West Wealth Group, LLC

Q2 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$611,266
Net value change ($000)
+105,262 (20.8%)
New positions
17
Sold out positions
4
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 45,441 105.6%
IVW 13,897 26.2%
CORO 8,851 20.5%
DYNF 8,246 21.8%
EFG 7,803 268.5%
BAI 6,963 41.3%
IVE 4,813 9.3%
IALT 4,302 NEW
CMF 3,315 17.6%
AAPL 2,387 16.9%
Top Reduces (Value $000, Stocks/ETFs)
EFV -12,002 -61.4%
JQUA -11,663 -100.0%
SPEM -2,269 -11.8%
THRO -927 -5.4%
BINC -444 -17.7%
MUB -382 -55.6%
JAAA -254 -100.0%
JEPI -223 -100.0%
IDEV -207 -100.0%
JMOM -172 -1.4%
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