Western Wealth Management, LLC
CIK
1767902
City
GOLDEN
State / Country
CO
Top Portfolio Positions
1,451 positions ·
$1,122,370,901 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
348,678 | $88,490,989 | 7.88% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
131,472 | $75,883,008 | 6.76% | |
| NVDA |
Nvidia Corp
Technology
|
401,381 | $70,000,846 | 6.24% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
88,993 | $42,645,445 | 3.80% | |
| MSFT |
Microsoft Corp
Technology
|
113,083 | $41,859,933 | 3.73% | |
| SPY |
Spdr S&P 500 ETF Trust
|
62,017 | $40,332,135 | 3.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
189,362 | $39,438,422 | 3.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
108,420 | $31,177,254 | 2.78% | |
| AVGO |
Broadcom Inc.
Technology
|
88,661 | $27,441,465 | 2.44% | |
| GLD |
Spdr Gold Trust
|
49,670 | $21,372,504 | 1.90% |
Portfolio Trend
24 quarters · across all stocks
Holdings in LDP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,193 | 210 | Shares | Sole | 2026-05-19 | |
| 2022-09-30 | $1,310,132 | 72,383 | Shares | Sole | 2022-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||