West Wealth Group, LLC ETF holdings
Irvine, CA
Reported $535.2M in 75 ETFs in its Form 13F for June 30, 2026.
ETF value
$535.2M
ETFs held
75
Change from prior quarter
+19.9%
With price moves
ETFs as a share of its 13F
87.6%
of $611.3M
Top 10 of 75 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $88.5M | 1,006,588 | +444,557 shares |
| IVW | iShares S&P 500 Growth ETF | $67.0M | 486,868 | +17,749 shares |
| IVE | iShares S&P 500 Value ETF | $56.6M | 249,298 | +4,011 shares |
| CORO | iShares International Country Rotation Active ETF | $52.0M | 1,421,104 | +78,747 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $46.0M | 676,626 | +27,420 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $23.8M | 451,582 | −59,606 shares |
| CMF | iShares California Muni Bond ETF | $22.2M | 384,830 | +53,024 shares |
| IUSB | iShares Core Universal USD Bond ETF | $21.6M | 468,155 | +40,091 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $16.9M | 326,406 | −82,252 shares |
| THRO | iShares U.S. Thematic Rotation Active ETF | $16.1M | 373,988 | −96,740 shares |
65 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001923591. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does West Wealth Group, LLC own?
West Wealth Group, LLC reported 75 ETF positions worth $535.2M in its Form 13F for June 30, 2026. The largest was SPYM, at $88.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.