0001172661-23-002619.txt : 20230726
0001172661-23-002619.hdr.sgml : 20230726
20230726093016
ACCESSION NUMBER: 0001172661-23-002619
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230726
DATE AS OF CHANGE: 20230726
EFFECTIVENESS DATE: 20230726
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: West Wealth Group, LLC
CENTRAL INDEX KEY: 0001923591
IRS NUMBER: 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: 231110306
BUSINESS ADDRESS:
STREET 1: 2 PARK PLAZA
STREET 2: SUITE 280
CITY: IRVINE
STATE: CA
ZIP: 92614
BUSINESS PHONE: 949-682-9105
MAIL ADDRESS:
STREET 1: 2 PARK PLAZA
STREET 2: SUITE 280
CITY: IRVINE
STATE: CA
ZIP: 92614
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001923591
XXXXXXXX
06-30-2023
06-30-2023
false
West Wealth Group, LLC
2 Park Plaza
Suite 280
Irvine
CA
92614
13F HOLDINGS REPORT
028-22454
000316644
801-122438
N
Brian Levy
Managing Member
949-682-9105
/s/ Brian Levy
Irvine
CA
07-26-2023
0
74
236374345
INFORMATION TABLE
2
infotable.xml
ALPHABET INC
CAP STK CL C
02079K107
229843
1900
SH
SOLE
0
0
1900
AMAZON COM INC
COM
023135106
1738742
13338
SH
SOLE
0
0
13338
ANNALY CAPITAL MANAGEMENT IN
COM NEW
035710839
221797
11084
SH
SOLE
0
0
11084
APPLE INC
COM
037833100
8436906
43496
SH
SOLE
0
0
43496
AT&T INC
COM
00206R102
174659
10950
SH
SOLE
0
0
10950
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
305877
897
SH
SOLE
0
0
897
BLACKROCK ETF TRUST
US CARBON TRANS
09290C509
365078
7475
SH
SOLE
0
0
7475
BOEING CO
COM
097023105
1679456
7953
SH
SOLE
0
0
7953
BROADCOM INC
COM
11135F101
809444
933
SH
SOLE
0
0
933
CLEVELAND-CLIFFS INC NEW
COM
185899101
173768
10368
SH
SOLE
0
0
10368
CSX CORP
COM
126408103
248854
7298
SH
SOLE
0
0
7298
DISNEY WALT CO
COM
254687106
300322
3364
SH
SOLE
0
0
3364
FIRST FNDTN INC
COM
32026V104
80453
20265
SH
SOLE
0
0
20265
FS CREDIT OPPORTUNITIES CORP
COMMON STOCK
30290Y101
56118
11814
SH
SOLE
0
0
11814
HOME DEPOT INC
COM
437076102
437403
1408
SH
SOLE
0
0
1408
INVESCO EXCH TRADED FD TR II
KBW PREM YIELD
46138E594
213844
11907
SH
SOLE
0
0
11907
IRON MTN INC DEL
COM
46284V101
284100
5000
SH
SOLE
0
0
5000
ISHARES INC
CORE MSCI EMKT
46434G103
12988660
263515
SH
SOLE
0
0
263515
ISHARES TR
FALN ANGLS USD
46435G474
505484
19924
SH
SOLE
0
0
19924
ISHARES TR
EAFE GRWTH ETF
464288885
19711650
206599
SH
SOLE
0
0
206599
ISHARES TR
ESG EAFE ETF
46436E759
217875
3577
SH
SOLE
0
0
3577
ISHARES TR
ESG AW MSCI EAFE
46435G516
226276
3103
SH
SOLE
0
0
3103
ISHARES TR
AGGRES ALLOC ETF
464289859
366093
5518
SH
SOLE
0
0
5518
ISHARES TR
ESG MSCI USA ETF
46436E767
398020
11071
SH
SOLE
0
0
11071
ISHARES TR
US INFRASTRUC
46435U713
2270223
58092
SH
SOLE
0
0
58092
ISHARES TR
ESG AWR MSCI USA
46435G425
15424519
158265
SH
SOLE
0
0
158265
ISHARES TR
EAFE VALUE ETF
464288877
13443738
274698
SH
SOLE
0
0
274698
ISHARES TR
MSCI KLD400 SOC
464288570
405585
4819
SH
SOLE
0
0
4819
ISHARES TR
US TREAS BD ETF
46429B267
5479070
239261
SH
SOLE
0
0
239261
ISHARES TR
MSCI USA MIN VOL
46429B697
6391892
85993
SH
SOLE
0
0
85993
ISHARES TR
CORE S&P500 ETF
464287200
268149
602
SH
SOLE
0
0
602
ISHARES TR
MSCI USA QLT FCT
46432F339
28681974
212664
SH
SOLE
0
0
212664
ISHARES TR
U.S. TECH ETF
464287721
10754042
98779
SH
SOLE
0
0
98779
ISHARES TR
MBS ETF
464288588
5750663
61659
SH
SOLE
0
0
61659
ISHARES TR
JPMORGAN USD EMG
464288281
557006
6436
SH
SOLE
0
0
6436
ISHARES TR
CORE TOTAL USD
46434V613
7142482
157081
SH
SOLE
0
0
157081
ISHARES TR
10-20 YR TRS ETF
464288653
1744006
15744
SH
SOLE
0
0
15744
ISHARES TR
MORTGE REL ETF
46435G342
452240
19163
SH
SOLE
0
0
19163
ISHARES TR
MSCI USA VALUE
46432F388
395184
4214
SH
SOLE
0
0
4214
LAM RESEARCH CORP
COM
512807108
264084
411
SH
SOLE
0
0
411
LOCKHEED MARTIN CORP
COM
539830109
349375
759
SH
SOLE
0
0
759
MARRIOTT INTL INC NEW
CL A
571903202
1057082
5755
SH
SOLE
0
0
5755
MCDONALDS CORP
COM
580135101
764783
2563
SH
SOLE
0
0
2563
MICROSOFT CORP
COM
594918104
2602851
7643
SH
SOLE
0
0
7643
NVIDIA CORPORATION
COM
67066G104
882417
2086
SH
SOLE
0
0
2086
PEPSICO INC
COM
713448108
208439
1125
SH
SOLE
0
0
1125
PROCTER AND GAMBLE CO
COM
742718109
484599
3194
SH
SOLE
0
0
3194
ROCKWELL AUTOMATION INC
COM
773903109
564293
1713
SH
SOLE
0
0
1713
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
9817127
212676
SH
SOLE
0
0
212676
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
420158
5786
SH
SOLE
0
0
5786
SELECT SECTOR SPDR TR
ENERGY
81369Y506
236027
2908
SH
SOLE
0
0
2908
SEMPRA
COM
816851109
783858
5384
SH
SOLE
0
0
5384
SIENTRA INC
COM
82621J204
43950
15000
SH
SOLE
0
0
15000
SOUTHWEST AIRLS CO
COM
844741108
247844
6845
SH
SOLE
0
0
6845
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
624068
18147
SH
SOLE
0
0
18147
SPDR INDEX SHS FDS
S&P GBLINF ETF
78463X855
805174
15087
SH
SOLE
0
0
15087
SPDR S&P 500 ETF TR
TR UNIT
78462F103
214729
484
SH
SOLE
0
0
484
SPDR SER TR
BLOOMBERG INTL
78464A151
611080
21532
SH
SOLE
0
0
21532
SPDR SER TR
ICE PFD SEC ETF
78464A292
643781
19235
SH
SOLE
0
0
19235
SPDR SER TR
BBG CONV SEC ETF
78464A359
531213
7594
SH
SOLE
0
0
7594
SPDR SER TR
PRTFLO S&P500 HI
78468R788
415843
11215
SH
SOLE
0
0
11215
SPDR SER TR
PORTFOLIO LN TSR
78464A664
1095622
36643
SH
SOLE
0
0
36643
SPDR SER TR
BLOOMBERG EMERGI
78464A391
1203510
56877
SH
SOLE
0
0
56877
SPDR SER TR
BLOOMBERG HIGH Y
78468R622
1223713
13297
SH
SOLE
0
0
13297
SPDR SER TR
DJ REIT ETF
78464A607
517421
5721
SH
SOLE
0
0
5721
SPDR SER TR
PORTFOLIO S&P500
78464A854
55924238
1073196
SH
SOLE
0
0
1073196
SPDR SER TR
BLOOMBERG 1 10 Y
78468R861
308090
16690
SH
SOLE
0
0
16690
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
1053088
25151
SH
SOLE
0
0
25151
TESLA INC
COM
88160R101
1886576
7207
SH
SOLE
0
0
7207
UNITEDHEALTH GROUP INC
COM
91324P102
286404
596
SH
SOLE
0
0
596
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
256485
630
SH
SOLE
0
0
630
VERIZON COMMUNICATIONS INC
COM
92343V104
206033
5540
SH
SOLE
0
0
5540
WALMART INC
COM
931142103
262250
1668
SH
SOLE
0
0
1668
WELLS FARGO CO NEW
COM
949746101
246645
5779
SH
SOLE
0
0
5779