Western Wealth Management, LLC
•CIK: 1767902•Filing: Q4 2025
**Western Wealth Management, LLC** manages $2.2B across a diversified portfolio of 831 positions. The fund exhibits a strong technology and growth tilt, evidenced by top holdings including NDQ at $79.8M and QQQM at $71.9M. Significant allocations are maintained in mega-cap technology names such as AAPL ($71.5M), MSFT ($43.6M), and NVDA ($56.1M). This concentration suggests a strategic focus on market leaders within the technology and growth sectors.
Total AUM
$2.2B
+ $3.2M in options
QoQ Performance
+14.6%
Positions
539
+ 2 options
Top 10 Concentration
31.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ3.7%
QQQM3.3%
AAPL3.3%
SPYM2.7%
NVDA2.6%
BRK/B2.1%
CGDV2.1%
MSFT2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.8%
Technology15.4%
Financial5.2%
Consumer4.7%
ETF4.6%
Healthcare1.5%
Industrial0.6%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
+563 more exited positions
Changes from Q3 2025
NEW6 new positions
↑149 increased
↓44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023