Managers / Q2 2025 · view latest →
West Wealth Group, LLC
CIK 0001923591 · 2 PARK PLAZA, SUITE 800, IRVINE, CA, 92614 · 949-682-9105
Reported Value
$402M
Q2 2025
Positions
111
Filings on Record
18
2019–present window
Filed
Aug 13, 2025
original filing
Summary
West Wealth Group, Llc reported $402M in U.S.-listed holdings across 111 positions for Q2 2025.
Its largest position, IVW, represents 11.9% of the portfolio.
Compared with Q1 2025, the fund opened 24 new positions and exited 9.
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 — Q2 2025
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 ↗.