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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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