Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
West Wealth Group, LLC (CIK 1923591) reported $506.0M across 130 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($53.1M, 10.49%), IVE ($51.8M, 10.24%), CORO ($43.2M, 8.53%), SPLG ($43.0M, 8.50%), DYNF ($37.8M, 7.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $53.1M | 10.49% | 469,119 | Added |
| 2 | IVE | ISHARES TR | $51.8M | 10.24% | 245,287 | Added |
| 3 | CORO | BLACKROCK ETF TRUST | $43.2M | 8.53% | 1.3M | New |
| 4 | SPLG | SPDR SERIES TRUST | $43.0M | 8.50% | 562,031 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $37.8M | 7.46% | 649,206 | Trimmed |
| 6 | IUSB | ISHARES TR | $19.8M | 3.91% | 428,064 | Added |
| 7 | EFV | ISHARES TR | $19.6M | 3.87% | 263,080 | Trimmed |
| 8 | SPEM | SPDR INDEX SHS FDS | $19.2M | 3.79% | 408,658 | Trimmed |
| 9 | CMF | ISHARES TR | $18.9M | 3.73% | 331,806 | Added |
| 10 | THRO | BLACKROCK ETF TRUST | $17.0M | 3.37% | 470,728 | Added |
| 11 | BAI | BLACKROCK ETF TRUST | $16.8M | 3.33% | 511,188 | Added |
| 12 | AAPL | APPLE INC | $14.2M | 2.80% | 55,774 | Added |
| 13 | JMOM | J P MORGAN EXCHANGE TRADED F | $12.3M | 2.42% | 180,372 | Added |
| 14 | JQUA | J P MORGAN EXCHANGE TRADED F | $11.7M | 2.30% | 190,199 | Trimmed |
| 15 | SHLD | GLOBAL X FDS | $11.3M | 2.24% | 160,155 | Added |
| 16 | PZA | INVESCO EXCH TRADED FD TR II | $10.2M | 2.01% | 442,800 | Added |
| 17 | QUAL | ISHARES TR | $7.6M | 1.50% | 39,644 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $6.6M | 1.30% | 37,594 | Added |
| 19 | GOVT | ISHARES TR | $4.8M | 0.95% | 210,862 | Added |
| 20 | XTEN | BONDBLOXX ETF TRUST | $4.0M | 0.78% | 86,342 | Trimmed |
| 21 | AVGO | BROADCOM INC | $3.9M | 0.76% | 12,491 | Added |
| 22 | MSFT | MICROSOFT CORP | $3.7M | 0.73% | 9,951 | Added |
| 23 | SPMB | SPDR SERIES TRUST | $3.6M | 0.70% | 158,721 | Added |
| 24 | BNDX | VANGUARD CHARLOTTE FDS | $3.4M | 0.67% | 70,754 | Added |
| 25 | AMZN | AMAZON COM INC | $3.0M | 0.58% | 14,167 | Added |
Source: SEC Form 13F filings · as of 2026-03-31