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Brian Levy

West Wealth Group, Llc

Assets Managed
$506.004M
Holdings
130
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
4.98%(2Q avg: 6.83%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in West Wealth Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 130 positions.

Assets under management

The assets under management (AUM) of West Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 506.004M in assets, with a quarterly growth rate of 4.98% and a 2-quarter average growth rate of 6.83%. The portfolio is managed by Brian Levy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 6.73%
10.49%
$53.062M
469,119 shares@ $113.12 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 14.39%
10.24%
$51.793M
245,287 shares@ $211.16 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
8.53%
$43.161M
1.342M shares@ $32.16 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 73.53%
8.51%
$43.018M
562,031 shares@ $76.55 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -4.12%
7.47%
$37.771M
649,206 shares@ $58.19 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 6.11%
3.91%
$19.772M
428,064 shares@ $46.2 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -42.52%
3.87%
$19.56M
263,080 shares@ $74.36 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -22.5%
3.79%
$19.17M
408,658 shares@ $46.92 avg price
CMF
Ishares California Muni Bond
Recent Activity
Increased 21.19%
3.73%
$18.867M
331,806 shares@ $56.87 avg price
THRO
Ishares U.s. Thematic Rotati
Recent Activity
Increased 7.89%
3.37%
$17.05M
470,728 shares@ $36.23 avg price

1-10 of 130