West Wealth Group, LLC Portfolio Holdings

West Wealth Group, LLC

  • $423 Million
  • Q4 2025

West Wealth Group, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $423 Million distributed in 127 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 $53.2M, Ishares S&P 500 Value ETF with a value of $44.9M, Blackrock ETF Tr U S Equity Fa with a value of $40.6M, Msci Eafe Value ETF with a value of $32.2M, and Vanguard Mega Cap ETF with a value of $25.7M.

Examining the 13F form we can see an increase of $28.9M in the current position value, from $394M to 423M.

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

Portfolio value $423 Million
ETFs: $364 Million
Technology: $33.2 Million
Consumer Cyclical: $6.79 Million
Industrials: $4.11 Million
Communication Services: $3.75 Million
Financial Services: $2.7 Million
Healthcare: $2.1 Million
Consumer Defensive: $1.74 Million
Other: $3.11 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$14.5 Million 3.43% of portfolio
54,282
Q4 2025 Added 0.2%
$465B
$6.37 Million 1.51% of portfolio
34,119
Q4 2025 Added 6.64%
$3.78T
$4.93 Million 1.17% of portfolio
9,722
Q4 2025 Reduced 2.33%
$2.39T
$3.01 Million 0.71% of portfolio
12,832
Q4 2025 Reduced 0.39%
$1.29T
$1.84 Million 0.44% of portfolio
4,502
Q4 2025 Reduced 1.4%
$388B
$1.18 Million 0.28% of portfolio
4,888
Q4 2025 Added 435.38%
$881B
$868,000 0.21% of portfolio
2,891
Q4 2025 Added 0.31%
$1.65T
$811,000 0.19% of portfolio
2,935
Q4 2025 Reduced 11.17%
$1.74T
$772,000 0.18% of portfolio
2,704
Q4 2025 Added 1.88%
$367B
$664,000 0.16% of portfolio
1,855
Q4 2025 Reduced 5.41%
$224B
$617,000 0.15% of portfolio
2,026
Q4 2025 Reduced 1.51%
$1.37T
$625,000 0.15% of portfolio
1,026
Q4 2025 Reduced 2.84%
$279B
$609,000 0.14% of portfolio
5,921
Q4 2025 Added 2.32%
$404B
$595,000 0.14% of portfolio
652
Q4 2025 Added 3.0%
$346B
$532,000 0.13% of portfolio
3,654
Q4 2025 Reduced 6.98%
$490B
$524,000 0.12% of portfolio
4,461
Q4 2025 Added 4.96%
$266B
$517,000 0.12% of portfolio
1,741
Q4 2025 Reduced 8.99%
$414B
$467,000 0.11% of portfolio
1,999
Q4 2025 Added 3.52%
$662B
$476,000 0.11% of portfolio
937
Q4 2025 Added 4.93%
$413B
$364,000 0.09% of portfolio
7,085
Q4 2025 Added 4.13%
$328B
$318,000 0.08% of portfolio
1,061
Q4 2025 Added 1.05%
$303B
$278,000 0.07% of portfolio
1,801
Q4 2025 Reduced 5.9%
$533B
$240,000 0.06% of portfolio
738
Q4 2025 Reduced 5.26%
$258B
$272,000 0.06% of portfolio
1,551
Q4 2025 Reduced 6.11%
$593B
$256,000 0.06% of portfolio
1,165
Q4 2025 Added 17.2%
$319B
$263,000 0.06% of portfolio
3,382
Q4 2025 Reduced 9.01%
$522B
$274,000 0.06% of portfolio
1,374
Q4 2025 Reduced 2.48%
$971B
$265,000 0.06% of portfolio
260
Q4 2025 Reduced 3.7%
$300B
$226,000 0.05% of portfolio
706
Q4 2025 Reduced 10.97%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $423 Million
  • Prior Value $394 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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