§ 13F · FUND PROFILE
Western Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.9B (13F)Positions · 762Turnover · — · Q1Filed · May 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$179M 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 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 126K | $73M | 1.6% | +1% |
| 2 | AAPL | APPLE INC | 287K | $73M | 1.6% | — |
| 3 | AAPL | APPLE INC | 287K | $73M | 1.6% | +165% |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | 293K | $70M | 1.5% | +10% |
| 5 | NVDA | NVIDIA CORPORATION | 313K | $55M | 1.2% | +33% |
| 6 | SPYM | SPDR SERIES TRUST | 701K | $54M | 1.2% | ±0% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.06M | $45M | 1.0% | +117% |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.06M | $45M | 1.0% | — |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 79K | $38M | 0.8% | +97% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 79K | $38M | 0.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTERN SIGNAL
AC read
Western Wealth Management, LLC is a Other fund managing $1.9 billion in assets. The fund runs a broad portfolio of 762 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