West Wealth Group, LLC
131 holdingsFiling period: 2026-03-31Current AUM: $567.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 469.1K | $53.1M | $63.4M | 11.18% | +29.6K | 2026-03-31 |
| 2 | IVE | ISHARES TR | 245.3K | $51.8M | $56.8M | 10.01% | +30.9K | 2026-03-31 |
| 3 | CORO | BLACKROCK ETF TRUST | 1.34M | $43.2M | $47.9M | 8.43% | -- | 2026-03-31 |
| 4 | SPYM | SPDR SERIES TRUST | 562.0K | $43.0M | $49.4M | 8.70% | +238.1K | 2026-03-31 |
| 5 | DYNF | BLACKROCK ETF TRUST | 649.2K | $37.8M | $43.8M | 7.71% | -27,966 | 2026-03-31 |
| 6 | IUSB | ISHARES TR | 428.1K | $19.8M | $19.5M | 3.43% | +24.6K | 2026-03-31 |
| 7 | EFV | ISHARES TR | 263.1K | $19.6M | $21.3M | 3.75% | -194,639 | 2026-03-31 |
| 8 | SPEM | SPDR INDEX SHS FDS | 408.7K | $19.2M | $20.8M | 3.67% | -118,679 | 2026-03-31 |
| 9 | CMF | ISHARES TR | 331.8K | $18.9M | $18.8M | 3.30% | +58.0K | 2026-03-31 |
| 10 | THRO | BLACKROCK ETF TRUST | 470.7K | $17.0M | $20.1M | 3.53% | +34.4K | 2026-03-31 |
| 11 | BAI | BLACKROCK ETF TRUST | 511.2K | $16.8M | $21.1M | 3.72% | +42.8K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 55.8K | $14.2M | $17.2M | 3.03% | +1.5K | 2026-03-31 |
| 13 | JMOM | J P MORGAN EXCHANGE TRADED F | 180.4K | $12.3M | $14.6M | 2.57% | +74.2K | 2026-03-31 |
| 14 | JQUA | J P MORGAN EXCHANGE TRADED F | 190.2K | $11.7M | $13.7M | 2.42% | -208,231 | 2026-03-31 |
| 15 | SHLD | GLOBAL X FDS | 160.2K | $11.3M | $10.1M | 1.78% | +26.6K | 2026-03-31 |
| 16 | PZA | INVESCO EXCH TRADED FD TR II | 442.8K | $10.2M | $10.1M | 1.78% | +358.3K | 2026-03-31 |
| 17 | QUAL | ISHARES TR | 39.6K | $7.6M | $8.7M | 1.53% | +7.6K | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 37.6K | $6.6M | $7.5M | 1.33% | +3.5K | 2026-03-31 |
| 19 | GOVT | ISHARES TR | 210.9K | $4.8M | $4.7M | 0.83% | +188.6K | 2026-03-31 |
| 20 | XTEN | BONDBLOXX ETF TRUST | 86.3K | $4.0M | $3.8M | 0.67% | -15,200 | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 12.5K | $3.9M | $4.9M | 0.86% | +193 | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 10.0K | $3.7M | $4.6M | 0.81% | +229 | 2026-03-31 |
| 23 | SPMB | SPDR SERIES TRUST | 158.7K | $3.6M | $3.5M | 0.61% | +10.3K | 2026-03-31 |
| 24 | BNDX | VANGUARD CHARLOTTE FDS | 70.8K | $3.4M | $3.4M | 0.60% | +5.3K | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 14.2K | $3.0M | $3.8M | 0.68% | +1.3K | 2026-03-31 |
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