Western Wealth Management
Western Wealth Management reported 1,000 stocks worth $3.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AAPL (3.4%), QQQ (3.0%) and NVDA (2.6%). Compared with Q1 2026, the fund added to AAPL, NVDA and SPYM, trimmed QQQ, QQQM and CGDV and sold out of CTA, GSK and EZU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $104M | 3.4% | 358K | +9,255 (+3%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $91.8M | 3.0% | 125K | −6,841 (−5%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $80.2M | 2.6% | 401K | +2,456 (+1%) | 8 of 8 | |
| 4 |  QQQM Invesco Nasdaq | $76.4M | 2.5% | 252K | −61K (−19%) | 8 of 8 | |
| 5 |  SPYM Spdr Series Trust | $65.4M | 2.1% | 744K | +27K (+4%) | 8 of 8 | |
| 6 |  CGDV Capital Group Dividend | $55.1M | 1.8% | 1.1M | −7,191 (−1%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $45.6M | 1.5% | 61K | −1,009 (−2%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $45.3M | 1.5% | 190K | +769 (+0%) | 8 of 8 | |
| 9 |  SPYG Spdr Series Trust | $44.1M | 1.4% | 371K | −21K (−5%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $43.8M | 1.4% | 117K | +4,387 (+4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CTA Simplify Exchange Traded Fun | $3.5M | 115K |
 GSK Gsk PLC ADR F | $3.4M | 1,658 |
 EZU Ishares Inc | $2M | 32K |
 GVAL Cambria ETF TR | $1.8M | 50K |
HONEYWELL INTL INC | $1.5M | 6,794 |
🔒 Free account: see all 30.
Options
valued at the underlying shares
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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Western Wealth Management 13F FAQ
What does Western Wealth Management own?
Western Wealth Management reported 1,000 stocks worth $3.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AAPL (3.4%), QQQ (3.0%) and NVDA (2.6%). The table above lists every position in the filing (the top 10 without an account).
What did Western Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 100 new positions, 424 added to, 391 trimmed and 49 sold out. It sold all of CTA, GSK and EZU.
When will Western Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Western Wealth Management's portfolio worth?
The Q2 2026 filing reports $3.1B 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.