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: $443.6M123 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$437K	0.1%Prev: 0.1%	1,931 SH	Decreased-189 SH
ADVANCED MICRO DEVICES INC	COM	$218K	0.0%Prev: 0.4%	913 SH	Decreased-3,614 SH
AFLAC INC	COM	$249K	0.1%Prev: 0.0%	2,272 SH	Decreased-47 SH
ALPHABET INC	CAP STK CL A	$829K	0.2%Prev: 0.2%	3,304 SH	Decreased-340 SH
ALPHABET INC	CAP STK CL C	$668K	0.2%Prev: 0.2%	2,654 SH	Decreased-190 SH
AMAZON COM INC	COM	$2.8M	0.6%Prev: 0.6%	12,882 SH	Decreased-1,677 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$354K	0.1%Prev: 0.1%	8,285 SH	Decreased-129 SH
APPLE INC	COM	$13.5M	3.0%Prev: 2.7%	54,173 SH	Decreased-2,993 SH
APPLIED MATLS INC	COM	$340K	0.1%Prev: 0.2%	1,495 SH	Decreased+5 SH
AT&T INC	COM	$347K	0.1%Prev: 0.0%	13,327 SH	Increased+1,883 SH
BANK AMERICA CORP	COM	$356K	0.1%	6,804 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$443K	0.1%Prev: 0.1%	893 SH	Increased+157 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$14.8M	3.3%	422,753 SH	New
BLACKROCK ETF TRUST	ISHARES ADVANTAG	$211K	0.0%	6,749 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$36.8M	8.3%Prev: 7.5%	623,343 SH	Decreased-53,283 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$15.2M	3.4%	406,028 SH	New
BLACKROCK ETF TRUST	US CARBON TRANS	$726K	0.2%	10,017 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.5M	0.6%	47,892 SH	New
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$2.3M	0.5%	46,867 SH	New
BOEING CO	COM	$1.5M	0.3%Prev: 0.3%	7,237 SH	Decreased-634 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$4.4M	1.0%Prev: 0.7%	93,015 SH	Increased-1,122 SH
BROADCOM INC	COM	$4.2M	0.9%Prev: 0.8%	11,917 SH	Decreased-1,104 SH
CATERPILLAR INC	COM	$482K	0.1%Prev: 0.2%	902 SH	Decreased-168 SH
CHEVRON CORP NEW	COM	$291K	0.1%	1,914 SH	New
CISCO SYS INC	COM	$258K	0.1%Prev: 0.1%	3,717 SH	Decreased+408 SH
CLEVELAND-CLIFFS INC NEW	COM	$145K	0.0%	10,368 SH	New
COSTCO WHSL CORP NEW	COM	$605K	0.1%	633 SH	New
CSX CORP	COM	$350K	0.1%Prev: 0.1%	9,664 SH	Decreased-349 SH
DELL TECHNOLOGIES INC	CL C	$366K	0.1%Prev: 0.2%	2,379 SH	Decreased+100 SH
DISNEY WALT CO	COM	$881K	0.2%Prev: 0.1%	7,890 SH	Increased+2,371 SH
ELI LILLY & CO	COM	$223K	0.1%Prev: 0.1%	270 SH	Decreased-91 SH
EXXON MOBIL CORP	COM	$474K	0.1%Prev: 0.1%	4,250 SH	Decreased-690 SH
GE AEROSPACE	COM NEW	$315K	0.1%Prev: 0.1%	1,050 SH	Decreased+77 SH
GE VERNOVA INC	COM	$279K	0.1%Prev: 0.1%	453 SH	Decreased-37 SH
GLOBAL X FDS	DEFENSE TECH ETF	$8.1M	1.8%Prev: 2.0%	122,184 SH	Decreased-82,733 SH
HOME DEPOT INC	COM	$762K	0.2%Prev: 0.1%	1,961 SH	Increased+36 SH
INTERNATIONAL BUSINESS MACHS	COM	$537K	0.1%Prev: 0.1%	1,913 SH	Decreased-36 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$1.6M	0.4%Prev: 2.0%	69,368 SH	Decreased-444,863 SH
INVESCO QQQ TR	UNIT SER 1	$465K	0.1%Prev: 0.1%	771 SH	Increased+173 SH
IRON MTN INC DEL	COM	$587K	0.1%Prev: 0.1%	5,551 SH	Decreased+72 SH
ISHARES GOLD TR	ISHARES NEW	$5.5M	1.2%Prev: 0.4%	69,569 SH	Increased+37,148 SH
ISHARES INC	CORE MSCI EMKT	$682K	0.2%Prev: 0.1%	10,245 SH	Decreased+853 SH
ISHARES INC	ESG AWR MSCI EM	$224K	0.1%Prev: 0.1%	5,121 SH	Decreased-597 SH
ISHARES INC	MSCI EMRG CHN	$843K	0.2%Prev: 0.2%	12,089 SH	Decreased+2,655 SH
ISHARES TR	0-3 MNTH TREASRY	$548K	0.1%	5,447 SH	New
ISHARES TR	0-5 YR TIPS ETF	$823K	0.2%Prev: 0.1%	7,957 SH	Increased+621 SH
ISHARES TR	1 3 YR TREAS BD	$297K	0.1%	3,585 SH	New
ISHARES TR	10-20 YR TRS ETF	$2.2M	0.5%	21,117 SH	New
ISHARES TR	A RATE CP BD ETF	$248K	0.1%	5,082 SH	New
ISHARES TR	CALIF MUN BD ETF	$13.1M	2.9%Prev: 3.6%	227,978 SH	Decreased-156,852 SH
ISHARES TR	CORE 80/20 AGGRE	$531K	0.1%	6,027 SH	New
ISHARES TR	CORE DIV GRWTH	$688K	0.2%Prev: 0.1%	10,091 SH	Decreased+274 SH
ISHARES TR	CORE MSCI EAFE	$365K	0.1%Prev: 0.1%	4,170 SH	Decreased-179 SH
ISHARES TR	CORE MSCI INTL	$202K	0.0%	2,509 SH	New
ISHARES TR	CORE S&P MCP ETF	$366K	0.1%Prev: 0.1%	5,624 SH	Increased+1,115 SH
ISHARES TR	CORE S&P500 ETF	$953K	0.2%Prev: 0.3%	1,425 SH	Decreased-781 SH
ISHARES TR	CORE TOTAL USD	$17.8M	4.0%	380,137 SH	New
ISHARES TR	EAFE GRWTH ETF	$5.5M	1.2%Prev: 1.8%	48,129 SH	Decreased-37,943 SH
ISHARES TR	EAFE VALUE ETF	$29.0M	6.5%Prev: 1.2%	428,476 SH	Increased+329,741 SH
ISHARES TR	ESG AWR MSCI USA	$1.5M	0.3%Prev: 0.2%	10,118 SH	Decreased+815 SH
ISHARES TR	ESG EAFE ETF	$233K	0.1%Prev: 0.0%	3,049 SH	Decreased-174 SH
ISHARES TR	ESG MSCI KLD 400	$473K	0.1%	3,765 SH	New
ISHARES TR	ESG MSCI USA ETF	$590K	0.1%Prev: 0.1%	10,337 SH	Decreased+1,731 SH
ISHARES TR	HDG MSCI EAFE	$265K	0.1%Prev: 0.0%	6,579 SH	Increased+2,003 SH
ISHARES TR	IBOXX HI YD ETF	$291K	0.1%Prev: 0.1%	3,602 SH	Decreased-1,034 SH
ISHARES TR	INVESTMENT GRADE	$354K	0.1%	7,661 SH	New
ISHARES TR	ISHS 1-5YR INVS	$337K	0.1%	6,345 SH	New
ISHARES TR	JPMORGAN USD EMG	$917K	0.2%	9,598 SH	New
ISHARES TR	MSCI EAFE ETF	$246K	0.1%Prev: 0.0%	2,625 SH	Increased+481 SH
ISHARES TR	MSCI USA MIN VOL	$1.4M	0.3%	14,693 SH	New
ISHARES TR	MSCI USA QLT FCT	$5.9M	1.3%Prev: 1.5%	30,238 SH	Decreased-12,773 SH
ISHARES TR	MSCI USA VALUE	$545K	0.1%Prev: 0.2%	4,312 SH	Decreased-1,199 SH
ISHARES TR	NATIONAL MUN ETF	$564K	0.1%Prev: 0.0%	5,270 SH	Increased+2,437 SH
ISHARES TR	S&P 500 GRWT ETF	$50.7M	11.4%Prev: 11.0%	421,069 SH	Decreased-65,799 SH
ISHARES TR	S&P 500 VAL ETF	$42.1M	9.5%Prev: 9.3%	203,887 SH	Decreased-45,411 SH
ISHARES TR	U.S. TECH ETF	$2.2M	0.5%Prev: 0.3%	11,396 SH	Increased+3,652 SH
ISHARES TR	US INFRASTRUC	$273K	0.1%Prev: 0.0%	5,093 SH	Decreased+390 SH
ISHARES TR	US TREAS BD ETF	$503K	0.1%Prev: 0.9%	21,646 SH	Decreased-210,560 SH
ISHARES U S ETF TR	INT RT HDG C B	$212K	0.0%	2,272 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$282K	0.1%	4,950 SH	New
J P MORGAN EXCHANGE TRADED F	US MOMENTUM	$6.7M	1.5%Prev: 2.0%	98,419 SH	Decreased-42,926 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$23.7M	5.3%	380,283 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$236K	0.1%	4,659 SH	New
JOHNSON & JOHNSON	COM	$269K	0.1%Prev: 0.1%	1,409 SH	Decreased-229 SH
JPMORGAN CHASE & CO.	COM	$881K	0.2%	2,882 SH	New
KKR & CO INC	COM	$259K	0.1%	2,085 SH	New
LAM RESEARCH CORP	COM NEW	$649K	0.1%Prev: 0.3%	4,483 SH	Decreased+84 SH
LOCKHEED MARTIN CORP	COM	$417K	0.1%Prev: 0.1%	835 SH	Decreased-14 SH
MCDONALDS CORP	COM	$628K	0.1%Prev: 0.1%	2,057 SH	Increased-2 SH
META PLATFORMS INC	CL A	$758K	0.2%Prev: 0.1%	1,056 SH	Decreased-501 SH
MICROSOFT CORP	COM	$5.1M	1.2%Prev: 0.6%	9,954 SH	Increased-317 SH
NETFLIX INC	COM	$579K	0.1%	481 SH	New
NORTHROP GRUMMAN CORP	COM	$251K	0.1%Prev: 0.0%	412 SH	Increased+5 SH
NVIDIA CORPORATION	COM	$5.8M	1.3%Prev: 1.3%	31,994 SH	Decreased-6,938 SH
ORACLE CORP	COM	$302K	0.1%	994 SH	New
PROCTER AND GAMBLE CO	COM	$579K	0.1%	3,928 SH	New
PROLOGIS INC.	COM	$757K	0.2%Prev: 0.1%	6,165 SH	Decreased+195 SH
ROCKET LAB CORP	COM	$402K	0.1%Prev: 0.1%	5,800 SH	Decreased-29 SH
ROCKWELL AUTOMATION INC	COM	$437K	0.1%Prev: 0.1%	1,241 SH	Decreased-25 SH
ROSS STORES INC	COM	$421K	0.1%Prev: 0.1%	2,684 SH	Decreased-21 SH
RTX CORPORATION	COM	$259K	0.1%Prev: 0.1%	1,652 SH	Decreased-179 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$294K	0.1%Prev: 0.1%	6,779 SH	Decreased-6,933 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$296K	0.1%Prev: 0.2%	1,351 SH	Decreased-9 SH
SELECT SECTOR SPDR TR	ENERGY	$324K	0.1%	3,749 SH	New
SEMPRA	COM	$942K	0.2%Prev: 0.2%	10,207 SH	Decreased-489 SH
SOUTHWEST AIRLS CO	COM	$221K	0.0%Prev: 0.1%	6,585 SH	Decreased-50 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$22.1M	5.0%	470,570 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$666K	0.2%	1,001 SH	New
SPDR SERIES TRUST	PORT MTG BK ETF	$3.2M	0.7%	140,946 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$24.5M	5.5%	312,714 SH	New
TARSUS PHARMACEUTICALS INC	COM	$255K	0.1%Prev: 0.0%	3,400 SH	Increased
TESLA INC	COM	$2.0M	0.4%Prev: 0.4%	4,566 SH	Decreased-1,174 SH
TJX COS INC NEW	COM	$240K	0.1%Prev: 0.0%	1,653 SH	Decreased+64 SH
UNITEDHEALTH GROUP INC	COM	$287K	0.1%Prev: 0.1%	793 SH	Decreased+54 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.9M	0.7%Prev: 0.6%	58,919 SH	Decreased-18,688 SH
VANGUARD INDEX FDS	GROWTH ETF	$228K	0.1%Prev: 0.0%	476 SH	Decreased-2,208 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$506K	0.1%Prev: 0.1%	827 SH	Decreased-273 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$318K	0.1%Prev: 0.2%	968 SH	Decreased-1,925 SH
VANGUARD WORLD FD	INF TECH ETF	$434K	0.1%Prev: 0.1%	577 SH	Decreased-4,431 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$23.6M	5.3%Prev: 0.1%	96,806 SH	Increased+94,457 SH
VISA INC	COM CL A	$269K	0.1%Prev: 0.1%	779 SH	Decreased-184 SH
WALMART INC	COM	$631K	0.1%Prev: 0.1%	5,787 SH	Decreased-1,313 SH
WESTAMERICA BANCORPORATION	COM	$239K	0.1%Prev: 0.0%	5,139 SH	Decreased-45 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $556K
AMERICAN CENTY ETF TR — $721K
AMERICAN CENTY ETF TR — $1.2M
AMGEN INC — $253K
BANK OF AMER CORP — $565K
BLACKROCK ETF TRUST — $23.8M
BLACKROCK ETF TRUST — $52.0M
BLACKROCK ETF TRUST — $4.3M
BLACKROCK ETF TRUST — $801K
BLACKROCK ETF TRUST — $16.1M
BLACKROCK ETF TRUST — $279K
BLACKROCK ETF TRUST II — $2.1M
BRISTOL-MYERS SQUIBB CO — $336K
CHEVRON CORPORATION — $403K
CORNING INC — $273K
COSTCO WHOLESALE CORPORATION — $728K
DIMENSIONAL ETF TRUST — $701K
DIMENSIONAL ETF TRUST — $1.9M
DIMENSIONAL ETF TRUST — $205K
DIMENSIONAL ETF TRUST — $757K
… and 35 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