West Wealth Group, LLC

CIK

1923591

Location

Irvine, CA

Portfolio Value

Micro $62,798,463

Diversification

Diversified

Filing Date

Global Rank

#6,177 / 8,232 ▲ 171

Top Industry

Consumer Electronics 24.0%

3Y Alpha vs SPY

-0.5%

Period ended 2 months ago

Filed May 12, 2026 · 33d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+74.7%

SPY

+76.3%

Annualised alpha

-0.4%

Max drawdown

−26.2%

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

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

Top Position

22.5%

+0.4 pts

Top 5

49.7%

−4.5 pts

Top 10

62.8%

−4.3 pts

HHI

783

Diversified−35

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	51.9%	$32,575,273	12
Consumer Cyclical	11.5%	$7,192,827	6
Industrials	8.6%	$5,385,799	11
Unclassified	6.2%	$3,887,188	3
Communication Services	5.2%	$3,263,118	6
Financial Services	3.9%	$2,449,809	7
Consumer Defensive	3.3%	$2,072,488	3
Healthcare	3.1%	$1,949,153	7
Real Estate	2.9%	$1,805,949	3
Energy	1.8%	$1,161,399	2
Utilities	1.7%	$1,055,460	1

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	+3,475	37,594	$6,556,393
BAC	Bank Of America Corp /De/	+2,223	9,308	$453,765
AAPL	Apple Inc.	+1,492	55,774	$14,154,883
AMZN	Amazon Com Inc	+1,335	14,167	$2,950,561
TSLA	Tesla, Inc.	+1,262	5,764	$2,142,767
NFLX	Netflix Inc	+1,181	5,207	$500,653
SRE	Sempra	+947	10,862	$1,055,460
WMT	Walmart Inc.	+832	6,753	$839,262
META	Meta Platforms, Inc.	+382	1,408	$805,559
T	At&T Inc.	+259	11,795	$341,937
MSFT	Microsoft Corp	+229	9,951	$3,683,561
QQQ	Invesco Qqq Trust, Series 1	+219	996	$574,871
AVGO	Broadcom Inc.	+193	12,491	$3,866,089
PFE	Pfizer Inc	+152	8,389	$235,563
BA	Boeing Co	+115	7,394	$1,471,627
CVX	Chevron Corp	+110	1,911	$395,385
GOOGL	Alphabet Inc.	+110	3,045	$875,620
UNH	Unitedhealth Group Inc	+100	806	$218,095
IBM	International Business Machines Corp	+96	1,837	$445,270
COST	Costco Wholesale Corp /New	+58	710	$707,465
XOM	Exxon Mobil Corp	+54	4,515	$766,014
V	Visa Inc.	+46	784	$236,956
WABC	Westamerica Bancorporation	+46	5,184	$270,345
AHR	American Healthcare REIT, Inc.	+42	8,374	$394,917
MCD	Mcdonalds Corp	+41	2,067	$642,402
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−46,865	28,749	$2,534,511
DIS	Walt Disney Co	−2,258	5,381	$518,620
BRK-B	Berkshire Hathaway Inc	−276	661	$316,751
CSCO	Cisco Systems, Inc.	−272	3,110	$241,304
DELL	Dell Technologies Inc.	−245	2,142	$351,566
RTX	RTX Corp	−39	1,512	$291,664
PG	PROCTER & GAMBLE Co	−14	3,640	$525,761
AMD	Advanced Micro Devices Inc	−11	4,877	$992,128
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
QCOM	Qualcomm Inc/De	2,366	$304,693
VZ	Verizon Communications Inc	4,397	$220,729
NRO	Neuberger Real Estate Securities Income Fund Inc	20,897	$59,347
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
KKR	KKR & Co. Inc.	2,072	$264,138
ORCL	Oracle Corp	1,165	$227,070
EW	Edwards Lifesciences Corp	2,360	$201,190
CLF	Cleveland-Cliffs Inc.	10,368	$137,687
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 positions · $62,798,463 total · as of Mar 31, 2026

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

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	55,774	+1,492	$14,154,883	−4.1%	22.54%
NVDA	Nvidia Corp Technology	Added	37,594	+3,475	$6,556,393	+3.0%	10.44%
AVGO	Broadcom Inc. Technology	Added	12,491	+193	$3,866,089	−9.2%	6.16%
MSFT	Microsoft Corp Technology	Added	9,951	+229	$3,683,561	−21.7%	5.87%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,167	+1,335	$2,950,561	−0.4%	4.70%
IAU	Ishares Gold Trust	Reduced	28,749	-46,865	$2,534,511	−58.7%	4.04%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,764	+1,262	$2,142,767	+5.8%	3.41%
BA	Boeing Co Industrials	Added	7,394	+115	$1,471,627	−6.9%	2.34%
SRE	Sempra Utilities	Added	10,862	+947	$1,055,460	+20.6%	1.68%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,877	-11	$992,128	−5.2%	1.58%
LRCX	Lam Research Corp Technology	Added	4,406	+5	$941,385	+25.0%	1.50%
GOOGL	Alphabet Inc. Communication Services	Added	3,045	+110	$875,620	−4.7%	1.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,928	+37	$861,300	−7.5%	1.37%
WMT	Walmart Inc. Consumer Defensive	Added	6,753	+832	$839,262	+27.2%	1.34%
PLD	Prologis, Inc. Real Estate	Added	6,143	+35	$811,981	+4.1%	1.29%
META	Meta Platforms, Inc. Communication Services	Added	1,408	+382	$805,559	+18.9%	1.28%
SPY	Spdr S&P 500 ETF Trust	Added	1,196	+40	$777,806	−1.3%	1.24%
XOM	Exxon Mobil Corp Energy	Added	4,515	+54	$766,014	+42.7%	1.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	710	+58	$707,465	+25.8%	1.13%
CAT	Caterpillar Inc Industrials	Added	919	+18	$651,074	+26.1%	1.04%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,067	+41	$642,402	+3.7%	1.02%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,882	+27	$618,970	−3.0%	0.99%
IRM	Iron Mountain Inc Real Estate	Added	5,865	+15	$599,051	+23.5%	0.95%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	2,699	+6	$584,684	+20.5%	0.93%
QQQ	Invesco Qqq Trust, Series 1	Added	996	+219	$574,871	+20.4%	0.92%
STX	Seagate Technology Holdings plc Technology	Added	1,354	+3	$530,443	+42.6%	0.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,640	-14	$525,761	+0.4%	0.84%
DIS	Walt Disney Co Communication Services	Reduced	5,381	-2,258	$518,620	−40.3%	0.83%
AMAT	Applied Materials Inc /De Technology	Added	1,485	+8	$507,558	+33.7%	0.81%
LMT	Lockheed Martin Corp Industrials	Added	839	+9	$507,083	+26.3%	0.81%
NFLX	Netflix Inc Communication Services	Added	5,207	+1,181	$500,653	+32.6%	0.80%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,308	+2,223	$453,765	+16.4%	0.72%
ROK	Rockwell Automation, Inc Industrials	Added	1,261	+21	$452,547	−6.2%	0.72%
IBM	International Business Machines Corp Technology	Added	1,837	+96	$445,270	−13.7%	0.71%
ABBV	AbbVie Inc. Healthcare	Held	1,999	0	$434,762	−4.8%	0.69%
GEV	GE Vernova Inc. Industrials	Added	482	+7	$420,737	+35.5%	0.67%
CVX	Chevron Corp Energy	Added	1,911	+110	$395,385	+44.0%	0.63%
CSX	Csx Corp Industrials	Added	9,622	+34	$394,983	+13.6%	0.63%
AHR	American Healthcare REIT, Inc. Real Estate	Added	8,374	+42	$394,917	+0.7%	0.63%
RKLB	Rocket Lab Corp Industrials	Held	5,813	0	$373,310	−7.9%	0.59%
DELL	Dell Technologies Inc. Technology	Reduced	2,142	-245	$351,566	+17.0%	0.56%
T	At&T Inc. Communication Services	Added	11,795	+259	$341,937	+19.3%	0.54%
JNJ	Johnson & Johnson Healthcare	Added	1,393	+19	$340,504	+19.7%	0.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	661	-276	$316,751	−32.7%	0.50%
QCOM	Qualcomm Inc/De Technology	NEW	2,366	NEW	$304,693	NEW	0.49%
GE	General Electric Co Industrials	Added	1,064	+3	$301,931	−7.6%	0.48%
RTX	RTX Corp Industrials	Reduced	1,512	-39	$291,664	+2.5%	0.46%
NOC	Northrop Grumman Corp /De/ Industrials	Added	404	+5	$275,624	+21.1%	0.44%
WABC	Westamerica Bancorporation Financial Services	Added	5,184	+46	$270,345	+10.0%	0.43%
LLY	ELI LILLY & Co Healthcare	Added	277	+17	$254,776	−8.8%	0.41%