West Wealth Group, LLC
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 506,004
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 130 | 506,004 | 13F-HR | West Wealth Group, LLC |
| Q4 2025 | 1/26/2026 | 127 | 482,004 | 13F-HR | West Wealth Group, LLC |
| Q3 2025 | 10/27/2025 | 123 | 443,583 | 13F-HR | West Wealth Group, LLC |
| Q2 2025 | 8/13/2025 | 111 | 402,166 | 13F-HR | West Wealth Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 59.98 K | 11.9% | 0 | 139.4 K | -139.4 K |
| ETFs | 446 K | 88.1% | 183.4 K | 0 | 183.4 K |
| Other | 0 | 0.0% | 0 | 19.75 K | -19.75 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
506,004
Holdings
130
QoQ value change ($000)
24,000
(5.0%)
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.