West Wealth Group, LLC - Portfolio overview

West Wealth Group, LLC has 143 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 9.86%
2. IVE - ISHARES TR, 9.62%
3. CORO - BLACKROCK ETF TRUST, 8.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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