§ 13F · FUND PROFILE
West Wealth Group, LLC.
AUM · $611M (13F)Positions · 143Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 1.01M | $88M | 14.5% | +79% |
| 2 | IVW | ISHARES TR | 487K | $67M | 11.0% | +4% |
| 3 | IVE | ISHARES TR | 249K | $57M | 9.3% | +2% |
| 4 | CORO | BLACKROCK ETF TRUST | 1.42M | $52M | 8.5% | +6% |
| 5 | DYNF | BLACKROCK ETF TRUST | 677K | $46M | 7.5% | +4% |
| 6 | BAI | BLACKROCK ETF TRUST | 452K | $24M | 3.9% | −12% |
| 7 | CMF | ISHARES TR | 385K | $22M | 3.6% | +16% |
| 8 | IUSB | ISHARES TR | 468K | $22M | 3.5% | +9% |
| 9 | SPEM | SPDR INDEX SHS FDS | 326K | $17M | 2.8% | −20% |
| 10 | AAPL | APPLE INC | 57K | $17M | 2.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEST SIGNAL
AC read
West Wealth Group, LLC is a Other fund managing $611 million in assets. The fund runs a portfolio of 143 positions.
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