Institutional Fund
Western Wealth Management, LLC
Golden, COCIK 17679026 filings on record
Portfolio Value
$2.73B
Q1 2026
Holdings
2,673
Reported positions
New Buys
1849
Opened this quarter
QoQ Change
+26.0%
from $2.17B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.2%
- Invesco Qqq Tr2.8%
- Invesco Exch Traded Fd Tr II2.7%
- Nvidia Corporation2.5%
- Spdr Series Trust2.0%
- Capital Group Dividend Value1.8%
- Other85.0%
Portfolio Holdings
2,673 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 348.7K | $88.49M | 3.2% | +85.6K | Added |
| 2 | Invesco Qqq Tr | 131.5K | $75.88M | 2.8% | +1.5K | Added |
| 3 | Invesco Exch Traded Fd Tr II | 312.6K | $74.28M | 2.7% | +28.3K | Added |
| 4 | Nvidia Corporation | 398.4K | $69.48M | 2.5% | +97.5K | Added |
| 5 | Spdr Series Trust | 717.2K | $54.90M | 2.0% | −1.2K | Reduced |
| 6 | Capital Group Dividend Value | 1.12M | $47.84M | 1.8% | +88.3K | Added |
| 7 | Berkshire Hathaway Inc Del | 89.0K | $42.65M | 1.6% | −1.5K | Reduced |
| 8 | Microsoft Corp | 113.0K | $41.82M | 1.5% | +22.9K | Added |
| 9 | Spdr S&P 500 ETF Tr | 62.0K | $40.33M | 1.5% | +11.2K | Added |
| 10 | Amazon Com Inc | 189.4K | $39.44M | 1.4% | +38.2K | Added |
2,663 more holdings on Premium
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