West Wealth Group, LLC Portfolio Holdings

West Wealth Group, LLC

$394 Million
Q3 2025

West Wealth Group, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $394 Million distributed in 123 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 $50.8M, Ishares S&P 500 Value ETF with a value of $42.1M, Blackrock ETF Tr U S Equity Fa with a value of $36.9M, Msci Eafe Value ETF with a value of $29.1M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $24.5M.

Examining the 13F form we can see an increase of $26.8M in the current position value, from $367M to 394M.

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

Portfolio value $394 Million

ETFs: $338 Million

Technology: $31 Million

Consumer Cyclical: $6.92 Million

Industrials: $4.24 Million

Communication Services: $4.08 Million

Financial Services: $2.75 Million

Consumer Defensive: $1.78 Million

Healthcare: $1.39 Million

Other: $3.09 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVW Ishares S&P 500 Growth ETF ETFs	$0	$50.8 Million 12.9% of portfolio	421,069	Q3 2025 Added 0.47%
IVE Ishares S&P 500 Value ETF ETFs	$0	$42.1 Million 10.69% of portfolio	203,887	Q3 2025 Added 3.21%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$36.9 Million 9.37% of portfolio	623,343	Q3 2025 Added 18.08%
EFV Msci Eafe Value ETF ETFs	$0	$29.1 Million 7.38% of portfolio	428,476	Q3 2025 Reduced 7.93%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$24.5 Million 6.22% of portfolio	312,714	Q3 2025 Reduced 5.48%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$23.9 Million 6.07% of portfolio	380,283	Q3 2025 Reduced 3.1%
MGC Vanguard Mega Cap ETF ETFs	$0	$23.6 Million 6.0% of portfolio	96,806	Q3 2025 Added 66.28%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$22 Million 5.59% of portfolio	470,570	Q3 2025 Added 31.29%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$17.8 Million 4.51% of portfolio	380,137	Q3 2025 Added 2.98%

CMF Ishares California Muni Bond E ETFs	$0	$13 Million 3.3% of portfolio	227,978	Q3 2025 Reduced 5.05%
JMOM J P Morgan ETF Tr U S Momentum ETFs	$0	$6.68 Million 1.7% of portfolio	98,419	Q3 2025 Added 2.72%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$5.88 Million 1.49% of portfolio	30,238	Q3 2025 Added 3.22%
EFG Msci Eafe Growth ETF ETFs	$0	$5.48 Million 1.39% of portfolio	48,129	Q3 2025 Reduced 65.47%
IAU Ishares Gold Trust ETFs	$65.3B	$5.06 Million 1.28% of portfolio	69,569	Q3 2025 Added 34.44%
SPMB Spdr Ser Tr Spdr Portfolio Mor ETFs	$0	$3.16 Million 0.8% of portfolio	140,946	Q3 2025 Added 8.31%
BNDX Vanguard Total International B ETFs	$0	$2.91 Million 0.74% of portfolio	58,919	Q3 2025 Added 11.34%
IYW Ishares Dj Us Tech ETF ETFs	$0	$2.23 Million 0.57% of portfolio	11,396	Q3 2025 Reduced 83.96%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$2.17 Million 0.55% of portfolio	21,117	Q3 2025 Added 14.16%

PZA Invesco ETF Tr Ii Natl Amt Fre ETFs	$0	$1.6 Million 0.41% of portfolio	69,368	Q3 2025 New
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$1.47 Million 0.37% of portfolio	10,118	Q3 2025 Reduced 11.12%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$1.4 Million 0.35% of portfolio	14,693	Q3 2025 Added 14.24%
IVV Ishares Core S&P 500 ETF ETFs	$0	$953,000 0.24% of portfolio	1,425	Q3 2025 Reduced 14.98%
EMB Ishares Tr ETFs	$0	$913,000 0.23% of portfolio	9,598	Q3 2025 Added 7.08%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$822,000 0.21% of portfolio	7,957	Q3 2025 Added 10.56%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$816,000 0.21% of portfolio	12,089	Q3 2025 Reduced 76.16%
LCTU Blackrock ETF Tr Us Carbon Tra ETFs	$0	$726,000 0.18% of portfolio	10,017	Q3 2025 Reduced 0.18%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$666,000 0.17% of portfolio	1,001	Q3 2025 Added 33.82%
DGRO Ishares Core Dividend Growth E ETFs	$0	$686,000 0.17% of portfolio	10,091	Q3 2025 Reduced 9.31%
USXF Ishares Esg Advanced Msci Usa Technology	$0	$592,000 0.15% of portfolio	10,337	Q3 2025 Reduced 1.67%
IEMG Ishares Inc ETFs	$0	$549,000 0.14% of portfolio	10,245	Q3 2025 Added 3.96%
MUB Ishares National Muni Bond ETF ETFs	$0	$561,000 0.14% of portfolio	5,270	Q3 2025 Added 64.12%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$548,000 0.14% of portfolio	5,447	Q3 2025 Reduced 6.68%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$539,000 0.14% of portfolio	4,312	Q3 2025 Added 0.54%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$506,000 0.13% of portfolio	827	Q3 2025 Added 22.52%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$500,000 0.13% of portfolio	21,646	Q3 2025 Added 1.85%
AOA Ishares Tr Core Aggressive All ETFs	$0	$531,000 0.13% of portfolio	6,027	Q3 2025 Added 2.12%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$462,000 0.12% of portfolio	771	Q3 2025 Added 21.99%
DSI Ishares Msci Kld 400 Social Et ETFs	$0	$474,000 0.12% of portfolio	3,765	Q3 2025 Added 0.24%
VGT Vanguard Information Technolog ETFs	$0	$430,000 0.11% of portfolio	577	Q3 2025 Added 49.48%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$367,000 0.09% of portfolio	5,624	Q3 2025 Added 34.19%
IGEB Ishares Tr Edge Invt Grade Enh ETFs	$0	$352,000 0.09% of portfolio	7,661	Q3 2025 Added 4.8%
IEFA Ishares Tr ETFs	$0	$364,000 0.09% of portfolio	4,170	Q3 2025 Added 46.68%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$336,000 0.09% of portfolio	6,345	Q3 2025 Added 18.16%
VTI Vanguard Total Stock Market Et ETFs	$0	$317,000 0.08% of portfolio	968	Q3 2025 Added 25.71%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$297,000 0.08% of portfolio	3,585	Q3 2025 Added 17.97%
XLE Energy Sector Spdr ETFs	$0	$334,000 0.08% of portfolio	3,749	Q3 2025 Added 1.0%
HYG Ishares Tr ETFs	$0	$292,000 0.07% of portfolio	3,602	Q3 2025 Added 7.84%
IFRA Ishares Tr ETFs	$0	$269,000 0.07% of portfolio	5,093	Q3 2025 Reduced 12.19%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$260,000 0.07% of portfolio	6,579	Q3 2025 Reduced 84.53%
FNDF Schwab Fundamental Intl Large ETFs	$0	$291,000 0.07% of portfolio	6,779	Q3 2025 Reduced 0.73%

Summary

Portfolio
No. of Stocks 123
Current Value $394 Million
Prior Value $367 Million
Filing
Period Q3 2025
Filing Date October 27, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 16 stocks
Additional Purchases 72 stocks
Sold out of 0 stocks
Reduced holdings in 31 stocks

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West Wealth Group, LLC Portfolio Holdings