West Wealth Group, LLC

Q1 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$506,004
Net value change ($000)
+24,000 (5.0%)
New positions
15
Sold out positions
12
Turnover %
11.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CORO 43,161 NEW
SPYM 17,036 65.6%
PZA 8,218 419.7%
IVE 6,318 13.9%
JMOM 5,018 69.4%
GOVT 4,318 841.7%
CMF 3,135 19.9%
SHLD 2,689 31.1%
DFAC 1,691 NEW
BAI 1,246 8.0%
Top Reduces (Value $000, Stocks/ETFs)
MGC -25,399 -97.5%
JQUA -13,510 -53.7%
EFV -13,126 -40.2%
SPEM -5,515 -22.3%
IAU -3,603 -58.7%
DYNF -3,408 -8.3%
EFG -2,985 -50.7%
HIMU -2,784 -100.0%
TLH -2,627 -100.0%
IVW -1,119 -2.1%
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