West Wealth Group, LLC

CIK

1923591

Location

Irvine, CA

Portfolio Value

Small $611,252,625

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,399 / 8,794 ▲ 971 · as of Jun 2026

Top Industry

Semiconductors 22.0%

Period ended 3 months ago

Filed Aug 6, 2026 · 58d

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

35.0%

−1.7 pts

Top 5

79.1%

+9.3 pts

Top 10

87.1%

+5.9 pts

HHI

2,040

Moderately concentrated+314

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.5%	$534,922,309	25
Technology	7.2%	$43,858,138	16
Consumer Cyclical	1.3%	$8,211,376	7
Industrials	1.2%	$7,271,611	12
Communication Services	0.7%	$4,550,100	6
Financial Services	0.5%	$3,236,897	8
Healthcare	0.5%	$3,135,941	10
Consumer Defensive	0.3%	$2,057,003	3
Real Estate	0.3%	$1,939,597	3
Energy	0.2%	$1,078,027	2
Utilities	0.2%	$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
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+461,322	1,182,074	$92,374,045
BAI	iShares A.I. Innovation and Tech Active ETF	+104,747	3,094,912	$143,341,976
BAB	Invesco Taxable Municipal Bond ETF	+71,431	514,231	$12,094,713
AGNG	Global X Funds Global X Aging Population ETF	+44,762	204,917	$12,235,594
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+40,185	2,181,907	$214,229,140
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	+7,795	94,137	$4,290,764
BNDX	Vanguard Total International Bond ETF	+6,853	77,607	$3,758,507
VB	Vanguard Morningstar Small-Cap ETF	+4,853	8,510	$2,456,680
EDV	Vanguard World Funds Extended Duration ETF	+3,987	7,357	$1,241,312
IAU	Ishares Gold Trust	+3,672	32,421	$2,448,109
DCOR	Dimensional US Core Equity 1 ETF	+2,722	91,427	$4,445,858
AAPL	Apple Inc.	+1,392	57,166	$16,541,553
NVDA	Nvidia Corp	+1,338	38,932	$7,789,903
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+1,318	9,172	$637,588
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
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−233,152	141,345	$12,079,343
CWI	State Street SPDR MSCI ACWI ex-US ETF	−82,252	326,406	$16,901,302
BCLO	iShares BBB-B CLO Active ETF	−8,865	39,486	$2,066,697
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−3,488	27,152	$1,351,979
BKF	iShares MSCI BIC ETF	−2,265	17,178	$2,918,367
FNDA	Schwab Fundamental U.S. Small Company ETF	−2,170	13,712	$686,883
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
ACSG	American Century Small Cap Growth Insights ETF	−93	22,947	$2,434,772
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

11 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
VIG	Vanguard Dividend Appreciation ETF	1,410	$333,634
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

1 positions

Ticker	Company	Shares	Value	Open
JA	Janus Henderson AA-A CLO ETF	5,050	$254,368
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

93 tracked positions · $611,252,625 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 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,181,907	+40,185	$214,229,140	—	35.05%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	3,094,912	+104,747	$143,341,976	+23.9%	23.45%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	1,182,074	+461,322	$92,374,045	+98.3%	15.11%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	326,406	-82,252	$16,901,302	−11.8%	2.77%
AAPL	Apple Inc. Technology	Added	57,166	+1,392	$16,541,553	+16.9%	2.71%
AGNG	Global X Funds Global X Aging Population ETF	Added	204,917	+44,762	$12,235,594	+7.8%	2.00%
BAB	Invesco Taxable Municipal Bond ETF	Added	514,231	+71,431	$12,094,713	+18.9%	1.98%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	141,345	-233,152	$12,079,343	−50.0%	1.98%
NVDA	Nvidia Corp Technology	Added	38,932	+1,338	$7,789,903	+18.8%	1.27%
AVGO	Broadcom Inc. Technology	Added	13,021	+530	$4,918,682	+27.2%	0.80%
DCOR	Dimensional US Core Equity 1 ETF	Added	91,427	+2,722	$4,445,858	+17.5%	0.73%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Added	94,137	+7,795	$4,290,764	+8.4%	0.70%
MSFT	Microsoft Corp Technology	Added	10,271	+320	$3,831,288	+4.0%	0.63%
BNDX	Vanguard Total International Bond ETF	Added	77,607	+6,853	$3,758,507	+10.6%	0.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,559	+392	$3,469,992	+17.6%	0.57%
BKF	iShares MSCI BIC ETF	Reduced	17,178	-2,265	$2,918,367	+14.3%	0.48%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,527	-350	$2,629,779	+165.1%	0.43%
VB	Vanguard Morningstar Small-Cap ETF	Added	8,510	+4,853	$2,456,680	+73.4%	0.40%
IAU	Ishares Gold Trust	Added	32,421	+3,672	$2,448,109	−3.4%	0.40%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	22,947	-93	$2,434,772	+13.8%	0.40%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,740	-24	$2,414,244	+12.7%	0.39%
GOOGL	Alphabet Inc. Communication Services	Added	6,488	+647	$2,307,126	+37.5%	0.38%
BCLO	iShares BBB-B CLO Active ETF	Reduced	39,486	-8,865	$2,066,697	−17.7%	0.34%
LRCX	Lam Research Corp Technology	Reduced	4,399	-7	$1,906,218	+102.5%	0.31%
BA	Boeing Co Industrials	Added	7,871	+477	$1,703,835	+15.8%	0.28%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	27,152	-3,488	$1,351,979	+21.9%	0.22%
STX	Seagate Technology Holdings plc Technology	Added	1,360	+6	$1,312,400	+147.4%	0.21%
EDV	Vanguard World Funds Extended Duration ETF	Added	7,357	+3,987	$1,241,312	+75.8%	0.20%
CAT	Caterpillar Inc Industrials	Added	1,070	+151	$1,139,443	+75.0%	0.19%
AMAT	Applied Materials Inc /De Technology	Added	1,490	+5	$1,077,270	+112.2%	0.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,202	+274	$1,048,110	+21.7%	0.17%
SRE	Sempra Utilities	Reduced	10,696	-166	$991,626	−6.0%	0.16%
DELL	Dell Technologies Inc. Technology	Added	2,279	+137	$983,297	+179.7%	0.16%
SPY	Spdr S&P 500 ETF Trust	Added	1,199	+3	$895,377	+15.1%	0.15%
META	Meta Platforms, Inc. Communication Services	Added	1,557	+149	$877,042	+8.9%	0.14%
PLD	Prologis, Inc. Real Estate	Reduced	5,970	-173	$808,755	−0.4%	0.13%
WMT	Walmart Inc. Consumer Defensive	Added	7,100	+347	$804,146	−4.2%	0.13%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	777	+67	$726,860	+2.7%	0.12%
IRM	Iron Mountain Inc Real Estate	Reduced	5,479	-386	$692,052	+15.5%	0.11%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	13,712	-2,170	$686,883	−9.0%	0.11%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,925	+43	$678,909	+9.7%	0.11%
XOM	ExxonMobil Holdings Corp Energy	Added	4,940	+425	$675,396	−11.8%	0.11%
MU	Micron Technology Inc Technology	NEW	585	NEW	$675,259	NEW	0.11%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	9,172	+1,318	$637,588	+32.5%	0.10%
ROK	Rockwell Automation, Inc Industrials	Added	1,266	+5	$626,771	+38.5%	0.10%
RKLB	Rocket Lab Corp Industrials	Added	5,829	+16	$592,517	+58.7%	0.10%
		Added	5,963	+17	$581,988	+10.6%	0.10%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	2,705	+6	$575,759	−1.5%	0.09%
GEV	GE Vernova Inc. Industrials	Added	490	+8	$575,681	+36.8%	0.09%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,910	+602	$564,671	+24.4%	0.09%

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.