCSA	Comcast Corp	+58,049	71,828	$2,062,181
VZ	Verizon Communications Inc	+57,378	113,719	$5,708,693
AMZN	Amazon Com Inc	+38,238	189,362	$39,438,422
CSCO	Cisco Systems, Inc.	+28,792	76,372	$5,925,702
NAC	Nuveen California Quality Municipal Income Fund	+28,466	43,515	$506,948
ENB	Enbridge Inc	+28,091	36,190	$1,959,326
WMT	Walmart Inc.	+24,461	94,670	$11,765,586
XOM	ExxonMobil Holdings Corp	+23,907	82,480	$13,993,556
MSFT	Microsoft Corp	+22,975	113,083	$41,859,933
KO	Coca Cola Co	+21,440	70,192	$5,338,101
NFLX	Netflix Inc	+21,135	74,925	$7,204,038
JPM	Jpmorgan Chase & Co	+20,961	63,689	$18,734,755
IAU	Ishares Gold Trust	+18,133	63,089	$5,561,925
F	Ford Motor Co	+18,058	50,015	$577,172
ATEC	Alphatec Holdings, Inc.	+17,928	103,909	$1,130,529
QCOM	Qualcomm Inc/De	+17,419	38,101	$4,906,646
AVGO	Broadcom Inc.	+17,326	88,661	$27,441,465
NKE	NIKE, Inc.	+16,383	33,030	$1,744,644
GOOGL	Alphabet Inc.	+16,378	108,420	$31,177,254
PFE	Pfizer Inc	+15,748	77,933	$2,188,357
CMG	Chipotle Mexican Grill Inc	+15,304	22,629	$724,353
MDT	Medtronic plc	+14,891	20,382	$1,766,099
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PACB	Pacific Biosciences Of California, Inc.	−35,000	345	$455
ILPT	Industrial Logistics Properties Trust	−18,846	1,600	$9,088
SOUN	Soundhound Ai, Inc.	−13,913	2,450	$16,831
DEFT	Defi Technologies, Inc.	−8,500	154,690	$85,543
SLV	iShares Silver Trust	−8,352	59,855	$4,078,519
BPRE	Bluerock Private Real Estate Fund	−7,251	147,117	$2,443,613
NU	Nu Holdings Ltd.	−6,025	20,090	$288,693
NEM	NEWMONT Corp /DE/	−4,133	18,874	$2,043,110
SLDP	Solid Power, Inc.	−3,878	7,980	$23,940
PSLV	Sprott Physical Silver Trust	−3,656	150,731	$3,676,329
AFRM	Affirm Holdings, Inc.	−3,505	300	$13,746
BX	Blackstone Inc.	−3,311	18,167	$2,089,023
FSK	FS KKR Capital Corp	−3,164	8,458	$86,102
UPST	Upstart Holdings, Inc.	−2,980	2,052	$52,633
CTAS	Cintas Corp	−2,745	20,139	$3,406,310
KEEL	Keel Infrastructure Corp.	−2,646	23,940	$46,683
FSSL	FS Specialty Lending Fund	−2,617	13,975	$174,827
FSCO	FS Credit Opportunities Corp.	−2,532	18,652	$95,125
SNOW	Snowflake Inc.	−1,881	702	$105,875
GOF	Guggenheim Strategic Opportunities Fund	−1,811	58,893	$649,000
ISD	PGIM High Yield Bond Fund, Inc.	−1,759	26,234	$345,239
DOCU	Docusign, Inc.	−1,696	3,905	$185,136
KKR	KKR & Co. Inc.	−1,647	10,487	$970,047
PHYS	Sprott Physical Gold Trust	−1,560	8,770	$310,808
PFL	Pimco Income Strategy Fund	−1,557	16,788	$134,304
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RJF	Raymond James Financial Inc	9,634	$1,394,906
JBL	Jabil Inc	5,018	$1,332,931
RPM	Rpm International Inc/De/	12,452	$1,237,728
NXST	Nexstar Media Group, Inc.	6,796	$1,228,920
SWKS	Skyworks Solutions, Inc.	22,810	$1,221,475
PAYX	Paychex Inc	12,749	$1,174,437
STZ	Constellation Brands, Inc.	7,519	$1,127,850
WSM	Williams Sonoma Inc	5,642	$1,028,704
TSCO	Tractor Supply Co /De/	21,912	$992,612
FANG	Diamondback Energy, Inc.	4,904	$969,961
OTIS	Otis Worldwide Corp	12,471	$961,264
BR	Broadridge Financial Solutions, Inc.	5,902	$958,956
SSNC	SS&C Technologies Holdings Inc	13,741	$928,479
MKC	Mccormick & Co Inc	17,426	$878,966
EIX	Edison International	11,849	$867,109
BG	Bunge Global SA	6,767	$860,762
BKH	Black Hills Corp /Sd/	11,764	$816,539
HPQ	Hp Inc	41,444	$796,138
VICI	Vici Properties Inc.	26,864	$733,924
CRH	Crh Public Ltd Co	6,454	$678,443
ACLS	Axcelis Technologies Inc	6,936	$645,602
MUC	Blackrock Muniholdings California Quality Fund, Inc.	60,865	$632,996
NAZ	Nuveen Arizona Quality Municipal Income Fund	52,306	$627,148
BE	Bloom Energy Corp	4,604	$623,795
AM	Antero Midstream Corp	25,392	$578,937
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
SIDU	Sidus Space Inc.	50,000	$157,000
GEVO	Gevo, Inc.	45,000	$90,000
DNA	Ginkgo Bioworks Holdings, Inc.	10,000	$83,100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,450 tracked positions · $1,124,025,619 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,450 positions by value · page 1 of 29

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	348,678	+85,584	$88,490,989	+23.7%	7.87%
QQQ	Invesco Qqq Trust, Series 1	Added	131,472	+1,534	$75,883,008	−4.9%	6.75%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	401,381	+100,537	$70,000,846	+24.8%	6.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	88,993	-1,461	$42,645,445	−6.2%	3.79%
MSFT	Microsoft Corp CALL + SHARES Technology	Added	113,083	+22,975	$41,859,933	−3.9%	3.72%
SPY	Spdr S&P 500 ETF Trust	Added	62,017	+11,235	$40,332,135	+16.5%	3.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	189,362	+38,238	$39,438,422	+13.1%	3.51%
GOOGL	Alphabet Inc. CALL + SHARES Communication Services	Added	108,420	+16,378	$31,177,254	+8.2%	2.77%
AVGO	Broadcom Inc. Technology	Added	88,661	+17,326	$27,441,465	+11.1%	2.44%
GLD	Spdr Gold Trust	Added	49,670	+3,651	$21,372,504	+17.2%	1.90%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	19,195	+3,333	$19,126,473	+39.8%	1.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	63,689	+20,961	$18,734,755	+36.1%	1.67%
META	Meta Platforms, Inc. Communication Services	Added	27,662	+4,758	$15,826,259	+4.7%	1.41%
XOM	ExxonMobil Holdings Corp Energy	Added	82,480	+23,907	$13,993,556	+98.5%	1.24%
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	35,210	+14,540	$13,089,317	+40.8%	1.16%
LLY	ELI LILLY & Co Healthcare	Added	13,214	+4,665	$12,153,839	+32.3%	1.08%
V	Visa Inc. Financial Services	Added	39,691	+7,148	$11,996,207	+5.1%	1.07%
WMT	Walmart Inc. PUT + SHARES Consumer Defensive	Added	94,670	+24,461	$11,765,586	+50.4%	1.05%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	27,954	+6,013	$9,447,054	+41.7%	0.84%
PLTR	Palantir Technologies Inc. Technology	Added	56,801	+5,427	$8,308,849	−9.0%	0.74%
ABBV	AbbVie Inc. Healthcare	Added	36,815	+13,001	$8,006,893	+47.2%	0.71%
JNJ	Johnson & Johnson Healthcare	Added	31,555	+13,955	$7,713,303	+111.8%	0.69%
HD	Home Depot, Inc. Consumer Cyclical	Added	23,104	+10,458	$7,598,674	+74.6%	0.68%
NFLX	Netflix Inc Communication Services	Added	74,925	+21,135	$7,204,038	+42.8%	0.64%
MCD	Mcdonalds Corp Consumer Cyclical	Added	21,707	+2,991	$6,746,317	+17.9%	0.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	44,637	+5,465	$6,447,367	+14.8%	0.57%
MA	Mastercard Inc Financial Services	Added	12,616	+2,317	$6,303,710	+7.2%	0.56%
CVX	Chevron Corp Energy	Added	29,135	+12,248	$6,028,031	+134.2%	0.54%
CSCO	Cisco Systems, Inc. Technology	Added	76,372	+28,792	$5,925,702	+61.7%	0.53%
VZ	Verizon Communications Inc Communication Services	Added	113,719	+57,378	$5,708,693	+148.8%	0.51%
IAU	Ishares Gold Trust	Added	63,089	+18,133	$5,561,925	+52.4%	0.49%
GE	General Electric Co Industrials	Added	19,591	+5,247	$5,559,337	+25.8%	0.49%
ISRG	Intuitive Surgical Inc PUT + SHARES Healthcare	Added	11,820	+6,479	$5,448,901	+80.1%	0.48%
KO	Coca Cola Co Consumer Defensive	Added	70,192	+21,440	$5,338,101	+56.6%	0.47%
CAT	Caterpillar Inc Industrials	Added	7,366	+2,931	$5,218,515	+105.4%	0.46%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	54,592	-816	$5,039,386	−0.3%	0.45%
BLK	BlackRock, Inc. Financial Services	Added	5,211	+2,064	$5,011,469	+48.8%	0.45%
QCOM	Qualcomm Inc/De Technology	Added	38,101	+17,419	$4,906,646	+38.7%	0.44%
GEV	GE Vernova Inc. Industrials	Added	5,615	+996	$4,901,332	+62.4%	0.44%
BAC	Bank Of America Corp /De/ Financial Services	Added	97,332	+6,085	$4,744,935	−5.5%	0.42%
AMD	Advanced Micro Devices Inc CALL + SHARES Technology	Added	21,607	+7,462	$4,395,511	+45.1%	0.39%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	9,209	-6	$4,265,516	−3.7%	0.38%
ETN	Eaton Corp plc Industrials	Added	11,675	+5,953	$4,175,797	+129.1%	0.37%
GLW	Corning Inc /Ny Technology	Added	30,229	+4,417	$4,110,236	+81.9%	0.37%
SLV	iShares Silver Trust	Reduced	59,855	-8,352	$4,078,519	−7.2%	0.36%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	9,935	-174	$3,878,723	−18.1%	0.35%
MRK	Merck & Co., Inc. Healthcare	Added	31,978	+9,739	$3,846,633	+64.3%	0.34%
UNH	Unitedhealth Group Inc Healthcare	Added	13,769	+5,232	$3,725,753	+32.2%	0.33%
CME	Cme Group Inc. Financial Services	Added	12,488	+11,673	$3,688,330	+1557.2%	0.33%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	150,731	-3,656	$3,676,329	+0.7%	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.