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Kara Lynn Jett

Western Wealth Management, Llc

Assets Managed
$2.737B
Holdings
2685
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
26.09%(2Q avg: 20.3%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Western Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2685 positions.

Assets under management

The assets under management (AUM) of Western Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.737B in assets, with a quarterly growth rate of 26.09% and a 2-quarter average growth rate of 20.3%. The portfolio is managed by Kara Lynn Jett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 32.53%
3.24%
$88.491M
348,678 shares@ $253.79 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.19%
2.78%
$75.883M
131,472 shares@ $577.18 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 9.94%
2.72%
$74.283M
312,615 shares@ $237.62 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 33.42%
2.56%
$70.001M
401,381 shares@ $174.4 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.17%
2.01%
$54.898M
717,248 shares@ $76.54 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 8.53%
1.75%
$47.845M
1.125M shares@ $42.55 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.61%
1.56%
$42.645M
88,993 shares@ $479.2 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 25.5%
1.53%
$41.86M
113,083 shares@ $370.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 22.13%
1.48%
$40.332M
62,017 shares@ $650.34 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 25.31%
1.45%
$39.439M
189,362 shares@ $208.28 avg price

1-10 of 2685