West Wealth Group, LLC 13F Holdings
CIK 0001923591
As of Sep 30, 2025, West Wealth Group, LLC reported 123 positions worth $443.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | IVW | — | 421,069 | $50.7M | 11.43% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 203,887 | $42.1M | 9.49% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 623,343 | $36.8M | 8.29% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 428,476 | $29.0M | 6.55% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 312,714 | $24.5M | 5.52% |
| JPMORGAN US QUALITY FACTOR ETF | JQUA | — | 380,283 | $23.7M | 5.35% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 96,806 | $23.6M | 5.32% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 470,570 | $22.1M | 4.98% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 380,137 |