West Wealth Group, LLC
West Wealth Group, LLC reported 143 holdings worth US$611M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
West Wealth Group, LLC reported 143 holdings worth US$611M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Broadcom Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 143
- Value as reported
- US$611M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 57,166 | US$16.5M | 2.7% |
| Nvidia Corporation | 38,932 | US$7.79M | 1.3% |
| Broadcom Inc. | 13,021 | US$4.92M | 0.80% |
| Microsoft Corp. | 10,271 | US$3.83M | 0.63% |
| Amazon.com, Inc. | 14,559 | US$3.47M | 0.57% |
| Advanced Micro Devices Inc | 4,527 | US$2.63M | 0.43% |
| Tesla, Inc. | 5,740 | US$2.41M | 0.39% |
| Alphabet Inc (google) Class C | 6,456 | US$2.31M | 0.38% |
| Lam Research Corporation | 4,399 | US$1.91M | 0.31% |
| Boeing Company (the) | 7,871 | US$1.7M | 0.28% |
| Caterpillar, Inc. | 1,070 | US$1.14M | 0.19% |
| Applied Materials, Inc. | 1,490 | US$1.08M | 0.18% |
| Jp Morgan Chase & Co. | 3,202 | US$1.05M | 0.17% |
| Dba Sempra | 10,696 | US$992K | 0.16% |
| Dell Technologies Inc. | 2,279 | US$983K | 0.16% |
| Meta Platforms, Inc. | 1,557 | US$877K | 0.14% |
| Prologis, Inc. | 5,970 | US$809K | 0.13% |
| Walmart Inc. | 7,100 | US$804K | 0.13% |
| Costco Wholesale Corporation | 777 | US$728K | 0.12% |
| Iron Mountain Incorporated (delaware) | 5,479 | US$692K | 0.11% |
| Home Depot, Inc. (the) | 1,925 | US$679K | 0.11% |
| Micron Technology, Inc. | 585 | US$676K | 0.11% |
| Exxon Mobil Corporation | 4,940 | US$675K | 0.11% |
| Rockwell Automation, Inc. | 1,266 | US$627K | 0.10% |
| Rocket Lab Corporation | 5,829 | US$593K | 0.10% |
| Ross Stores, Inc. | 2,705 | US$576K | 0.09% |
| Ge Vernova Inc. | 490 | US$576K | 0.09% |
| Bank Of America Corporation | 9,910 | US$565K | 0.09% |
| Mcdonald's Corporation | 2,059 | US$557K | 0.09% |
| International Business Machines Corporation | 1,949 | US$548K | 0.09% |
| Abbvie Inc. | 2,120 | US$534K | 0.09% |
| Walt Disney Company (the) | 5,519 | US$531K | 0.09% |
| Procter & Gamble Company (the) | 3,587 | US$526K | 0.09% |
| Csx Corporation | 10,013 | US$476K | 0.08% |
| Space Exploration Technologies Corp | 2,724 | US$465K | 0.08% |
| Qualcomm Incorporated | 2,393 | US$442K | 0.07% |
| American Healthcare Reit, Inc. | 8,414 | US$439K | 0.07% |
| Eli Lilly And Company | 361 | US$433K | 0.07% |
| Lockheed Martin Corporation | 849 | US$433K | 0.07% |
| Johnson & Johnson | 1,638 | US$416K | 0.07% |
| Chevron Corporation | 2,429 | US$403K | 0.07% |
| Netflix, Inc. | 5,487 | US$392K | 0.06% |
| Cisco Systems, Inc. | 3,309 | US$389K | 0.06% |
| Berkshire Hathaway Inc. | 736 | US$368K | 0.06% |
| Ge Aerospace | 973 | US$364K | 0.06% |
| Rtx Corporation | 1,831 | US$347K | 0.06% |
| Southwest Airlines Company | 6,635 | US$341K | 0.06% |
| Bristol-myers Squibb Company | 5,833 | US$336K | 0.05% |
| Intel Corporation | 2,395 | US$335K | 0.05% |
| Visa Inc. | 963 | US$330K | 0.05% |
| Unitedhealth Group Incorporated | 739 | US$307K | 0.05% |
| Westamerica Bancorporation | 5,184 | US$304K | 0.05% |
| Lowe's Companies, Inc. | 1,248 | US$275K | 0.05% |
| Corning Incorporated | 1,069 | US$273K | 0.04% |
| Aflac Incorporated | 2,319 | US$272K | 0.04% |
| Amgen Inc. | 699 | US$253K | 0.04% |
| Tjx Companies, Inc. (the) | 1,589 | US$241K | 0.04% |
| At&t Inc. | 11,444 | US$237K | 0.04% |
| Pfizer, Inc. | 9,499 | US$229K | 0.04% |
| Tarsus Pharmaceuticals, Inc. | 3,400 | US$214K | 0.04% |
| Merck & Company, Inc. | 1,633 | US$210K | 0.03% |
| Northrop Grumman Corporation | 407 | US$208K | 0.03% |
| Kla Corporation | 683 | US$206K | 0.03% |
| Verizon Communications Inc. | 4,867 | US$206K | 0.03% |
| Edwards Lifesciences Corporation | 2,261 | US$205K | 0.03% |
Source
View original at SEC
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