account_balance
Investment manager · 13F filer · SEC CIK 1923591
West Wealth Group, LLC
Reported value$645Mas of Sep 30, 2026
Positions145 12 new, 10 sold out
Top 10 weight69.3%SPYM alone is 15%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
14.9%Added +7%
IVWiShares Tr
11.3%Added +5%
IVEiShares Tr
9.2%Added +4%
COROBlackRock ETF Trust
8.6%Added +7%
DYNFBlackRock ETF Trust
7.5%Added +3%
IUSBiShares Tr
4.2%Added +31%
CMFiShares Tr
4.0%Added +24%
IEFAiShares Tr
3.4%Added +5156%
BAIBlackRock ETF Trust
3.1%−5%
AAPLApple Inc.
3.0%+90%
THROBlackRock ETF Trust
2.7%+4%
SPEMSPDR Index SHS FDS
2.5%−3%
SPYMSPDR Series Trust
14.9%Added +7%
IVWiShares Tr
11.3%Added +5%
IVEiShares Tr
9.2%+4%
COROBlackRock ETF Trust
8.6%+7%
DYNFBlackRock ETF Trust
7.5%+3%
IUSB4.2%
CMFiShares Tr
4.0%
IEFAiShares Tr
3.4%
BAI3.1%
AAPLTHRO
SPEM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 14.9% Added +7%
IVW iShares Tr 11.3% Added +5%
IVE iShares Tr 9.2% Added +4%
CORO BlackRock ETF Trust 8.6% Added +7%
DYNF BlackRock ETF Trust 7.5% Added +3%
IUSB iShares Tr 4.2% Added +31%
CMF iShares Tr 4.0% Added +24%
IEFA iShares Tr 3.4% Added +5156%
BAI BlackRock ETF Trust 3.1% Trimmed −5%
AAPL Apple Inc. 3.0% Added +90%THRO BlackRock ETF Trust 2.7% Added +4%
SPEM SPDR Index SHS FDS 2.5% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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