Managers / Q4 2020 · view latest →
Western Wealth Management, LLC
CIK 0001767902 · 14143 DENVER WEST PARKWAY, STE. 450, GOLDEN, CO, 80401 · 303-393-2404
Reported Value
$681M
Q4 2020
Positions
464
Filings on Record
31
2019–present window
Filed
Feb 10, 2021
original filing
Summary
Western Wealth Management, Llc reported $681M in U.S.-listed holdings across 464 positions for Q4 2020.
Its largest position, NDQ, represents 6.8% of the portfolio.
Compared with Q3 2020, the fund opened 65 new positions and exited 38.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $2.6B | 956 | Jun 18, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2026 | $2.7B | 3,051 | May 19, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.2B | 831 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.9B | 762 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.7B | 723 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.5B | 678 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $333M | 277 | Feb 18, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.8B | 745 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 653 | Jul 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.3B | 645 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.4B | 694 | Jan 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.2B | 653 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.2B | 645 | Aug 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $978.4B | 609 | Feb 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.7B | 810 | Nov 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.7B | 786 | Jul 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $2.1B | 822 | May 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.0B | 594 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $973M | 619 | Aug 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $744M | 513 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $681M | 464 | Feb 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $612M | 449 | Oct 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $551M | 435 | Jul 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $436M | 371 | Apr 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $660M | 405 | Feb 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $480M | 387 | Nov 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $761M | 406 | Aug 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $449M | 379 | May 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $372M | 353 | Feb 15, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.