13F-HR filed by West Wealth Group, LLC
West Wealth Group, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-12, with 130 holding rows worth $506,004,093.
- Accession
- 0001172661-26-001663
- Filer
- CIK 1923591
- Filed
- 2026-05-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 130 entries on the cover page, a total value of $506,004,093 stated on the cover page (in dollars after the unit check, H1), rows summing to $506,004,093 with VALUE read as dollars as filed, 13F file number 028-22454. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF | 464287309 | SHS | 469,119 | $53,062,117 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 245,287 | $51,792,514 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C764 | ISHA IN CTRY ETF | 1,342,357 | $43,160,805 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 562,031 | $43,017,921 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 649,206 | $37,770,808 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 428,064 | $19,772,322 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 263,080 | $19,560,068 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 408,658 | $19,170,192 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 331,806 | $18,866,524 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C806 | ISHA US THEM ETF | 470,728 | $17,049,776 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 511,188 | $16,843,664 | dollars as filed | |
| Apple Inc | 037833100 | COM | 55,774 | $14,154,901 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q779 | US MOMENTUM | 180,372 | $12,250,868 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 190,199 | $11,663,026 | dollars as filed | |
| GLOBAL X FDS | 37960A529 | DEFENSE TECH ETF | 160,155 | $11,345,392 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E537 | NATL AMT MUNI | 442,800 | $10,175,555 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 39,644 | $7,604,282 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 37,594 | $6,556,506 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 210,862 | $4,830,866 | dollars as filed | |
| BONDBLOXX ETF TRUST | 09789C812 | BLOOMBERG TEN YR | 86,342 | $3,959,686 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 12,491 | $3,866,380 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 9,951 | $3,683,899 | dollars as filed | |
| SPDR Portfolio Mortgage Backed Bond ETF | 78464A383 | SHS | 158,721 | $3,553,769 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 70,754 | $3,399,745 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 14,167 | $2,950,561 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 26,097 | $2,906,480 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 28,749 | $2,534,512 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 48,351 | $2,510,905 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 5,764 | $2,142,767 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 9,962 | $1,807,339 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 43,511 | $1,690,876 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 16,592 | $1,538,790 | dollars as filed | |
| Boeing Company | 097023105 | COM | 7,394 | $1,471,676 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,135 | $1,395,246 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 9,468 | $1,339,080 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W432 | CMN | 30,640 | $1,109,416 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 10,862 | $1,055,518 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 9,429 | $1,041,674 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 4,877 | $992,128 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 4,406 | $941,489 | dollars as filed | |
| VTI | 922908769 | COM | 2,778 | $891,391 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,045 | $875,902 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,928 | $861,322 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 6,753 | $839,385 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 6,143 | $812,025 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,408 | $805,766 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,796 | $802,062 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 5,491 | $780,902 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,196 | $777,994 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,515 | $766,173 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 10,859 | $762,100 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 7,546 | $759,620 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 9,481 | $745,846 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 710 | $708,302 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C509 | ISHA US AWAR ETF | 10,066 | $706,025 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 6,476 | $687,483 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V773 | INTL SMALL CAP E | 19,777 | $665,916 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 13,732 | $665,487 | dollars as filed | |
| MGC | 921910873 | COM | 2,765 | $653,529 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 919 | $651,424 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 9,216 | $642,837 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 2,067 | $642,458 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 7,879 | $635,126 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,882 | $619,045 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 5,865 | $599,131 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 2,699 | $584,713 | dollars as filed | |
| ISHARES SYSTEMATIC BOND ETF | 46435U796 | COM | 6,519 | $580,191 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 996 | $575,175 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 5,374 | $555,901 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 1,354 | $530,555 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 5,946 | $526,225 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,640 | $525,884 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 879 | $525,274 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 5,381 | $518,695 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 8,169 | $510,158 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,485 | $507,709 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 839 | $507,431 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 5,207 | $500,653 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 7,854 | $481,156 | dollars as filed | |
| ISHARES TR | 46436E767 | COM | 8,572 | $473,209 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 5,732 | $461,885 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 3,769 | $456,882 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 9,308 | $453,789 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 1,261 | $452,573 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,837 | $445,462 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,999 | $434,948 | dollars as filed | |
| VGT | 92204A702 | SHS | 605 | $422,661 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 482 | $421,455 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524748 | FUNDAMENTAL INTL | 8,669 | $401,908 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,911 | $395,496 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 9,622 | $395,003 | dollars as filed | |
| AMERICAN HEALTHCARE REIT INC COM SHS | 398182303 | REIT | 8,374 | $394,933 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 5,220 | $392,554 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 5,813 | $373,311 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 7,213 | $352,959 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 2,142 | $351,663 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 11,795 | $341,952 | dollars as filed | |
| ISHARES TR | 46435G219 | INVESTMENT GRADE | 7,564 | $340,877 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,393 | $340,665 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 661 | $316,751 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,366 | $304,724 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,064 | $302,089 | dollars as filed | |
| IJH | 464287507 | COM | 4,387 | $296,318 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,512 | $291,810 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 404 | $275,642 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 3,418 | $272,006 | dollars as filed | |
| WESTAMERICA BANCORPORATION COM | 957090103 | Stock | 5,184 | $270,359 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 4,689 | $268,256 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 2,859 | $258,911 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 277 | $255,631 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 5,050 | $254,405 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,587 | $253,475 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 2,291 | $251,421 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 3,516 | $250,107 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 6,527 | $245,256 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,110 | $241,306 | dollars as filed | |
| TARSUS PHARMACEUTICALS INC | 87650L103 | COMMON STOCK | 3,400 | $238,510 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 5,234 | $238,016 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 784 | $237,214 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 8,389 | $235,570 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 645 | $227,267 | dollars as filed | |
| ISHARES TR | 46436E759 | COM | 3,007 | $226,930 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 942 | $223,872 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 3,926 | $222,555 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 4,397 | $220,770 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 806 | $218,329 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 2,477 | $207,010 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 2,111 | $205,061 | dollars as filed | |
| iShares U.S. Large Cap Prm Inc Act ETF | 09290C863 | SHS | 6,620 | $203,976 | dollars as filed | |
| NEUBERGER BERMAN REAL ESTATE S | 64190A103 | COM | 20,897 | $59,347 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-001663 | this filing | 2026-05-12 | acceptance time not in the bulk data set |