0001172661-26-001663.txt : 20260512
0001172661-26-001663.hdr.sgml : 20260512
20260511174735
ACCESSION NUMBER: 0001172661-26-001663
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260331
FILED AS OF DATE: 20260512
DATE AS OF CHANGE: 20260511
EFFECTIVENESS DATE: 20260512
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: West Wealth Group, LLC
CENTRAL INDEX KEY: 0001923591
ORGANIZATION NAME:
EIN: 872478709
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22454
FILM NUMBER: 26964755
BUSINESS ADDRESS:
STREET 1: 2 PARK PLAZA
STREET 2: SUITE 800
CITY: IRVINE
STATE: CA
ZIP: 92614
BUSINESS PHONE: 949-682-9105
MAIL ADDRESS:
STREET 1: 2 PARK PLAZA
STREET 2: SUITE 800
CITY: IRVINE
STATE: CA
ZIP: 92614
13F-HR
1
primary_doc.xml
X0202
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0001923591
XXXXXXXX
03-31-2026
03-31-2026
false
West Wealth Group, LLC
2 Park Plaza
Suite 800
Irvine
CA
92614
13F HOLDINGS REPORT
028-22454
000316644
801-122438
N
Brian Levy
Managing Member
949-682-9105
/s/ Brian Levy
Irvine
CA
05-11-2026
0
130
506004093
INFORMATION TABLE
2
infotable.xml
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AFLAC INC
COM
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ALPHABET INC
CAP STK CL A
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3045
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SOLE
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3045
ALPHABET INC
CAP STK CL C
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2796
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AMAZON COM INC
COM
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AMERICAN CENTY ETF TR
US SML CP VALU
025072877
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9429
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AMERICAN CENTY ETF TR
US LARGE CAP VLU
025072349
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7879
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0
7879
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
461885
5732
SH
SOLE
0
0
5732
AMERICAN HEALTHCARE REIT INC
COM SHS
398182303
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8374
SH
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AMGEN INC
COM
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645
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APPLE INC
COM
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APPLIED MATLS INC
COM
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COM
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COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BLACKROCK ETF TRUST
ISHARES INTL CTR
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BLACKROCK ETF TRUST
ISHARES US THEMA
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BLACKROCK ETF TRUST
ISHARES US CARBO
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BLACKROCK ETF TRUST
ISHARES US EQUIT
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BLACKROCK ETF TRUST
ISHARES A I INNO
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BLACKROCK ETF TRUST
ISHARES US LARG
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BLACKROCK ETF TRUST II
ISHARES FLEXIBLE
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BOEING CO
COM
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1471676
7394
SH
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0
7394
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
09789C812
3959686
86342
SH
SOLE
0
0
86342
BROADCOM INC
COM
11135F101
3866380
12491
SH
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12491
CATERPILLAR INC
COM
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919
SH
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CHEVRON CORPORATION
COM
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395496
1911
SH
SOLE
0
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1911
CISCO SYS INC
COM
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241306
3110
SH
SOLE
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COSTCO WHOLESALE CORPORATION
COM
22160K105
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710
SH
SOLE
0
0
710
CSX CORP
COM
126408103
395003
9622
SH
SOLE
0
0
9622
DELL TECHNOLOGIES INC
CL C
24703L202
351663
2142
SH
SOLE
0
0
2142
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
25434V773
665916
19777
SH
SOLE
0
0
19777
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
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3516
SH
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3516
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
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DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
510158
8169
SH
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0
0
8169
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
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13732
SH
SOLE
0
0
13732
DISNEY WALT CO
COM
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5381
SH
SOLE
0
0
5381
ELI LILLY & CO
COM
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EXXON MOBIL CORP
COM
30231G102
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SH
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4515
GE AEROSPACE
COM NEW
369604301
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SH
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0
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GE VERNOVA INC
COM
36828A101
421455
482
SH
SOLE
0
0
482
GLOBAL X FDS
DEFENSE TECH ETF
37960A529
11345392
160155
SH
SOLE
0
0
160155
GOLDMAN SACHS ETF TR
TECHNOLOGY OPPOR
38149W432
1109416
30640
SH
SOLE
0
0
30640
HOME DEPOT INC
COM
437076102
619045
1882
SH
SOLE
0
0
1882
INTERNATIONAL BUSINESS MACHS
COM
459200101
445462
1837
SH
SOLE
0
0
1837
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
223872
942
SH
SOLE
0
0
942
INVESCO EXCH TRADED FD TR II
NATL AMT MUNI
46138E537
10175555
442800
SH
SOLE
0
0
442800
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
392554
5220
SH
SOLE
0
0
5220
INVESCO QQQ TR
UNIT SER 1
46090E103
575175
996
SH
SOLE
0
0
996
IRON MTN INC DEL
COM
46284V101
599131
5865
SH
SOLE
0
0
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ISHARES GOLD TR
ISHARES NEW
464285204
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28749
ISHARES INC
MSCI EMRG CHN
46434G764
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9481
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ISHARES INC
CORE MSCI EMKT
46434G103
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0
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9216
ISHARES INC
ESG AWR MSCI EM
46434G863
238016
5234
SH
SOLE
0
0
5234
ISHARES TR
MSCI EAFE ETF
464287465
205061
2111
SH
SOLE
0
0
2111
ISHARES TR
CORE MSCI EAFE
46432F842
258911
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SH
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ISHARES TR
0-3 MNTH TREASRY
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ISHARES TR
EAFE GRWTH ETF
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ISHARES TR
INVESTMENT GRADE
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ISHARES TR
MSCI USA VALUE
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ISHARES TR
US TREAS BD ETF
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210862
ISHARES TR
CORE S&P MCP ETF
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296318
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ISHARES TR
ESG EAFE ETF
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3007
SH
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3007
ISHARES TR
ESG MSCI KLD 400
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3769
SH
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0
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ISHARES TR
SYSTEMATIC BD ET
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SH
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6519
ISHARES TR
ESG AWR MSCI USA
46435G425
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SH
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ISHARES TR
S&P 500 VAL ETF
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ISHARES TR
CORE UNIVRSL USD
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ISHARES TR
S&P 500 GRWT ETF
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469119
ISHARES TR
0-5 YR TIPS ETF
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5374
ISHARES TR
IBOXX HI YD ETF
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ISHARES TR
ESG MSCI USA ETF
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ISHARES TR
CORE DIV GRWTH
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ISHARES TR
CORE MSCI INTL
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ISHARES TR
U.S. TECH ETF
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ISHARES TR
MSCI USA MIN VOL
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16592
ISHARES TR
CORE 80/20 AGGRE
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5946
SH
SOLE
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0
5946
ISHARES TR
EAFE VALUE ETF
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263080
SH
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263080
ISHARES TR
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ISHARES TR
MSCI USA QLT FCT
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39644
ISHARES TR
US INFRASTRUC
46435U713
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ISHARES TR
NATIONAL MUN ETF
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US MOMENTUM
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US QUALTY FCTR
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J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
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JANUS DETROIT STR TR
HENDRSON AAA CL
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JOHNSON & JOHNSON
COM
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340665
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SH
SOLE
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JPMORGAN CHASE & CO
COM
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SH
SOLE
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LAM RESEARCH CORP
COM NEW
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941489
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SH
SOLE
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LOCKHEED MARTIN CORP
COM
539830109
507431
839
SH
SOLE
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839
MCDONALDS CORP
COM
580135101
642458
2067
SH
SOLE
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META PLATFORMS INC
CL A
30303M102
805766
1408
SH
SOLE
0
0
1408
MICROSOFT CORP
COM
594918104
3683899
9951
SH
SOLE
0
0
9951
NETFLIX INC.
COM
64110L106
500653
5207
SH
SOLE
0
0
5207
NEUBERGER R/EST SECS INC FD
COM
64190A103
59347
20897
SH
SOLE
0
0
20897
NORTHROP GRUMMAN CORP
COM
666807102
275642
404
SH
SOLE
0
0
404
NVIDIA CORPORATION
COM
67066G104
6556506
37594
SH
SOLE
0
0
37594
PFIZER INC
COM
717081103
235570
8389
SH
SOLE
0
0
8389
PROCTER & GAMBLE CO
COM
742718109
525884
3640
SH
SOLE
0
0
3640
PROLOGIS INC.
COM
74340W103
812025
6143
SH
SOLE
0
0
6143
QUALCOMM INC
COM
747525103
304724
2366
SH
SOLE
0
0
2366
ROCKET LAB CORP
COM
773121108
373311
5813
SH
SOLE
0
0
5813
ROCKWELL AUTOMATION INC
COM
773903109
452573
1261
SH
SOLE
0
0
1261
ROSS STORES INC
COM
778296103
584713
2699
SH
SOLE
0
0
2699
RTX CORPORATION
COM
75513E101
291810
1512
SH
SOLE
0
0
1512
SCHWAB STRATEGIC TR
FUNDAMENTAL INTL
808524748
401908
8669
SH
SOLE
0
0
8669
SCHWAB STRATEGIC TR
FUNDAMENTAL INTL
808524755
352959
7213
SH
SOLE
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0
7213
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
530555
1354
SH
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0
1354
SELECT SECTOR SPDR TR
STATE STREET ENE
81369Y506
481156
7854
SH
SOLE
0
0
7854
SEMPRA
COM
816851109
1055518
10862
SH
SOLE
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0
10862
SOUTHWEST AIRLS CO
COM
844741108
245256
6527
SH
SOLE
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0
6527
SPDR INDEX SHS FDS
STATE STREET SPD
78463X509
19170192
408658
SH
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408658
SPDR SERIES TRUST
STATE STREET SPD
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43017921
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SH
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562031
SPDR SERIES TRUST
STATE STREET SPD
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158721
SH
SOLE
0
0
158721
STATE STR SPDR S&P 500 ETF T
TR UNIT
78462F103
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1196
SH
SOLE
0
0
1196
TARSUS PHARMACEUTICALS INC
COM
87650L103
238510
3400
SH
SOLE
0
0
3400
TESLA INC
COM
88160R101
2142767
5764
SH
SOLE
0
0
5764
TJX COS INC NEW
COM
872540109
253475
1587
SH
SOLE
0
0
1587
UNITEDHEALTH GROUP INC
COM
91324P102
218329
806
SH
SOLE
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0
806
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
3399745
70754
SH
SOLE
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0
70754
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
891391
2778
SH
SOLE
0
0
2778
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
525274
879
SH
SOLE
0
0
879
VANGUARD WORLD FD
INF TECH ETF
92204A702
422661
605
SH
SOLE
0
0
605
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
653529
2765
SH
SOLE
0
0
2765
VERIZON COMMUNICATIONS INC
COM
92343V104
220770
4397
SH
SOLE
0
0
4397
VISA INC
COM CL A
92826C839
237214
784
SH
SOLE
0
0
784
WALMART INC
COM
931142103
839385
6753
SH
SOLE
0
0
6753
WESTAMERICA BANCORPORATION
COM
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270359
5184
SH
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0
5184