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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$13.8 Million 3.5% of portfolio
54,173
Q3 2025 Reduced 2.42%
$465B
$5.97 Million 1.52% of portfolio
31,994
Q3 2025 Added 19.18%
$3.78T
$5.16 Million 1.31% of portfolio
9,954
Q3 2025 Added 7.33%
$2.39T
$2.83 Million 0.72% of portfolio
12,882
Q3 2025 Reduced 3.92%
$1.29T
$2.03 Million 0.52% of portfolio
4,566
Q3 2025 Reduced 23.16%
$881B
$909,000 0.23% of portfolio
2,882
Q3 2025 Added 16.87%
$1.37T
$775,000 0.2% of portfolio
1,056
Q3 2025 Reduced 8.81%
$367B
$794,000 0.2% of portfolio
1,961
Q3 2025 Added 12.51%
$1.65T
$803,000 0.2% of portfolio
3,304
Q3 2025 Added 29.62%
$1.74T
$646,000 0.16% of portfolio
2,654
Q3 2025 Added 1.1%
$224B
$625,000 0.16% of portfolio
2,057
Q3 2025 Reduced 11.87%
$279B
$596,000 0.15% of portfolio
5,787
Q3 2025 Added 10.54%
$346B
$603,000 0.15% of portfolio
3,928
Q3 2025 Added 10.99%
$404B
$585,000 0.15% of portfolio
633
Q3 2025 Reduced 3.06%
$266B
$539,000 0.14% of portfolio
1,913
Q3 2025 Added 24.3%
$490B
$479,000 0.12% of portfolio
4,250
Q3 2025 Added 12.79%
$414B
$447,000 0.11% of portfolio
1,931
Q3 2025 Added 5.92%
$291B
$430,000 0.11% of portfolio
902
Q3 2025 Added 9.2%
$413B
$351,000 0.09% of portfolio
6,804
Q3 2025 Reduced 13.26%
$328B
$315,000 0.08% of portfolio
1,050
Q3 2025 Added 7.69%
$303B
$297,000 0.08% of portfolio
1,914
Q3 2025 Added 19.77%
$522B
$261,000 0.07% of portfolio
1,409
Q3 2025 New
$593B
$279,000 0.07% of portfolio
994
Q3 2025 Added 12.57%
$300B
$273,000 0.07% of portfolio
793
Q3 2025 New
$533B
$265,000 0.07% of portfolio
779
Q3 2025 New
$258B
$276,000 0.07% of portfolio
1,652
Q3 2025 Added 3.51%
$319B
$254,000 0.06% of portfolio
3,717
Q3 2025 New
$971B
$206,000 0.05% of portfolio
270
Q3 2025 New
$388B
$147,000 0.04% of portfolio
913
Q3 2025 New

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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