13F Filings History of West Wealth Group, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$482,003,732
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 127 stock holdings with total value $482,003,732 as of Q4 2025. Top holdings included IVW, IVE, DYNF, EFV, and MGC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 127 $482,003,732 +$32,325,754 -$1,435,991 +$30,889,763 IVW, IVE, DYNF, EFV, MGC 13F-HR 26 Jan 2026, 14:08
Q3 2025 123 $443,583,434 +$54,450,561 -$35,216,005 +$19,234,556 IVW, IVE, DYNF, EFV, SPLG 13F-HR 27 Oct 2025, 10:18
Q2 2025 111 $402,165,583 +$55,475,957 -$30,626,150 +$24,849,807 IVW, IVE, EFV, DYNF, SPLG 13F-HR 13 Aug 2025, 11:22
Q1 2025 96 $338,303,229 +$43,014,729 -$29,696,267 +$13,318,462 IVW, IVE, DYNF, JQUA, SPLG 13F-HR 05 May 2025, 16:40
Q4 2024 93 $335,141,517 +$31,264,143 -$5,605,328 +$25,658,815 IVW, IVE, SPLG, DYNF, EFV 13F-HR 22 Jan 2025, 12:12
Q3 2024 84 $308,579,492 +$29,964,848 -$17,368,932 +$12,595,916 IVW, IVE, SPLG, DYNF, EFV 13F-HR 23 Oct 2024, 15:42
Q2 2024 81 $282,825,234 +$25,381,984 -$19,314,831 +$6,067,153 IVW, SPLG, IVE, DYNF, EFG 13F-HR 01 Aug 2024, 15:35
Q1 2024 79 $269,918,516 +$127,379,888 -$126,810,839 +$569,049 SPLG, IVW, IVE, EFV, DYNF 13F-HR 08 May 2024, 16:08
Q4 2023 83 $253,633,519 +$21,246,436 -$19,664,908 +$1,581,528 SPLG, QUAL, EFV, ESGU, EFG 13F-HR 18 Jan 2024, 08:59
Q3 2023 76 $229,148,099 +$39,752,859 -$36,920,538 +$2,832,321 SPLG, EFV, QUAL, EFG, ESGU 13F-HR 06 Oct 2023, 13:31
Q2 2023 74 $236,374,345 +$11,902,233 -$4,047,597 +$7,854,636 SPLG, QUAL, EFG, ESGU, EFV 13F-HR 26 Jul 2023, 09:30
Q1 2023 71 $216,019,583 +$55,285,811 -$54,041,349 +$1,244,462 SPLG, QUAL, EFG, ESGU, EFV 13F-HR 06 Apr 2023, 15:00
Q4 2022 74 $201,174,991 +$24,369,255 -$32,858,728 -$8,489,473 SPLG, ESGU, EFV, EFG, EELV 13F-HR 23 Jan 2023, 15:21
Q3 2022 60 $197,225,000 +$13,805,975 -$18,482,892 -$4,676,917 SPLG, ESGU, EFV, EFG, GOVT 13F-HR 21 Oct 2022, 16:13
Q2 2022 66 $215,787,000 +$32,823,653 -$34,858,767 -$2,035,114 SPLG, ESGU, EFV, GOVT, EFG 13F-HR 27 Jul 2022, 15:24
Q1 2022 63 $251,760,000 +$47,341,611 -$46,324,977 +$1,016,634 SPLG, ESGU, EFV, GOVT, SCHZ 13F-HR 05 May 2022, 14:24
Q4 2021 61 $265,793,000 $0 $0 $0 ESGU, SPLG, EFV, EFG, GOVT 13F-HR 05 May 2022, 12:58