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West Wealth Group, LLC - Portfolio Stock Holdings

West Wealth Group, LLC disclosed 155 stock positions in a recent SEC 13F filing. $950,043,884 of stock holdings were filed, with the largest holdings including MU, SPYM, and IVW. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $616,733,224 and has 35 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

155

Est. Stock Holding Value:

$950,043,884

Top Stock Holdings By Sector

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Portfolio Stock Holdings - West Wealth Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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