Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.Common Stock | Common Stock | $104M | 3.4% |
| Invesco QqqMF Closed and MF Open | MF Closed and MF Open | $91.8M | 3.0% |
| Nvidia Corp.Common Stock | Common Stock | $80.2M | 2.6% |
| Invesco NasdaqMF Closed and MF Open | MF Closed and MF Open | $76.4M | 2.5% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $65.4M | 2.1% |
| Capital GroupMF Closed and MF Open | MF Closed and MF Open | $55.1M | 1.8% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $45.6M | 1.5% |
| AmazonCommon Stock | Common Stock | $45.3M | 1.5% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $44.1M | 1.4% |
| Microsoft Corp.Common Stock | Common Stock | $43.8M | 1.4% |
| Berkshire HathawayCommon Stock | Common Stock | $39.2M | 1.3% |
| Alphabet Inc.Common Stock | Common Stock | $38M | 1.2% |
| First TrustMF Closed and MF Open | MF Closed and MF Open | $36.1M | 1.2% |
| Broadcom Inc.Common Stock | Common Stock | $32.6M | 1.1% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $32.1M | 1.0% |
| iShares CoreMF Closed and MF Open | MF Closed and MF Open | $31.6M | 1.0% |
| First TrustMF Closed and MF Open | MF Closed and MF Open | $29.3M | 1.0% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $28.2M | 0.9% |
| Vanguard DividendMF Closed and MF Open | MF Closed and MF Open | $26M | 0.8% |
| Vanguard TotalMF Closed and MF Open | MF Closed and MF Open | $24.5M | 0.8% |
| First TrustMF Closed and MF Open | MF Closed and MF Open | $24.4M | 0.8% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $23.6M | 0.8% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $23M | 0.8% |
| Alphabet Inc.Common Stock | Common Stock | $21.2M | 0.7% |
| JPMORGAN Chase & COCOM | COM | $21.2M | 0.7% |
| SPDR Series TrustST STR PR SP1500 | ST STR PR SP1500 | $20.6M | 0.7% |
| iShares CoreMF Closed and MF Open | MF Closed and MF Open | $20.5M | 0.7% |
| Vanguard InformationMF Closed and MF Open | MF Closed and MF Open | $20.1M | 0.7% |
| Wisdomtree USMF Closed and MF Open | MF Closed and MF Open | $19.9M | 0.6% |
| SPDR GoldCommon Stock | Common Stock | $18.8M | 0.6% |
| Costco WholesaleCommon Stock | Common Stock | $18.2M | 0.6% |
| Wisdomtree USMF Closed and MF Open | MF Closed and MF Open | $17.8M | 0.6% |
| State StreetMF Closed and MF Open | MF Closed and MF Open | $17M | 0.6% |
| SPDR Series TrustST STR SP600 SML | ST STR SP600 SML | $16.8M | 0.5% |
| Meta PlatformsCommon Stock | Common Stock | $15.9M | 0.5% |
| Eli LillyCommon Stock | Common Stock | $15.6M | 0.5% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $15M | 0.5% |
| Berkshire HathawayCommon Stock | Common Stock | $15M | 0.5% |
| Tesla Inc.Common Stock | Common Stock | $14.2M | 0.5% |
| Visa Inc.Common Stock | Common Stock | $13.9M | 0.5% |
| Vanguard FTSEMF Closed and MF Open | MF Closed and MF Open | $13.8M | 0.4% |
| Taiwan SemiconductorCommon Stock | Common Stock | $13.6M | 0.4% |
| iShares RussellMF Closed and MF Open | MF Closed and MF Open | $12.8M | 0.4% |
| SPDR Series TrustST STR P400MID | ST STR P400MID | $12.4M | 0.4% |
| Victoryshares FreeMF Closed and MF Open | MF Closed and MF Open | $12.2M | 0.4% |
| Advanced MicroCommon Stock | Common Stock | $11.4M | 0.4% |
| First TrustMF Closed and MF Open | MF Closed and MF Open | $11.3M | 0.4% |
| Vaneck ETF TrustSEMICONDUCTR ETF | SEMICONDUCTR ETF | $11.2M | 0.4% |
| Exxon MobilCommon Stock | Common Stock | $11.1M | 0.4% |
| Capital GroupMF Closed and MF Open | MF Closed and MF Open | $11M | 0.4% |
Apple Inc.Common Stock$104M
- Class
- Common Stock
- Share
- 3.4%
Invesco QqqMF Closed and MF Open$91.8M
- Class
- MF Closed and MF Open
- Share
- 3.0%
Nvidia Corp.Common Stock$80.2M
- Class
- Common Stock
- Share
- 2.6%
Invesco NasdaqMF Closed and MF Open$76.4M
- Class
- MF Closed and MF Open
- Share
- 2.5%
SPDR Series TrustST STR P500ETF$65.4M
- Class
- ST STR P500ETF
- Share
- 2.1%
Capital GroupMF Closed and MF Open$55.1M
- Class
- MF Closed and MF Open
- Share
- 1.8%
State StreetMF Closed and MF Open$45.6M
- Class
- MF Closed and MF Open
- Share
- 1.5%
AmazonCommon Stock$45.3M
- Class
- Common Stock
- Share
- 1.5%
State StreetMF Closed and MF Open$44.1M
- Class
- MF Closed and MF Open
- Share
- 1.4%
Microsoft Corp.Common Stock$43.8M
- Class
- Common Stock
- Share
- 1.4%
Berkshire HathawayCommon Stock$39.2M
- Class
- Common Stock
- Share
- 1.3%
Alphabet Inc.Common Stock$38M
- Class
- Common Stock
- Share
- 1.2%
First TrustMF Closed and MF Open$36.1M
- Class
- MF Closed and MF Open
- Share
- 1.2%
Broadcom Inc.Common Stock$32.6M
- Class
- Common Stock
- Share
- 1.1%
iShares TRS&P 500 GRWT ETF$32.1M
- Class
- S&P 500 GRWT ETF
- Share
- 1.0%
iShares CoreMF Closed and MF Open$31.6M
- Class
- MF Closed and MF Open
- Share
- 1.0%
First TrustMF Closed and MF Open$29.3M
- Class
- MF Closed and MF Open
- Share
- 1.0%
Vanguard Index FdsS&P 500 ETF SHS$28.2M
- Class
- S&P 500 ETF SHS
- Share
- 0.9%
Vanguard DividendMF Closed and MF Open$26M
- Class
- MF Closed and MF Open
- Share
- 0.8%
Vanguard TotalMF Closed and MF Open$24.5M
- Class
- MF Closed and MF Open
- Share
- 0.8%
First TrustMF Closed and MF Open$24.4M
- Class
- MF Closed and MF Open
- Share
- 0.8%
State StreetMF Closed and MF Open$23.6M
- Class
- MF Closed and MF Open
- Share
- 0.8%
Select Sector SPDR TRST STR TECHN ETF$23M
- Class
- ST STR TECHN ETF
- Share
- 0.8%
Alphabet Inc.Common Stock$21.2M
- Class
- Common Stock
- Share
- 0.7%
JPMORGAN Chase & COCOM$21.2M
- Class
- COM
- Share
- 0.7%
SPDR Series TrustST STR PR SP1500$20.6M
- Class
- ST STR PR SP1500
- Share
- 0.7%
iShares CoreMF Closed and MF Open$20.5M
- Class
- MF Closed and MF Open
- Share
- 0.7%
Vanguard InformationMF Closed and MF Open$20.1M
- Class
- MF Closed and MF Open
- Share
- 0.7%
Wisdomtree USMF Closed and MF Open$19.9M
- Class
- MF Closed and MF Open
- Share
- 0.6%
SPDR GoldCommon Stock$18.8M
- Class
- Common Stock
- Share
- 0.6%
Costco WholesaleCommon Stock$18.2M
- Class
- Common Stock
- Share
- 0.6%
Wisdomtree USMF Closed and MF Open$17.8M
- Class
- MF Closed and MF Open
- Share
- 0.6%
State StreetMF Closed and MF Open$17M
- Class
- MF Closed and MF Open
- Share
- 0.6%
SPDR Series TrustST STR SP600 SML$16.8M
- Class
- ST STR SP600 SML
- Share
- 0.5%
Meta PlatformsCommon Stock$15.9M
- Class
- Common Stock
- Share
- 0.5%
Eli LillyCommon Stock$15.6M
- Class
- Common Stock
- Share
- 0.5%
Vanguard Index FdsGROWTH ETF$15M
- Class
- GROWTH ETF
- Share
- 0.5%
Berkshire HathawayCommon Stock$15M
- Class
- Common Stock
- Share
- 0.5%
Tesla Inc.Common Stock$14.2M
- Class
- Common Stock
- Share
- 0.5%
Visa Inc.Common Stock$13.9M
- Class
- Common Stock
- Share
- 0.5%
Vanguard FTSEMF Closed and MF Open$13.8M
- Class
- MF Closed and MF Open
- Share
- 0.4%
Taiwan SemiconductorCommon Stock$13.6M
- Class
- Common Stock
- Share
- 0.4%
iShares RussellMF Closed and MF Open$12.8M
- Class
- MF Closed and MF Open
- Share
- 0.4%
SPDR Series TrustST STR P400MID$12.4M
- Class
- ST STR P400MID
- Share
- 0.4%
Victoryshares FreeMF Closed and MF Open$12.2M
- Class
- MF Closed and MF Open
- Share
- 0.4%
Advanced MicroCommon Stock$11.4M
- Class
- Common Stock
- Share
- 0.4%
First TrustMF Closed and MF Open$11.3M
- Class
- MF Closed and MF Open
- Share
- 0.4%
Vaneck ETF TrustSEMICONDUCTR ETF$11.2M
- Class
- SEMICONDUCTR ETF
- Share
- 0.4%
Exxon MobilCommon Stock$11.1M
- Class
- Common Stock
- Share
- 0.4%
Capital GroupMF Closed and MF Open$11M
- Class
- MF Closed and MF Open
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 1,006 positions by value, with holdings of the same security combined. The 200 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
- 1767902
- File number
- 028-19413
- Options
- 3 call, 2 put
- In the 25 largest
- 35.4%
- Prior quarter
- $2.63B at 31 March 2026
- Positions opened
- 103
- Positions closed
- 53
Common questions
What are Western Wealth Management’s 13F holdings worth?
$3.06 billion across 1,006 positions for the quarter ended 30 June 2026.
What is Western Wealth Management’s largest 13F holding?
APPLE INC (Common Stock) was the largest position at $104 million, or 3.4% of reported 13F value, as of 30 June 2026.
How concentrated is Western Wealth Management’s 13F portfolio?
The ten largest positions accounted for 21.3% of reported value and the twenty-five largest for 35.4%, across 1,006 positions as of 30 June 2026.
Does Form 13F show everything Western Wealth Management 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 Western Wealth Management 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.