West Wealth Group, LLC
CIK: 0001923591SEC EDGAR →
Portfolio Value
$482.0B
Holdings
127
As of
Q4 2025
New Positions
127
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 439,568 | $54.2B | 11.24% |
| 2 | ISHARES TR | 214,431 | $45.5B | 9.43% |
| 3 | BLACKROCK ETF TRUST | 677,172 | $41.2B | 8.54% |
| 4 | ISHARES TR | 457,719 | $32.7B | 6.78% |
| 5 | VANGUARD WORLD FD | 103,726 | $26.1B | 5.40% |
| 6 | SPDR SERIES TRUST | 323,884 | $26.0B | 5.39% |
| 7 | J P MORGAN EXCHANGE TRADED F | 398,430 | $25.2B | 5.22% |
| 8 | SPDR INDEX SHS FDS | 527,337 | $24.7B | 5.12% |
| 9 | ISHARES TR | 403,416 | $18.8B | 3.89% |
| 10 | BLACKROCK ETF TRUST | 436,315 | $16.8B | 3.49% |
Quarterly Changes
New Positions (127)
$54.2B · 440K shares
$45.5B · 214K shares
$41.2B · 677K shares
$32.7B · 458K shares
$26.1B · 104K shares
$26.0B · 324K shares
$25.2B · 398K shares
$24.7B · 527K shares
$18.8B · 403K shares
$16.8B · 436K shares
$15.7B · 274K shares
$15.6B · 468K shares
$14.8B · 54K shares
$8.7B · 134K shares
$7.2B · 106K shares
$6.4B · 32K shares
$6.4B · 34K shares
$6.1B · 76K shares
$5.9B · 52K shares
$4.7B · 10K shares
$4.7B · 102K shares
$4.3B · 12K shares
$3.3B · 148K shares
$3.2B · 65K shares
$3.0B · 13K shares
$2.8B · 57K shares
$2.7B · 51K shares
$2.6B · 26K shares
$2.2B · 11K shares
$2.0B · 5K shares
$2.0B · 84K shares
$1.6B · 7K shares
$1.5B · 10K shares
$1.5B · 16K shares
$1.2B · 31K shares
$1.0B · 5K shares
$986.0M · 1K shares
$974.0M · 10K shares
$931.0M · 3K shares
$918.0M · 3K shares
$878.0M · 9K shares
$875.0M · 10K shares
$869.0M · 8K shares
$848.0M · 3K shares
$830.0M · 11K shares
$788.0M · 1K shares
$779.0M · 6K shares
$756.0M · 11K shares
$753.0M · 4K shares
$741.0M · 10K shares
$700.0M · 10K shares
$677.0M · 1K shares
$660.0M · 7K shares
$659.0M · 6K shares
$638.0M · 2K shares
$619.0M · 2K shares
$593.0M · 4K shares
$586.0M · 10K shares
$563.0M · 652 shares
$549.0M · 5K shares
$536.0M · 6K shares
$536.0M · 4K shares
$523.0M · 4K shares
$516.0M · 901 shares
$515.0M · 2K shares
$513.0M · 22K shares
$485.0M · 3K shares
$485.0M · 6K shares
$483.0M · 4K shares
$482.0M · 1K shares
$477.0M · 777 shares
$470.0M · 937 shares
$463.0M · 738 shares
$456.0M · 2K shares
$418.0M · 555 shares
$405.0M · 6K shares
$401.0M · 830 shares
$392.0M · 8K shares
$389.0M · 7K shares
$379.0M · 1K shares
$377.0M · 4K shares
$372.0M · 1K shares
$348.0M · 8K shares
$347.0M · 10K shares
$338.0M · 6K shares
$337.0M · 8K shares
$333.0M · 995 shares
$327.0M · 1K shares
$310.0M · 475 shares
$301.0M · 7K shares
$300.0M · 2K shares
$298.0M · 4K shares
$291.0M · 4K shares
$290.0M · 4K shares
$286.0M · 12K shares
$284.0M · 2K shares
$284.0M · 1K shares
$280.0M · 3K shares
$279.0M · 260 shares
$278.0M · 3K shares
$274.0M · 2K shares
$269.0M · 7K shares
$264.0M · 2K shares
$260.0M · 3K shares
$259.0M · 738 shares
$257.0M · 5K shares
$256.0M · 3K shares
$253.0M · 6K shares
$252.0M · 2K shares
$246.0M · 5K shares
$245.0M · 5K shares
$242.0M · 2K shares
$237.0M · 5K shares
$236.0M · 4K shares
$233.0M · 706 shares
$231.0M · 3K shares
$230.0M · 5K shares
$227.0M · 1K shares
$227.0M · 399 shares
$213.0M · 2K shares
$213.0M · 7K shares
$209.0M · 3K shares
$207.0M · 3K shares
$206.0M · 630 shares
$205.0M · 8K shares
$201.0M · 2K shares
$137.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $412.7B | 85.6% |
| Technology | 13 | $35.1B | 7.3% |
| Unknown | 7 | $11.1B | 2.3% |
| Consumer Cyclical | 6 | $7.0B | 1.4% |
| Industrials | 9 | $4.4B | 0.9% |
| Communication Services | 6 | $4.0B | 0.8% |
| Healthcare | 8 | $2.1B | 0.4% |
| Consumer Defensive | 3 | $1.7B | 0.4% |
| Real Estate | 3 | $1.7B | 0.3% |
| Utilities | 2 | $1.2B | 0.2% |
| Energy | 2 | $810.0M | 0.2% |
| Basic Materials | 1 | $137.0M | 0.0% |