West Wealth Group, LLC: 13F holdings
CIK 19235912026Q2
| Positions | 143 |
|---|
| Reported value | $611.3m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 143 (+13 vs prior quarter) |
|---|
| Reported value | $611.3m (+20.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 1,006,588 | $88.5m | 14.5% |
| IWF ISHARES TR | 486,868 | $67.0m | 11.0% |
| IVE ISHARES TR | 249,298 | $56.6m | 9.3% |
| CORO BLACKROCK ETF TRUST | 1,421,104 | $52.0m | 8.5% |
| DYNF BLACKROCK ETF TRUST | 676,626 | $46.0m | 7.5% |
| BAI BLACKROCK ETF TRUST | 451,582 | $23.8m | 3.9% |
| CMF ISHARES TR | 384,830 | $22.2m | 3.6% |
| IUSB ISHARES TR | 468,155 | $21.6m | 3.5% |
| SPEM SPDR INDEX SHS FDS | 326,406 | $16.9m | 2.8% |
| AAPL APPLE INC | 57,166 | $16.5m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1923591")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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