Western Wealth Management, LLC
CIK: 1767902SEC EDGAR →
Portfolio Value
$1.3T
Holdings
2,685
As of
Q1 2026
New Positions
2,637
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 717,248 | $54.9B | 4.26% |
| 2 | CAPITAL GROUP DIVIDEND VALUE | 1,124,695 | $47.8B | 3.71% |
| 3 | SPDR SERIES TRUST | 392,110 | $38.4B | 2.98% |
| 4 | FIRST TR EXCHANGE TRADED FD | 849,178 | $33.5B | 2.60% |
| 5 | SPDR SERIES TRUST | 479,814 | $27.1B | 2.11% |
| 6 | WISDOMTREE TR | 277,773 | $24.4B | 1.89% |
| 7 | FIRST TR EXCHANGE TRADED FD | 353,709 | $24.2B | 1.87% |
| 8 | ISHARES TR | 271,697 | $18.3B | 1.42% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 291,411 | $17.4B | 1.35% |
| 10 | SPDR SERIES TRUST | 279,669 | $13.5B | 1.05% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 1361 | $1.1T | 85.6% |
| Unknown | 163 | $46.4B | 3.6% |
| Technology | 296 | $43.4B | 3.4% |
| Communication Services | 61 | $16.3B | 1.3% |
| Consumer Cyclical | 139 | $14.4B | 1.1% |
| Healthcare | 159 | $13.1B | 1.0% |
| Consumer Defensive | 59 | $12.6B | 1.0% |
| Energy | 84 | $11.3B | 0.9% |
| Utilities | 54 | $10.5B | 0.8% |
| Industrials | 177 | $10.2B | 0.8% |
| Real Estate | 63 | $4.1B | 0.3% |
| Basic Materials | 69 | $3.9B | 0.3% |