Western Wealth Management, LLC: 13F holdings
CIK 17679022026Q2
| Positions | 1,002 |
|---|
| Reported value | $3.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 1,002 (+53 vs prior quarter) |
|---|
| Reported value | $3.1bn (+17.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 357,933 | $103.6m | 3.4% |
| QQQ INVESCO QQQ | 124,631 | $91.8m | 3.0% |
| NVDA NVIDIA CORP | 400,837 | $80.2m | 2.6% |
| QQQM INVESCO NASDAQ | 252,021 | $76.4m | 2.5% |
| SPYM SPDR SERIES TRUST | 744,025 | $65.4m | 2.1% |
| CGDV CAPITAL GROUP | 1,117,504 | $55.1m | 1.8% |
| SPY STATE STREET | 61,008 | $45.6m | 1.5% |
| AMZN AMAZON COM | 190,131 | $45.3m | 1.5% |
| SPYG STATE STREET | 370,959 | $44.1m | 1.4% |
| MSFT MICROSOFT CORP | 117,370 | $43.8m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767902")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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