West Wealth Group, LLC
CIK 1923591 · Holdings on Mar 31, 2026 · First reported May 12, 2026
Top ten holdings
Q1 2026- IVW10.49%
- IVE10.24%
- CORO8.53%
- SPYM8.50%
- DYNF7.46%
- IUSB3.91%
- EFV3.87%
- SPEM3.79%
- CMF3.73%
- THRO3.37%
Share classes counted separately63.89%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +3.11 pp5.39% → 8.50%Shares +238.15K (+73.53%)
- JQUAWeight decreased · -2.92 pp5.22% → 2.30%Shares -208.23K (-52.26%)
- EFVWeight decreased · -2.91 pp6.78% → 3.87%Shares -194.64K (-42.52%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $53.06M | 10.49% | 469.12K shares | 11.24% → 10.49%-0.75 pp +29.55K (+6.72%) | Added | ↗▾ |
| 02 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $51.79M | 10.24% | 245.29K shares | 9.43% → 10.24%+0.81 pp +30.86K (+14.39%) | Added | ↗▾ |
| 03 | COROISH INTL CTRY ROT ACT ETFISHARES INTL CTR View history and evidence | $43.16M | 8.53% | 1.34M shares | Prior unavailable +1.34M | New | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $43.02M | 8.50% | 562.03K shares | 5.39% → 8.50%+3.11 pp +238.15K (+73.53%) | Added | ↗▾ |
| 05 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $37.77M | 7.46% | 649.21K shares | 8.54% → 7.46%-1.08 pp -27.97K (-4.13%) | Reduced | ↗▾ |
| 06 | IUSBISHR CR UNVRSE USD BD ETF-UICORE UNIVRSL USD View history and evidence | $19.77M | 3.91% | 428.06K shares | 3.90% → 3.91%+0.01 pp +24.65K (+6.11%) | Added | ↗▾ |
| 07 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $19.56M | 3.87% | 263.08K shares | 6.78% → 3.87%-2.91 pp -194.64K (-42.52%) | Reduced | ↗▾ |
| 08 | SPEMSTATE STREET SP PTF EM ETFSTATE STREET SPD View history and evidence | $19.17M | 3.79% | 408.66K shares | 5.12% → 3.79%-1.33 pp -118.68K (-22.51%) | Reduced | ↗▾ |
| 09 | CMFISHARES CALIFORNIA MUNI BONDCALIF MUN BD ETF View history and evidence | $18.87M | 3.73% | 331.81K shares | 3.26% → 3.73%+0.47 pp +58.01K (+21.19%) | Added | ↗▾ |
| 10 | THROISHARES U.S. THEMATIC ROTATIISHARES US THEMA View history and evidence | $17.05M | 3.37% | 470.73K shares | 3.49% → 3.37%-0.12 pp +34.41K (+7.89%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HIMU ISHARES HIGH YILD MUNI A ETF | Non-derivative | -57,191 | -$2.78M | SEC filing ↗ | SEC filing ↗ |
| TLH ISHARES 10-20 YEAR TREASURY | Non-derivative | -25,837 | -$2.63M | SEC filing ↗ | SEC filing ↗ |
| EMB ISHARES JP MORGAN USD EMERGI | Non-derivative | -10,119 | -$974.32K | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1923591 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 506004093
}Research all 130 reported holdings.
This page includes 30 of 130 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 130 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1923591","quarter":"2026Q1","page_size":100}
get_institutional_manager_history
{"cik":"1923591","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.