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