West Wealth Group, LLC

Q3 2025 13F-HR Holdings

Location
Irvine, CA
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
123
Total value ($000)
$443,583
Net value change ($000)
+41,417 (10.3%)
New positions
16
Sold out positions
4
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MGC 10,184 75.8%
BAI 9,838 199.4%
SHLD 8,146 NEW
DYNF 7,216 24.4%
SPEM 6,512 41.8%
IVE 3,263 8.4%
IVW 2,779 5.8%
IAU 2,229 67.8%
THRO 1,727 12.8%
AAPL 1,669 14.1%
Top Reduces (Value $000, Stocks/ETFs)
IYW -10,676 -82.7%
EFG -9,630 -63.5%
EMXC -2,369 -73.8%
HEFA -1,342 -83.5%
EFV -1,066 -3.5%
JPST -491 -100.0%
IGRO -379 -100.0%
MINT -295 -100.0%
CMF -278 -2.1%
AMZN -204 -6.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type