West Wealth Group
West Wealth Group reported 145 stocks worth $645M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPYM (14.9%), IVW (11.3%) and IVE (9.2%). Compared with Q2 2026, the fund opened new positions in VV, XOM and BRK.A, added to SPYM, IVW and IVE, trimmed BAI, SPEM and PZA and sold out of JMOM, XOM and ABBV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $96.3M | 14.9% | 1.1M | +66K (+7%) | 8 of 8 | |
| 2 |  IVW Ishares TR | $72.8M | 11.3% | 512K | +25K (+5%) | 8 of 8 | |
| 3 |  IVE Ishares TR | $59.2M | 9.2% | 259K | +10K (+4%) | 8 of 8 | |
| 4 |  CORO Ishares International Country Rotation Active ETF | $55.4M | 8.6% | 1.5M | +103K (+7%) | 3 of 8 | |
| 5 |  DYNF Blackrock ETF Trust | $48.2M | 7.5% | 696K | +20K (+3%) | 8 of 8 | |
| 6 |  IUSB Ishares Core | $27.1M | 4.2% | 615K | +147K (+31%) | 8 of 8 | |
| 7 |  CMF Ishares TR | $25.8M | 4.0% | 477K | +92K (+24%) | 8 of 8 | |
| 8 |  IEFA Ishares TR | $22.1M | 3.4% | 229K | +224K (+5156%) | 7 of 8 | |
| 9 |  BAI Blackrock ETF Trust | $20.2M | 3.1% | 428K | −24K (−5%) | 6 of 8 | |
| 10 |  AAPL Apple Inc | $19.3M | 3.0% | 109K | +52K (+90%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 JMOM J P Morgan Exchange Traded F | $12.1M | 141K |
DIMENSIONAL ETF TRUST | $1.9M | 44K |
 XOM Exxon Mobil Corp | $675K | 4,940 |
DIMENSIONAL U S TARGETED | $570K | 8,160 |
 ABBV Abbvie Inc | $534K | 2,120 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →West Wealth Group 13F FAQ
What does West Wealth Group own?
West Wealth Group reported 145 stocks worth $645M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPYM (14.9%), IVW (11.3%) and IVE (9.2%). The table above lists every position in the filing (the top 10 without an account).
What did West Wealth Group buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 88 added to, 35 trimmed and 11 sold out. New positions include VV, XOM and BRK.A. It sold all of JMOM, XOM and ABBV.
When will West Wealth Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is West Wealth Group's portfolio worth?
The Q3 2026 filing reports $645M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.