West Wealth Group, LLC
Filing Date
Global Rank
#6,177
/ 8,232
▲ 171
Top Industry
Consumer Electronics
24.0%
3Y Alpha vs SPY
-0.4%
Period ended 3 months ago
Filed May 12, 2026 · 34d
18 quarters · since Dec 2021
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
+72.7%
SPY
+74.2%
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, 2025Top 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 |
|---|---|---|
| Technology | 51.9% | $32,575,273 |
| Consumer Cyclical | 11.5% | $7,192,827 |
| Industrials | 8.6% | $5,385,799 |
| Unclassified | 6.2% | $3,887,188 |
| Communication Services | 5.2% | $3,263,118 |
| Financial Services | 3.9% | $2,449,809 |
| Consumer Defensive | 3.3% | $2,072,488 |
| Healthcare | 3.1% | $1,949,153 |
| Real Estate | 2.9% | $1,805,949 |
| Energy | 1.8% | $1,161,399 |
| Utilities | 1.7% | $1,055,460 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
6 positions ·
$3,263,118 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,045 | $875,620 | 26.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,408 | $805,559 | 24.69% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 5,381 | $518,620 | 15.89% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 5,207 | $500,653 | 15.34% | |
| T |
At&T Inc.
Communication Services
|
Added | 11,795 | $341,937 | 10.48% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 4,397 | $220,729 | 6.76% |