West Wealth Group, LLC
145 holdingsFiling period: 2026-06-30Current AUM: $612.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | Spdr Series Trust | 1.01M | $88.5M | $91.1M | 14.88% | +444.6K | 2026-06-30 |
| 2 | IVW | iShares TR | 486.9K | $67.0M | $68.1M | 11.13% | +17.7K | 2026-06-30 |
| 3 | IVE | iShares TR | 249.3K | $56.6M | $59.1M | 9.66% | +4.0K | 2026-06-30 |
| 4 | CORO | BlackRock ETF Trust | 1.42M | $52.0M | $50.8M | 8.29% | +78.7K | 2026-06-30 |
| 5 | DYNF | BlackRock ETF Trust | 676.6K | $46.0M | $46.7M | 7.63% | +27.4K | 2026-06-30 |
| 6 | BAI | BlackRock ETF Trust | 451.6K | $23.8M | $19.0M | 3.11% | -59,606 | 2026-06-30 |
| 7 | CMF | iShares TR | 384.8K | $22.2M | $21.1M | 3.45% | +53.0K | 2026-06-30 |
| 8 | IUSB | iShares TR | 468.2K | $21.6M | $20.8M | 3.40% | +40.1K | 2026-06-30 |
| 9 | SPEM | Spdr Index Shs Fds | 326.4K | $16.9M | $16.6M | 2.71% | -82,252 | 2026-06-30 |
| 10 | AAPL | Apple Inc | 57.2K | $16.5M | $19.4M | 3.17% | +1.4K | 2026-06-30 |
| 11 | THRO | BlackRock ETF Trust | 374.0K | $16.1M | $16.4M | 2.69% | -96,740 | 2026-06-30 |
| 12 | SHLD | Global X Fds | 204.9K | $12.2M | $12.6M | 2.05% | +44.8K | 2026-06-30 |
| 13 | PZA | Invesco Exch Traded FD TR II | 514.2K | $12.1M | $11.1M | 1.81% | +71.4K | 2026-06-30 |
| 14 | JMOM | J P Morgan Exchange Traded F | 141.3K | $12.1M | $11.4M | 1.87% | -39,027 | 2026-06-30 |
| 15 | EFG | iShares TR | 86.1K | $10.7M | $10.3M | 1.68% | +60.0K | 2026-06-30 |
| 16 | QUAL | iShares TR | 43.0K | $9.4M | $9.7M | 1.59% | +3.4K | 2026-06-30 |
| 17 | NVDA | NVIDIA Corporation | 38.9K | $7.8M | $8.4M | 1.38% | +1.3K | 2026-06-30 |
| 18 | EFV | iShares TR | 98.7K | $7.6M | $7.8M | 1.28% | -164,345 | 2026-06-30 |
| 19 | GOVT | iShares TR | 232.2K | $5.3M | $5.1M | 0.84% | +21.3K | 2026-06-30 |
| 20 | AVGO | Broadcom Inc | 13.0K | $4.9M | $4.4M | 0.71% | +530 | 2026-06-30 |
| 21 | IALT | BlackRock ETF Trust | 153.4K | $4.3M | $4.6M | 0.75% | -- | 2026-06-30 |
| 22 | XTEN | Bondbloxx ETF Trust | 94.1K | $4.3M | $4.1M | 0.66% | +7.8K | 2026-06-30 |
| 23 | SPMB | Spdr Series Trust | 175.5K | $3.9M | $3.7M | 0.61% | +16.8K | 2026-06-30 |
| 24 | MSFT | Microsoft Corp | 10.3K | $3.8M | $5.5M | 0.89% | +320 | 2026-06-30 |
| 25 | BNDX | Vanguard Charlotte Fds | 77.6K | $3.8M | $3.7M | 0.60% | +6.9K | 2026-06-30 |
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