West Wealth Group, LLC
SEC Form 13F institutional filer · CIK 0001923591
13F-HR · 68 reported holdings · 2026-03-31
Reported long-US-equity value
$0.26B
Top-10 concentration
86.7%
West Wealth Group, LLC — $256M AUM allocation strategy
West Wealth Group, LLC files SEC Form 13F and reports $256M of long US equity value across 68 reported holdings for 2026-03-31.
Its largest sector bet is Financials 47.3%, followed by Information Technology 11.8% and Consumer Discretionary 2.0%.
The top 10 holdings account for 87% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
West Wealth Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$256M
total across 68 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
87% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +364K sh · +$8.61M+$SPYM +238K sh · +$17M+$IVV +212K sh · +$5.64M
Biggest trims (shares)
−$DIS −2.26K sh · −$350K−$IYY −924 sh · −$366K−$BRK.B −276 sh · −$154K
Exited to nil (held last quarter, gone now)
$KKR ($264K last qtr)$ORCL ($227K last qtr)$EW ($201K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks26.3%—
- Financial Exchanges & Data20.2%—
- Technology Hardware, Storage & Peripherals5.5%—
- Semiconductors4.5%—
- Systems Software1.5%—
- Broadline Retail1.2%—
- Automobile Manufacturers0.8%—
- Aerospace & Defense0.5%—
- Other holdings39.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BLK | BlackRock Inc | 531K | $56.6M | +26.8K | 22.1% |
| $SPGI | S&P Global Inc | 245K | $51.8M | +30.9K | 20.3% |
| $AAPL | Apple Inc | 55.8K | $14.2M | +1.49K | 5.5% |
| $IVZ | Invesco Ltd | 448K | $10.6M | +364K | 4.1% |
| $NVDA | NVIDIA Corporation | 37.6K | $6.56M | +3.48K | 2.6% |
| $AVGO | Broadcom Inc | 12.5K | $3.87M | +193 | 1.5% |
| $MSFT | Microsoft Corporation | 9.95K | $3.68M | +229 | 1.4% |
| $AMZN | Amazon.com Inc | 14.2K | $2.95M | +1.33K | 1.2% |
…and 60 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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