West Wealth Group, LLC
Net buyer this quarter
$611M
78
+$3.46M
11.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $16.5M | 2.71% | 0.00% | +2.5% | Q4 2021 |
 THRO | $16.1M | 2.64% | 4.73% | -20.6% | Q1 2025 |
 SHLD | $12.2M | 2.00% | 0.19% | +28.0% | Q3 2025 |
 NVDA | $7.79M | 1.27% | 0.00% | +3.6% | Q4 2021 |
 AVGO | $4.92M | 0.80% | 0.00% | +4.2% | Q4 2021 |
 MSFT | $3.83M | 0.63% | 0.00% | +3.2% | Q4 2021 |
 AMZN | $3.47M | 0.57% | 0.00% | +2.8% | Q4 2021 |
 AMD | $2.63M | 0.43% | 0.00% | -7.2% | Q3 2025 |
| IAU | $2.45M | 0.40% | 0.00% | +12.8% | Q4 2024 |
 TSLA | $2.41M | 0.39% | 0.00% | -0.4% | Q4 2021 |
 LRCX | $1.91M | 0.31% | 0.00% | -0.2% | Q1 2023 |
 BA | $1.7M | 0.28% | 0.00% | +6.5% | Q4 2021 |
 GTOP | $1.35M | 0.22% | Not reported | -11.4% | Q4 2025 |
 STX | $1.31M | 0.21% | 0.00% | +0.4% | Q3 2025 |
 GOOGL | $1.3M | 0.21% | 0.00% | +19.7% | Q3 2023 |
 CAT | $1.14M | 0.19% | 0.00% | +16.4% | Q4 2024 |
| VLUE | $1.1M | 0.18% | Not reported | +0.4% | Q4 2021 |
 AMAT | $1.08M | 0.18% | 0.00% | +0.3% | Q2 2025 |
 JPM | $1.05M | 0.17% | 0.00% | +9.4% | Q4 2021 |
| GOOG | $1.01M | 0.16% | Not reported | +1.7% | Q4 2021 |
 SRE | $992K | 0.16% | 0.00% | -1.5% | Q4 2021 |
 DELL | $983K | 0.16% | 0.00% | +6.4% | Q2 2025 |
| EMXC | $965K | 0.16% | Not reported | -0.5% | Q4 2023 |
 SPY | $896K | 0.15% | Not reported | +0.3% | Q4 2021 |
 META | $877K | 0.14% | Not reported | +10.6% | Q4 2021 |
 PLD | $809K | 0.13% | 0.00% | -2.8% | Q3 2023 |
 WMT | $804K | 0.13% | 0.00% | +5.1% | Q4 2021 |
 COST | $728K | 0.12% | 0.00% | +9.4% | Q1 2022 |
 IRM | $692K | 0.11% | 0.00% | -6.6% | Q4 2021 |
 HD | $679K | 0.11% | 0.00% | +2.3% | Q4 2021 |
 MU | $676K | 0.11% | 0.00% | New | Q2 2026 |
 XOM | $675K | 0.11% | 0.00% | +9.4% | Q3 2024 |
 ROK | $627K | 0.10% | 0.00% | +0.4% | Q4 2021 |
 RKLB | $593K | 0.10% | 0.00% | +0.3% | Q2 2025 |
 ROST | $576K | 0.09% | 0.00% | +0.2% | Q3 2023 |
 GEV | $576K | 0.09% | 0.00% | +1.7% | Q2 2025 |
 BAC | $565K | 0.09% | 0.00% | +6.5% | Q4 2021 |
 MCD | $557K | 0.09% | 0.00% | -0.4% | Q4 2021 |
 IBM | $548K | 0.09% | 0.00% | +6.1% | Q1 2025 |
 ABBV | $534K | 0.09% | 0.00% | +6.1% | Q4 2021 |
 DIS | $531K | 0.09% | 0.00% | +2.6% | Q4 2021 |
 PG | $526K | 0.09% | 0.00% | -1.5% | Q2 2022 |
 CSX | $476K | 0.08% | 0.00% | +4.1% | Q4 2022 |
 SPCX | $465K | 0.08% | Not reported | New | Q2 2026 |
 QCOM | $442K | 0.07% | 0.00% | +1.1% | Q1 2026 |
 QQQ | $441K | 0.07% | Not reported | -40.0% | Q4 2024 |
 AHR | $439K | 0.07% | 0.00% | +0.5% | Q3 2024 |
 LLY | $433K | 0.07% | 0.00% | +30.3% | Q3 2025 |
 LMT | $433K | 0.07% | 0.00% | +1.2% | Q2 2022 |
 JNJ | $416K | 0.07% | 0.00% | +17.6% | Q3 2025 |
| Q1 2026 | |||||
| THRO | $17M | 3.37% | 5.96% | +7.9% | Q1 2025 |
| AAPL | $14.2M | 2.80% | 0.00% | +2.8% | Q4 2021 |
| SHLD | $11.3M | 2.24% | 0.15% | +19.9% | Q3 2025 |
| NVDA | $6.56M | 1.30% | 0.00% | +10.2% | Q4 2021 |
| AVGO | $3.87M | 0.76% | 0.00% | +1.6% | Q4 2021 |
| MSFT | $3.68M | 0.73% | 0.00% | +2.4% | Q4 2021 |
| AMZN | $2.95M | 0.58% | 0.00% | +10.4% | Q4 2021 |
| IAU | $2.53M | 0.50% | 0.00% | -62.0% | Q4 2024 |
| TSLA | $2.14M | 0.42% | 0.00% | +28.0% | Q4 2021 |
| BA | $1.47M | 0.29% | 0.00% | +1.6% | Q4 2021 |
| GTOP | $1.11M | 0.22% | Not reported | Not reported | Q4 2025 |
| SRE | $1.06M | 0.21% | 0.00% | +9.6% | Q4 2021 |
| AMD | $992K | 0.20% | 0.00% | -0.2% | Q3 2025 |
| LRCX | $941K | 0.19% | 0.00% | +0.1% | Q1 2023 |
| GOOGL | $876K | 0.17% | 0.00% | +3.8% | Q3 2023 |
| JPM | $861K | 0.17% | 0.00% | +1.3% | Q4 2021 |
| WMT | $839K | 0.17% | 0.00% | +14.1% | Q4 2021 |
| PLD | $812K | 0.16% | 0.00% | +0.6% | Q3 2023 |
| META | $806K | 0.16% | Not reported | +37.2% | Q4 2021 |
| GOOG | $802K | 0.16% | Not reported | +3.4% | Q4 2021 |
| VLUE | $781K | 0.15% | Not reported | +26.6% | Q4 2021 |
| SPY | $778K | 0.15% | Not reported | +3.5% | Q4 2021 |
| XOM | $766K | 0.15% | 0.00% | +1.2% | Q3 2024 |
| EMXC | $746K | 0.15% | Not reported | -17.0% | Q4 2023 |
| COST | $708K | 0.14% | 0.00% | +8.9% | Q1 2022 |
| CAT | $651K | 0.13% | 0.00% | +2.0% | Q4 2024 |
| MCD | $642K | 0.13% | 0.00% | +2.0% | Q4 2021 |
| HD | $619K | 0.12% | 0.00% | +1.5% | Q4 2021 |
| IRM | $599K | 0.12% | 0.00% | +0.3% | Q4 2021 |
| ROST | $585K | 0.12% | 0.00% | +0.2% | Q3 2023 |
| QQQ | $575K | 0.11% | Not reported | +28.2% | Q4 2024 |
| STX | $531K | 0.10% | 0.00% | +0.2% | Q3 2025 |
| PG | $526K | 0.10% | 0.00% | -0.4% | Q2 2022 |
| DIS | $519K | 0.10% | 0.00% | -29.6% | Q4 2021 |
| AMAT | $508K | 0.10% | 0.00% | +0.5% | Q2 2025 |
| LMT | $507K | 0.10% | 0.00% | +1.1% | Q2 2022 |
 NFLX | $501K | 0.10% | 0.00% | +29.3% | Q4 2024 |
| BAC | $454K | 0.09% | 0.00% | +31.4% | Q4 2021 |
| ROK | $453K | 0.09% | 0.00% | +1.7% | Q4 2021 |
| IBM | $445K | 0.09% | 0.00% | +5.5% | Q1 2025 |
| ABBV | $435K | 0.09% | 0.00% | Not reported | Q4 2021 |
| GEV | $421K | 0.08% | 0.00% | +1.5% | Q2 2025 |
 CVX | $395K | 0.08% | 0.00% | +6.1% | Q3 2024 |
| CSX | $395K | 0.08% | 0.00% | +0.4% | Q4 2022 |
| AHR | $395K | 0.08% | 0.00% | +0.5% | Q3 2024 |
| RKLB | $373K | 0.07% | 0.00% | Not reported | Q2 2025 |
 FNDF | $353K | 0.07% | Not reported | +8.0% | Q2 2025 |
| DELL | $352K | 0.07% | 0.00% | -10.3% | Q2 2025 |
 T | $342K | 0.07% | 0.00% | +2.3% | Q1 2023 |
| JNJ | $341K | 0.07% | 0.00% | +1.4% | Q3 2025 |
| Q4 2025 | |||||
| THRO | $16.8M | 3.49% | 5.52% | +7.5% | Q1 2025 |
| AAPL | $14.8M | 3.06% | 0.00% | +0.2% | Q4 2021 |
| SHLD | $8.66M | 1.80% | 0.12% | +9.4% | Q3 2025 |
| NVDA | $6.36M | 1.32% | 0.00% | +6.6% | Q4 2021 |
| IAU | $6.14M | 1.27% | 0.01% | +8.7% | Q4 2024 |
| MSFT | $4.7M | 0.98% | 0.00% | -2.3% | Q4 2021 |
| AVGO | $4.26M | 0.88% | 0.00% | +3.2% | Q4 2021 |
| AMZN | $2.96M | 0.61% | 0.00% | -0.4% | Q4 2021 |
| TSLA | $2.02M | 0.42% | 0.00% | -1.4% | Q4 2021 |
| BA | $1.58M | 0.33% | 0.00% | +0.6% | Q4 2021 |
| GTOP | $1.21M | 0.25% | Not reported | New | Q4 2025 |
| AMD | $1.05M | 0.22% | 0.00% | +435.4% | Q3 2025 |
| JPM | $932K | 0.19% | 0.00% | +0.3% | Q4 2021 |
| GOOGL | $919K | 0.19% | 0.00% | -11.2% | Q3 2023 |
| SRE | $875K | 0.18% | 0.00% | -2.9% | Q4 2021 |
| DIS | $869K | 0.18% | 0.00% | -3.2% | Q4 2021 |
| GOOG | $849K | 0.18% | Not reported | +1.9% | Q4 2021 |
| EMXC | $830K | 0.17% | Not reported | -5.5% | Q4 2023 |
| SPY | $788K | 0.16% | Not reported | +15.5% | Q4 2021 |
| PLD | $780K | 0.16% | 0.00% | -0.9% | Q3 2023 |
| LRCX | $753K | 0.16% | 0.00% | -1.8% | Q1 2023 |
| META | $678K | 0.14% | Not reported | -2.8% | Q4 2021 |
| WMT | $660K | 0.14% | 0.00% | +2.3% | Q4 2021 |
| HD | $638K | 0.13% | 0.00% | -5.4% | Q4 2021 |
| MCD | $619K | 0.13% | 0.00% | -1.5% | Q4 2021 |
| VLUE | $593K | 0.12% | Not reported | +0.6% | Q4 2021 |
| COST | $563K | 0.12% | 0.00% | +3.0% | Q1 2022 |
| XOM | $537K | 0.11% | 0.00% | +5.0% | Q3 2024 |
| PG | $524K | 0.11% | 0.00% | -7.0% | Q2 2022 |
| CAT | $517K | 0.11% | 0.00% | -0.1% | Q4 2024 |
| IBM | $516K | 0.11% | 0.00% | -9.0% | Q1 2025 |
| IRM | $485K | 0.10% | 0.00% | +5.4% | Q4 2021 |
| ROST | $485K | 0.10% | 0.00% | +0.3% | Q3 2023 |
| ROK | $483K | 0.10% | 0.00% | -0.1% | Q4 2021 |
| QQQ | $477K | 0.10% | Not reported | +0.8% | Q4 2024 |
 BRK.B | $471K | 0.10% | Not reported | +4.9% | Q4 2021 |
| ABBV | $457K | 0.09% | 0.00% | +3.5% | Q4 2021 |
| RKLB | $406K | 0.08% | 0.00% | +0.2% | Q2 2025 |
| LMT | $402K | 0.08% | 0.00% | -0.6% | Q2 2022 |
| AHR | $392K | 0.08% | 0.00% | +0.6% | Q3 2024 |
| BAC | $390K | 0.08% | 0.00% | +4.1% | Q4 2021 |
| AMAT | $380K | 0.08% | 0.00% | -1.2% | Q2 2025 |
| NFLX | $377K | 0.08% | 0.00% | -16.3% | Q4 2024 |
| STX | $372K | 0.08% | 0.00% | Not reported | Q3 2025 |
| CSX | $348K | 0.07% | 0.00% | -0.8% | Q4 2022 |
 GE | $327K | 0.07% | 0.00% | +1.1% | Q2 2025 |
| GEV | $311K | 0.06% | 0.00% | +4.9% | Q2 2025 |
| FNDF | $302K | 0.06% | Not reported | -1.5% | Q2 2025 |
| DELL | $300K | 0.06% | 0.00% | +0.3% | Q2 2025 |
| T | $287K | 0.06% | 0.00% | -13.4% | Q1 2023 |
| Q3 2025 | |||||
| THRO | $15.2M | 3.44% | 5.14% | +8.9% | Q1 2025 |
| AAPL | $13.5M | 3.05% | 0.00% | -2.4% | Q4 2021 |
| SHLD | $8.15M | 1.84% | 0.11% | New | Q3 2025 |
| NVDA | $5.75M | 1.30% | 0.00% | +19.2% | Q4 2021 |
| IAU | $5.52M | 1.24% | 0.01% | +34.4% | Q4 2024 |
| MSFT | $5.11M | 1.15% | 0.00% | +7.3% | Q4 2021 |
| AVGO | $4.19M | 0.94% | 0.00% | +2.4% | Q4 2021 |
| AMZN | $2.78M | 0.63% | 0.00% | -3.9% | Q4 2021 |
| TSLA | $1.99M | 0.45% | 0.00% | -23.2% | Q4 2021 |
| BA | $1.55M | 0.35% | 0.00% | -0.9% | Q4 2021 |
| SRE | $942K | 0.21% | 0.00% | +1.1% | Q4 2021 |
| DIS | $881K | 0.20% | 0.00% | +2.2% | Q4 2021 |
| JPM | $881K | 0.20% | 0.00% | +16.9% | Q4 2021 |
| EMXC | $843K | 0.19% | Not reported | -76.2% | Q4 2023 |
| GOOGL | $829K | 0.19% | 0.00% | +29.6% | Q3 2023 |
| HD | $762K | 0.17% | 0.00% | +12.5% | Q4 2021 |
| META | $758K | 0.17% | Not reported | -8.8% | Q4 2021 |
| PLD | $757K | 0.17% | 0.00% | +0.9% | Q3 2023 |
| GOOG | $668K | 0.15% | Not reported | +1.1% | Q4 2021 |
| SPY | $666K | 0.15% | Not reported | +33.8% | Q4 2021 |
| LRCX | $649K | 0.15% | 0.00% | +2.2% | Q1 2023 |
| WMT | $631K | 0.14% | 0.00% | +10.5% | Q4 2021 |
| MCD | $628K | 0.14% | 0.00% | -11.9% | Q4 2021 |
| COST | $605K | 0.14% | 0.00% | -3.1% | Q1 2022 |
| IRM | $587K | 0.13% | 0.00% | +0.9% | Q4 2021 |
| PG | $579K | 0.13% | 0.00% | +11.0% | Q2 2022 |
| NFLX | $579K | 0.13% | 0.00% | +56.2% | Q4 2024 |
| VLUE | $545K | 0.12% | Not reported | +0.5% | Q4 2021 |
| IBM | $537K | 0.12% | 0.00% | +24.3% | Q1 2025 |
| CAT | $482K | 0.11% | 0.00% | +9.2% | Q4 2024 |
| XOM | $474K | 0.11% | 0.00% | +12.8% | Q3 2024 |
| QQQ | $465K | 0.10% | Not reported | +22.0% | Q4 2024 |
| BRK.B | $443K | 0.10% | Not reported | +7.2% | Q4 2021 |
| ROK | $437K | 0.10% | 0.00% | -10.7% | Q4 2021 |
| ABBV | $437K | 0.10% | 0.00% | +5.9% | Q4 2021 |
| ROST | $421K | 0.09% | 0.00% | +0.3% | Q3 2023 |
| LMT | $417K | 0.09% | 0.00% | -1.3% | Q2 2022 |
| RKLB | $402K | 0.09% | 0.00% | Not reported | Q2 2025 |
| DELL | $366K | 0.08% | 0.00% | -5.5% | Q2 2025 |
| BAC | $356K | 0.08% | 0.00% | -13.3% | Q4 2021 |
| AHR | $354K | 0.08% | 0.00% | Not reported | Q3 2024 |
| CSX | $350K | 0.08% | 0.00% | +26.3% | Q4 2022 |
| T | $347K | 0.08% | 0.00% | +3.7% | Q1 2023 |
| AMAT | $340K | 0.08% | 0.00% | +1.7% | Q2 2025 |
| GE | $315K | 0.07% | 0.00% | +7.7% | Q2 2025 |
 ORCL | $302K | 0.07% | 0.00% | +12.6% | Q2 2025 |
| STX | $296K | 0.07% | 0.00% | New | Q3 2025 |
| FNDF | $294K | 0.07% | Not reported | -0.7% | Q2 2025 |
| CVX | $291K | 0.07% | 0.00% | +19.8% | Q3 2024 |
 UNH | $287K | 0.06% | 0.00% | Not reported | Q1 2023 |