§ 13F · FUND PROFILE
West Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $444M (13F)Positions · 123Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$51M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 469K | $53M | 10.5% | +7% |
| 2 | IVE | ISHARES TR | 245K | $52M | 10.2% | +14% |
| 3 | CORO | BLACKROCK ETF TRUST | 1.34M | $43M | 8.5% | NEW |
| 4 | SPYM | SPDR SERIES TRUST | 562K | $43M | 8.5% | +74% |
| 5 | DYNF | BLACKROCK ETF TRUST | 649K | $38M | 7.5% | −4% |
| 6 | IUSB | ISHARES TR | 428K | $20M | 3.9% | +6% |
| 7 | EFV | ISHARES TR | 263K | $20M | 3.9% | −43% |
| 8 | SPEM | SPDR INDEX SHS FDS | 409K | $19M | 3.8% | −23% |
| 9 | CMF | ISHARES TR | 332K | $19M | 3.7% | +21% |
| 10 | THRO | BLACKROCK ETF TRUST | 471K | $17M | 3.4% | +8% |
§ 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 $444 million in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed