TraderTrends
Manager Profile

West Wealth Group, LLC

Diversified · Financial Services 45%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Irvine, CA

Portfolio Value

$611.3M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

SPDR SERIES TRUST

Latest disclosed holding

Top 4

78464A854 464287309 464287408 09290C764 09290C103

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
44.5%
Healthcare
24%
Technology
15.6%
Industrials
11.2%
Consumer Cyclical
1.4%
Basic Materials
1.3%
Communication Services
0.7%
Real Estate
0.3%
Consumer Defensive
0.2%
Energy
0.2%
Utilities
0.1%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
SPDR SERIES TRUST

Shares: 1M

88.5M

Position Value
2
ISHARES TR

Shares: 486.9K

67M

Position Value
3
ISHARES TR

Shares: 249.3K

56.6M

Position Value
4
BLACKROCK ETF TRUST

Shares: 1.4M

52M

Position Value
5
BLACKROCK ETF TRUST

Shares: 676.6K

46M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID