Western Wealth Management, LLC
All 13F Filings
- Location
- Golden, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,058,847
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 1,290 | 3,058,847 | 13F-HR | Western Wealth Management, LLC |
| Q1 2026 | 6/18/2026 | 956 | 2,631,007 | 13F-HR/A - RESTATEMENT | Western Wealth Management, LLC |
| Q1 2026 | 5/19/2026 | 2,691 | 2,737,062 | 13F-HR | Western Wealth Management, LLC |
| Q4 2025 | 2/5/2026 | 831 | 2,170,759 | 13F-HR | Western Wealth Management, LLC |
| Q3 2025 | 11/6/2025 | 762 | 1,895,962 | 13F-HR | Western Wealth Management, LLC |
| Q2 2025 | 8/11/2025 | 723 | 1,685,331 | 13F-HR | Western Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.692 K
(0.1% of total reported value)
· QoQ Δ:
-4.76 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.851 M | 60.6% | 611.5 K | 0 | 611.5 K |
| ETFs | 1.205 M | 39.4% | 0 | 165.1 K | -165.1 K |
| Debt | 1.31 K | 0.0% | 0 | 12.18 K | -12.18 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
3,058,847
Holdings
1290
QoQ value change ($000)
427,840
(16.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.