Western Wealth Management, LLC
CIK
1767902
City
GOLDEN
State / Country
CO
Top Portfolio Positions
1,447 positions ·
$1,121,197,001 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
348,678 | $88,490,989 | 7.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
131,472 | $75,883,008 | 6.77% | |
| 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 | 3.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
189,362 | $39,438,422 | 3.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
108,420 | $31,177,254 | 2.78% | |
| AVGO |
Broadcom Inc.
Technology
|
88,661 | $27,441,465 | 2.45% | |
| GLD |
Spdr Gold Trust
|
49,670 | $21,372,504 | 1.91% |
Portfolio Trend
24 quarters · across all stocks
Holdings in NAC
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $506,948 | 43,515 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $177,728 | 15,049 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $173,063 | 15,049 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $168,097 | 15,049 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $169,150 | 15,049 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $169,903 | 15,049 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $178,932 | 15,049 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $173,514 | 15,049 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $165,839 | 15,049 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $166,893 | 15,049 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $145,222 | 15,049 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $164,335 | 15,049 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $165,689 | 15,049 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $166,592 | 15,049 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $512,156 | 46,687 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $575,650 | 46,687 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $659,411 | 50,260 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $235,366 | 15,049 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $301,815 | 19,042 | Shares | Sole | 2021-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||