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: $506.0M128 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$435K	0.1%Prev: 0.1%	1,999 SH	Increased+116 SH
ADVANCED MICRO DEVICES INC	COM	$992K	0.2%	4,877 SH	New
AFLAC INC	COM	$251K	0.0%Prev: 0.1%	2,291 SH	Increased+151 SH
ALPHABET INC	CAP STK CL A	$876K	0.2%Prev: 0.1%	3,045 SH	Increased+213 SH
ALPHABET INC	CAP STK CL C	$802K	0.2%Prev: 0.1%	2,796 SH	Increased+868 SH
AMAZON COM INC	COM	$3.0M	0.6%Prev: 0.7%	14,167 SH	Increased+1,191 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$462K	0.1%	5,732 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$635K	0.1%	7,879 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$1.0M	0.2%	9,429 SH	New
AMERICAN HEALTHCARE REIT INC	COM SHS	$395K	0.1%Prev: 0.1%	8,374 SH	Increased+206 SH
AMGEN INC	COM	$227K	0.0%	645 SH	New
APPLE INC	COM	$14.2M	2.8%Prev: 3.6%	55,774 SH	Increased+676 SH
APPLIED MATLS INC	COM	$508K	0.1%	1,485 SH	New
AT&T INC	COM	$342K	0.1%Prev: 0.1%	11,795 SH	Decreased-664 SH
BANK AMERICA CORP	COM	$454K	0.1%Prev: 0.1%	9,308 SH	Increased+2,797 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$317K	0.1%Prev: 0.1%	661 SH	Decreased-182 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$16.8M	3.3%	511,188 SH	New
BLACKROCK ETF TRUST	ISHARES INTL CTR	$43.2M	8.5%	1,342,357 SH	New
BLACKROCK ETF TRUST	ISHARES US CARBO	$706K	0.1%	10,066 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$37.8M	7.5%Prev: 7.3%	649,206 SH	Increased+147,096 SH
BLACKROCK ETF TRUST	ISHARES US LARG	$204K	0.0%	6,620 SH	New
BLACKROCK ETF TRUST	ISHARES US THEMA	$17.0M	3.4%Prev: 1.0%	470,728 SH	Increased+369,917 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.5M	0.5%Prev: 0.7%	48,351 SH	Increased+4,416 SH
BOEING CO	COM	$1.5M	0.3%Prev: 0.4%	7,394 SH	Increased+161 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$4.0M	0.8%Prev: 1.0%	86,342 SH	Increased+16,492 SH
BROADCOM INC	COM	$3.9M	0.8%Prev: 0.6%	12,491 SH	Increased+982 SH
CATERPILLAR INC	COM	$651K	0.1%Prev: 0.1%	919 SH	Increased+263 SH
CHEVRON CORPORATION	COM	$395K	0.1%	1,911 SH	New
CISCO SYS INC	COM	$241K	0.0%	3,110 SH	New
COSTCO WHOLESALE CORPORATION	COM	$708K	0.1%	710 SH	New
CSX CORP	COM	$395K	0.1%Prev: 0.1%	9,622 SH	Increased+2,006 SH
DELL TECHNOLOGIES INC	CL C	$352K	0.1%	2,142 SH	New
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$666K	0.1%	19,777 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.7M	0.3%	43,511 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$665K	0.1%	13,732 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$250K	0.0%	3,516 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$510K	0.1%	8,169 SH	New
DISNEY WALT CO	COM	$519K	0.1%Prev: 0.3%	5,381 SH	Decreased-3,630 SH
ELI LILLY & CO	COM	$256K	0.1%	277 SH	New
EXXON MOBIL CORP	COM	$766K	0.2%Prev: 0.1%	4,515 SH	Increased+1,550 SH
GE AEROSPACE	COM NEW	$302K	0.1%	1,064 SH	New
GE VERNOVA INC	COM	$421K	0.1%	482 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$11.3M	2.2%	160,155 SH	New
GOLDMAN SACHS ETF TR	TECHNOLOGY OPPOR	$1.1M	0.2%	30,640 SH	New
HOME DEPOT INC	COM	$619K	0.1%Prev: 0.2%	1,882 SH	Increased+202 SH
INTERNATIONAL BUSINESS MACHS	COM	$445K	0.1%Prev: 0.1%	1,837 SH	Increased+725 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$224K	0.0%	942 SH	New
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$10.2M	2.0%	442,800 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$393K	0.1%	5,220 SH	New
INVESCO QQQ TR	UNIT SER 1	$575K	0.1%Prev: 0.1%	996 SH	Increased+418 SH
IRON MTN INC DEL	COM	$599K	0.1%Prev: 0.1%	5,865 SH	Increased+365 SH
ISHARES GOLD TR	ISHARES NEW	$2.5M	0.5%Prev: 0.9%	28,749 SH	Decreased-20,581 SH
ISHARES INC	CORE MSCI EMKT	$643K	0.1%Prev: 0.2%	9,216 SH	Increased-606 SH
ISHARES INC	ESG AWR MSCI EM	$238K	0.0%	5,234 SH	New
ISHARES INC	MSCI EMRG CHN	$746K	0.1%Prev: 2.4%	9,481 SH	Decreased-139,484 SH
ISHARES TR	0-3 MNTH TREASRY	$760K	0.2%Prev: 0.1%	7,546 SH	Increased+4,438 SH
ISHARES TR	0-5 YR TIPS ETF	$556K	0.1%Prev: 0.1%	5,374 SH	Increased+2,581 SH
ISHARES TR	CALIF MUN BD ETF	$18.9M	3.7%Prev: 3.4%	331,806 SH	Increased+125,670 SH
ISHARES TR	CORE 80/20 AGGRE	$526K	0.1%Prev: 0.1%	5,946 SH	Increased-437 SH
ISHARES TR	CORE DIV GRWTH	$762K	0.2%Prev: 0.2%	10,859 SH	Decreased-2,476 SH
ISHARES TR	CORE MSCI EAFE	$259K	0.1%Prev: 0.1%	2,859 SH	Increased+109 SH
ISHARES TR	CORE MSCI INTL	$207K	0.0%	2,477 SH	New
ISHARES TR	CORE S&P MCP ETF	$296K	0.1%	4,387 SH	New
ISHARES TR	CORE S&P500 ETF	$1.4M	0.3%Prev: 0.2%	2,135 SH	Increased+1,061 SH
ISHARES TR	CORE UNIVRSL USD	$19.8M	3.9%	428,064 SH	New
ISHARES TR	EAFE GRWTH ETF	$2.9M	0.6%Prev: 3.9%	26,097 SH	Decreased-106,770 SH
ISHARES TR	EAFE VALUE ETF	$19.6M	3.9%Prev: 5.7%	263,080 SH	Increased-61,414 SH
ISHARES TR	ESG AWR MSCI USA	$1.3M	0.3%Prev: 0.4%	9,468 SH	Decreased-1,961 SH
ISHARES TR	ESG EAFE ETF	$227K	0.0%Prev: 0.1%	3,007 SH	Increased-115 SH
ISHARES TR	ESG MSCI KLD 400	$457K	0.1%Prev: 0.1%	3,769 SH	Increased-12 SH
ISHARES TR	ESG MSCI USA ETF	$473K	0.1%Prev: 0.2%	8,572 SH	Decreased-2,271 SH
ISHARES TR	IBOXX HI YD ETF	$272K	0.1%Prev: 0.1%	3,418 SH	Increased+267 SH
ISHARES TR	INVESTMENT GRADE	$341K	0.1%	7,564 SH	New
ISHARES TR	MSCI EAFE ETF	$205K	0.0%	2,111 SH	New
ISHARES TR	MSCI USA MIN VOL	$1.5M	0.3%Prev: 0.3%	16,592 SH	Increased+4,811 SH
ISHARES TR	MSCI USA QLT FCT	$7.6M	1.5%Prev: 1.4%	39,644 SH	Increased+12,017 SH
ISHARES TR	MSCI USA VALUE	$781K	0.2%Prev: 0.1%	5,491 SH	Increased+1,231 SH
ISHARES TR	NATIONAL MUN ETF	$687K	0.1%	6,476 SH	New
ISHARES TR	S&P 500 GRWT ETF	$53.1M	10.5%Prev: 15.0%	469,119 SH	Increased-73,773 SH
ISHARES TR	S&P 500 VAL ETF	$51.8M	10.2%Prev: 11.5%	245,287 SH	Increased+41,171 SH
ISHARES TR	SYSTEMATIC BD ET	$580K	0.1%	6,519 SH	New
ISHARES TR	U.S. TECH ETF	$1.8M	0.4%Prev: 3.2%	9,962 SH	Decreased-66,266 SH
ISHARES TR	US INFRASTRUC	$268K	0.1%Prev: 0.1%	4,689 SH	Decreased-1,287 SH
ISHARES TR	US TREAS BD ETF	$4.8M	1.0%Prev: 0.2%	210,862 SH	Increased+187,524 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$223K	0.0%Prev: 0.1%	3,926 SH	Decreased-2,688 SH
J P MORGAN EXCHANGE TRADED F	US MOMENTUM	$12.3M	2.4%Prev: 1.5%	180,372 SH	Increased+89,878 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$11.7M	2.3%Prev: 6.0%	190,199 SH	Decreased-167,238 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$254K	0.1%	5,050 SH	New
JOHNSON & JOHNSON	COM	$341K	0.1%	1,393 SH	New
JPMORGAN CHASE & CO	COM	$861K	0.2%	2,928 SH	New
LAM RESEARCH CORP	COM NEW	$941K	0.2%Prev: 0.1%	4,406 SH	Increased+48 SH
LOCKHEED MARTIN CORP	COM	$507K	0.1%Prev: 0.1%	839 SH	Increased+23 SH
MCDONALDS CORP	COM	$642K	0.1%Prev: 0.2%	2,067 SH	Decreased-259 SH
META PLATFORMS INC	CL A	$806K	0.2%Prev: 0.2%	1,408 SH	Increased+470 SH
MICROSOFT CORP	COM	$3.7M	0.7%Prev: 1.0%	9,951 SH	Increased+957 SH
NETFLIX INC.	COM	$501K	0.1%	5,207 SH	New
NEUBERGER R/EST SECS INC FD	COM	$59K	0.0%	20,897 SH	New
NORTHROP GRUMMAN CORP	COM	$276K	0.1%	404 SH	New
NVIDIA CORPORATION	COM	$6.6M	1.3%Prev: 1.0%	37,594 SH	Increased+7,952 SH
PFIZER INC	COM	$236K	0.0%	8,389 SH	New
PROCTER & GAMBLE CO	COM	$526K	0.1%	3,640 SH	New
PROLOGIS INC.	COM	$812K	0.2%Prev: 0.2%	6,143 SH	Increased-64 SH
QUALCOMM INC	COM	$305K	0.1%	2,366 SH	New
ROCKET LAB CORP	COM	$373K	0.1%	5,813 SH	New
ROCKWELL AUTOMATION INC	COM	$453K	0.1%Prev: 0.1%	1,261 SH	Increased-122 SH
ROSS STORES INC	COM	$585K	0.1%Prev: 0.1%	2,699 SH	Increased-25 SH
RTX CORPORATION	COM	$292K	0.1%	1,512 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$755K	0.1%	15,882 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$531K	0.1%	1,354 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$481K	0.1%	7,854 SH	New
SEMPRA	COM	$1.1M	0.2%Prev: 0.2%	10,862 SH	Increased+934 SH
SOUTHWEST AIRLS CO	COM	$245K	0.0%Prev: 0.1%	6,527 SH	Increased+4 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$19.2M	3.8%	408,658 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$46.6M	9.2%	720,752 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$778K	0.2%	1,196 SH	New
TARSUS PHARMACEUTICALS INC	COM	$239K	0.0%	3,400 SH	New
TESLA INC	COM	$2.1M	0.4%Prev: 0.5%	5,764 SH	Increased+52 SH
TJX COS INC NEW	COM	$253K	0.1%	1,587 SH	New
UNITEDHEALTH GROUP INC	COM	$218K	0.0%Prev: 0.1%	806 SH	Decreased-76 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.4M	0.7%	70,754 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$525K	0.1%Prev: 0.1%	879 SH	Increased+244 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$891K	0.2%	2,778 SH	New
VANGUARD WORLD FD	INF TECH ETF	$423K	0.1%Prev: 0.1%	605 SH	Increased+145 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$654K	0.1%Prev: 2.4%	2,765 SH	Decreased-37,745 SH
VERIZON COMMUNICATIONS INC	COM	$221K	0.0%	4,397 SH	New
VISA INC	COM CL A	$237K	0.0%	784 SH	New
WALMART INC	COM	$839K	0.2%Prev: 0.1%	6,753 SH	Increased+1,524 SH
WESTAMERICA BANCORPORATION	COM	$270K	0.1%	5,184 SH	New

Sold (vs prior filing)

BLACKROCK ETF TRUST — $605K
BLACKROCK ETF TRUST II — $1.1M
CLEVELAND-CLIFFS INC NEW — $84K
COSTCO WHSL CORP NEW — $754K
FIRST FNDTN INC — $54K
ISHARES TR — $212K
ISHARES TR — $1.7M
ISHARES TR — $378K
ISHARES TR — $16.8M
ISHARES TR — $4.9M
ISHARES TR — $406K
ISHARES TR — $288K
ISHARES TR — $482K
ISHARES TR — $284K
ISHARES TR — $815K
ISHARES TR — $231K
JPMORGAN CHASE & CO. — $494K
KKR & CO INC — $274K
MARRIOTT INTL INC NEW — $495K
NETFLIX INC — $308K
… and 7 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