West Wealth Group, LLC

Q4 2025 13F-HR Holdings

Location
Irvine, CA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$482,004
Net value change ($000)
+38,421 (8.7%)
New positions
5
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DYNF 4,389 11.9%
EFV 3,652 12.6%
IVW 3,484 6.9%
IVE 3,374 8.0%
CMF 2,660 20.3%
SPEM 2,578 11.7%
MGC 2,437 10.3%
THRO 1,578 10.4%
SPYM 1,515 6.2%
JQUA 1,455 6.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -409 -8.0%
VUG -228 -100.0%
NFLX -202 -34.9%
HD -124 -16.3%
IRM -102 -17.4%
IEFA -85 -23.3%
META -80 -10.6%
IJH -76 -20.8%
ORCL -75 -24.8%
SRE -67 -7.1%
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