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