Western Wealth Management, LLC Portfolio Holdings

Western Wealth Management, LLC

$1.62 Billion
Q2 2025

Western Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.62 Billion distributed in 723 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $71.5M, Apple Inc. with a value of $53.2M, Invesco Exchange Traded Fd Tr with a value of $47.4M, Berkshire Hathaway Inc Class B with a value of $45.2M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $44.9M.

Examining the 13F form we can see an increase of $159M in the current position value, from $1.46B to 1.62B.

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

Portfolio value $1.62 Billion

ETFs: $996 Million

Technology: $216 Million

Financial Services: $119 Million

Consumer Cyclical: $72 Million

Communication Services: $52.6 Million

Healthcare: $43.2 Million

Industrials: $41.9 Million

Consumer Defensive: $37.2 Million

Other: $36.6 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
FXO First Tr Exchange Traded Fd Fi ETFs	$0	$2.13 Million 0.13% of portfolio	37,991	Q2 2025 Reduced 1.71%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$1.87 Million 0.12% of portfolio	19,753	Q2 2025 Reduced 13.11%
HDV Ishares Core High Dividend ETF ETFs	$0	$1.99 Million 0.12% of portfolio	16,951	Q2 2025 Added 1.91%
ITA Ishares Tr ETFs	$0	$1.89 Million 0.12% of portfolio	10,016	Q2 2025 Added 2.67%
CGXU Capital Group Intl Focus Equit ETFs	$0	$1.91 Million 0.12% of portfolio	70,261	Q2 2025 Added 2.18%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$1.94 Million 0.12% of portfolio	14,003	Q2 2025 Added 0.02%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$1.93 Million 0.12% of portfolio	7,817	Q2 2025 Reduced 1.2%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$1.74 Million 0.11% of portfolio	9,590	Q2 2025 Reduced 10.94%
OMFL Invesco Exchange Traded Self I ETFs	$0	$1.83 Million 0.11% of portfolio	31,749	Q2 2025 Reduced 0.75%
FDN First Tr Fd Dow Jones ETFs	$0	$1.83 Million 0.11% of portfolio	6,788	Q2 2025 Added 2.04%
RWK Invesco Exchange Traded Fd Tr ETFs	$0	$1.79 Million 0.11% of portfolio	15,292	Q2 2025 Added 1.21%
XLU Utilities Sector Spdr ETFs	$0	$1.73 Million 0.11% of portfolio	21,243	Q2 2025 Added 15.29%
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$1.83 Million 0.11% of portfolio	43,236	Q2 2025 Added 10.8%
IHDG Wisdomtree Tr ETFs	$0	$1.83 Million 0.11% of portfolio	40,534	Q2 2025 Added 23.86%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.74 Million 0.11% of portfolio	23,573	Q2 2025 Reduced 6.5%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$1.55 Million 0.1% of portfolio	65,158	Q2 2025 Added 0.15%
XLY Select Sector Spdr Consumer Di ETFs	$0	$1.66 Million 0.1% of portfolio	7,618	Q2 2025 Reduced 2.55%
PAVE Global X Fds Us Infrastructure ETFs	$0	$1.67 Million 0.1% of portfolio	38,350	Q2 2025 Reduced 22.27%
MBB Ishares Tr ETFs	$0	$1.65 Million 0.1% of portfolio	17,600	Q2 2025 Reduced 0.58%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$1.42 Million 0.09% of portfolio	11,059	Q2 2025 Added 0.09%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$1.5 Million 0.09% of portfolio	34,236	Q2 2025 Reduced 5.48%
IEMG Ishares Inc ETFs	$0	$1.5 Million 0.09% of portfolio	28,043	Q2 2025 Added 6.71%
GLDM World Gold Trust ETFs	$10.7B	$1.3 Million 0.08% of portfolio	19,892	Q2 2025 Added 132.74%
DIVB Ishares Tr U S Divid & Buyback ETFs	$0	$1.35 Million 0.08% of portfolio	26,904	Q2 2025 Added 41.99%
CLOI Vaneck ETF Tr ETFs	$0	$1.27 Million 0.08% of portfolio	23,956	Q2 2025 New
VB Vanguard Small Cap ETF ETFs	$0	$1.3 Million 0.08% of portfolio	5,485	Q2 2025 Added 6.65%
VONV Vanguard Russell 1000 Value Et ETFs	$0	$1.38 Million 0.08% of portfolio	16,147	Q2 2025 Added 5.52%
RWJ Invesco Exchange Traded Fd Tr ETFs	$0	$1.35 Million 0.08% of portfolio	31,289	Q2 2025 Added 1.58%
WINN Harbor ETF Tr Harbor Long Term ETFs	$0	$1.38 Million 0.08% of portfolio	54,045	Q2 2025 Added 9.04%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$1.27 Million 0.08% of portfolio	42,187	Q1 2025 Added 19.22%
SKYY First Trust Cloud Computing Et ETFs	$0	$1.24 Million 0.08% of portfolio	10,226	Q2 2025 Reduced 0.82%
FV First Trust Dorsey Wright Focu ETFs	$0	$1.27 Million 0.08% of portfolio	21,429	Q2 2025 Reduced 2.04%
FDL First Tr Morningstar Dividend ETFs	$0	$1.27 Million 0.08% of portfolio	30,423	Q2 2025 Reduced 5.22%
SPTS Spdr Portfolio Short Term Trea ETFs	$0	$1.28 Million 0.08% of portfolio	43,581	Q2 2025 Added 2.35%
VO Vanguard Mid Cap ETF ETFs	$0	$1.24 Million 0.08% of portfolio	4,437	Q2 2025 Added 1.28%
BLOK Amplify ETF Tr Trnsformational ETFs	$0	$1.26 Million 0.08% of portfolio	22,028	Q2 2025 Added 36.4%
FLTR Vaneck ETF Tr Investment Grade ETFs	$0	$1.06 Million 0.07% of portfolio	41,563	Q2 2025 Added 1.51%
PPA Invesco Exchange Traded Fd Tr ETFs	$0	$1.12 Million 0.07% of portfolio	7,911	Q2 2025 Reduced 2.2%
TMFC Rbb Rf Inc Motley Fool 100 Ind ETFs	$0	$1.2 Million 0.07% of portfolio	18,639	Q2 2025 New
MUB Ishares National Muni Bond ETF ETFs	$0	$1.21 Million 0.07% of portfolio	11,605	Q2 2025 Reduced 8.68%
IXUS Ishares Tr ETFs	$0	$1.16 Million 0.07% of portfolio	14,943	Q2 2025 Reduced 4.28%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$1.06 Million 0.07% of portfolio	14,029	Q2 2025 Added 1.59%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.15 Million 0.07% of portfolio	11,546	Q2 2025 Added 4.88%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$1.15 Million 0.07% of portfolio	28,890	Q2 2025 Reduced 4.54%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$1.06 Million 0.07% of portfolio	15,769	Q2 2025 Reduced 2.74%
FTA First Tr Large Cap Value ETFs	$0	$1.18 Million 0.07% of portfolio	15,003	Q2 2025 Reduced 4.29%
VIS Vanguard Industrial ETF ETFs	$0	$1.04 Million 0.06% of portfolio	3,715	Q4 2024 New
ISTB Ihares Core 1 5 Years Usd Bond ETFs	$0	$957,000 0.06% of portfolio	19,681	Q2 2025 Reduced 0.48%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$949,000 0.06% of portfolio	48,634	Q1 2025 Reduced 6.85%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$988,000 0.06% of portfolio	11,924	Q2 2025 Reduced 3.65%

Summary

Portfolio
No. of Stocks 723
Current Value $1.62 Billion
Prior Value $1.46 Billion
Filing
Period Q2 2025
Filing Date August 08, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 72 stocks
Additional Purchases 328 stocks
Sold out of 0 stocks
Reduced holdings in 270 stocks

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Western Wealth Management, LLC Portfolio Holdings