StockDriftsStockDriftsTop 50 West Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 14.47% | 1.01M | $88.5M | +79.10%(+444.56K) | $72.11(+26.26%) | 2026-06-30 | |
| IVW | ISHARES TR | 10.95% | 486.9K | $67.0M | +3.78%(+17.75K) | $86.53(+63.83%) | 2026-06-30 | |
| IVE | ISHARES TR | 9.26% | 249.3K | $56.6M | +1.64%(+4.01K) | $188.60(+25.52%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 8.51% | 1.42M | $52.0M | +5.87%(+78.75K) | $31.74(+16.39%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 7.53% | 676.6K | $46.0M | +4.22%(+27.42K) | $47.82(+46.42%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.89% | 451.6K | $23.8M | -11.66%(-59.61K) | $30.00(+48.13%) | 2026-06-30 | |
| CMF | ISHARES TR | 3.63% | 384.8K | $22.2M | +15.98%(+53.02K) | $57.31(-0.86%) | 2026-06-30 | |
| IUSB | ISHARES TR | 3.53% | 468.2K | $21.6M | +9.37%(+40.09K) | $46.80(-2.89%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.76% | 326.4K | $16.9M | -20.13%(-82.25K) | $41.13(+27.25%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.71% | 57.2K | $16.5M | +2.50%(+1.39K) | $175.21(+75.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.49% | +58.08% | — | — | +46.16% |
| Top 20 Holdings Unweighted | +13.83% | +47.48% | — | — | +37.89% |
West Wealth Group, LLC reports $611.27M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (14.5%), IVW (10.9%) and IVE (9.3%). The top 20 holdings account for 83.31% of reported assets. Its disclosed equity book has returned +58.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from West Wealth Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1923591). View West Wealth Group, LLC’s 13F filings on SEC