West Wealth Group, LLC
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 611,266
- Description
- —
- Website
- —
- 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 | 8/6/2026 | 143 | 611,266 | 13F-HR | West Wealth Group, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 76.06 K | 12.4% | 16.08 K | 0 | 16.08 K |
| ETFs | 535.2 K | 87.6% | 89.19 K | 0 | 89.19 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
611,266
Holdings
143
QoQ value change ($000)
105,262
(20.8%)
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.