Institutional Fund
West Wealth Group, LLC
Irvine, CACIK 19235915 filings on record
Portfolio Value
$506.00M
Q1 2026
Holdings
130
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+5.0%
from $482.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.5%
- Ishares Tr10.2%
- Blackrock ETF Trust8.5%
- Spdr Series Trust8.5%
- Blackrock ETF Trust7.5%
- Ishares Tr3.9%
- Other50.9%
Portfolio Holdings
130 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 469.1K | $53.06M | 10.5% | +29.6K | Added |
| 2 | Ishares Tr | 245.3K | $51.79M | 10.2% | +30.9K | Added |
| 3 | Blackrock ETF Trust | 1.34M | $43.16M | 8.5% | +1.34M | New |
| 4 | Spdr Series Trust | 562.0K | $43.02M | 8.5% | +238.1K | Added |
| 5 | Blackrock ETF Trust | 649.2K | $37.77M | 7.5% | −28.0K | Reduced |
| 6 | Ishares Tr | 428.1K | $19.77M | 3.9% | +24.6K | Added |
| 7 | Ishares Tr | 263.1K | $19.56M | 3.9% | −194.6K | Reduced |
| 8 | Spdr Index Shs Fds | 408.7K | $19.17M | 3.8% | −118.7K | Reduced |
| 9 | Ishares Tr | 331.8K | $18.87M | 3.7% | +58.0K | Added |
| 10 | Blackrock ETF Trust | 470.7K | $17.05M | 3.4% | +34.4K | Added |
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