West Wealth Group, LLC Portfolio Holdings

West Wealth Group, LLC

  • $394 Million
  • Q3 2025

West Wealth Group, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $394 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $50.8M, Ishares S&P 500 Value ETF with a value of $42.1M, Blackrock ETF Tr U S Equity Fa with a value of $36.9M, Msci Eafe Value ETF with a value of $29.1M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $24.5M.

Examining the 13F form we can see an increase of $26.8M in the current position value, from $367M to 394M.

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

Portfolio value $394 Million
ETFs: $338 Million
Technology: $31 Million
Consumer Cyclical: $6.92 Million
Industrials: $4.24 Million
Communication Services: $4.08 Million
Financial Services: $2.75 Million
Consumer Defensive: $1.78 Million
Healthcare: $1.39 Million
Other: $3.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.8 Million 12.9% of portfolio
421,069
Q3 2025 Added 0.47%
$0
$42.1 Million 10.69% of portfolio
203,887
Q3 2025 Added 3.21%
$0
$36.9 Million 9.37% of portfolio
623,343
Q3 2025 Added 18.08%
$0
$29.1 Million 7.38% of portfolio
428,476
Q3 2025 Reduced 7.93%
$0
$24.5 Million 6.22% of portfolio
312,714
Q3 2025 Reduced 5.48%
$0
$23.9 Million 6.07% of portfolio
380,283
Q3 2025 Reduced 3.1%
$0
$23.6 Million 6.0% of portfolio
96,806
Q3 2025 Added 66.28%
$0
$22 Million 5.59% of portfolio
470,570
Q3 2025 Added 31.29%
$0
$17.8 Million 4.51% of portfolio
380,137
Q3 2025 Added 2.98%
$4.3T
$13.8 Million 3.5% of portfolio
54,173
Q3 2025 Reduced 2.42%
$0
$13 Million 3.3% of portfolio
227,978
Q3 2025 Reduced 5.05%
$0
$6.68 Million 1.7% of portfolio
98,419
Q3 2025 Added 2.72%
$465B
$5.97 Million 1.52% of portfolio
31,994
Q3 2025 Added 19.18%
$0
$5.88 Million 1.49% of portfolio
30,238
Q3 2025 Added 3.22%
$0
$5.48 Million 1.39% of portfolio
48,129
Q3 2025 Reduced 65.47%
$3.78T
$5.16 Million 1.31% of portfolio
9,954
Q3 2025 Added 7.33%
$139B
$3.93 Million 1.0% of portfolio
11,917
Q3 2025 Added 2.37%
$0
$3.16 Million 0.8% of portfolio
140,946
Q3 2025 Added 8.31%
$0
$2.91 Million 0.74% of portfolio
58,919
Q3 2025 Added 11.34%
$2.39T
$2.83 Million 0.72% of portfolio
12,882
Q3 2025 Reduced 3.92%
$0
$2.23 Million 0.57% of portfolio
11,396
Q3 2025 Reduced 83.96%
$0
$2.17 Million 0.55% of portfolio
21,117
Q3 2025 Added 14.16%
$1.29T
$2.03 Million 0.52% of portfolio
4,566
Q3 2025 Reduced 23.16%
$0
$1.6 Million 0.41% of portfolio
69,368
Q3 2025 New
$114B
$1.56 Million 0.4% of portfolio
7,237
Q3 2025 Reduced 0.88%
$0
$1.47 Million 0.37% of portfolio
10,118
Q3 2025 Reduced 11.12%
$0
$1.4 Million 0.35% of portfolio
14,693
Q3 2025 Added 14.24%
$0
$953,000 0.24% of portfolio
1,425
Q3 2025 Reduced 14.98%
$881B
$909,000 0.23% of portfolio
2,882
Q3 2025 Added 16.87%
$28.9B
$918,000 0.23% of portfolio
10,207
Q3 2025 Added 1.11%
$0
$913,000 0.23% of portfolio
9,598
Q3 2025 Added 7.08%
$193B
$903,000 0.23% of portfolio
7,890
Q3 2025 Added 2.16%
$0
$822,000 0.21% of portfolio
7,957
Q3 2025 Added 10.56%
$0
$816,000 0.21% of portfolio
12,089
Q3 2025 Reduced 76.16%
$1.37T
$775,000 0.2% of portfolio
1,056
Q3 2025 Reduced 8.81%
$367B
$794,000 0.2% of portfolio
1,961
Q3 2025 Added 12.51%
$1.65T
$803,000 0.2% of portfolio
3,304
Q3 2025 Added 29.62%
$114B
$706,000 0.18% of portfolio
6,165
Q3 2025 Added 0.93%
$0
$726,000 0.18% of portfolio
10,017
Q3 2025 Reduced 0.18%
$0
$666,000 0.17% of portfolio
1,001
Q3 2025 Added 33.82%
$0
$686,000 0.17% of portfolio
10,091
Q3 2025 Reduced 9.31%
$1.74T
$646,000 0.16% of portfolio
2,654
Q3 2025 Added 1.1%
$224B
$625,000 0.16% of portfolio
2,057
Q3 2025 Reduced 11.87%
$0
$592,000 0.15% of portfolio
10,337
Q3 2025 Reduced 1.67%
$279B
$596,000 0.15% of portfolio
5,787
Q3 2025 Added 10.54%
$49.1B
$576,000 0.15% of portfolio
481
Q3 2025 Added 56.17%
$346B
$603,000 0.15% of portfolio
3,928
Q3 2025 Added 10.99%
$404B
$585,000 0.15% of portfolio
633
Q3 2025 Reduced 3.06%
$0
$549,000 0.14% of portfolio
10,245
Q3 2025 Added 3.96%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $394 Million
  • Prior Value $367 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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