West Wealth Group, LLC

CIK

1923591

Location

Irvine, CA

Portfolio Value

Micro $80,034,290

Diversification

Diversified

Filing Date

Global Rank

#6,299 / 8,517 ▲ 86

Top Industry

Semiconductors 22.1%

3Y Alpha vs SPY

+42.8%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 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

+340.1%

SPY

+75.3%

Annualised alpha

+43.3%

Max drawdown

−26.1%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

71 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.7%

+0.7 pts

Top 5

45.7%

−7.8 pts

Top 10

60.3%

−8.2 pts

HHI

680

Diversified−172

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	54.8%	$43,858,138	16
Consumer Cyclical	10.3%	$8,211,376	7
Industrials	9.1%	$7,271,611	12
Communication Services	5.7%	$4,550,100	6
Unclassified	5.0%	$3,989,674	4
Healthcare	3.9%	$3,135,941	10
Financial Services	3.7%	$2,951,197	7
Consumer Defensive	2.6%	$2,057,003	3
Real Estate	2.4%	$1,939,597	3
Energy	1.3%	$1,078,027	2
Utilities	1.2%	$991,626	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+3,672	32,421	$2,448,109
AAPL	Apple Inc.	+1,392	57,166	$16,541,553
NVDA	Nvidia Corp	+1,338	38,932	$7,789,903
PFE	Pfizer Inc	+1,110	9,499	$228,735
GOOGL	Alphabet Inc.	+647	6,488	$2,307,126
BAC	Bank Of America Corp /De/	+602	9,910	$564,671
AVGO	Broadcom Inc.	+530	13,021	$4,918,682
CVX	Chevron Corp	+518	2,429	$402,631
BA	Boeing Co	+477	7,871	$1,703,835
VZ	Verizon Communications Inc	+470	4,867	$206,068
XOM	ExxonMobil Holdings Corp	+425	4,940	$675,396
AMZN	Amazon Com Inc	+392	14,559	$3,469,992
CSX	Csx Corp	+391	10,013	$475,917
WMT	Walmart Inc.	+347	7,100	$804,146
MSFT	Microsoft Corp	+320	10,271	$3,831,288
RTX	RTX Corp	+319	1,831	$347,395
NFLX	Netflix Inc	+280	5,487	$391,771
JPM	Jpmorgan Chase & Co	+274	3,202	$1,048,110
JNJ	Johnson & Johnson	+245	1,638	$416,002
CSCO	Cisco Systems, Inc.	+199	3,309	$388,675
V	Visa Inc.	+179	963	$330,395
CAT	Caterpillar Inc	+151	1,070	$1,139,443
META	Meta Platforms, Inc.	+149	1,557	$877,042
DIS	Walt Disney Co	+138	5,519	$531,203
DELL	Dell Technologies Inc.	+137	2,279	$983,297
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−398	598	$440,367
IRM	Iron Mountain Inc	−386	5,479	$692,052
T	At&T Inc.	−351	11,444	$236,890
AMD	Advanced Micro Devices Inc	−350	4,527	$2,629,779
PLD	Prologis, Inc.	−173	5,970	$808,755
SRE	Sempra	−166	10,696	$991,626
GE	General Electric Co	−91	973	$363,639
UNH	Unitedhealth Group Inc	−67	739	$307,150
PG	PROCTER & GAMBLE Co	−53	3,587	$525,997
TSLA	Tesla, Inc.	−24	5,740	$2,414,244
MCD	Mcdonalds Corp	−8	2,059	$556,568
LRCX	Lam Research Corp	−7	4,399	$1,906,218
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	585	$675,259
SPCX	Space Exploration Technologies Corp	2,724	$465,422
BMY	Bristol Myers Squibb Co	5,833	$336,097
INTC	Intel Corp	2,395	$334,413
LOW	Lowes Companies Inc	1,248	$275,171
GLW	Corning Inc /Ny	1,069	$273,054
MRK	Merck & Co., Inc.	1,633	$209,840
KLAC	Kla Corp	683	$206,067
DIA	Spdr Dow Jones Industrial Average ETF Trust	394	$205,821
EW	Edwards Lifesciences Corp	2,261	$204,530
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	511,188	$16,843,644
BNDX	Vanguard Total International Bond ETF	70,754	$3,399,729
AOA	iShares Core 80/20 Aggressive Allocation ETF	5,946	$526,161
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 tracked positions · $80,034,290 total · filing declares 143 positions · $611,266,337 · as of Jun 30, 2026

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

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	57,166	+1,392	$16,541,553	+16.9%	20.67%
NVDA	Nvidia Corp Technology	Added	38,932	+1,338	$7,789,903	+18.8%	9.73%
AVGO	Broadcom Inc. Technology	Added	13,021	+530	$4,918,682	+27.2%	6.15%
MSFT	Microsoft Corp Technology	Added	10,271	+320	$3,831,288	+4.0%	4.79%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,559	+392	$3,469,992	+17.6%	4.34%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,527	-350	$2,629,779	+165.1%	3.29%
IAU	Ishares Gold Trust	Added	32,421	+3,672	$2,448,109	−3.4%	3.06%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,740	-24	$2,414,244	+12.7%	3.02%
GOOGL	Alphabet Inc. Communication Services	Added	6,488	+647	$2,307,126	+37.5%	2.88%
LRCX	Lam Research Corp Technology	Reduced	4,399	-7	$1,906,218	+102.5%	2.38%
BA	Boeing Co Industrials	Added	7,871	+477	$1,703,835	+15.8%	2.13%
STX	Seagate Technology Holdings plc Technology	Added	1,360	+6	$1,312,400	+147.4%	1.64%
CAT	Caterpillar Inc Industrials	Added	1,070	+151	$1,139,443	+75.0%	1.42%
AMAT	Applied Materials Inc /De Technology	Added	1,490	+5	$1,077,270	+112.2%	1.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,202	+274	$1,048,110	+21.7%	1.31%
SRE	Sempra Utilities	Reduced	10,696	-166	$991,626	−6.0%	1.24%
DELL	Dell Technologies Inc. Technology	Added	2,279	+137	$983,297	+179.7%	1.23%
SPY	Spdr S&P 500 ETF Trust	Added	1,199	+3	$895,377	+15.1%	1.12%
META	Meta Platforms, Inc. Communication Services	Added	1,557	+149	$877,042	+8.9%	1.10%
PLD	Prologis, Inc. Real Estate	Reduced	5,970	-173	$808,755	−0.4%	1.01%
WMT	Walmart Inc. Consumer Defensive	Added	7,100	+347	$804,146	−4.2%	1.00%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	777	+67	$726,860	+2.7%	0.91%
IRM	Iron Mountain Inc Real Estate	Reduced	5,479	-386	$692,052	+15.5%	0.86%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,925	+43	$678,909	+9.7%	0.85%
XOM	ExxonMobil Holdings Corp Energy	Added	4,940	+425	$675,396	−11.8%	0.84%
MU	Micron Technology Inc Technology	NEW	585	NEW	$675,259	NEW	0.84%
ROK	Rockwell Automation, Inc Industrials	Added	1,266	+5	$626,771	+38.5%	0.78%
RKLB	Rocket Lab Corp Industrials	Added	5,829	+16	$592,517	+58.7%	0.74%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	2,705	+6	$575,759	−1.5%	0.72%
GEV	GE Vernova Inc. Industrials	Added	490	+8	$575,681	+36.8%	0.72%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,910	+602	$564,671	+24.4%	0.71%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,059	-8	$556,568	−13.4%	0.70%
IBM	International Business Machines Corp Technology	Added	1,949	+112	$548,078	+23.1%	0.68%
ABBV	AbbVie Inc. Healthcare	Added	2,120	+121	$533,476	+22.7%	0.67%
DIS	Walt Disney Co Communication Services	Added	5,519	+138	$531,203	+2.4%	0.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,587	-53	$525,997	+0.0%	0.66%
CSX	Csx Corp Industrials	Added	10,013	+391	$475,917	+20.5%	0.59%
SPCX	Space Exploration Technologies Corp Industrials	NEW	2,724	NEW	$465,422	NEW	0.58%
QCOM	Qualcomm Inc/De Technology	Added	2,393	+27	$442,202	+45.1%	0.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	598	-398	$440,367	−23.4%	0.55%
AHR	American Healthcare REIT, Inc. Real Estate	Added	8,414	+40	$438,790	+11.1%	0.55%
LLY	ELI LILLY & Co Healthcare	Added	361	+84	$432,994	+70.0%	0.54%
LMT	Lockheed Martin Corp Industrials	Added	849	+10	$432,531	−14.7%	0.54%
JNJ	Johnson & Johnson Healthcare	Added	1,638	+245	$416,002	+22.2%	0.52%
CVX	Chevron Corp Energy	Added	2,429	+518	$402,631	+1.8%	0.50%
NFLX	Netflix Inc Communication Services	Added	5,487	+280	$391,771	−21.7%	0.49%
CSCO	Cisco Systems, Inc. Technology	Added	3,309	+199	$388,675	+61.1%	0.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	736	+75	$368,287	+16.3%	0.46%
GE	General Electric Co Industrials	Reduced	973	-91	$363,639	+20.4%	0.45%
RTX	RTX Corp Industrials	Added	1,831	+319	$347,395	+19.1%	0.43%

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.