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.
Western Wealth Management, LLC (CIK 1767902) reported $2.74B across 2,631 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($88.5M, 3.23%), QQQ ($75.9M, 2.77%), QQQM ($74.3M, 2.71%), NVDA ($70.0M, 2.56%), SPLG ($54.9M, 2.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $88.5M | 3.23% | 348,678 | Added |
| 2 | QQQ | INVESCO QQQ TR | $75.9M | 2.77% | 131,472 | Added |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $74.3M | 2.71% | 312,615 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $70.0M | 2.56% | 401,381 | Added |
| 5 | SPLG | SPDR SERIES TRUST | $54.9M | 2.01% | 717,248 | Trimmed |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $47.8M | 1.75% | 1.1M | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.6M | 1.56% | 88,993 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $41.9M | 1.53% | 113,083 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $40.3M | 1.47% | 62,017 | Added |
| 10 | AMZN | AMAZON COM INC | $39.4M | 1.44% | 189,362 | Added |
| 11 | SPYG | SPDR SERIES TRUST | $38.4M | 1.40% | 392,110 | Added |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | $33.5M | 1.22% | 849,178 | Added |
| 13 | GOOGL | ALPHABET INC | $31.2M | 1.14% | 108,420 | Added |
| 14 | IVV | ISHARES TR | $29.3M | 1.07% | 44,876 | Added |
| 15 | AVGO | BROADCOM INC | $27.4M | 1.00% | 88,661 | Added |
| 16 | SPYV | SPDR SERIES TRUST | $27.1M | 0.99% | 479,814 | Added |
| 17 | IVW | ISHARES TR | $26.6M | 0.97% | 235,361 | Added |
| 18 | DGRW | WISDOMTREE TR | $24.4M | 0.89% | 277,773 | Added |
| 19 | RDVY | FIRST TR EXCHANGE TRADED FD | $24.2M | 0.88% | 353,709 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $23.6M | 0.86% | 39,486 | Added |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $23.2M | 0.85% | 108,062 | Added |
| 22 | GLD | SPDR GOLD TR | $21.4M | 0.78% | 49,670 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $21.1M | 0.77% | 65,828 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $19.1M | 0.70% | 19,195 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $18.7M | 0.68% | 63,689 | Added |
Source: SEC Form 13F filings · as of 2026-03-31