Managers / Q4 2022 · view latest →
West Wealth Group, LLC
CIK 0001923591 · 2 PARK PLAZA, SUITE 800, IRVINE, CA, 92614 · 949-682-9105
Reported Value
$201.2B
Q4 2022
Positions
74
Filings on Record
18
2019–present window
Filed
Jan 23, 2023
original filing
Summary
West Wealth Group, Llc reported $201.2B in U.S.-listed holdings across 74 positions for Q4 2022.
The portfolio is heavily concentrated: SPYM alone accounts for 23.5% of reported value.
Compared with Q3 2022, the fund opened 16 new positions and exited 2.
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 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $506M | 130 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $482M | 127 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $444M | 123 | Oct 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $402M | 111 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $338M | 96 | May 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $335M | 93 | Jan 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $309M | 84 | Oct 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $283M | 81 | Aug 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $270M | 79 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $254M | 83 | Jan 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $229M | 76 | Oct 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $236M | 74 | Jul 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $216M | 71 | Apr 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $201.2B | 74 | Jan 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $197M | 60 | Oct 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $216M | 66 | Jul 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $252M | 63 | May 5, 2022 | 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 ↗.