Managers / Q3 2024 · view latest →
West Wealth Group, LLC
CIK 0001923591 · 2 PARK PLAZA, SUITE 800, IRVINE, CA, 92614 · 949-682-9105
Reported Value
$309M
Q3 2024
Positions
84
Filings on Record
18
2019–present window
Filed
Oct 23, 2024
original filing
Summary
West Wealth Group, Llc reported $309M in U.S.-listed holdings across 84 positions for Q3 2024.
Its largest position, IVW, represents 15.9% of the portfolio.
Compared with Q2 2024, the fund opened 11 new positions and exited 8.
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 — Q3 2024
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 ↗.