Institutions / West Wealth Group, LLC
West Wealth Group, LLC
CIK 1923591 · Institution · as of Dec 31, 2025
Portfolio value
$482.00M
Positions
127
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 127 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $54.18M | 11.2% |
| iShares Tr | $45.47M | 9.4% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $41.18M | 8.5% |
| iShares Tr | $32.69M | 6.8% |
| Vanguard World Fd | $26.05M | 5.4% |
| SPDR Series Trust | $25.98M | 5.4% |
| J P Morgan Exchange Traded F | $25.17M | 5.2% |
| SPDR Index Shs Fds | $24.68M | 5.1% |
| iShares Tr | $18.77M | 3.9% |
| BlackRock ETF Trust | $16.82M | 3.5% |
| iShares Tr | $15.73M | 3.3% |
| BlackRock ETF Trust | $15.60M | 3.2% |
| Apple Inc. | $14.76M | 3.1% |
| Global X Fds | $8.66M | 1.8% |
| J P Morgan Exchange Traded F | $7.23M | 1.5% |
| iShares MSCI UAE ETF | $6.37M | 1.3% |
| NVIDIA Corp | $6.36M | 1.3% |
| iShares Gold Tr | $6.14M | 1.3% |
| iShares Tr | $5.89M | 1.2% |
| Microsoft Corp | $4.70M | 1.0% |
| Bondbloxx ETF Trust | $4.69M | 1.0% |
| Broadcom Inc. | $4.26M | 0.9% |
| SPDR Series Trust | $3.33M | 0.7% |
| Vanguard Charlotte Fds | $3.16M | 0.7% |
| Amazon.com Inc | $2.96M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.