West Wealth Group, LLC

Q3 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
145
Total value ($000)
$644,589
Net value change ($000)
+33,323 (5.5%)
New positions
13
Sold out positions
11
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IEFA 21,724 5172.4%
SPYM 7,836 8.9%
IVW 5,875 8.8%
IUSB 5,520 25.5%
CMF 3,608 16.3%
CORO 3,375 6.5%
AAPL 2,768 16.7%
IVE 2,587 4.6%
DYNF 2,207 4.8%
MSFT 1,633 42.6%
Top Reduces (Value $000, Stocks/ETFs)
JMOM -12,079 -100.0%
SPMB -3,689 -94.2%
BAI -3,610 -15.2%
EFG -3,494 -32.6%
PZA -2,933 -24.2%
EFV -2,054 -27.2%
DFAC -1,935 -100.0%
USMV -1,368 -80.4%
XOM -675 -100.0%
DFAT -570 -100.0%
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