West Wealth Group, LLC

· CIK 0001923591

13F Portfolio $506.0B AUM 130 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025

15 New 68 Added 30 Reduced 12 Exited

#	Ticker	Company	Sector	Shares	Value	% Port	Chg Shares	Chg %
1	IVW	ISHARES TR	—	469,119	$53.1M	10.49%	+30K	+6.7%
2	IVE	ISHARES TR	—	245,287	$51.8M	10.24%	+31K	+14.4%
3	CORO	BLACKROCK ETF TRUST	—	1,342,357	$43.2M	8.53%	NEW	—
4	SPYM	SPDR SERIES TRUST	—	562,031	$43.0M	8.50%	+238K	+73.5%
5	DYNF	BLACKROCK ETF TRUST	—	649,206	$37.8M	7.46%	-28K	-4.1%
6	IUSB	ISHARES TR	—	428,064	$19.8M	3.91%	+25K	+6.1%
7	EFV	ISHARES TR	—	263,080	$19.6M	3.87%	-195K	-42.5%
8	SPEM	SPDR INDEX SHS FDS	—	408,658	$19.2M	3.79%	-119K	-22.5%
9	CMF	ISHARES TR	—	331,806	$18.9M	3.73%	+58K	+21.2%
10	THRO	BLACKROCK ETF TRUST	—	470,728	$17.0M	3.37%	+34K	+7.9%
11	BAI	BLACKROCK ETF TRUST	—	511,188	$16.8M	3.33%	+43K	+9.1%
12	AAPL	APPLE INC	Technology	55,774	$14.2M	2.80%	+1K	+2.8%
13	JMOM	J P MORGAN EXCHANGE TRADED F	—	180,372	$12.3M	2.42%	+74K	+70.0%
14	JQUA	J P MORGAN EXCHANGE TRADED F	—	190,199	$11.7M	2.31%	-208K	-52.3%
15	SHLD	GLOBAL X FDS	—	160,155	$11.3M	2.24%	+27K	+19.9%
16	PZA	INVESCO EXCH TRADED FD TR II	—	442,800	$10.2M	2.01%	+358K	+424.3%
17	QUAL	ISHARES TR	—	39,644	$7.6M	1.50%	+8K	+23.6%
18	NVDA	NVIDIA CORPORATION	Technology	37,594	$6.6M	1.30%	+3K	+10.2%
19	GOVT	ISHARES TR	—	210,862	$4.8M	0.95%	+189K	+846.1%
20	XTEN	BONDBLOXX ETF TRUST	—	86,342	$4.0M	0.78%	-15K	-15.0%
21	AVGO	BROADCOM INC	Technology	12,491	$3.9M	0.76%	+193	+1.6%
22	MSFT	MICROSOFT CORP	Technology	9,951	$3.7M	0.73%	+229	+2.4%
23	SPMB	SPDR SERIES TRUST	—	158,721	$3.6M	0.70%	+10K	+7.0%
24	BNDX	VANGUARD CHARLOTTE FDS	—	70,754	$3.4M	0.67%	+5K	+8.2%
25	AMZN	AMAZON COM INC	Consumer Cyclical	14,167	$3.0M	0.58%	+1K	+10.4%
26	EFG	ISHARES TR	—	26,097	$2.9M	0.57%	-26K	-49.5%
27	IAU*	ISHARES GOLD TR	—	28,749	$2.5M	0.50%	-47K	-62.0%
28	BINC	BLACKROCK ETF TRUST II	—	48,351	$2.5M	0.50%	-3K	-5.2%
29	TSLA	TESLA INC	Consumer Cyclical	5,764	$2.1M	0.42%	+1K	+28.0%
30	IYW	ISHARES TR	—	9,962	$1.8M	0.36%	-924	-8.5%
31	DFAC	DIMENSIONAL ETF TRUST	—	43,511	$1.7M	0.33%	NEW	—
32	USMV	ISHARES TR	—	16,592	$1.5M	0.30%	+1K	+6.9%
33	BA	BOEING CO	Industrials	7,394	$1.5M	0.29%	+115	+1.6%
34	IVV	ISHARES TR	—	2,135	$1.4M	0.28%	+695	+48.3%
35	ESGU	ISHARES TR	—	9,468	$1.3M	0.27%	-654	-6.5%
36	GTOP	GOLDMAN SACHS ETF TR	—	30,640	$1.1M	0.22%	—	—
37	SREA	SEMPRA	Utilities	10,862	$1.1M	0.21%	+947	+9.6%
38	AVUV	AMERICAN CENTY ETF TR	—	9,429	$1.0M	0.21%	NEW	—
39	AMD	ADVANCED MICRO DEVICES INC	Technology	4,877	$992K	0.20%	—	—
40	LRCX	LAM RESEARCH CORP	Technology	4,406	$941K	0.19%	—	—
41	VTI	VANGUARD INDEX FDS	—	2,778	$891K	0.18%	+2K	+179.2%
42	GOOGL	ALPHABET INC	Communication Services	3,045	$876K	0.17%	+110	+3.8%
43	JPM	JPMORGAN CHASE & CO	Financial Services	2,928	$861K	0.17%	+37	+1.3%
44	WMT	WALMART INC	Consumer Defensive	6,753	$839K	0.17%	+832	+14.1%
45	PLD	PROLOGIS INC.	Real Estate	6,143	$812K	0.16%	+35	+0.6%
46	META	META PLATFORMS INC	Communication Services	1,408	$806K	0.16%	+382	+37.2%
47	GOOGL	ALPHABET INC	Communication Services	2,796	$802K	0.16%	+92	+3.4%
48	VLUE	ISHARES TR	—	5,491	$781K	0.15%	+1K	+26.6%
49	LRGF	STATE STR SPDR S&P 500 ETF T	—	1,196	$778K	0.15%	+40	+3.5%
50	IYE	EXXON MOBIL CORP	—	4,515	$766K	0.15%	+54	+1.2%
51	DGRO	ISHARES TR	—	10,859	$762K	0.15%	—	—
52	SGOV	ISHARES TR	—	7,546	$760K	0.15%	+968	+14.7%
53	EMXC	ISHARES INC	—	9,481	$746K	0.15%	-2K	-17.0%
54	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	710	$708K	0.14%	+58	+8.9%
55	LCTU	BLACKROCK ETF TRUST	—	10,066	$706K	0.14%	+57	+0.6%
56	MUB	ISHARES TR	—	6,476	$687K	0.14%	+1K	+26.3%
57	DFIS	DIMENSIONAL ETF TRUST	—	19,777	$666K	0.13%	NEW	—
58	DFUV	DIMENSIONAL ETF TRUST	—	13,732	$665K	0.13%	NEW	—
59	MGC	VANGUARD WORLD FD	—	2,765	$654K	0.13%	-101K	-97.3%
60	CAT	CATERPILLAR INC	Industrials	919	$651K	0.13%	+18	+2.0%
61	IEMG	ISHARES INC	—	9,216	$643K	0.13%	-1K	-11.5%
62	MCD	MCDONALDS CORP	Consumer Cyclical	2,067	$642K	0.13%	+41	+2.0%
63	AVLV	AMERICAN CENTY ETF TR	—	7,879	$635K	0.13%	NEW	—
64	HD	HOME DEPOT INC	Consumer Cyclical	1,882	$619K	0.12%	+27	+1.5%
65	IRM	IRON MTN INC DEL	Real Estate	5,865	$599K	0.12%	—	—
66	ROST	ROSS STORES INC	Consumer Cyclical	2,699	$585K	0.12%	—	—
67	SYSB	ISHARES TR	—	6,519	$580K	0.12%	NEW	—
68	QQQM	INVESCO QQQ TR	—	996	$575K	0.11%	+219	+28.2%
69	STIP	ISHARES TR	—	5,374	$556K	0.11%	-3K	-37.4%
70	—	SEAGATE TECHNOLOGY HLDNGS PL	—	1,354	$531K	0.10%	—	—
71	AOA	ISHARES TR	—	5,946	$526K	0.10%	-41	-0.7%
72	PG	PROCTER & GAMBLE CO	Consumer Defensive	3,640	$526K	0.10%	—	—
73	VOO	VANGUARD INDEX FDS	—	879	$525K	0.10%	+141	+19.1%
74	DIS	DISNEY WALT CO	Communication Services	5,381	$519K	0.10%	-2K	-29.6%
75	DFAT	DIMENSIONAL ETF TRUST	—	8,169	$510K	0.10%	NEW	—
76	AMAT	APPLIED MATLS INC	Technology	1,485	$508K	0.10%	+8	+0.5%
77	LMT	LOCKHEED MARTIN CORP	Industrials	839	$507K	0.10%	+9	+1.1%
78	NFLX	NETFLIX INC.	Communication Services	5,207	$501K	0.10%	+1K	+29.3%
79	XLE	SELECT SECTOR SPDR TR	—	7,854	$481K	0.10%	+298	+3.9%
80	USXF	ISHARES TR	—	8,572	$473K	0.09%	-2K	-15.9%
81	AVEM	AMERICAN CENTY ETF TR	—	5,732	$462K	0.09%	NEW	—
82	DSI	ISHARES TR	—	3,769	$457K	0.09%	+19	+0.5%
83	BAC	BANK AMERICA CORP	Financial Services	9,308	$454K	0.09%	+2K	+31.4%
84	ROK	ROCKWELL AUTOMATION INC	Industrials	1,261	$453K	0.09%	+21	+1.7%
85	IBM	INTERNATIONAL BUSINESS MACHS	Technology	1,837	$445K	0.09%	+96	+5.5%
86	ABBV	ABBVIE INC	Healthcare	1,999	$435K	0.09%	—	—
87	VGT	VANGUARD WORLD FD	—	605	$423K	0.08%	+50	+9.0%
88	GEV	GE VERNOVA INC	Utilities	482	$421K	0.08%	+7	+1.5%
89	FNDC	SCHWAB STRATEGIC TR	—	8,669	$402K	0.08%	NEW	—
90	CVX	CHEVRON CORPORATION	Energy	1,911	$395K	0.08%	+110	+6.1%
91	CSX	CSX CORP	Industrials	9,622	$395K	0.08%	—	—
92	AHR	AMERICAN HEALTHCARE REIT INC	Real Estate	8,374	$395K	0.08%	+42	+0.5%
93	SPHQ	INVESCO EXCHANGE TRADED FD T	—	5,220	$393K	0.08%	NEW	—
94	RCKT	ROCKET LAB CORP	Healthcare	5,813	$373K	0.07%	—	—
95	FNDF	SCHWAB STRATEGIC TR	—	7,213	$353K	0.07%	+537	+8.0%
96	DELL	DELL TECHNOLOGIES INC	Technology	2,142	$352K	0.07%	-245	-10.3%
97	T	AT&T INC	Communication Services	11,795	$342K	0.07%	+259	+2.2%
98	IGEB	ISHARES TR	—	7,564	$341K	0.07%	-71	-0.9%
99	JNJ	JOHNSON & JOHNSON	Healthcare	1,393	$341K	0.07%	+19	+1.4%
100	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	661	$317K	0.06%	-276	-29.5%
101	QCOM	QUALCOMM INC	Technology	2,366	$305K	0.06%	NEW	—
102	GE	GE AEROSPACE	Industrials	1,064	$302K	0.06%	—	—
103	IJH	ISHARES TR	—	4,387	$296K	0.06%	—	—
104	RTX	RTX CORPORATION	Industrials	1,512	$292K	0.06%	-39	-2.5%
105	NOC	NORTHROP GRUMMAN CORP	Industrials	404	$276K	0.05%	+5	+1.2%
106	HYG	ISHARES TR	—	3,418	$272K	0.05%	-195	-5.4%
107	WABC	WESTAMERICA BANCORPORATION	Financial Services	5,184	$270K	0.05%	+46	+0.9%
108	IFRA	ISHARES TR	—	4,689	$268K	0.05%	-200	-4.1%
109	IEFA	ISHARES TR	—	2,859	$259K	0.05%	-275	-8.8%
110	LLY	ELI LILLY & CO	Healthcare	277	$256K	0.05%	+17	+6.5%
111	JAAA	JANUS DETROIT STR TR	—	5,050	$254K	0.05%	+352	+7.5%
112	TJX	TJX COS INC NEW	Consumer Cyclical	1,587	$253K	0.05%	—	—
113	AFL	AFLAC INC	Financial Services	2,291	$251K	0.05%	—	—
114	DFAS	DIMENSIONAL ETF TRUST	—	3,516	$250K	0.05%	+545	+18.3%
115	LUV	SOUTHWEST AIRLS CO	Industrials	6,527	$245K	0.05%	—	—
116	CSCO	CISCO SYS INC	Technology	3,110	$241K	0.05%	-272	-8.0%
117	TARS	TARSUS PHARMACEUTICALS INC	Healthcare	3,400	$239K	0.05%	—	—
118	ESGE	ISHARES INC	—	5,234	$238K	0.05%	+27	+0.5%
119	V	VISA INC	Financial Services	784	$237K	0.05%	+46	+6.2%
120	PFE	PFIZER INC	Healthcare	8,389	$236K	0.05%	+152	+1.9%
121	AMGN	AMGEN INC	Healthcare	645	$227K	0.04%	+15	+2.4%
122	DMXF	ISHARES TR	—	3,007	$227K	0.04%	-78	-2.5%
123	QQQM	INVESCO EXCH TRADED FD TR II	—	942	$224K	0.04%	NEW	—
124	JEPI	J P MORGAN EXCHANGE TRADED F	—	3,926	$223K	0.04%	-211	-5.1%
125	VZ	VERIZON COMMUNICATIONS INC	Communication Services	4,397	$221K	0.04%	NEW	—
126	UNH	UNITEDHEALTH GROUP INC	Healthcare	806	$218K	0.04%	+100	+14.2%
127	IDEV	ISHARES TR	—	2,477	$207K	0.04%	-66	-2.6%
128	EFA	ISHARES TR	—	2,111	$205K	0.04%	-561	-21.0%
129	BALI	BLACKROCK ETF TRUST	—	6,620	$204K	0.04%	-134	-2.0%
130	XNROX	NEUBERGER R/EST SECS INC FD	—	20,897	$59K	0.01%	NEW	—

Sector Allocation

Technology 55.2%

Consumer Cyclical 12.4%

Industrials 7.9%

Communication Services 7.0%

Healthcare 4.0%

Financial Services 3.6%

Consumer Defensive 3.6%

Real Estate 3.1%

Utilities 2.5%

Energy 0.7%