Data as of Q4 2025 (Dec 31, 2025)

West Wealth Group, LLC

•CIK: 1923591•Filing: Q4 2025

**West Wealth Group, LLC** manages $482M across a diversified portfolio of 127 positions. The fund exhibits significant concentration in the investment-grade fixed income and dividend equity space, highlighted by top holdings such as IVW at $54.2M and IVE at $45.5M. Further allocations include substantial positions in DYNF ($41.2M) and EFV ($32.7M). This structure suggests a tactical focus on income generation and relative value within established market segments.

Total AUM
$482.0M
QoQ Performance
+8.7%
Positions
81
Top 10 Concentration
64.5%
Latest Filing
Q4 2025

Top Holdings Allocation

IVW
IVE
DYNF
EFV
MGC
SPYM
JQUA
SPEM
IVW11.2%
IVE9.4%
DYNF8.5%
EFV6.8%
MGC5.4%
SPYM5.4%
JQUA5.2%
SPEM5.1%

📈 Biggest Buys

DYNF
BLACKROCK ETF TRUST
+8.6%
8.5% of portfolio
SPEM
SPDR INDEX SHS FDS
+12.1%
5.1% of portfolio
CMF
ISHARES TR
+20.1%
3.3% of portfolio
IVW
ISHARES TR
+4.4%
11.2% of portfolio
IVE
ISHARES TR
+5.2%
9.4% of portfolio

📉 Biggest Sells

GOOGL
ALPHABET INC
-11.2%
0.2% of portfolio
MSFT
MICROSOFT CORP
-2.3%
1.0% of portfolio
IYW
ISHARES TR
-4.5%
0.5% of portfolio
IEFA
ISHARES TR
-24.8%
0.1% of portfolio
IJH
ISHARES TR
-21.8%
0.1% of portfolio

Sector Breakdown

Other88.6%
Technology7.3%
Consumer1.5%
Industrial0.6%
ETF0.5%
Financial0.4%
Healthcare0.3%
Communication0.3%

🚪 Exited Positionssold since Q3 2025

VUG
VANGUARD INDEX FDS
SOLD
$227.9K

Changes from Q3 2025

NEW5 new positions
↑72 increased
↓47 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVW11.2%
ISHARES TR
$54.2M
IVE9.4%
ISHARES TR
$45.5M
DYNF8.5%
BLACKROCK ETF TRUST
$41.2M
EFV6.8%
ISHARES TR
$32.7M
MGC5.4%
VANGUARD WORLD FD
$26.1M

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