West Wealth Group, LLC — 13F holdings

West Wealth Group, LLC reported 145 holdings worth $645M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $96.3M (14.9%)
  2. IVW ISHARES TR — $72.8M (11.3%)
  3. IVE ISHARES TR — $59.2M (9.2%)
  4. CORO BLACKROCK ETF TRUST — $55.4M (8.6%)
  5. DYNF BLACKROCK ETF TRUST — $48.2M (7.5%)
  6. IUSB ISHARES TR — $27.1M (4.2%)
  7. CMF ISHARES TR — $25.8M (4.0%)
  8. IEFA ISHARES TR — $22.1M (3.4%)
  9. BAI BLACKROCK ETF TRUST — $20.2M (3.1%)
  10. AAPL APPLE INC — $19.3M (3.0%)