West Wealth Group, LLC

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

Import this data to Google Sheets with:

=jivedata("west-wealth-group-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $611.3M142 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$534K	0.1%Prev: 0.1%	2,120 SH	Increased+297 SH
ADVANCED MICRO DEVICES INC	COM	$2.6M	0.4%	4,527 SH	New
AFLAC INC	COM	$272K	0.0%Prev: 0.1%	2,319 SH	Increased+60 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.2%Prev: 0.1%	3,644 SH	Increased+1,095 SH
ALPHABET INC	CAP STK CL C	$1.0M	0.2%Prev: 0.1%	2,844 SH	Increased+219 SH
AMAZON COM INC	COM	$3.5M	0.6%Prev: 0.7%	14,559 SH	Increased+1,152 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$556K	0.1%	5,764 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$721K	0.1%	7,903 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$1.2M	0.2%	9,280 SH	New
AMERICAN HEALTHCARE REIT INC	COM SHS	$439K	0.1%Prev: 0.1%	8,414 SH	Increased+129 SH
AMGEN INC	COM	$253K	0.0%	699 SH	New
APPLE INC	COM	$16.5M	2.7%Prev: 2.9%	57,166 SH	Increased+1,649 SH
APPLIED MATLS INC	COM	$1.1M	0.2%Prev: 0.1%	1,490 SH	Increased+20 SH
AT&T INC	COM	$237K	0.0%Prev: 0.1%	11,444 SH	Decreased-1,405 SH
BANK OF AMER CORP	COM	$565K	0.1%	9,910 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$368K	0.1%Prev: 0.1%	736 SH	Decreased-97 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$23.8M	3.9%	451,582 SH	New
BLACKROCK ETF TRUST	ISHA IN CTRY ETF	$52.0M	8.5%	1,421,104 SH	New
BLACKROCK ETF TRUST	ISHA SYST AL ETF	$4.3M	0.7%	153,364 SH	New
BLACKROCK ETF TRUST	ISHA US AWAR ETF	$801K	0.1%	9,994 SH	New
BLACKROCK ETF TRUST	ISHA US THEM ETF	$16.1M	2.6%	373,988 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$46.0M	7.5%Prev: 7.4%	676,626 SH	Increased+148,715 SH
BLACKROCK ETF TRUST	ISHARES US LARG	$279K	0.0%	8,254 SH	New
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$2.1M	0.3%	39,486 SH	New
BOEING CO	COM	$1.7M	0.3%Prev: 0.4%	7,871 SH	Increased+570 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$4.3M	0.7%Prev: 1.0%	94,137 SH	Increased+8,566 SH
BRISTOL-MYERS SQUIBB CO	COM	$336K	0.1%	5,833 SH	New
BROADCOM INC	COM	$4.9M	0.8%Prev: 0.9%	13,021 SH	Increased+1,380 SH
CATERPILLAR INC	COM	$1.1M	0.2%Prev: 0.1%	1,070 SH	Increased+244 SH
CHEVRON CORPORATION	COM	$403K	0.1%	2,429 SH	New
CISCO SYS INC	COM	$389K	0.1%	3,309 SH	New
CORNING INC	COM	$273K	0.0%	1,069 SH	New
COSTCO WHOLESALE CORPORATION	COM	$728K	0.1%	777 SH	New
CSX CORP	COM	$476K	0.1%Prev: 0.1%	10,013 SH	Increased+2,362 SH
DELL TECHNOLOGIES INC	CL C	$983K	0.2%Prev: 0.1%	2,279 SH	Increased-237 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$701K	0.1%	20,014 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$1.9M	0.3%	43,618 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$205K	0.0%	2,506 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$757K	0.1%	13,767 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$277K	0.0%	3,362 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$570K	0.1%	8,160 SH	New
DISNEY WALT CO	COM	$531K	0.1%Prev: 0.2%	5,519 SH	Decreased-2,204 SH
EDWARDS LIFESCIENCES CORP	COM	$205K	0.0%	2,261 SH	New
ELI LILLY & CO	COM	$433K	0.1%	361 SH	New
EXXON MOBIL CORP	COM	$675K	0.1%Prev: 0.1%	4,940 SH	Increased+1,172 SH
GE AEROSPACE	COM NEW	$364K	0.1%Prev: 0.1%	973 SH	Increased-2 SH
GE VERNOVA INC	COM	$576K	0.1%Prev: 0.1%	490 SH	Increased+43 SH
GLOBAL X FDS	DEFENSE TECH ETF	$12.2M	2.0%	204,917 SH	New
GOLDMAN SACHS ETF TR	TECHN OPPOR ETF	$1.4M	0.2%	27,152 SH	New
HOME DEPOT INC	COM	$679K	0.1%Prev: 0.2%	1,925 SH	Increased+182 SH
INTEL CORP	COM	$335K	0.1%	2,395 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$548K	0.1%Prev: 0.1%	1,949 SH	Increased+410 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$286K	0.0%	943 SH	New
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$12.1M	2.0%	514,231 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$471K	0.1%	5,233 SH	New
INVESCO QQQ TR	UNIT SER 1	$441K	0.1%Prev: 0.1%	598 SH	Increased-34 SH
IRON MTN INC DEL	COM	$692K	0.1%Prev: 0.1%	5,479 SH	Increased-21 SH
ISHARES GOLD TR	ISHARES NEW	$2.4M	0.4%Prev: 0.8%	32,421 SH	Decreased-19,327 SH
ISHARES INC	CORE MSCI EMKT	$778K	0.1%Prev: 0.1%	9,392 SH	Increased-463 SH
ISHARES INC	ESG AWR MSCI EM	$313K	0.1%Prev: 0.1%	5,718 SH	Increased+597 SH
ISHARES INC	MSCI EMRG CHN	$965K	0.2%Prev: 0.8%	9,434 SH	Decreased-41,282 SH
ISHARES TR	0-3 MTH TREASURY	$815K	0.1%	8,093 SH	New
ISHARES TR	0-5 YR TIPS ETF	$750K	0.1%Prev: 0.2%	7,336 SH	Increased+139 SH
ISHARES TR	CALIF MUN BD ETF	$22.2M	3.6%Prev: 3.3%	384,830 SH	Increased+144,719 SH
ISHARES TR	CORE 80 20 ETF	$582K	0.1%	5,963 SH	New
ISHARES TR	CORE DIV GRWTH	$744K	0.1%Prev: 0.2%	9,817 SH	Increased-1,310 SH
ISHARES TR	CORE MSCI EAFE	$420K	0.1%Prev: 0.1%	4,349 SH	Increased+1,506 SH
ISHARES TR	CORE S&P MCP ETF	$348K	0.1%Prev: 0.1%	4,509 SH	Increased+318 SH
ISHARES TR	CORE S&P500 ETF	$1.7M	0.3%Prev: 0.3%	2,206 SH	Increased+530 SH
ISHARES TR	CORE UNIVRSL USD	$21.6M	3.5%	468,155 SH	New
ISHARES TR	EAFE GRWTH ETF	$10.7M	1.8%Prev: 3.8%	86,072 SH	Decreased-53,329 SH
ISHARES TR	EAFE VALUE ETF	$7.6M	1.2%Prev: 7.5%	98,735 SH	Decreased-366,639 SH
ISHARES TR	ESG AWR MSCI USA	$1.5M	0.2%Prev: 0.4%	9,303 SH	Decreased-2,081 SH
ISHARES TR	ESG EAFE ETF	$273K	0.0%Prev: 0.1%	3,223 SH	Increased+104 SH
ISHARES TR	ESG MSCI KLD ETF	$506K	0.1%	3,554 SH	New
ISHARES TR	ESG MSCI USA ETF	$598K	0.1%Prev: 0.1%	8,606 SH	Increased-1,907 SH
ISHARES TR	HDG MSCI EAFE	$215K	0.0%Prev: 0.4%	4,576 SH	Decreased-37,948 SH
ISHARES TR	IBOXX HI YD ETF	$371K	0.1%Prev: 0.1%	4,636 SH	Increased+1,296 SH
ISHARES TR	INVT GRAD SY ETF	$353K	0.1%	7,819 SH	New
ISHARES TR	MSCI EAFE ETF	$223K	0.0%	2,144 SH	New
ISHARES TR	MSCI USA MIN ETF	$1.7M	0.3%	17,643 SH	New
ISHARES TR	MSCI USA QLT FCT	$9.4M	1.5%Prev: 1.4%	43,011 SH	Increased+13,715 SH
ISHARES TR	MSCI USA VALUE	$1.1M	0.2%Prev: 0.1%	5,511 SH	Increased+1,222 SH
ISHARES TR	NATIONAL MUN ETF	$305K	0.0%Prev: 0.1%	2,833 SH	Decreased-378 SH
ISHARES TR	S&P 500 GRWT ETF	$67.0M	11.0%Prev: 11.9%	486,868 SH	Increased+67,781 SH
ISHARES TR	S&P 500 VAL ETF	$56.6M	9.3%Prev: 9.7%	249,298 SH	Increased+51,751 SH
ISHARES TR	SYSTEMATIC BD ET	$600K	0.1%	6,761 SH	New
ISHARES TR	U.S. TECH ETF	$2.0M	0.3%Prev: 3.2%	7,744 SH	Decreased-63,316 SH
ISHARES TR	US INFRASTRUC	$297K	0.0%Prev: 0.1%	4,703 SH	Increased-1,097 SH
ISHARES TR	US TREAS BD ETF	$5.3M	0.9%Prev: 0.1%	232,206 SH	Increased+210,953 SH
J P MORGAN EXCHANGE TRADED F	US MOMENTUM	$12.1M	2.0%Prev: 1.5%	141,345 SH	Increased+45,529 SH
JOHNSON & JOHNSON	COM	$416K	0.1%	1,638 SH	New
JPMORGAN CHASE & CO	COM	$1.0M	0.2%	3,202 SH	New
KLA CORP	COM NEW	$206K	0.0%	683 SH	New
LAM RESEARCH CORP	COM NEW	$1.9M	0.3%Prev: 0.1%	4,399 SH	Increased+14 SH
LOCKHEED MARTIN CORP	COM	$433K	0.1%Prev: 0.1%	849 SH	Increased+3 SH
LOWES COS INC	COM	$275K	0.0%	1,248 SH	New
MCDONALDS CORP	COM	$557K	0.1%Prev: 0.2%	2,059 SH	Decreased-275 SH
MERCK & CO INC	COM	$210K	0.0%	1,633 SH	New
META PLATFORMS INC	CL A	$877K	0.1%Prev: 0.2%	1,557 SH	Decreased+399 SH
MICRON TECHNOLOGY INC	COM	$676K	0.1%	585 SH	New
MICROSOFT CORP	COM	$3.8M	0.6%Prev: 1.2%	10,271 SH	Decreased+997 SH
NETFLIX INC.	COM	$392K	0.1%	5,487 SH	New
NEUBERGER R/EST SECS INC FD	COM	$64K	0.0%	21,019 SH	New
NORTHROP GRUMMAN CORP	COM	$208K	0.0%Prev: 0.1%	407 SH	Decreased+12 SH
NVIDIA CORPORATION	COM	$7.8M	1.3%Prev: 1.2%	38,932 SH	Increased+12,087 SH
PFIZER INC	COM	$229K	0.0%	9,499 SH	New
PROCTER & GAMBLE CO	COM	$526K	0.1%	3,587 SH	New
PROLOGIS INC.	COM	$809K	0.1%Prev: 0.2%	5,970 SH	Increased-138 SH
QUALCOMM INC	COM	$442K	0.1%	2,393 SH	New
ROCKET LAB CORP	COM	$593K	0.1%Prev: 0.1%	5,829 SH	Increased+29 SH
ROCKWELL AUTOMATION INC	COM	$627K	0.1%Prev: 0.1%	1,266 SH	Increased-123 SH
ROSS STORES INC	COM	$576K	0.1%Prev: 0.1%	2,705 SH	Increased+29 SH
RTX CORPORATION	COM	$347K	0.1%Prev: 0.1%	1,831 SH	Increased+235 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$687K	0.1%Prev: 0.1%	13,712 SH	Increased+6,883 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.3M	0.2%	1,360 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$429K	0.1%	8,077 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$209K	0.0%	1,095 SH	New
SEMPRA	COM	$992K	0.2%Prev: 0.2%	10,696 SH	Increased+601 SH
SOUTHWEST AIRLS CO	COM	$341K	0.1%	6,635 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$465K	0.1%	2,724 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$16.9M	2.8%	326,406 SH	New
SPDR SERIES TRUST	ST STR BACKE ETF	$3.9M	0.6%	175,486 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$88.5M	14.5%	1,006,588 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$206K	0.0%	394 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$896K	0.1%	1,199 SH	New
TARSUS PHARMACEUTICALS INC	COM	$214K	0.0%	3,400 SH	New
TESLA INC	COM	$2.4M	0.4%Prev: 0.5%	5,740 SH	Increased-202 SH
TJX COS INC NEW	COM	$241K	0.0%Prev: 0.1%	1,589 SH	Increased+53 SH
UNITEDHEALTH GROUP INC	COM	$307K	0.1%	739 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.8M	0.6%Prev: 0.7%	77,607 SH	Increased+24,688 SH
VANGUARD INDEX FDS	GROWTH ETF	$231K	0.0%	2,684 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$756K	0.1%Prev: 0.1%	1,100 SH	Increased+425 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.2%Prev: 0.1%	2,893 SH	Increased+2,123 SH
VANGUARD INDEX FDS	VALUE ETF	$400K	0.1%	1,833 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$334K	0.1%	1,410 SH	New
VANGUARD WORLD FD	INF TECH ETF	$599K	0.1%Prev: 0.1%	5,008 SH	Increased+4,622 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$643K	0.1%Prev: 3.3%	2,349 SH	Decreased-55,868 SH
VERIZON COMMUNICATIONS INC	COM	$206K	0.0%	4,867 SH	New
VISA INC	COM CL A	$330K	0.1%	963 SH	New
WALMART INC	COM	$804K	0.1%Prev: 0.1%	7,100 SH	Increased+1,865 SH
WESTAMERICA BANCORPORATION	COM	$304K	0.0%Prev: 0.1%	5,184 SH	Increased+93 SH

Sold (vs prior filing)

BANK AMERICA CORP — $356K
BLACKROCK ETF TRUST — $4.9M
BLACKROCK ETF TRUST — $209K
BLACKROCK ETF TRUST — $13.5M
BLACKROCK ETF TRUST — $691K
BLACKROCK ETF TRUST II — $2.3M
BLACKROCK ETF TRUST II — $1.3M
BLACKSTONE INC — $203K
CHEVRON CORP NEW — $244K
CLEVELAND-CLIFFS INC NEW — $97K
COSTCO WHSL CORP NEW — $633K
ISHARES TR — $586K
ISHARES TR — $251K
ISHARES TR — $1.9M
ISHARES TR — $417K
ISHARES TR — $496K
ISHARES TR — $17.1M
ISHARES TR — $450K
ISHARES TR — $379K
ISHARES TR — $333K
… and 17 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