West Wealth Group, LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$482.0B
Holdings
127
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 439,568 | $54.2B | 11.24% | |
| 2 | IVEISHARES TR | 214,431 | $45.5B | 9.43% | |
| 3 | DYNFBLACKROCK ETF TRUST | 677,172 | $41.2B | 8.54% | |
| 4 | EFVISHARES TR | 457,719 | $32.7B | 6.78% | |
| 5 | MGCVANGUARD WORLD FD | 103,726 | $26.1B | 5.40% | |
| 6 | SPYMSPDR SERIES TRUST | 323,884 | $26.0B | 5.39% | |
| 7 | JQUAJ P MORGAN EXCHANGE TRADED F | 398,430 | $25.2B | 5.22% | |
| 8 | SPEMSPDR INDEX SHS FDS | 527,337 | $24.7B | 5.12% | |
| 9 | IUSBISHARES TR | 403,416 | $18.8B | 3.89% | |
| 10 | THROBLACKROCK ETF TRUST | 436,315 | $16.8B | 3.49% | |
| 11 | CMFISHARES TR | 273,799 | $15.7B | 3.26% | |
| 12 | BAIBLACKROCK ETF TRUST | 468,407 | $15.6B | 3.24% | |
| 13 | AAPLAPPLE INC | 54,282 | $14.8B | 3.06% | |
| 14 | SHLDGLOBAL X FDS | 133,604 | $8.7B | 1.80% | |
| 15 | JMOMJ P MORGAN EXCHANGE TRADED F | 106,130 | $7.2B | 1.50% | |
| 16 | QUALISHARES TR | 32,065 | $6.4B | 1.32% | |
| 17 | NVDANVIDIA CORPORATION | 34,119 | $6.4B | 1.32% | |
| 18 | IAU*ISHARES GOLD TR | 75,614 | $6.1B | 1.27% | |
| 19 | EFGISHARES TR | 51,709 | $5.9B | 1.22% | |
| 20 | MSFTMICROSOFT CORP | 9,722 | $4.7B | 0.98% | |
| 21 | XTENBONDBLOXX ETF TRUST | 101,542 | $4.7B | 0.97% | |
| 22 | AVGOBROADCOM INC | 12,298 | $4.3B | 0.88% | |
| 23 | SPMBSPDR SERIES TRUST | 148,381 | $3.3B | 0.69% | |
| 24 | BNDXVANGUARD CHARLOTTE FDS | 65,408 | $3.2B | 0.66% | |
| 25 | AMZNAMAZON COM INC | 12,832 | $3.0B | 0.61% | |
| 26 | HIMUBLACKROCK ETF TRUST II | 57,191 | $2.8B | 0.58% | |
| 27 | BINCBLACKROCK ETF TRUST II | 50,978 | $2.7B | 0.56% | |
| 28 | TLHISHARES TR | 25,837 | $2.6B | 0.54% | |
| 29 | IYWISHARES TR | 10,886 | $2.2B | 0.45% | |
| 30 | TSLATESLA INC | 4,502 | $2.0B | 0.42% | |
| 31 | PZAINVESCO EXCH TRADED FD TR II | 84,452 | $2.0B | 0.41% | |
| 32 | BABOEING CO | 7,279 | $1.6B | 0.33% | |
| 33 | ESGUISHARES TR | 10,122 | $1.5B | 0.31% | |
| 34 | USMVISHARES TR | 15,526 | $1.5B | 0.30% | |
| 35 | GTOPGOLDMAN SACHS ETF TR | 30,640 | $1.2B | 0.25% | |
| 36 | AMDADVANCED MICRO DEVICES INC | 4,888 | $1.0B | 0.22% | |
| 37 | IVVISHARES TR | 1,440 | $986.0M | 0.20% | |
| 38 | EMBISHARES TR | 10,119 | $974.0M | 0.20% | |
| 39 | JPMJPMORGAN CHASE & CO. | 2,891 | $931.0M | 0.19% | |
| 40 | GOOGLALPHABET INC | 2,935 | $918.0M | 0.19% | |
| 41 | STIPISHARES TR | 8,584 | $878.0M | 0.18% | |
| 42 | SRESEMPRA | 9,915 | $875.0M | 0.18% | |
| 43 | DISDISNEY WALT CO | 7,639 | $869.0M | 0.18% | |
| 44 | GOOGALPHABET INC | 2,704 | $848.0M | 0.18% | |
| 45 | EMXCISHARES INC | 11,426 | $830.0M | 0.17% | |
| 46 | SPYSPDR S&P 500 ETF TR | 1,156 | $788.0M | 0.16% | |
| 47 | PLDPROLOGIS INC. | 6,108 | $779.0M | 0.16% | |
| 48 | DGROISHARES TR | 10,893 | $756.0M | 0.16% | |
| 49 | LRCXLAM RESEARCH CORP | 4,401 | $753.0M | 0.16% | |
| 50 | LCTUBLACKROCK ETF TRUST | 10,009 | $741.0M | 0.15% | |
| 51 | IEMGISHARES INC | 10,416 | $700.0M | 0.15% | |
| 52 | METAMETA PLATFORMS INC | 1,026 | $677.0M | 0.14% | |
| 53 | SGOVISHARES TR | 6,578 | $660.0M | 0.14% | |
| 54 | WMTWALMART INC | 5,921 | $659.0M | 0.14% | |
| 55 | HDHOME DEPOT INC | 1,855 | $638.0M | 0.13% | |
| 56 | MCDMCDONALDS CORP | 2,026 | $619.0M | 0.13% | |
| 57 | VLUEISHARES TR | 4,338 | $593.0M | 0.12% | |
| 58 | USXFISHARES TR | 10,193 | $586.0M | 0.12% | |
| 59 | COSTCOSTCO WHSL CORP NEW | 652 | $563.0M | 0.12% | |
| 60 | MUBISHARES TR | 5,128 | $549.0M | 0.11% | |
| 61 | AOAISHARES TR | 5,987 | $536.0M | 0.11% | |
| 62 | XOMEXXON MOBIL CORP | 4,461 | $536.0M | 0.11% | |
| 63 | PGPROCTER AND GAMBLE CO | 3,654 | $523.0M | 0.11% | |
| 64 | CATCATERPILLAR INC | 901 | $516.0M | 0.11% | |
| 65 | IBMINTERNATIONAL BUSINESS MACHS | 1,741 | $515.0M | 0.11% | |
| 66 | AQLTISHARES TR | 22,288 | $513.0M | 0.11% | |
| 67 | ROSTROSS STORES INC | 2,693 | $485.0M | 0.10% | |
| 68 | IRMIRON MTN INC DEL | 5,850 | $485.0M | 0.10% | |
| 69 | DSIISHARES TR | 3,750 | $483.0M | 0.10% | |
| 70 | ROKROCKWELL AUTOMATION INC | 1,240 | $482.0M | 0.10% | |
| 71 | NDQINVESCO QQQ TR | 777 | $477.0M | 0.10% | |
| 72 | BRK/BBERKSHIRE HATHAWAY INC DEL | 937 | $470.0M | 0.10% | |
| 73 | VOOVANGUARD INDEX FDS | 738 | $463.0M | 0.10% | |
| 74 | ABBVABBVIE INC | 1,999 | $456.0M | 0.09% | |
| 75 | VGTVANGUARD WORLD FD | 555 | $418.0M | 0.09% | |
| 76 | 6RJ0ROCKET LAB CORP | 5,813 | $405.0M | 0.08% | |
| 77 | LMTLOCKHEED MARTIN CORP | 830 | $401.0M | 0.08% | |
| 78 | AHRAMERICAN HEALTHCARE REIT INC | 8,332 | $392.0M | 0.08% | |
| 79 | BACBANK AMERICA CORP | 7,085 | $389.0M | 0.08% | |
| 80 | AMATAPPLIED MATLS INC | 1,477 | $379.0M | 0.08% | |
| 81 | NFLXNETFLIX INC | 4,026 | $377.0M | 0.08% | |
| 82 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,351 | $372.0M | 0.08% | |
| 83 | IGEBISHARES TR | 7,635 | $348.0M | 0.07% | |
| 84 | CSXCSX CORP | 9,588 | $347.0M | 0.07% | |
| 85 | IGSBISHARES TR | 6,407 | $338.0M | 0.07% | |
| 86 | XLESELECT SECTOR SPDR TR | 7,556 | $337.0M | 0.07% | |
| 87 | VTIVANGUARD INDEX FDS | 995 | $333.0M | 0.07% | |
| 88 | GEGE AEROSPACE | 1,061 | $327.0M | 0.07% | |
| 89 | GEVGE VERNOVA INC | 475 | $310.0M | 0.06% | |
| 90 | FNDFSCHWAB STRATEGIC TR | 6,676 | $301.0M | 0.06% | |
| 91 | DELLDELL TECHNOLOGIES INC | 2,387 | $300.0M | 0.06% | |
| 92 | SHYISHARES TR | 3,604 | $298.0M | 0.06% | |
| 93 | HYGISHARES TR | 3,613 | $291.0M | 0.06% | |
| 94 | IJHISHARES TR | 4,400 | $290.0M | 0.06% | |
| 95 | TAT&T INC | 11,536 | $286.0M | 0.06% | |
| 96 | RTXRTX CORPORATION | 1,551 | $284.0M | 0.06% | |
| 97 | JNJJOHNSON & JOHNSON | 1,374 | $284.0M | 0.06% | |
| 98 | AQLTISHARES TR | 3,134 | $280.0M | 0.06% | |
| 99 | LLYELI LILLY & CO | 260 | $279.0M | 0.06% | |
| 100 | TARSTARSUS PHARMACEUTICALS INC | 3,400 | $278.0M | 0.06% |
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