§ 13F · FUND PROFILE
West Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $402.2T (13F)Positions · 111Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 440K | $54.2T | 11.2% | +4% |
| 2 | IVE | ISHARES TR | 214K | $45.5T | 9.4% | +5% |
| 3 | DYNF | BLACKROCK ETF TRUST | 677K | $41.2T | 8.5% | +9% |
| 4 | EFV | ISHARES TR | 458K | $32.7T | 6.8% | +7% |
| 5 | MGC | VANGUARD WORLD FD | 104K | $26.1T | 5.4% | +7% |
| 6 | SPYM | SPDR SERIES TRUST | 324K | $26.0T | 5.4% | +4% |
| 7 | JQUA | J P MORGAN EXCHANGE TRADED F | 398K | $25.2T | 5.2% | +5% |
| 8 | SPEM | SPDR INDEX SHS FDS | 527K | $24.7T | 5.1% | +12% |
| 9 | IUSB | ISHARES TR | 403K | $18.8T | 3.9% | +6% |
| 10 | THRO | BLACKROCK ETF TRUST | 436K | $16.8T | 3.5% | +7% |
§ 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 $402165.6 trillion in assets. The fund runs a portfolio of 111 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed