West Wealth Group, LLC holds a focused book of 143 stocks worth $611.3M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishrs AI In And Tech Act ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 14% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as West Wealth Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $19.1B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $18.8B |
| MML INVESTORS SERVICES, LLC | 80 / 80 | $15.6B |
| Integrated Wealth Concepts LLC | 80 / 80 | $5.1B |
| MORGAN STANLEY | 79 / 80 | $527.5B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $125.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $47.0B |
| FIFTH THIRD BANCORP | 79 / 80 | $20.9B |
Ranked by how many of West Wealth Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $88.5M | 1.01M | 14.5% | ▲+79% Added · +445K sh | |
| 2 | Ishares TR S&P 500 GRWT ETF | $67.0M | 486.9K | 11.0% | ▲+3.8% Added · +18K sh | |
| 3 | Ishares TR S&P 500 VAL ETF | $56.6M | 249.3K | 9.3% | ▲+1.6% Added · +4K sh | |
| 4 | BlackRock ETF Trust ISHA IN CTRY ETF | $52.0M | 1.42M | 8.5% | ▲+5.9% Added · +79K sh | |
| 5 | BlackRock ETF Trust ISHARES US EQUIT | $46.0M | 676.6K | 7.5% | ▲+4.2% Added · +27K sh | |
| 6 | BlackRock ETF Trust ISHA I IN TE ETF | $23.8M | 451.6K | 3.9% | ▼−12% Reduced · −60K sh | |
| 7 | Ishares TR CALIF MUN BD ETF | $22.2M | 384.8K | 3.6% | ▲+16% Added · +53K sh | |
| 8 | Ishares TR CORE UNIVRSL USD | $21.6M | 468.2K | 3.5% | ▲+9.4% Added · +40K sh | |
| 9 | SPDR Index SHS FDS ST PORT MARK ETF | $16.9M | 326.4K | 2.8% | ▼−20% Reduced · −82K sh | |
| 10 | Apple Inc COM | $16.5M | 57.2K | 2.7% | ▲+2.5% Added · +1K sh | |
| 11 | BlackRock ETF Trust ISHA US THEM ETF | $16.1M | 374.0K | 2.6% | ▼−21% Reduced · −97K sh | |
| 12 | Global X FDS DEFENSE TECH ETF | $12.2M | 204.9K | 2.0% | ▲+28% Added · +45K sh | |
| 13 | Invesco Exch Traded FD TR II NATL AMT MUNI | $12.1M | 514.2K | 2.0% | ▲+16% Added · +71K sh | |
| 14 | J P Morgan Exchange Traded F US MOMENTUM | $12.1M | 141.3K | 2.0% | ▼−22% Reduced · −39K sh | |
| 15 | Ishares TR EAFE GRWTH ETF | $10.7M | 86.1K | 1.8% | ▲+230% Added · +60K sh | |
| 16 | Ishares TR MSCI USA QLT FCT | $9.4M | 43.0K | 1.5% | ▲+8.5% Added · +3K sh | |
| 17 | Nvidia Corporation COM | $7.8M | 38.9K | 1.3% | ▲+3.5% Added · +1K sh | |
| 18 | Ishares TR EAFE VALUE ETF | $7.6M | 98.7K | 1.2% | ▼−62% Reduced · −164K sh | |
| 19 | Ishares TR US TREAS BD ETF | $5.3M | 232.2K | 0.9% | ▲+10% Added · +21K sh | |
| 20 | Broadcom Inc COM | $4.9M | 13.0K | 0.8% | ▲+4.2% Added · +530 sh | |
| 21 | BlackRock ETF Trust ISHA SYST AL ETF | $4.3M | 153.4K | 0.7% | ▲New New position | |
| 22 | Bondbloxx ETF Trust BLOOMBERG TEN YR | $4.3M | 94.1K | 0.7% | ▲+9.0% Added · +8K sh | |
| 23 | SPDR Series Trust ST STR BACKE ETF | $3.9M | 175.5K | 0.6% | ▲+11% Added · +17K sh | |
| 24 | Microsoft Corp COM | $3.8M | 10.3K | 0.6% | ▲+3.2% Added · +320 sh | |
| 25 | Vanguard Charlotte FDS TOTAL INT BD ETF | $3.8M | 77.6K | 0.6% | ▲+9.7% Added · +7K sh | |
| 26 | Amazon Com Inc COM | $3.5M | 14.6K | 0.6% | ▲+2.8% Added · +392 sh | |
| 27 | Advanced Micro Devices Inc COM | $2.6M | 4.5K | 0.4% | ▼−7.2% Reduced · −350 sh | |
| 28 | Ishares Gold TR ISHARES NEW | $2.4M | 32.4K | 0.4% | ▲+13% Added · +4K sh | |
| 29 | Tesla Inc COM | $2.4M | 5.7K | 0.4% | ▼−0.4% Reduced · −24 sh | |
| 30 | BlackRock ETF Trust II ISHA FLEX IN ETF | $2.1M | 39.5K | 0.3% | ▼−18% Reduced · −9K sh | |
| 31 | Ishares TR U.S. TECH ETF | $2.0M | 7.7K | 0.3% | ▼−22% Reduced · −2K sh | |
| 32 | Dimensional ETF Trust US COR EQU 2 ETF | $1.9M | 43.6K | 0.3% | ▲+0.2% Added · +107 sh | |
| 33 | Lam Research Corp COM NEW | $1.9M | 4.4K | 0.3% | ▼−0.1% Reduced · −7 sh | |
| 34 | Boeing Co COM | $1.7M | 7.9K | 0.3% | ▲+6.5% Added · +477 sh | |
| 35 | Ishares TR MSCI USA MIN ETF | $1.7M | 17.6K | 0.3% | ▲+6.3% Added · +1K sh | |
| 36 | Ishares TR CORE S&P500 ETF | $1.7M | 2.2K | 0.3% | ▲+3.3% Added · +71 sh | |
| 37 | Ishares TR ESG AWR MSCI USA | $1.5M | 9.3K | 0.2% | ▼−1.7% Reduced · −165 sh | |
| 38 | Goldman Sachs ETF TR TECHN OPPOR ETF | $1.4M | 27.2K | 0.2% | ▼−11% Reduced · −3K sh | |
| 39 | Seagate Technology HLDNGS PL ORD SHS | $1.3M | 1.4K | 0.2% | ▲+0.4% Added · +6 sh | |
| 40 | Alphabet Inc CAP STK CL A | $1.3M | 3.6K | 0.2% | ▲+20% Added · +599 sh | |
| 41 | American Centy ETF TR US SML CP VALU | $1.2M | 9.3K | 0.2% | ▼−1.6% Reduced · −149 sh | |
| 42 | Caterpillar Inc COM | $1.1M | 1.1K | 0.2% | ▲+16% Added · +151 sh | |
| 43 | Ishares TR MSCI USA VALUE | $1.1M | 5.5K | 0.2% | ▲+0.4% Added · +20 sh | |
| 44 | Applied Matls Inc COM | $1.1M | 1.5K | 0.2% | ▲+0.3% Added · +5 sh | |
| 45 | Vanguard Index FDS TOTAL STK MKT | $1.1M | 2.9K | 0.2% | ▲+4.1% Added · +115 sh | |
| 46 | JPMorgan Chase & Co COM | $1.0M | 3.2K | 0.2% | ▲+9.3% Added · +274 sh | |
| 47 | Alphabet Inc CAP STK CL C | $1.0M | 2.8K | 0.2% | ▲+1.7% Added · +48 sh | |
| 48 | Sempra COM | $992K | 10.7K | 0.2% | ▼−1.5% Reduced · −166 sh | |
| 49 | Dell Technologies Inc CL C | $983K | 2.3K | 0.2% | ▲+6.4% Added · +137 sh | |
| 50 | Ishares Inc MSCI EMRG CHN | $965K | 9.4K | 0.2% | ▼−0.5% Reduced · −47 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1923591/holdings"
Use Arkolith to show West Wealth Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.