StockDriftsStockDriftsTop 50 Western Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.39% | 357.9K | $103.6M | +2.65%(+9.26K) | $172.87(+76.65%) | 2026-06-30 | |
| QQQ | INVESCO QQQ | 3% | 124.6K | $91.8M | -5.20%(-6.84K) | $271.94(+169.37%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 2.62% | 400.8K | $80.2M | +0.62%(+2.46K) | $87.13(+159.45%) | 2026-06-30 | |
| QQQM | INVESCO NASDAQ | 2.5% | 252.0K | $76.4M | -19.38%(-60.59K) | $184.77(+63.14%) | 2026-06-30 | |
| SPYM | STATE STREET | 2.14% | 744.0K | $65.4M | +3.73%(+26.78K) | $60.58(+50.64%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP | 1.8% | 1.12M | $55.1M | -0.64%(-7.19K) | $37.55(+35.47%) | 2026-06-30 | |
| SPY | STATE STREET | 1.49% | 61.0K | $45.6M | -1.63%(-1.01K) | $505.84(+53.28%) | 2026-06-30 | |
| AMZN | AMAZON COM | 1.48% | 190.1K | $45.3M | +0.41%(+769) | $158.31(+65.83%) | 2026-06-30 | |
| SPYG | STATE STREET | 1.44% | 371.0K | $44.1M | -5.39%(-21.15K) | $71.28(+72.39%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.43% | 117.4K | $43.8M | +3.88%(+4.39K) | $342.59(+41.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.05% | +81.79% | +12.03% | +76.48% |
| Top 20 Holdings Unweighted | +22.56% | +84.10% | +12.52% | +80.36% |
Western Wealth Management LLC reports $3.06B in US-listed equity holdings across 1,001 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.4%), QQQ (3.0%) and NVDA (2.6%). The top 20 holdings account for 31.67% of reported assets. Its disclosed equity book has returned +81.79% 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 Western Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767902). View Western Wealth Management LLC’s 13F filings on SEC