Long-term investor
West Wealth Group, LLC @westwealthgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001923591).
Record
- Tracked since 2025-06-30 (472 days), 90 trades recorded
- Returns: week n/a · month n/a · 90 days -0.1% · 6 months +0.5% · 1 year +1.0% · all +1.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 14.9% · long · since 2025-09-30
- 464287309 · 11.3% · long · since 2025-09-30
- 464287408 · 9.2% · long · since 2025-09-30
- 09290C764 · 8.6% · long · since 2026-03-31
- 09290C103 · 7.5% · long · since 2025-09-30
- 46434V613 · 4.2% · long · since 2025-09-30
- 464288356 · 4.0% · long · since 2025-09-30
- 46432F842 · 3.4% · long · since 2025-09-30
- 09290C780 · 3.1% · long · since 2025-09-30
- AAPL · 3.0% · long · since 2025-09-30
- 09290C806 · 2.7% · long · since 2025-09-30
- 78463X509 · 2.5% · long · since 2025-09-30