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 (434 days), 71 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.0% · 6 months +12.1% · 1 year +18.3% · all +18.3%
  • Max drawdown -2.6% · Sharpe 0.94 · win rate 52% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 14.5% · long · since 2025-06-30
  • 464287309 · 11.0% · long · since 2025-06-30
  • 464287408 · 9.3% · long · since 2025-06-30
  • 09290C764 · 8.5% · long · since 2026-03-31
  • 09290C103 · 7.5% · long · since 2025-06-30
  • 09290C780 · 3.9% · long · since 2025-06-30
  • 464288356 · 3.6% · long · since 2025-06-30
  • 46434V613 · 3.5% · long · since 2025-06-30
  • 78463X509 · 2.8% · long · since 2025-06-30
  • AAPL · 2.7% · long · since 2025-06-30
  • 09290C806 · 2.6% · long · since 2025-06-30
  • 37960A529 · 2.0% · long · since 2025-09-30

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