West Wealth Group, LLC
CIK: 0001923591SEC EDGAR →
Portfolio Value
$482.0M
Holdings
127
As of
Q4 2025
New Positions
127
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 439,568 | $54.2M | 11.24% |
| 2 | ISHARES TR | 214,431 | $45.5M | 9.43% |
| 3 | BLACKROCK ETF TRUST | 677,172 | $41.2M | 8.54% |
| 4 | ISHARES TR | 457,719 | $32.7M | 6.78% |
| 5 | VANGUARD WORLD FD | 103,726 | $26.1M | 5.40% |
| 6 | SPDR SERIES TRUST | 323,884 | $26.0M | 5.39% |
| 7 | J P MORGAN EXCHANGE TRADED F | 398,430 | $25.2M | 5.22% |
| 8 | SPDR INDEX SHS FDS | 527,337 | $24.7M | 5.12% |
| 9 | ISHARES TR | 403,416 | $18.8M | 3.89% |
| 10 | BLACKROCK ETF TRUST | 436,315 | $16.8M | 3.49% |
Quarterly Changes
New Positions (127)
$54.2M · 440K shares
$45.5M · 214K shares
$41.2M · 677K shares
$32.7M · 458K shares
$26.1M · 104K shares
$26.0M · 324K shares
$25.2M · 398K shares
$24.7M · 527K shares
$18.8M · 403K shares
$16.8M · 436K shares
$15.7M · 274K shares
$15.6M · 468K shares
$14.8M · 54K shares
$8.7M · 134K shares
$7.2M · 106K shares
$6.4M · 32K shares
$6.4M · 34K shares
$6.1M · 76K shares
$5.9M · 52K shares
$4.7M · 10K shares
$4.7M · 102K shares
$4.3M · 12K shares
$3.3M · 148K shares
$3.2M · 65K shares
$3.0M · 13K shares
$2.8M · 57K shares
$2.7M · 51K shares
$2.6M · 26K shares
$2.2M · 11K shares
$2.0M · 5K shares
$2.0M · 84K shares
$1.6M · 7K shares
$1.5M · 10K shares
$1.5M · 16K shares
$1.2M · 31K shares
$1.0M · 5K shares
$986K · 1K shares
$974K · 10K shares
$931K · 3K shares
$918K · 3K shares
$878K · 9K shares
$875K · 10K shares
$869K · 8K shares
$848K · 3K shares
$830K · 11K shares
$788K · 1K shares
$779K · 6K shares
$756K · 11K shares
$753K · 4K shares
$741K · 10K shares
$700K · 10K shares
$677K · 1K shares
$660K · 7K shares
$659K · 6K shares
$638K · 2K shares
$619K · 2K shares
$593K · 4K shares
$586K · 10K shares
$563K · 652 shares
$549K · 5K shares
$536K · 6K shares
$536K · 4K shares
$523K · 4K shares
$516K · 901 shares
$515K · 2K shares
$513K · 22K shares
$485K · 3K shares
$485K · 6K shares
$483K · 4K shares
$482K · 1K shares
$477K · 777 shares
$470K · 937 shares
$463K · 738 shares
$456K · 2K shares
$418K · 555 shares
$405K · 6K shares
$401K · 830 shares
$392K · 8K shares
$389K · 7K shares
$379K · 1K shares
$377K · 4K shares
$372K · 1K shares
$348K · 8K shares
$347K · 10K shares
$338K · 6K shares
$337K · 8K shares
$333K · 995 shares
$327K · 1K shares
$310K · 475 shares
$301K · 7K shares
$300K · 2K shares
$298K · 4K shares
$291K · 4K shares
$290K · 4K shares
$286K · 12K shares
$284K · 2K shares
$284K · 1K shares
$280K · 3K shares
$279K · 260 shares
$278K · 3K shares
$274K · 2K shares
$269K · 7K shares
$264K · 2K shares
$260K · 3K shares
$259K · 738 shares
$257K · 5K shares
$256K · 3K shares
$253K · 6K shares
$252K · 2K shares
$246K · 5K shares
$245K · 5K shares
$242K · 2K shares
$237K · 5K shares
$236K · 4K shares
$233K · 706 shares
$231K · 3K shares
$230K · 5K shares
$227K · 1K shares
$227K · 399 shares
$213K · 2K shares
$213K · 7K shares
$209K · 3K shares
$207K · 3K shares
$206K · 630 shares
$205K · 8K shares
$201K · 2K shares
$137K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $412.7M | 85.6% |
| Technology | 13 | $35.1M | 7.3% |
| Unknown | 7 | $11.1M | 2.3% |
| Consumer Cyclical | 6 | $7.0M | 1.4% |
| Industrials | 9 | $4.4M | 0.9% |
| Communication Services | 6 | $4.0M | 0.8% |
| Healthcare | 8 | $2.1M | 0.4% |
| Consumer Defensive | 3 | $1.7M | 0.4% |
| Real Estate | 3 | $1.7M | 0.3% |
| Utilities | 2 | $1.2M | 0.2% |
| Energy | 2 | $810K | 0.2% |
| Basic Materials | 1 | $137K | 0.0% |