West Wealth Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$309M
Signature - Title
Brian Levy - Managing Member
Location
Irvine, CA
Summary
This page shows a list of all the recent 13F filings made by West Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. West Wealth Group, LLC reported 84 stock holdings with total value $309M as of Q3 2024. Top holdings included IVW, IVE, SPLG, DYNF, and EFV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 84 $309M +$30M -$17.4M +$12.6M IVW, IVE, SPLG, DYNF, EFV 13F-HR 10/23/2024, 03:42 PM
Q2 2024 81 $283M +$25.4M -$19.3M +$6.07M IVW, SPLG, IVE, DYNF, EFG 13F-HR 8/1/2024, 03:35 PM
Q1 2024 79 $270M +$127M -$127M +$569K SPLG, IVW, IVE, EFV, DYNF 13F-HR 5/8/2024, 04:08 PM
Q4 2023 83 $254M +$21.2M -$19.7M +$1.58M SPLG, QUAL, EFV, ESGU, EFG 13F-HR 1/18/2024, 08:59 AM
Q3 2023 76 $229M +$39.8M -$36.9M +$2.83M SPLG, EFV, QUAL, EFG, ESGU 13F-HR 10/6/2023, 01:31 PM
Q2 2023 74 $236M +$11.9M -$4.05M +$7.85M SPLG, QUAL, EFG, ESGU, EFV 13F-HR 7/26/2023, 09:30 AM
Q1 2023 71 $216M +$55.3M -$54M +$1.24M SPLG, QUAL, EFG, ESGU, EFV 13F-HR 4/6/2023, 03:00 PM
Q4 2022 74 $201M +$24.4M -$32.9M -$8.49M SPLG, ESGU, EFV, EFG, EELV 13F-HR 1/23/2023, 03:21 PM
Q3 2022 60 $197M +$13.8M -$18.5M -$4.68M SPLG, ESGU, EFV, EFG, GOVT 13F-HR 10/21/2022, 04:13 PM
Q2 2022 66 $216M +$32.8M -$34.9M -$2.04M SPLG, ESGU, EFV, GOVT, EFG 13F-HR 7/27/2022, 03:24 PM
Q1 2022 63 $252M +$47.3M -$46.3M +$1.02M SPLG, ESGU, EFV, GOVT, SCHZ 13F-HR 5/5/2022, 02:24 PM
Q4 2021 61 $266M $0 $0 ESGU, SPLG, EFV, EFG, GOVT 13F-HR 5/5/2022, 12:58 PM