West Wealth Group, LLC Portfolio Holdings

West Wealth Group, LLC

$367 Million
Q2 2025

West Wealth Group, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $367 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $46.1M, Ishares S&P 500 Value ETF with a value of $38.6M, Msci Eafe Value ETF with a value of $29.5M, Blackrock ETF Tr U S Equity Fa with a value of $28.8M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $24M.

Examining the 13F form we can see an increase of $40.4M in the current position value, from $327M to 367M.

Below you can find more details about West Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $367 Million

ETFs: $321 Million

Technology: $24.7 Million

Consumer Cyclical: $6.68 Million

Industrials: $3.63 Million

Communication Services: $3.51 Million

Financial Services: $2.45 Million

Consumer Defensive: $1.72 Million

Real Estate: $1.21 Million

Other: $1.81 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVW Ishares S&P 500 Growth ETF ETFs	$0	$46.1 Million 12.57% of portfolio	419,087	Q2 2025 Reduced 22.8%
IVE Ishares S&P 500 Value ETF ETFs	$0	$38.6 Million 10.52% of portfolio	197,547	Q2 2025 Reduced 3.22%
EFV Msci Eafe Value ETF ETFs	$0	$29.5 Million 8.05% of portfolio	465,374	Q2 2025 Added 43.42%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$28.8 Million 7.83% of portfolio	527,911	Q2 2025 Added 5.14%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$24 Million 6.55% of portfolio	330,847	Q2 2025 Added 8.77%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$23.6 Million 6.42% of portfolio	392,434	Q2 2025 Added 9.79%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$17.1 Million 4.65% of portfolio	369,139	Q2 2025 Added 0.98%
EFG Msci Eafe Growth ETF ETFs	$0	$15.6 Million 4.25% of portfolio	139,401	Q2 2025 Added 4.92%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$15.3 Million 4.17% of portfolio	358,412	Q2 2025 Added 60.07%
CMF Ishares California Muni Bond E ETFs	$0	$13.4 Million 3.65% of portfolio	240,111	Q2 2025 Added 16.48%
MGC Vanguard Mega Cap ETF ETFs	$0	$13.1 Million 3.57% of portfolio	58,217	Q2 2025 Added 43.71%
IYW Ishares Dj Us Tech ETF ETFs	$0	$12.3 Million 3.35% of portfolio	71,060	Q2 2025 Reduced 6.78%
AAPL Apple Inc. Technology	$3.69T	$11.4 Million 3.1% of portfolio	55,517	Q2 2025 Added 0.76%
JMOM J P Morgan ETF Tr U S Momentum ETFs	$0	$6.16 Million 1.68% of portfolio	95,816	Q2 2025 Added 5.88%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$5.36 Million 1.46% of portfolio	29,296	Q2 2025 Added 6.04%
MSFT Microsoft Corp Technology	$3.77T	$4.61 Million 1.26% of portfolio	9,274	Q2 2025 Added 3.11%
NVDA Nvidia Corp Technology	$426B	$4.24 Million 1.16% of portfolio	26,845	Q2 2025 Reduced 9.44%
IAU Ishares Gold Trust ETFs	$56.5B	$3.23 Million 0.88% of portfolio	51,748	Q2 2025 Added 4.9%
AVGO Broadcom Inc. Technology	$121B	$3.21 Million 0.87% of portfolio	11,641	Q2 2025 Added 1.15%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$3.2 Million 0.87% of portfolio	50,716	Q2 2025 Reduced 65.95%
AMZN Amazon Com Inc Consumer Cyclical	$2.3T	$2.94 Million 0.8% of portfolio	13,407	Q2 2025 Added 3.32%
SPMB Spdr Ser Tr Spdr Portfolio Mor ETFs	$0	$2.88 Million 0.78% of portfolio	130,137	Q2 2025 Reduced 1.44%
BNDX Vanguard Total International B ETFs	$0	$2.62 Million 0.71% of portfolio	52,919	Q2 2025 New
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$1.88 Million 0.51% of portfolio	18,497	Q2 2025 Added 15.47%
TSLA Tesla, Inc. Consumer Cyclical	$1.04T	$1.89 Million 0.51% of portfolio	5,942	Q2 2025 Added 4.03%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$1.61 Million 0.44% of portfolio	42,524	Q2 2025 Reduced 68.38%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$1.54 Million 0.42% of portfolio	11,384	Q2 2025 Reduced 0.39%
BA Boeing CO Industrials	$141B	$1.53 Million 0.42% of portfolio	7,301	Q2 2025 Added 0.94%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$1.21 Million 0.33% of portfolio	12,862	Q2 2025 Added 9.18%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.04 Million 0.28% of portfolio	1,676	Q2 2025 Added 56.05%
DIS Walt Disney CO Communication Services	$216B	$957,000 0.26% of portfolio	7,723	Q2 2025 Reduced 14.29%
META Meta Platforms, Inc. Communication Services	$1.65T	$854,000 0.23% of portfolio	1,158	Q2 2025 Added 23.45%
EMB Ishares Tr ETFs	$0	$830,000 0.23% of portfolio	8,963	Q2 2025 Reduced 0.44%
SRE Sempra Energy Utilities	$26.1B	$764,000 0.21% of portfolio	10,095	Q2 2025 Added 1.68%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$740,000 0.2% of portfolio	7,197	Q2 2025 Added 157.68%
MCD Mcdonalds Corp Consumer Cyclical	$232B	$681,000 0.19% of portfolio	2,334	Q2 2025 Added 0.34%
JPM Jpmorgan Chase & CO Financial Services	$879B	$714,000 0.19% of portfolio	2,466	Q2 2025 Added 21.72%
DGRO Ishares Core Dividend Growth E ETFs	$0	$711,000 0.19% of portfolio	11,127	Q2 2025 Reduced 16.56%
LCTU Blackrock ETF Tr Us Carbon Tra ETFs	$0	$675,000 0.18% of portfolio	10,035	Q2 2025 Added 0.98%
COST Costco Wholesale Corp Consumer Defensive	$416B	$646,000 0.18% of portfolio	653	Q2 2025 Reduced 17.24%
HD Home Depot, Inc. Consumer Cyclical	$416B	$639,000 0.17% of portfolio	1,743	Q2 2025 Added 3.75%
PLD Prologis, Inc. Real Estate	$103B	$642,000 0.17% of portfolio	6,108	Q2 2025 Reduced 1.59%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$587,000 0.16% of portfolio	5,837	Q2 2025 Added 87.81%
USXF Ishares Esg Advanced Msci Usa Technology	$0	$566,000 0.15% of portfolio	10,513	Q2 2025 Reduced 3.04%
IRM Iron Mountain Inc Real Estate	$26B	$564,000 0.15% of portfolio	5,500	Q1 2025 Added 10.0%
PG Procter & Gamble CO Consumer Defensive	$374B	$563,000 0.15% of portfolio	3,539	Q2 2025 Reduced 1.75%
WMT Walmart Inc. Consumer Defensive	$266B	$511,000 0.14% of portfolio	5,235	Q2 2025 Added 0.11%
IEMG Ishares Inc ETFs	$0	$528,000 0.14% of portfolio	9,855	Q2 2025 Added 0.34%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$485,000 0.13% of portfolio	4,289	Q2 2025 Added 0.68%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$492,000 0.13% of portfolio	9,718	Q2 2025 New

Summary

Portfolio
No. of Stocks 111
Current Value $367 Million
Prior Value $327 Million
Filing
Period Q2 2025
Filing Date August 13, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 24 stocks
Additional Purchases 54 stocks
Sold out of 0 stocks
Reduced holdings in 31 stocks

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West Wealth Group, LLC Portfolio Holdings