WEST WEALTH GROUP, LLC

Filed: 1/26/2026ACC: 0001172661-26-000308

📋 What this filing means

WEST WEALTH GROUP, LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $482.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

127

Positions

$482.00M

Total AUM (reported)

6.26M

Total Shares

Allocation by class

COM$54.91M11.4%

S&P 500 GRWT ETF$54.18M11.2%

S&P 500 VAL ETF$45.47M9.4%

ISHARES US EQUIT$41.18M8.5%

EAFE VALUE ETF$32.69M6.8%

STATE STREET SPD$29.31M6.1%

MEGA CAP INDEX$26.05M5.4%

Portfolio Concentration

Top 3$140.83M29.2%

4–10$170.18M35.3%

11–25$109.84M22.8%

Rest$61.15M12.7%

Top 3 weight

29.2%

Top 10 weight

64.5%

Voting Authority Distribution

Total shares with voting rights: 6.26M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.26M

% of voting shares100.0%

Investment Discretion (by position count)

Sole127

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings127

Rows:

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares439.57K

TypeSH

Market value$54.18M

11.24%

Sole

0.00

Shared

0.00

None

439.57K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares214.43K

TypeSH

Market value$45.47M

9.43%

Sole

0.00

Shared

0.00

None

214.43K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares677.17K

TypeSH

Market value$41.18M

8.54%

Sole

0.00

Shared

0.00

None

677.17K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares457.72K

TypeSH

Market value$32.69M

6.78%

Sole

0.00

Shared

0.00

None

457.72K

VANGUARD WORLD FD

SOLE

MEGA CAP INDEX

Shares103.73K

TypeSH

Market value$26.05M

5.41%

Sole

0.00

Shared

0.00

None

103.73K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares323.88K

TypeSH

Market value$25.98M

5.39%

Sole

0.00

Shared

0.00

None

323.88K

J P MORGAN EXCHANGE TRADED F

SOLE

US QUALTY FCTR

Shares398.43K

TypeSH

Market value$25.17M

5.22%

Sole

0.00

Shared

0.00

None

398.43K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares527.34K

TypeSH

Market value$24.68M

5.12%

Sole

0.00

Shared

0.00

None

527.34K

ISHARES TR

SOLE

CORE UNIVRSL USD

Shares403.42K

TypeSH

Market value$18.77M

3.90%

Sole

0.00

Shared

0.00

None

403.42K

BLACKROCK ETF TRUST

SOLE

ISHARES US THEMA

Shares436.31K

TypeSH

Market value$16.82M

3.49%

Sole

0.00

Shared

0.00

None

436.31K

ISHARES TR

SOLE

CALIF MUN BD ETF

Shares273.80K

TypeSH

Market value$15.73M

3.26%

Sole

0.00

Shared

0.00

None

273.80K

BLACKROCK ETF TRUST

SOLE

ISHARES A I INNO

Shares468.41K

TypeSH

Market value$15.60M

3.24%

Sole

0.00

Shared

0.00

None

468.41K

APPLE INC

SOLE

COM

Shares54.28K

TypeSH

Market value$14.76M

3.06%

Sole

0.00

Shared

0.00

None

54.28K

GLOBAL X FDS

SOLE

DEFENSE TECH ETF

Shares133.60K

TypeSH

Market value$8.66M

1.80%

Sole

0.00

Shared

0.00

None

133.60K

J P MORGAN EXCHANGE TRADED F

SOLE

US MOMENTUM

Shares106.13K

TypeSH

Market value$7.23M

1.50%

Sole

0.00

Shared

0.00

None

106.13K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares32.06K

TypeSH

Market value$6.37M

1.32%

Sole

0.00

Shared

0.00

None

32.06K

NVIDIA CORPORATION

SOLE

COM

Shares34.12K

TypeSH

Market value$6.36M

1.32%

Sole

0.00

Shared

0.00

None

34.12K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares75.61K

TypeSH

Market value$6.14M

1.27%

Sole

0.00

Shared

0.00

None

75.61K

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares51.71K

TypeSH

Market value$5.89M

1.22%

Sole

0.00

Shared

0.00

None

51.71K

MICROSOFT CORP

SOLE

COM

Shares9.72K

TypeSH

Market value$4.70M

0.98%

Sole

0.00

Shared

0.00

None

9.72K

BONDBLOXX ETF TRUST

SOLE

BLOOMBERG TEN YR

Shares101.54K

TypeSH

Market value$4.69M

0.97%

Sole

0.00

Shared

0.00

None

101.54K

BROADCOM INC

SOLE

COM

Shares12.30K

TypeSH

Market value$4.26M

0.88%

Sole

0.00

Shared

0.00

None

12.30K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares148.38K

TypeSH

Market value$3.33M

0.69%

Sole

0.00

Shared

0.00

None

148.38K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares65.41K

TypeSH

Market value$3.16M

0.66%

Sole

0.00

Shared

0.00

None

65.41K

AMAZON COM INC

SOLE

COM

Shares12.83K

TypeSH

Market value$2.96M

0.61%

Sole

0.00

Shared

0.00

None

12.83K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	S&P 500 GRWT ETF	439.57K	SH	$54.18M 11.24%	439.57K
ISHARES TRSOLE	S&P 500 VAL ETF	214.43K	SH	$45.47M 9.43%	214.43K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	677.17K	SH	$41.18M 8.54%	677.17K
ISHARES TRSOLE	EAFE VALUE ETF	457.72K	SH	$32.69M 6.78%	457.72K
VANGUARD WORLD FDSOLE	MEGA CAP INDEX	103.73K	SH	$26.05M 5.41%	103.73K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	323.88K	SH	$25.98M 5.39%	323.88K
J P MORGAN EXCHANGE TRADED FSOLE	US QUALTY FCTR	398.43K	SH	$25.17M 5.22%	398.43K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	527.34K	SH	$24.68M 5.12%	527.34K
ISHARES TRSOLE	CORE UNIVRSL USD	403.42K	SH	$18.77M 3.90%	403.42K
BLACKROCK ETF TRUSTSOLE	ISHARES US THEMA	436.31K	SH	$16.82M 3.49%	436.31K
ISHARES TRSOLE	CALIF MUN BD ETF	273.80K	SH	$15.73M 3.26%	273.80K
BLACKROCK ETF TRUSTSOLE	ISHARES A I INNO	468.41K	SH	$15.60M 3.24%	468.41K
APPLE INCSOLE	COM	54.28K	SH	$14.76M 3.06%	54.28K
GLOBAL X FDSSOLE	DEFENSE TECH ETF	133.60K	SH	$8.66M 1.80%	133.60K
J P MORGAN EXCHANGE TRADED FSOLE	US MOMENTUM	106.13K	SH	$7.23M 1.50%	106.13K
ISHARES TRSOLE	MSCI USA QLT FCT	32.06K	SH	$6.37M 1.32%	32.06K
NVIDIA CORPORATIONSOLE	COM	34.12K	SH	$6.36M 1.32%	34.12K
ISHARES GOLD TRSOLE	ISHARES NEW	75.61K	SH	$6.14M 1.27%	75.61K
ISHARES TRSOLE	EAFE GRWTH ETF	51.71K	SH	$5.89M 1.22%	51.71K
MICROSOFT CORPSOLE	COM	9.72K	SH	$4.70M 0.98%	9.72K
BONDBLOXX ETF TRUSTSOLE	BLOOMBERG TEN YR	101.54K	SH	$4.69M 0.97%	101.54K
BROADCOM INCSOLE	COM	12.30K	SH	$4.26M 0.88%	12.30K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	148.38K	SH	$3.33M 0.69%	148.38K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	65.41K	SH	$3.16M 0.66%	65.41K
AMAZON COM INCSOLE	COM	12.83K	SH	$2.96M 0.61%	12.83K

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