SEC Form 13F · Q2 2026

West Wealth Group, LLC

Institutional Holdings Report

13F-HRCA
$611.3M
Portfolio Value
143
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
West Wealth Group, LLC
CIK
1923591
Accession No.
0001172661-26-003107
Location
Irvine, CA
Form Type
13F-HR
Portfolio Value
$611.3M
Holdings Reported
143
Reporting Period
Q2 2026
Filed
August 6, 2026

About this Filing

West Wealth Group, LLC is an institutional investment manager based in Irvine, CA reporting approximately $611.3M in 13(f) securities across 143 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.