Western Wealth Management, LLC ETF holdings
Golden, CO
Reported $2.0B in 600 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.0B
ETFs held
600
Change from prior quarter
+13.6%
With price moves
ETFs as a share of its 13F
64.9%
of $3.1B
Top 10 of 600 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $91.8M | 124,631 | −6,841 shares |
| QQQM | Invesco NASDAQ 100 ETF | $76.4M | 252,021 | −60,594 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $65.4M | 744,025 | +26,777 shares |
| CGDV | Capital Group Dividend Value ETF | $55.1M | 1,117,504 | −7,191 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $45.6M | 61,008 | −1,009 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $44.1M | 370,959 | −21,151 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $36.1M | 837,131 | −12,047 shares |
| IVW | iShares S&P 500 Growth ETF | $32.1M | 233,092 | −2,269 shares |
| IVV | iShares Core S&P 500 ETF | $31.6M | 42,201 | −2,675 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $29.3M | 361,477 | +7,768 shares |
590 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) 0001767902. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Western Wealth Management, LLC own?
Western Wealth Management, LLC reported 600 ETF positions worth $2.0B in its Form 13F for June 30, 2026. The largest was QQQ, at $91.8M.
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.