West Wealth Group, LLC reported 64 positions worth $80.03M for the quarter ended Sep 30, 2026, up 2.0% on the prior quarter. It opened 6 new positions, added to 38, trimmed 17 and exited 10. Its largest holding is Apple Inc. at 24.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +51.7K | +90.4% | $9.17M | 24.13% |
| MSFT Microsoft Corp | +38.2K | +371.7% | $4.31M | 6.83% |
| AMZN Amazon Com Inc | +51.7K | +355.1% | $2.87M | 4.6% |
| JPM Jpmorgan Chase & Co | +46.2K | +1,442.1% | $1.51M | 2.02% |
| BRK-A Berkshire Hathaway Inc | +1 | – | $747.01K | 0.933% |
| IAU Ishares Gold Trust | +5,210 | +16.1% | $406.90K | 3.67% |
| PANW Palo Alto Networks Inc | +1,020 | – | $405.26K | 0.506% |
| BAC Bank Of America Corp | +23.4K | +236.0% | $389.17K | 0.692% |
| PFE Pfizer Inc | +128.7K | +1,355.2% | $354.68K | 0.476% |
| AVGO Broadcom Inc. | +906 | +7.0% | $318.19K | 6.11% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOG Alphabet Inc. | -2,844 | -100.0% | $1.01M | Exited |
| COST Costco Wholesale Corp | -777 | -100.0% | $727.50K | Exited |
| MU Micron Technology Inc | -585 | -100.0% | $675.51K | Exited |
| NVDA Nvidia Corp | -2,612 | -6.7% | $596.53K | 10.36% |
| ABBV AbbVie Inc. | -2,120 | -100.0% | $533.65K | Exited |
| JNJ Johnson & Johnson | -1,638 | -100.0% | $416.05K | Exited |
| AMD Advanced Micro Devices Inc | -637 | -14.1% | $389.69K | 2.97% |
| STX Seagate Technology Holdings plc | -411 | -30.2% | $379.26K | 1.09% |
| BRK-B Berkshire Hathaway Inc | -736 | -100.0% | $368.29K | Exited |
| INTC Intel Corp | -2,395 | -100.0% | $334.54K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| BRK-A Berkshire Hathaway Inc | +1 | $747.01K | 0.933% |
| PANW Palo Alto Networks Inc | +1,020 | $405.26K | 0.506% |
| PLTR Palantir Technologies Inc. | +1,475 | $275.90K | 0.345% |
| CRM Salesforce, Inc. | +1,077 | $247.22K | 0.309% |
| IBIT iShares Bitcoin Trust ETF | +4,655 | $220.37K | 0.275% |
| DHI Horton D R Inc | +13.4K | $24.35K | 0.03% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GOOG Alphabet Inc. | -2,844 | $1.01M | 1.28% |
| COST Costco Wholesale Corp | -777 | $727.50K | 0.927% |
| MU Micron Technology Inc | -585 | $675.51K | 0.861% |
| ABBV AbbVie Inc. | -2,120 | $533.65K | 0.68% |
| JNJ Johnson & Johnson | -1,638 | $416.05K | 0.53% |
| BRK-B Berkshire Hathaway Inc | -736 | $368.29K | 0.47% |
| INTC Intel Corp | -2,395 | $334.54K | 0.427% |
| GLW Corning Inc | -1,069 | $273.12K | 0.348% |
| KLAC Kla Corp | -683 | $206.20K | 0.263% |
| EW Edwards Lifesciences Corp | -2,261 | $204.53K | 0.261% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 108.8K | $19.31M | 24.13% | +51.7K | +90.4% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 36.3K | $8.29M | 10.36% | -2,612 | -6.7% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 48.4K | $5.47M | 6.83% | +38.2K | +371.7% | Added | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 13.9K | $4.89M | 6.11% | +906 | +7.0% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 66.3K | $3.68M | 4.6% | +51.7K | +355.1% | Added | 0% |
| 6 | IAU Ishares Gold Trust | Others | 37.6K | $2.94M | 3.67% | +5,210 | +16.1% | Added | 0% |
| 7 | AMD Advanced Micro Devices Inc | Technology | 3,890 | $2.38M | 2.97% | -637 | -14.1% | Reduced | 0% |
| 8 | TSLA Tesla, Inc. | Consumer Discretionary | 6,036 | $2.14M | 2.68% | +296 | +5.2% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 49.4K | $1.62M | 2.02% | +46.2K | +1,442.1% | Added | 0% |
| 10 | BA Boeing Co | Industrials | 7,773 | $1.45M | 1.81% | -98 | -1.2% | Reduced | 0% |
| 11 | LRCX Lam Research Corp | Technology | 4,265 | $1.40M | 1.75% | -134 | -3.0% | Reduced | 0% |
| 12 | GOOGL Alphabet Inc. | Technology | 3,759 | $1.29M | 1.62% | +115 | +3.2% | Added | 0% |
| 13 | DELL Dell Technologies Inc. | Technology | 2,287 | $1.23M | 1.54% | +8 | +0.4% | Added | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 1,612 | $1.17M | 1.46% | +55 | +3.5% | Added | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 6,264 | $1.02M | 1.27% | +1,324 | +26.8% | Added | 0% |
Tip. Select a row to see that position’s full history at West Wealth.
As of its Q3 2026 13F filing, West Wealth Group, LLC’s five largest positions were Apple Inc. (AAPL) at 24.1%, Nvidia Corp (NVDA) at 10.4%, Microsoft Corp (MSFT) at 6.8%, Broadcom Inc. (AVGO) at 6.1%, Amazon Com Inc (AMZN) at 4.6% of the reported portfolio.
West Wealth Group, LLC reported a 13F portfolio worth $80.03M across 64 positions for Q3 2026. That is up 2.0% from the previous quarter.
Its largest purchases by value were Apple Inc. ($9.17M), Microsoft Corp ($4.31M), Amazon Com Inc ($2.87M). It opened 6 new positions.
Its largest sales by value were Alphabet Inc. ($1.01M), Costco Wholesale Corp ($727.50K), Micron Technology Inc ($675.51K). It exited 10 positions entirely.
From the Form 13F-HR reports West Wealth Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.