Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $88.5M | 14.5% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $67M | 11.0% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $56.6M | 9.3% |
| Blackrock ETF TrustISHA IN CTRY ETF | ISHA IN CTRY ETF | $52M | 8.5% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $46M | 7.5% |
| Blackrock ETF TrustISHA I IN TE ETF | ISHA I IN TE ETF | $23.8M | 3.9% |
| iShares TRCALIF MUN BD ETF | CALIF MUN BD ETF | $22.2M | 3.6% |
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $21.6M | 3.5% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $16.9M | 2.8% |
| Apple Inc.COM | COM | $16.5M | 2.7% |
| Blackrock ETF TrustISHA US THEM ETF | ISHA US THEM ETF | $16.1M | 2.6% |
| Global X FdsDEFENSE TECH ETF | DEFENSE TECH ETF | $12.2M | 2.0% |
| Invesco Exch Traded FD TR IINATL AMT MUNI | NATL AMT MUNI | $12.1M | 2.0% |
| J P Morgan Exchange Traded FUS MOMENTUM | US MOMENTUM | $12.1M | 2.0% |
| iShares TREAFE GRWTH ETF | EAFE GRWTH ETF | $10.7M | 1.8% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $9.44M | 1.5% |
| Nvidia CorporationCOM | COM | $7.79M | 1.3% |
| iShares TREAFE VALUE ETF | EAFE VALUE ETF | $7.56M | 1.2% |
| iShares TRUS TREAS BD ETF | US TREAS BD ETF | $5.29M | 0.9% |
| Broadcom Inc.COM | COM | $4.92M | 0.8% |
| Blackrock ETF TrustISHA SYST AL ETF | ISHA SYST AL ETF | $4.3M | 0.7% |
| Bondbloxx ETF TrustBLOOMBERG TEN YR | BLOOMBERG TEN YR | $4.29M | 0.7% |
| SPDR Series TrustST STR BACKE ETF | ST STR BACKE ETF | $3.92M | 0.6% |
| Microsoft Corp.COM | COM | $3.83M | 0.6% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $3.76M | 0.6% |
| Amazon Com Inc.COM | COM | $3.47M | 0.6% |
| Advanced Micro Devices Inc.COM | COM | $2.63M | 0.4% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $2.45M | 0.4% |
| Tesla Inc.COM | COM | $2.41M | 0.4% |
| Blackrock ETF Trust IIISHA FLEX IN ETF | ISHA FLEX IN ETF | $2.07M | 0.3% |
| iShares TRU.S. TECH ETF | U.S. TECH ETF | $1.95M | 0.3% |
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $1.93M | 0.3% |
| Lam Research Corp.COM NEW | COM NEW | $1.91M | 0.3% |
| Boeing COCOM | COM | $1.7M | 0.3% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $1.7M | 0.3% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $1.65M | 0.3% |
| iShares TRESG AWR MSCI USA | ESG AWR MSCI USA | $1.52M | 0.2% |
| Goldman Sachs ETF TRTECHN OPPOR ETF | TECHN OPPOR ETF | $1.35M | 0.2% |
| Seagate Technology Hldngs PLORD SHS | ORD SHS | $1.31M | 0.2% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.3M | 0.2% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $1.16M | 0.2% |
| Caterpillar Inc.COM | COM | $1.14M | 0.2% |
| iShares TRMSCI USA VALUE | MSCI USA VALUE | $1.1M | 0.2% |
| Applied Matls Inc.COM | COM | $1.08M | 0.2% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $1.07M | 0.2% |
| JPMORGAN Chase & COCOM | COM | $1.05M | 0.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.01M | 0.2% |
| SempraCOM | COM | $992K | 0.2% |
| Dell Technologies Inc.CL C | CL C | $983K | 0.2% |
| iShares Inc.MSCI EMRG CHN | MSCI EMRG CHN | $965K | 0.2% |
SPDR Series TrustST STR P500ETF$88.5M
- Class
- ST STR P500ETF
- Share
- 14.5%
iShares TRS&P 500 GRWT ETF$67M
- Class
- S&P 500 GRWT ETF
- Share
- 11.0%
iShares TRS&P 500 VAL ETF$56.6M
- Class
- S&P 500 VAL ETF
- Share
- 9.3%
Blackrock ETF TrustISHA IN CTRY ETF$52M
- Class
- ISHA IN CTRY ETF
- Share
- 8.5%
Blackrock ETF TrustISHARES US EQUIT$46M
- Class
- ISHARES US EQUIT
- Share
- 7.5%
Blackrock ETF TrustISHA I IN TE ETF$23.8M
- Class
- ISHA I IN TE ETF
- Share
- 3.9%
iShares TRCALIF MUN BD ETF$22.2M
- Class
- CALIF MUN BD ETF
- Share
- 3.6%
iShares TRCORE UNIVRSL USD$21.6M
- Class
- CORE UNIVRSL USD
- Share
- 3.5%
SPDR Index Shs FdsST PORT MARK ETF$16.9M
- Class
- ST PORT MARK ETF
- Share
- 2.8%
Apple Inc.COM$16.5M
- Class
- COM
- Share
- 2.7%
Blackrock ETF TrustISHA US THEM ETF$16.1M
- Class
- ISHA US THEM ETF
- Share
- 2.6%
Global X FdsDEFENSE TECH ETF$12.2M
- Class
- DEFENSE TECH ETF
- Share
- 2.0%
Invesco Exch Traded FD TR IINATL AMT MUNI$12.1M
- Class
- NATL AMT MUNI
- Share
- 2.0%
J P Morgan Exchange Traded FUS MOMENTUM$12.1M
- Class
- US MOMENTUM
- Share
- 2.0%
iShares TREAFE GRWTH ETF$10.7M
- Class
- EAFE GRWTH ETF
- Share
- 1.8%
iShares TRMSCI USA QLT FCT$9.44M
- Class
- MSCI USA QLT FCT
- Share
- 1.5%
Nvidia CorporationCOM$7.79M
- Class
- COM
- Share
- 1.3%
iShares TREAFE VALUE ETF$7.56M
- Class
- EAFE VALUE ETF
- Share
- 1.2%
iShares TRUS TREAS BD ETF$5.29M
- Class
- US TREAS BD ETF
- Share
- 0.9%
Broadcom Inc.COM$4.92M
- Class
- COM
- Share
- 0.8%
Blackrock ETF TrustISHA SYST AL ETF$4.3M
- Class
- ISHA SYST AL ETF
- Share
- 0.7%
Bondbloxx ETF TrustBLOOMBERG TEN YR$4.29M
- Class
- BLOOMBERG TEN YR
- Share
- 0.7%
SPDR Series TrustST STR BACKE ETF$3.92M
- Class
- ST STR BACKE ETF
- Share
- 0.6%
Microsoft Corp.COM$3.83M
- Class
- COM
- Share
- 0.6%
Vanguard Charlotte FdsTOTAL INT BD ETF$3.76M
- Class
- TOTAL INT BD ETF
- Share
- 0.6%
Amazon Com Inc.COM$3.47M
- Class
- COM
- Share
- 0.6%
Advanced Micro Devices Inc.COM$2.63M
- Class
- COM
- Share
- 0.4%
iShares Gold TRISHARES NEW$2.45M
- Class
- ISHARES NEW
- Share
- 0.4%
Tesla Inc.COM$2.41M
- Class
- COM
- Share
- 0.4%
Blackrock ETF Trust IIISHA FLEX IN ETF$2.07M
- Class
- ISHA FLEX IN ETF
- Share
- 0.3%
iShares TRU.S. TECH ETF$1.95M
- Class
- U.S. TECH ETF
- Share
- 0.3%
Dimensional ETF TrustUS COR EQU 2 ETF$1.93M
- Class
- US COR EQU 2 ETF
- Share
- 0.3%
Lam Research Corp.COM NEW$1.91M
- Class
- COM NEW
- Share
- 0.3%
Boeing COCOM$1.7M
- Class
- COM
- Share
- 0.3%
iShares TRMSCI USA MIN ETF$1.7M
- Class
- MSCI USA MIN ETF
- Share
- 0.3%
iShares TRCORE S&P500 ETF$1.65M
- Class
- CORE S&P500 ETF
- Share
- 0.3%
iShares TRESG AWR MSCI USA$1.52M
- Class
- ESG AWR MSCI USA
- Share
- 0.2%
Goldman Sachs ETF TRTECHN OPPOR ETF$1.35M
- Class
- TECHN OPPOR ETF
- Share
- 0.2%
Seagate Technology Hldngs PLORD SHS$1.31M
- Class
- ORD SHS
- Share
- 0.2%
Alphabet Inc.CAP STK CL A$1.3M
- Class
- CAP STK CL A
- Share
- 0.2%
American Centy ETF TRUS SML CP VALU$1.16M
- Class
- US SML CP VALU
- Share
- 0.2%
Caterpillar Inc.COM$1.14M
- Class
- COM
- Share
- 0.2%
iShares TRMSCI USA VALUE$1.1M
- Class
- MSCI USA VALUE
- Share
- 0.2%
Applied Matls Inc.COM$1.08M
- Class
- COM
- Share
- 0.2%
Vanguard Index FdsTOTAL STK MKT$1.07M
- Class
- TOTAL STK MKT
- Share
- 0.2%
JPMORGAN Chase & COCOM$1.05M
- Class
- COM
- Share
- 0.2%
Alphabet Inc.CAP STK CL C$1.01M
- Class
- CAP STK CL C
- Share
- 0.2%
SempraCOM$992K
- Class
- COM
- Share
- 0.2%
Dell Technologies Inc.CL C$983K
- Class
- CL C
- Share
- 0.2%
iShares Inc.MSCI EMRG CHN$965K
- Class
- MSCI EMRG CHN
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 143 positions by value, with holdings of the same security combined. The 143 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1923591
- File number
- 028-22454
- Options
- 0 call, 0 put
- In the 25 largest
- 86.6%
- Prior quarter
- $506M at 31 March 2026
- Positions opened
- 17
- Positions closed
- 4
Common questions
What are West Wealth Group’s 13F holdings worth?
$611 million across 143 positions for the quarter ended 30 June 2026.
What is West Wealth Group’s largest 13F holding?
SPDR SERIES TRUST (ST STR P500ETF) was the largest position at $88.5 million, or 14.5% of reported 13F value, as of 30 June 2026.
How concentrated is West Wealth Group’s 13F portfolio?
The ten largest positions accounted for 67.3% of reported value and the twenty-five largest for 86.6%, across 143 positions as of 30 June 2026.
Does Form 13F show everything West Wealth Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does West Wealth Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.