West Wealth Group, LLC

CIK 0001923591 • 7 13F filings • May 5, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $402.2M111 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$358K	0.1%Prev: 0.1%	1,823 SH	Decreased-176 SH
AFLAC INC	COM	$231K	0.1%Prev: 0.0%	2,259 SH	Decreased-32 SH
ALPHABET INC	CAP STK CL A	$500K	0.1%Prev: 0.2%	2,549 SH	Decreased-496 SH
ALPHABET INC	CAP STK CL C	$517K	0.1%Prev: 0.2%	2,625 SH	Decreased-171 SH
AMAZON COM INC	COM	$3.0M	0.7%Prev: 0.6%	13,407 SH	Increased-760 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$329K	0.1%Prev: 0.1%	8,285 SH	Decreased-89 SH
APPLE INC	COM	$11.8M	2.9%Prev: 2.8%	55,517 SH	Decreased-257 SH
APPLIED MATLS INC	COM	$262K	0.1%Prev: 0.1%	1,470 SH	Decreased-15 SH
AT&T INC	COM	$353K	0.1%Prev: 0.1%	12,849 SH	Increased+1,054 SH
BANK AMERICA CORP	COM	$356K	0.1%Prev: 0.1%	7,844 SH	Decreased-1,464 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$391K	0.1%Prev: 0.1%	833 SH	Increased+172 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$4.9M	1.2%Prev: 3.3%	156,642 SH	Decreased-354,546 SH
BLACKROCK ETF TRUST	ISHARES ADVANTAG	$209K	0.1%	6,852 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$29.6M	7.4%Prev: 7.5%	527,911 SH	Decreased-121,295 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$13.5M	3.4%Prev: 3.4%	372,742 SH	Decreased-97,986 SH
BLACKROCK ETF TRUST	US CARBON TRANS	$691K	0.2%	10,035 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.3M	0.6%Prev: 0.5%	44,337 SH	Decreased-4,014 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$1.3M	0.3%	26,562 SH	New
BLACKSTONE INC	COM	$203K	0.1%	1,196 SH	New
BOEING CO	COM	$1.6M	0.4%Prev: 0.3%	7,301 SH	Increased-93 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$3.9M	1.0%Prev: 0.8%	85,571 SH	Decreased-771 SH
BROADCOM INC	COM	$3.5M	0.9%Prev: 0.8%	11,641 SH	Decreased-850 SH
CATERPILLAR INC	COM	$353K	0.1%Prev: 0.1%	826 SH	Decreased-93 SH
CHEVRON CORP NEW	COM	$244K	0.1%	1,598 SH	New
CLEVELAND-CLIFFS INC NEW	COM	$97K	0.0%	10,368 SH	New
COSTCO WHSL CORP NEW	COM	$633K	0.2%	653 SH	New
CSX CORP	COM	$276K	0.1%Prev: 0.1%	7,651 SH	Decreased-1,971 SH
DELL TECHNOLOGIES INC	CL C	$322K	0.1%Prev: 0.1%	2,516 SH	Decreased+374 SH
DISNEY WALT CO	COM	$890K	0.2%Prev: 0.1%	7,723 SH	Increased+2,342 SH
EXXON MOBIL CORP	COM	$401K	0.1%Prev: 0.2%	3,768 SH	Decreased-747 SH
GE AEROSPACE	COM NEW	$266K	0.1%Prev: 0.1%	975 SH	Decreased-89 SH
GE VERNOVA INC	COM	$297K	0.1%Prev: 0.1%	447 SH	Decreased-35 SH
HOME DEPOT INC	COM	$675K	0.2%Prev: 0.1%	1,743 SH	Increased-139 SH
INTERNATIONAL BUSINESS MACHS	COM	$388K	0.1%Prev: 0.1%	1,539 SH	Decreased-298 SH
INVESCO QQQ TR	UNIT SER 1	$359K	0.1%Prev: 0.1%	632 SH	Decreased-364 SH
IRON MTN INC DEL	COM	$495K	0.1%Prev: 0.1%	5,500 SH	Decreased-365 SH
ISHARES GOLD TR	ISHARES NEW	$3.3M	0.8%Prev: 0.5%	51,748 SH	Increased+22,999 SH
ISHARES INC	CORE MSCI EMKT	$601K	0.1%Prev: 0.1%	9,855 SH	Decreased+639 SH
ISHARES INC	ESG AWR MSCI EM	$205K	0.1%Prev: 0.0%	5,121 SH	Decreased-113 SH
ISHARES INC	MSCI EMRG CHN	$3.2M	0.8%Prev: 0.1%	50,716 SH	Increased+41,235 SH
ISHARES TR	0-3 MNTH TREASRY	$586K	0.1%Prev: 0.2%	5,837 SH	Decreased-1,709 SH
ISHARES TR	0-5 YR TIPS ETF	$741K	0.2%Prev: 0.1%	7,197 SH	Increased+1,823 SH
ISHARES TR	1 3 YR TREAS BD	$251K	0.1%	3,039 SH	New
ISHARES TR	10-20 YR TRS ETF	$1.9M	0.5%	18,497 SH	New
ISHARES TR	A RATE CP BD ETF	$417K	0.1%	8,697 SH	New
ISHARES TR	CALIF MUN BD ETF	$13.4M	3.3%Prev: 3.7%	240,111 SH	Decreased-91,695 SH
ISHARES TR	CORE 80/20 AGGRE	$496K	0.1%Prev: 0.1%	5,902 SH	Decreased-44 SH
ISHARES TR	CORE DIV GRWTH	$721K	0.2%Prev: 0.2%	11,127 SH	Decreased+268 SH
ISHARES TR	CORE MSCI EAFE	$237K	0.1%Prev: 0.1%	2,843 SH	Decreased-16 SH
ISHARES TR	CORE S&P MCP ETF	$263K	0.1%Prev: 0.1%	4,191 SH	Decreased-196 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.3%Prev: 0.3%	1,676 SH	Decreased-459 SH
ISHARES TR	CORE TOTAL USD	$17.1M	4.2%	369,139 SH	New
ISHARES TR	EAFE GRWTH ETF	$15.2M	3.8%Prev: 0.6%	139,401 SH	Increased+113,304 SH
ISHARES TR	EAFE VALUE ETF	$30.1M	7.5%Prev: 3.9%	465,374 SH	Increased+202,294 SH
ISHARES TR	ESG AWR MSCI USA	$1.6M	0.4%Prev: 0.3%	11,384 SH	Increased+1,916 SH
ISHARES TR	ESG EAFE ETF	$227K	0.1%Prev: 0.0%	3,119 SH	Increased+112 SH
ISHARES TR	ESG MSCI KLD 400	$450K	0.1%Prev: 0.1%	3,756 SH	Decreased-13 SH
ISHARES TR	ESG MSCI USA ETF	$584K	0.1%Prev: 0.1%	10,513 SH	Increased+1,941 SH
ISHARES TR	HDG MSCI EAFE	$1.6M	0.4%	42,524 SH	New
ISHARES TR	IBOXX HI YD ETF	$268K	0.1%Prev: 0.1%	3,340 SH	Decreased-78 SH
ISHARES TR	INTL DIV GRWTH	$379K	0.1%	4,920 SH	New
ISHARES TR	INVESTMENT GRADE	$333K	0.1%Prev: 0.1%	7,310 SH	Decreased-254 SH
ISHARES TR	ISHS 1-5YR INVS	$283K	0.1%	5,370 SH	New
ISHARES TR	JPMORGAN USD EMG	$836K	0.2%	8,963 SH	New
ISHARES TR	MSCI USA MIN VOL	$1.2M	0.3%Prev: 0.3%	12,862 SH	Decreased-3,730 SH
ISHARES TR	MSCI USA QLT FCT	$5.4M	1.4%Prev: 1.5%	29,296 SH	Decreased-10,348 SH
ISHARES TR	MSCI USA VALUE	$485K	0.1%Prev: 0.2%	4,289 SH	Decreased-1,202 SH
ISHARES TR	NATIONAL MUN ETF	$334K	0.1%Prev: 0.1%	3,211 SH	Decreased-3,265 SH
ISHARES TR	S&P 500 GRWT ETF	$47.9M	11.9%Prev: 10.5%	419,087 SH	Decreased-50,032 SH
ISHARES TR	S&P 500 VAL ETF	$38.8M	9.7%Prev: 10.2%	197,547 SH	Decreased-47,740 SH
ISHARES TR	U.S. TECH ETF	$12.9M	3.2%Prev: 0.4%	71,060 SH	Increased+61,098 SH
ISHARES TR	US INFRASTRUC	$292K	0.1%Prev: 0.1%	5,800 SH	Increased+1,111 SH
ISHARES TR	US TREAS BD ETF	$488K	0.1%Prev: 1.0%	21,253 SH	Decreased-189,609 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$204K	0.1%Prev: 0.0%	3,643 SH	Decreased-283 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$491K	0.1%	9,718 SH	New
J P MORGAN EXCHANGE TRADED F	US MOMENTUM	$6.2M	1.5%Prev: 2.4%	95,816 SH	Decreased-84,556 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$23.9M	5.9%Prev: 2.3%	392,434 SH	Increased+202,235 SH
JPMORGAN CHASE & CO.	COM	$719K	0.2%	2,466 SH	New
KKR & CO INC	COM	$329K	0.1%	2,277 SH	New
LAM RESEARCH CORP	COM NEW	$421K	0.1%Prev: 0.2%	4,385 SH	Decreased-21 SH
LOCKHEED MARTIN CORP	COM	$368K	0.1%Prev: 0.1%	846 SH	Decreased+7 SH
MCDONALDS CORP	COM	$718K	0.2%Prev: 0.1%	2,334 SH	Increased+267 SH
META PLATFORMS INC	CL A	$894K	0.2%Prev: 0.2%	1,158 SH	Increased-250 SH
MICROSOFT CORP	COM	$4.9M	1.2%Prev: 0.7%	9,274 SH	Increased-677 SH
NETFLIX INC	COM	$363K	0.1%	308 SH	New
NORTHROP GRUMMAN CORP	COM	$233K	0.1%Prev: 0.1%	395 SH	Decreased-9 SH
NVIDIA CORPORATION	COM	$4.8M	1.2%Prev: 1.3%	26,845 SH	Decreased-10,749 SH
ORACLE CORP	COM	$227K	0.1%	883 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$295K	0.1%	2,937 SH	New
PROCTER AND GAMBLE CO	COM	$541K	0.1%	3,539 SH	New
PROLOGIS INC.	COM	$646K	0.2%Prev: 0.2%	6,108 SH	Decreased-35 SH
ROCKET LAB CORP	COM	$256K	0.1%Prev: 0.1%	5,800 SH	Decreased-13 SH
ROCKWELL AUTOMATION INC	COM	$457K	0.1%Prev: 0.1%	1,389 SH	Increased+128 SH
ROSS STORES INC	COM	$392K	0.1%Prev: 0.1%	2,676 SH	Decreased-23 SH
RTX CORPORATION	COM	$249K	0.1%Prev: 0.1%	1,596 SH	Decreased+84 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$279K	0.1%Prev: 0.1%	6,829 SH	Decreased-9,053 SH
SELECT SECTOR SPDR TR	ENERGY	$314K	0.1%	3,712 SH	New
SEMPRA	COM	$819K	0.2%Prev: 0.2%	10,095 SH	Decreased-767 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$15.6M	3.9%	358,412 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$474K	0.1%	748 SH	New
SPDR SERIES TRUST	PORT MTG BK ETF	$2.9M	0.7%	130,137 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$24.6M	6.1%	330,847 SH	New
TESLA INC	COM	$1.9M	0.5%Prev: 0.4%	5,942 SH	Decreased+178 SH
TJX COS INC NEW	COM	$203K	0.1%Prev: 0.1%	1,536 SH	Decreased-51 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.6M	0.7%Prev: 0.7%	52,919 SH	Decreased-17,835 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$393K	0.1%Prev: 0.1%	675 SH	Decreased-204 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$240K	0.1%Prev: 0.2%	770 SH	Decreased-2,008 SH
VANGUARD WORLD FD	INF TECH ETF	$267K	0.1%Prev: 0.1%	386 SH	Decreased-219 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$13.4M	3.3%Prev: 0.1%	58,217 SH	Increased+55,452 SH
WALMART INC	COM	$541K	0.1%Prev: 0.2%	5,235 SH	Decreased-1,518 SH
WESTAMERICA BANCORPORATION	COM	$241K	0.1%Prev: 0.1%	5,091 SH	Decreased-93 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $992K
AMERICAN CENTY ETF TR — $462K
AMERICAN CENTY ETF TR — $635K
AMERICAN CENTY ETF TR — $1.0M
AMGEN INC — $227K
BLACKROCK ETF TRUST — $43.2M
BLACKROCK ETF TRUST — $706K
BLACKROCK ETF TRUST — $204K
CHEVRON CORPORATION — $395K
CISCO SYS INC — $241K
COSTCO WHOLESALE CORPORATION — $708K
DIMENSIONAL ETF TRUST — $666K
DIMENSIONAL ETF TRUST — $1.7M
DIMENSIONAL ETF TRUST — $665K
DIMENSIONAL ETF TRUST — $250K
DIMENSIONAL ETF TRUST — $510K
ELI LILLY & CO — $256K
GLOBAL X FDS — $11.3M
GOLDMAN SACHS ETF TR — $1.1M
INVESCO EXCH TRADED FD TR II — $224K
… and 24 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001172661-26-004532	—	View
Jan 26, 2026	Q4 2025	13F-HR	0001172661-26-000308	$482.0M	View
Oct 27, 2025	Q3 2025