Managers / Q3 2025 · view latest →
West Wealth Group, LLC
CIK 0001923591 · 2 PARK PLAZA, SUITE 800, IRVINE, CA, 92614 · 949-682-9105
Reported Value
$444M
Q3 2025
Positions
123
Filings on Record
18
2019–present window
Filed
Oct 27, 2025
original filing
Summary
West Wealth Group, Llc reported $444M in U.S.-listed holdings across 123 positions for Q3 2025.
Its largest position, IVW, represents 11.4% of the portfolio.
Compared with Q2 2025, the fund opened 16 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 87.2% · $387M
- Common Stock · 12.4% · $55M
- REIT · 0.4% · $2M
- Other · 0.1% · $296,382
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 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 ↗.