Western Wealth Management, LLC

CIK

1767902

Location

GOLDEN, CO

Portfolio Value

Mid $1,106,010,163

Diversification

Diversified

Filing Date

Global Rank

#1,648 / 8,603 ▲ 308 · as of Mar 2026

Top Industry

Semiconductors 13.3%

3Y Alpha vs SPY

-1.9%

Period ended 3 months ago

Filed Jun 18, 2026 · 21d

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.1%

SPY

+76.5%

Annualised alpha

-1.7%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,448 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.0%

−1.1 pts

Top 5

28.8%

−5.1 pts

Top 10

43.3%

−6.8 pts

HHI

250

Diversified−73

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.6%	$327,674,400	227
Unclassified	14.9%	$164,483,444	38
Financial Services	14.9%	$164,469,817	280
Consumer Cyclical	8.7%	$95,802,909	145
Healthcare	7.1%	$78,219,419	174
Industrials	6.8%	$75,744,304	188
Communication Services	6.5%	$71,791,724	54
Consumer Defensive	5.3%	$58,534,200	62
Energy	2.5%	$27,856,210	80
Utilities	1.6%	$18,100,214	58
Basic Materials	1.2%	$13,124,358	71
Real Estate	0.9%	$10,209,164	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
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
DIS	Walt Disney Co	+14,609	29,642	$2,856,895
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

1,448 positions · $1,106,010,163 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 1,448 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%	8.00%
QQQ	Invesco Qqq Trust, Series 1	Added	131,472	+1,534	$75,883,008	−4.9%	6.86%
NVDA	Nvidia Corp Technology	Added	401,381	+100,537	$70,000,846	+24.8%	6.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	88,993	-1,461	$42,645,445	−6.2%	3.86%
MSFT	Microsoft Corp Technology	Added	113,083	+22,975	$41,859,933	−3.9%	3.78%
SPY	Spdr S&P 500 ETF Trust	Added	62,017	+11,235	$40,332,135	+16.5%	3.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	189,362	+38,238	$39,438,422	+13.1%	3.57%
GOOGL	Alphabet Inc. Communication Services	Added	108,420	+16,378	$31,177,254	+8.2%	2.82%
AVGO	Broadcom Inc. Technology	Added	88,661	+17,326	$27,441,465	+11.1%	2.48%
GLD	Spdr Gold Trust	Added	49,670	+3,651	$21,372,504	+17.2%	1.93%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	19,195	+3,333	$19,126,473	+39.8%	1.73%
JPM	Jpmorgan Chase & Co Financial Services	Added	63,689	+20,961	$18,734,755	+36.1%	1.69%
META	Meta Platforms, Inc. Communication Services	Added	27,662	+4,758	$15,826,259	+4.7%	1.43%
TSLA	Tesla, Inc. Consumer Cyclical	Added	35,210	+14,540	$13,089,317	+40.8%	1.18%
LLY	ELI LILLY & Co Healthcare	Added	13,214	+4,665	$12,153,839	+32.3%	1.10%
V	Visa Inc. Financial Services	Added	39,691	+7,148	$11,996,207	+5.1%	1.08%
WMT	Walmart Inc. Consumer Defensive	Added	94,670	+24,461	$11,765,586	+50.4%	1.06%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	27,954	+6,013	$9,447,054	+41.7%	0.85%
PLTR	Palantir Technologies Inc. Technology	Added	56,801	+5,427	$8,308,849	−9.0%	0.75%
ABBV	AbbVie Inc. Healthcare	Added	36,815	+13,001	$8,006,893	+47.2%	0.72%
JNJ	Johnson & Johnson Healthcare	Added	31,555	+13,955	$7,713,303	+111.8%	0.70%
HD	Home Depot, Inc. Consumer Cyclical	Added	23,104	+10,458	$7,598,674	+74.6%	0.69%
NFLX	Netflix Inc Communication Services	Added	74,925	+21,135	$7,204,038	+42.8%	0.65%
MCD	Mcdonalds Corp Consumer Cyclical	Added	21,707	+2,991	$6,746,317	+17.9%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	44,637	+5,465	$6,447,367	+14.8%	0.58%
MA	Mastercard Inc Financial Services	Added	12,616	+2,317	$6,303,710	+7.2%	0.57%
CVX	Chevron Corp Energy	Added	29,135	+12,248	$6,028,031	+134.2%	0.55%
CSCO	Cisco Systems, Inc. Technology	Added	76,372	+28,792	$5,925,702	+61.7%	0.54%
VZ	Verizon Communications Inc Communication Services	Added	113,719	+57,378	$5,708,693	+148.8%	0.52%
IAU	Ishares Gold Trust	Added	63,089	+18,133	$5,561,925	+52.4%	0.50%
GE	General Electric Co Industrials	Added	19,591	+5,247	$5,559,337	+25.8%	0.50%
ISRG	Intuitive Surgical Inc Healthcare	Added	11,820	+6,479	$5,448,901	+80.1%	0.49%
KO	Coca Cola Co Consumer Defensive	Added	70,192	+21,440	$5,338,101	+56.6%	0.48%
CAT	Caterpillar Inc Industrials	Added	7,366	+2,931	$5,218,515	+105.4%	0.47%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	54,592	-816	$5,039,386	−0.3%	0.46%
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%	0.43%
AMD	Advanced Micro Devices Inc Technology	Added	21,607	+7,462	$4,395,511	+45.1%	0.40%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	9,209	-6	$4,265,516	−3.7%	0.39%
ETN	Eaton Corp plc Industrials	Added	11,675	+5,953	$4,175,797	+129.1%	0.38%
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%	0.37%
MRK	Merck & Co., Inc. Healthcare	Added	31,978	+9,739	$3,846,633	+64.3%	0.35%
UNH	Unitedhealth Group Inc Healthcare	Added	13,769	+5,232	$3,725,753	+32.2%	0.34%
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%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	22,993	+98	$3,671,981	+4.4%	0.33%
AMGN	Amgen Inc Healthcare	Added	10,207	+5,910	$3,591,332	+155.3%	0.32%