Sponsored

The Analysis of West Wealth Group, LLC's Holdings & P&L

Currently, West Wealth Group, LLC holds 130 types of securities in its portfolio with a total value $506.0M. In the most recent quarter, they have increased their positions in CORO (+1.3M shares, valued at $43.2M), SPYM (+238.1K shares, valued at $18.2M), PZA (+358.3K shares, valued at $8.2M); decreased their positions in MGC (-101.0K shares, valued at $23.9M), EFV (-194.6K shares, valued at $14.5M), JQUA (-208.2K shares, valued at $12.8M); initiated new positions in CORO (+1.3M shares, valued at $43.2M), DFAC (+43.5K shares, valued at $1.7M), AVUV (+9.4K shares, valued at $1.0M).

1M P&L

+26.4M+4.95%

3M P&L

+35.9M+6.84%

HY P&L

+52.3M+10.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A441.6M

89.5%

2Consumer Electronics14.2M

2.9%

3Semiconductors7.9M

1.6%

Top Industries by Stock Count

1N/A68 stocks

57.6%

2Drug Manufacturers - General5 stocks

4.2%

3Aerospace & Defense4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR469.1K shares6.72%2026-03-312026-05-12

IVE ISHARES TR245.3K shares14.39%2026-03-312026-05-12

CORO BLACKROCK ETF TRUST1.3M sharesnew addition2026-03-312026-05-12

SPYM SPDR SERIES TRUST562.0K shares73.53%2026-03-312026-05-12

DYNF BLACKROCK ETF TRUST649.2K shares-4.13%2026-03-312026-05-12

IUSB ISHARES TR428.1K shares6.11%2026-03-312026-05-12

EFV ISHARES TR263.1K shares-42.52%2026-03-312026-05-12

SPEM SPDR INDEX SHS FDS408.7K shares-22.51%2026-03-312026-05-12

Sponsored

CMF ISHARES TR331.8K shares21.19%2026-03-312026-05-12

THRO BLACKROCK ETF TRUST470.7K shares7.89%2026-03-312026-05-12

BAI BLACKROCK ETF TRUST511.2K shares9.13%2026-03-312026-05-12

AAPL APPLE INC55.8K shares2.75%2026-03-312026-05-12

JMOM J P MORGAN EXCHANGE TRADED F180.4K shares69.95%2026-03-312026-05-12

JQUA J P MORGAN EXCHANGE TRADED F190.2K shares-52.26%2026-03-312026-05-12

SHLD GLOBAL X FDS160.2K shares19.87%2026-03-312026-05-12

PZA INVESCO EXCH TRADED FD TR II442.8K shares424.32%2026-03-312026-05-12

Sponsored

QUAL ISHARES TR39.6K shares23.64%2026-03-312026-05-12

NVDA NVIDIA CORPORATION37.6K shares10.18%2026-03-312026-05-12

GOVT ISHARES TR210.9K shares846.08%2026-03-312026-05-12

XTEN BONDBLOXX ETF TRUST86.3K shares-14.97%2026-03-312026-05-12

BROADCOM INC BROADCOM INC12.5K shares1.57%2026-03-312026-05-12

MSFT MICROSOFT CORP10.0K shares2.36%2026-03-312026-05-12

SPMB SPDR SERIES TRUST158.7K shares6.97%2026-03-312026-05-12

BNDX VANGUARD CHARLOTTE FDS70.8K shares8.17%2026-03-312026-05-12

Sponsored

AMZN AMAZON COM INC14.2K shares10.40%2026-03-312026-05-12

EFG ISHARES TR26.1K shares-49.53%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR28.7K shares-61.98%2026-03-312026-05-12

BINC BLACKROCK ETF TRUST II48.4K shares-5.15%2026-03-312026-05-12

TSLA TESLA INC5.8K shares28.03%2026-03-312026-05-12

IYW ISHARES TR10.0K shares-8.49%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST43.5K sharesnew addition2026-03-312026-05-12

USMV ISHARES TR16.6K shares6.87%2026-03-312026-05-12

Sponsored

BA BOEING CO7.4K shares1.58%2026-03-312026-05-12

IVV ISHARES TR2.1K shares48.26%2026-03-312026-05-12

ESGU ISHARES TR9.5K shares-6.46%2026-03-312026-05-12

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR30.6K shares0.00%2026-03-312026-05-12

SRE SEMPRA10.9K shares9.55%2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR9.4K sharesnew addition2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC4.9K shares-0.23%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP4.4K shares0.11%2026-03-312026-05-12

Sponsored

VTI VANGUARD INDEX FDS2.8K shares179.20%2026-03-312026-05-12

ALPHABET INC ALPHABET INC3.0K shares3.75%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO2.9K shares1.28%2026-03-312026-05-12

WMT WALMART INC6.8K shares14.05%2026-03-312026-05-12

PLD PROLOGIS INC.6.1K shares0.57%2026-03-312026-05-12

META META PLATFORMS INC1.4K shares37.23%2026-03-312026-05-12

ALPHABET INC ALPHABET INC2.8K shares3.40%2026-03-312026-05-12

VLUE ISHARES TR5.5K shares26.58%2026-03-312026-05-12

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.2K shares3.46%2026-03-312026-05-12

XOM EXXON MOBIL CORP4.5K shares1.21%2026-03-312026-05-12

DGRO ISHARES TR10.9K shares-0.31%2026-03-312026-05-12

SGOV ISHARES TR7.5K shares14.72%2026-03-312026-05-12

EMXC ISHARES INC9.5K shares-17.02%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION710 shares8.90%2026-03-312026-05-12

LCTU BLACKROCK ETF TRUST10.1K shares0.57%2026-03-312026-05-12

MUB ISHARES TR6.5K shares26.29%2026-03-312026-05-12

Sponsored

DFIS DIMENSIONAL ETF TRUST19.8K sharesnew addition2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST13.7K sharesnew addition2026-03-312026-05-12

MGC VANGUARD WORLD FD2.8K shares-97.33%2026-03-312026-05-12

CAT CATERPILLAR INC919 shares2.00%2026-03-312026-05-12

IEMG ISHARES INC9.2K shares-11.52%2026-03-312026-05-12

MCD MCDONALDS CORP2.1K shares2.02%2026-03-312026-05-12

AVLV AMERICAN CENTY ETF TR7.9K sharesnew addition2026-03-312026-05-12

HD HOME DEPOT INC1.9K shares1.46%2026-03-312026-05-12

Sponsored

IRM IRON MTN INC DEL5.9K shares0.26%2026-03-312026-05-12

ROST ROSS STORES INC2.7K shares0.22%2026-03-312026-05-12

SYSB ISHARES TR6.5K sharesnew addition2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR996 shares28.19%2026-03-312026-05-12

STIP ISHARES TR5.4K shares-37.40%2026-03-312026-05-12

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K shares0.22%2026-03-312026-05-12

AOA ISHARES TR5.9K shares-0.68%2026-03-312026-05-12

PG PROCTER & GAMBLE CO3.6K shares-0.38%2026-03-312026-05-12

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS879 shares19.11%2026-03-312026-05-12

DIS DISNEY WALT CO5.4K shares-29.56%2026-03-312026-05-12

DFAT DIMENSIONAL ETF TRUST8.2K sharesnew addition2026-03-312026-05-12

AMAT APPLIED MATLS INC1.5K shares0.54%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP839 shares1.08%2026-03-312026-05-12

NFLX NETFLIX INC.5.2K shares29.33%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR7.9K shares3.94%2026-03-312026-05-12

USXF ISHARES TR8.6K shares-15.90%2026-03-312026-05-12

Sponsored

AVEM AMERICAN CENTY ETF TR5.7K sharesnew addition2026-03-312026-05-12

DSI ISHARES TR3.8K shares0.51%2026-03-312026-05-12

BAC BANK AMERICA CORP9.3K shares31.38%2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC1.3K shares1.69%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS1.8K shares5.51%2026-03-312026-05-12

ABBV ABBVIE INC2.0K shares0.00%2026-03-312026-05-12

VGT VANGUARD WORLD FD605 shares9.01%2026-03-312026-05-12

GEV GE VERNOVA INC482 shares1.47%2026-03-312026-05-12

Sponsored

FNDC SCHWAB STRATEGIC TR8.7K sharesnew addition2026-03-312026-05-12

CVX CHEVRON CORPORATION1.9K shares6.11%2026-03-312026-05-12

CSX CSX CORP9.6K shares0.35%2026-03-312026-05-12

AHR AMERICAN HEALTHCARE REIT INC8.4K shares0.50%2026-03-312026-05-12

SPHQ INVESCO EXCHANGE TRADED FD T5.2K sharesnew addition2026-03-312026-05-12

ROCKET LAB CORP ROCKET LAB CORP5.8K shares0.00%2026-03-312026-05-12

FNDF SCHWAB STRATEGIC TR7.2K shares8.04%2026-03-312026-05-12

DELL DELL TECHNOLOGIES INC2.1K shares-10.26%2026-03-312026-05-12

Sponsored

T AT&T INC11.8K shares2.25%2026-03-312026-05-12

IGEB ISHARES TR7.6K shares-0.93%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON1.4K shares1.38%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL661 shares-29.46%2026-03-312026-05-12

QCOM QUALCOMM INC2.4K sharesnew addition2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE1.1K shares0.28%2026-03-312026-05-12

IJH ISHARES TR4.4K shares-0.30%2026-03-312026-05-12

RTX RTX CORPORATION1.5K shares-2.51%2026-03-312026-05-12

Sponsored

NOC NORTHROP GRUMMAN CORP404 shares1.25%2026-03-312026-05-12

HYG ISHARES TR3.4K shares-5.40%2026-03-312026-05-12

WABC WESTAMERICA BANCORPORATION5.2K shares0.90%2026-03-312026-05-12

IFRA ISHARES TR4.7K shares-4.09%2026-03-312026-05-12

IEFA ISHARES TR2.9K shares-8.77%2026-03-312026-05-12

LLY ELI LILLY & CO277 shares6.54%2026-03-312026-05-12

JAAA JANUS DETROIT STR TR5.0K shares7.49%2026-03-312026-05-12

TJX TJX COS INC NEW1.6K shares0.44%2026-03-312026-05-12

Sponsored

AFL AFLAC INC2.3K shares0.22%2026-03-312026-05-12

DFAS DIMENSIONAL ETF TRUST3.5K shares18.34%2026-03-312026-05-12

LUV SOUTHWEST AIRLS CO6.5K shares0.21%2026-03-312026-05-12

CSCO CISCO SYS INC3.1K shares-8.04%2026-03-312026-05-12

TARS TARSUS PHARMACEUTICALS INC3.4K shares0.00%2026-03-312026-05-12

ESGE ISHARES INC5.2K shares0.52%2026-03-312026-05-12

V VISA INC784 shares6.23%2026-03-312026-05-12

PFE PFIZER INC8.4K shares1.85%2026-03-312026-05-12

Sponsored

AMGN AMGEN INC645 shares2.38%2026-03-312026-05-12

DMXF ISHARES TR3.0K shares-2.53%2026-03-312026-05-12

QQQM INVESCO EXCH TRADED FD TR II942 sharesnew addition2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE TRADED F3.9K shares-5.10%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC4.4K sharesnew addition2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC806 shares14.16%2026-03-312026-05-12

IDEV ISHARES TR2.5K shares-2.60%2026-03-312026-05-12

EFA ISHARES TR2.1K shares-21.00%2026-03-312026-05-12

Sponsored

BALI BLACKROCK ETF TRUST6.6K shares-1.98%2026-03-312026-05-12

NRO NEUBERGER R/EST SECS INC FD20.9K sharesnew addition2026-03-312026-05-12

IVW

ISHARES TR

6.72%

Shares469.1K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

14.39%

Shares245.3K

Event2026-03-31

Filed2026-05-12

CORO

BLACKROCK ETF TRUST

New

Shares1.3M

Event2026-03-31

Filed2026-05-12

SPYM

SPDR SERIES TRUST

73.53%

Shares562.0K

Event2026-03-31

Filed2026-05-12

DYNF

BLACKROCK ETF TRUST

-4.13%

Shares649.2K

Event2026-03-31

Filed2026-05-12

IUSB

ISHARES TR

6.11%

Shares428.1K

Event2026-03-31

Filed2026-05-12

EFV

ISHARES TR

-42.52%

Shares263.1K

Event2026-03-31

Filed2026-05-12

SPEM

SPDR INDEX SHS FDS

-22.51%

Shares408.7K

Event2026-03-31

Filed2026-05-12

CMF

ISHARES TR

21.19%

Shares331.8K

Event2026-03-31

Filed2026-05-12

THRO

BLACKROCK ETF TRUST

7.89%

Shares470.7K

Event2026-03-31

Filed2026-05-12

BAI

BLACKROCK ETF TRUST

9.13%

Shares511.2K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

2.75%

Shares55.8K

Event2026-03-31

Filed2026-05-12

JMOM

J P MORGAN EXCHANGE TRADED F

69.95%

Shares180.4K

Event2026-03-31

Filed2026-05-12

JQUA

J P MORGAN EXCHANGE TRADED F

-52.26%

Shares190.2K

Event2026-03-31

Filed2026-05-12

SHLD

GLOBAL X FDS

19.87%

Shares160.2K

Event2026-03-31

Filed2026-05-12

PZA

INVESCO EXCH TRADED FD TR II

424.32%

Shares442.8K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

23.64%

Shares39.6K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

10.18%

Shares37.6K

Event2026-03-31

Filed2026-05-12

GOVT

ISHARES TR

846.08%

Shares210.9K

Event2026-03-31

Filed2026-05-12

XTEN

BONDBLOXX ETF TRUST

-14.97%

Shares86.3K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

1.57%

Shares12.5K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

2.36%

Shares10.0K

Event2026-03-31

Filed2026-05-12

SPMB

SPDR SERIES TRUST

6.97%

Shares158.7K

Event2026-03-31

Filed2026-05-12

BNDX

VANGUARD CHARLOTTE FDS

8.17%

Shares70.8K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

10.40%

Shares14.2K

Event2026-03-31

Filed2026-05-12

EFG

ISHARES TR

-49.53%

Shares26.1K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

-61.98%

Shares28.7K

Event2026-03-31

Filed2026-05-12

BINC

BLACKROCK ETF TRUST II

-5.15%

Shares48.4K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

28.03%

Shares5.8K

Event2026-03-31

Filed2026-05-12

IYW

ISHARES TR

-8.49%

Shares10.0K

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL ETF TRUST

New

Shares43.5K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

6.87%

Shares16.6K

Event2026-03-31

Filed2026-05-12

BOEING CO

1.58%

Shares7.4K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

48.26%

Shares2.1K

Event2026-03-31

Filed2026-05-12

ESGU

ISHARES TR

-6.46%

Shares9.5K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS ETF TR

0.00%

Shares30.6K

Event2026-03-31

Filed2026-05-12

SRE

SEMPRA

9.55%

Shares10.9K

Event2026-03-31

Filed2026-05-12

AVUV

AMERICAN CENTY ETF TR

New

Shares9.4K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

-0.23%

Shares4.9K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

0.11%

Shares4.4K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

179.20%

Shares2.8K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

3.75%

Shares3.0K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

1.28%

Shares2.9K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

14.05%

Shares6.8K

Event2026-03-31

Filed2026-05-12

PLD

PROLOGIS INC.

0.57%

Shares6.1K

Event2026-03-31

Filed2026-05-12