Western Wealth Management, LLC
Filing Date
Global Rank
#1,649
/ 8,586
▲ 295
Top Industry
Semiconductors
13.0%
3Y Alpha vs SPY
-2.1%
Period ended 3 months ago
Filed May 19, 2026 · 28d
24 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.2%
SPY
+78.1%
Annualised alpha
-2.1%
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
1,451 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.9%
−1.1 pts
Top 5
28.4%
−5.1 pts
Top 10
42.6%
−6.8 pts
HHI
244
Diversified−71
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.4% | $329,814,102 |
| Financial Services | 14.7% | $164,624,894 |
| Unclassified | 14.7% | $164,495,753 |
| Consumer Cyclical | 8.5% | $95,673,482 |
| Healthcare | 7.0% | $78,293,918 |
| Industrials | 6.8% | $76,019,343 |
| Communication Services | 6.4% | $71,791,724 |
| Consumer Defensive | 5.2% | $58,534,200 |
| Energy | 3.7% | $41,849,765 |
| Utilities | 1.6% | $18,100,238 |
| Basic Materials | 1.2% | $12,960,211 |
| Real Estate | 0.9% | $10,213,271 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Exxon Mobil 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
1,451 positions ·
$1,122,370,901 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 1,451 positions by value
· page 1 of 30
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CENN |
Cenntro Inc.
Consumer Cyclical
|
NEW | 1 | $0 | 0.00% | |
| ABTC |
American Bitcoin Corp.
Financial Services
|
NEW | 1 | $0 | 0.00% | |
| MPT |
Medical Properties Trust Inc
Real Estate
|
Held | 0 | $0 | 0.00% | |
| AGIG |
Abundia Global Impact Group, Inc.
Utilities
|
NEW | 1 | $1 | 0.00% | |
| WKHS |
Workhorse Group Inc.
Consumer Cyclical
|
NEW | 1 | $3 | 0.00% | |
| GPRO |
GoPro, Inc.
Technology
|
NEW | 5 | $3 | 0.00% | |
| UIS |
Unisys Corp
Technology
|
NEW | 2 | $4 | 0.00% | |
| ATRA |
Atara Biotherapeutics, Inc.
Healthcare
|
NEW | 1 | $4 | 0.00% | |
| HTZ |
Hertz Global Holdings, Inc
Industrials
|
NEW | 1 | $4 | 0.00% | |
| CLOV |
Clover Health Investments, Corp. /De
Healthcare
|
NEW | 5 | $8 | 0.00% | |
| EMBC |
Embecta Corp.
Healthcare
|
NEW | 1 | $8 | 0.00% | |
| PMCB |
PharmaCyte Biotech, Inc.
Healthcare
|
NEW | 13 | $8 | 0.00% | |
| AMC |
Amc Entertainment Holdings, Inc.
Communication Services
|
NEW | 12 | $11 | 0.00% | |
| INO |
Inovio Pharmaceuticals, Inc.
Healthcare
|
NEW | 8 | $13 | 0.00% | |
| GPMT |
Granite Point Mortgage Trust Inc.
Real Estate
|
NEW | 9 | $13 | 0.00% | |
| BDSX |
Biodesix Inc
Healthcare
|
NEW | 1 | $14 | 0.00% | |
| SVC |
Service Properties Trust
Real Estate
|
NEW | 11 | $14 | 0.00% | |
| SITC |
SITE Centers Corp.
Real Estate
|
NEW | 3 | $16 | 0.00% | |
| ITUB |
Itau Unibanco Holding S.A.
Financial Services
|
NEW | 3 | $25 | 0.00% | |
| GRWG |
GrowGeneration Corp.
Consumer Cyclical
|
NEW | 25 | $27 | 0.00% | |
| IVA |
Inventiva S.A.
Healthcare
|
NEW | 5 | $27 | 0.00% | |
| NXDT |
Nexpoint Diversified Real Estate Trust
Real Estate
|
NEW | 6 | $28 | 0.00% | |
| BYND |
Beyond Meat, Inc.
Consumer Defensive
|
NEW | 41 | $28 | 0.00% | |
| SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
Utilities
|
NEW | 1 | $30 | 0.00% | |
| CODX |
Co-Diagnostics, Inc.
Healthcare
|
NEW | 17 | $31 | 0.00% | |
| INSG |
Inseego Corp.
Technology
|
NEW | 3 | $33 | 0.00% | |
| FTFT |
Future FinTech Group Inc.
Technology
|
NEW | 28 | $34 | 0.00% | |
| ACFN |
Acorn Energy, Inc.
Technology
|
NEW | 2 | $34 | 0.00% | |
| UWMC |
UWM Holdings Corp
Financial Services
|
NEW | 10 | $36 | 0.00% | |
| WOLF |
Wolfspeed, Inc.
Technology
|
NEW | 3 | $48 | 0.00% | |
| ACB |
Aurora Cannabis Inc
Healthcare
|
NEW | 17 | $55 | 0.00% | |
| VATE |
INNOVATE Corp.
Industrials
|
NEW | 10 | $56 | 0.00% | |
| TDAY |
USA TODAY Co., Inc.
Communication Services
|
NEW | 8 | $56 | 0.00% | |
| TRAK |
ReposiTrak, Inc.
Technology
|
NEW | 8 | $60 | 0.00% | |
| AMPX |
Amprius Technologies, Inc.
Industrials
|
NEW | 4 | $67 | 0.00% | |
| MGEE |
Mge Energy Inc
Utilities
|
NEW | 1 | $77 | 0.00% | |
| CORT |
Corcept Therapeutics Inc
Healthcare
|
NEW | 2 | $80 | 0.00% | |
| INV |
Innventure, Inc.
Financial Services
|
NEW | 22 | $86 | 0.00% | |
| SEV |
Aptera Motors Corp
|
NEW | 34 | $90 | 0.00% | |
| OLPX |
Olaplex Holdings, Inc.
Consumer Cyclical
|
NEW | 50 | $101 | 0.00% | |
| RYAN |
Ryan Specialty Holdings, Inc.
Financial Services
|
NEW | 3 | $101 | 0.00% | |
| HIVE |
HIVE Digital Technologies Ltd.
Financial Services
|
NEW | 56 | $106 | 0.00% | |
| MIN |
Mfs Intermediate Income Trust
Financial Services
|
NEW | 43 | $107 | 0.00% | |
| ATEN |
A10 Networks, Inc.
Technology
|
NEW | 5 | $115 | 0.00% | |
| ONL |
Orion Properties Inc.
Real Estate
|
NEW | 55 | $118 | 0.00% | |
| HTGC |
Hercules Capital, Inc.
Financial Services
|
NEW | 8 | $118 | 0.00% | |
| QVCAQ |
QVC Group, Inc.
Consumer Cyclical
|
NEW | 55 | $119 | 0.00% | |
| ASIX |
AdvanSix Inc.
Basic Materials
|
NEW | 5 | $122 | 0.00% | |
| GSOL |
Grayscale Solana Staking ETF
|
NEW | 20 | $122 | 0.00% | |
| PLAY |
Dave & Buster's Entertainment, Inc.
Communication Services
|
NEW | 13 | $140 | 0.00% |