Managing Member

0001172661-24-002089.txt : 20240508 0001172661-24-002089.hdr.sgml : 20240508 20240508160855 ACCESSION NUMBER: 0001172661-24-002089 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Wealth Group, LLC CENTRAL INDEX KEY: 0001923591 ORGANIZATION NAME: 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: 24926046 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 03-31-2024 03-31-2024 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 05-08-2024 0 79 269918516 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 272534 1497 SH SOLE 0 0 1497 ALPHABET INC CAP STK CL A 02079K305 289031 1915 SH SOLE 0 0 1915 ALPHABET INC CAP STK CL C 02079K107 295384 1940 SH SOLE 0 0 1940 AMAZON COM INC COM 023135106 2360633 13087 SH SOLE 0 0 13087 APPLE INC COM 037833100 8230473 47997 SH SOLE 0 0 47997 AT&T INC COM 00206R102 192890 10960 SH SOLE 0 0 10960 BANK AMERICA CORP COM 060505104 244347 6444 SH SOLE 0 0 6444 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 339360 807 SH SOLE 0 0 807 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 824449 14361 SH SOLE 0 0 14361 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 14666955 330337 SH SOLE 0 0 330337 BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603 1801704 34344 SH SOLE 0 0 34344 BOEING CO COM 097023105 1509651 7822 SH SOLE 0 0 7822 BROADCOM INC COM 11135F101 1220047 921 SH SOLE 0 0 921 CLEVELAND-CLIFFS INC NEW COM 185899101 235768 10368 SH SOLE 0 0 10368 COSTCO WHSL CORP NEW COM 22160K105 342106 467 SH SOLE 0 0 467 CSX CORP COM 126408103 272273 7345 SH SOLE 0 0 7345 DBX ETF TR XTRACK MSCI EAFE 233051200 4171995 101930 SH SOLE 0 0 101930 DISNEY WALT CO COM 254687106 279785 2287 SH SOLE 0 0 2287 FIRST FNDTN INC COM 32026V104 78146 10350 SH SOLE 0 0 10350 HOME DEPOT INC COM 437076102 697882 1819 SH SOLE 0 0 1819 IRON MTN INC DEL COM 46284V101 401050 5000 SH SOLE 0 0 5000 ISHARES INC CORE MSCI EMKT 46434G103 979890 18990 SH SOLE 0 0 18990 ISHARES INC MSCI EMRG CHN 46434G764 7594519 131918 SH SOLE 0 0 131918 ISHARES TR 10-20 YR TRS ETF 464288653 1370326 13047 SH SOLE 0 0 13047 ISHARES TR AGGRES ALLOC ETF 464289859 433018 5895 SH SOLE 0 0 5895 ISHARES TR CALIF MUN BD ETF 464288356 7367709 128045 SH SOLE 0 0 128045 ISHARES TR CORE DIV GRWTH 46434V621 761390 13114 SH SOLE 0 0 13114 ISHARES TR CORE S&P500 ETF 464287200 413414 786 SH SOLE 0 0 786 ISHARES TR CORE TOTAL USD 46434V613 13131238 288029 SH SOLE 0 0 288029 ISHARES TR EAFE GRWTH ETF 464288885 12161407 117173 SH SOLE 0 0 117173 ISHARES TR EAFE VALUE ETF 464288877 15166751 278801 SH SOLE 0 0 278801 ISHARES TR ESG AWR MSCI USA 46435G425 2365613 20578 SH SOLE 0 0 20578 ISHARES TR ESG EAFE ETF 46436E759 273883 4020 SH SOLE 0 0 4020 ISHARES TR ESG MSCI USA ETF 46436E767 525074 11630 SH SOLE 0 0 11630 ISHARES TR GLOBAL ENERG ETF 464287341 3771397 87809 SH SOLE 0 0 87809 ISHARES TR IBOXX INV CP ETF 464287242 1403761 12888 SH SOLE 0 0 12888 ISHARES TR INTL DIV GRWTH 46435G524 450840 6693 SH SOLE 0 0 6693 ISHARES TR JPMORGAN USD EMG 464288281 782761 8729 SH SOLE 0 0 8729 ISHARES TR MBS ETF 464288588 3347293 36218 SH SOLE 0 0 36218 ISHARES TR MSCI KLD400 SOC 464288570 554224 5498 SH SOLE 0 0 5498 ISHARES TR MSCI USA MIN VOL 46429B697 1120072 13401 SH SOLE 0 0 13401 ISHARES TR MSCI USA QLT FCT 46432F339 5379419 32731 SH SOLE 0 0 32731 ISHARES TR MSCI USA VALUE 46432F388 455335 4204 SH SOLE 0 0 4204 ISHARES TR ROBOTICS ARTIF 46435U556 292181 8506 SH SOLE 0 0 8506 ISHARES TR S&P 500 GRWT ETF 464287309 36259904 429416 SH SOLE 0 0 429416 ISHARES TR S&P 500 VAL ETF 464287408 29008595 155284 SH SOLE 0 0 155284 ISHARES TR SHRT NAT MUN ETF 464288158 360062 3438 SH SOLE 0 0 3438 ISHARES TR U.S. TECH ETF 464287721 9188023 68029 SH SOLE 0 0 68029 ISHARES TR US INFRASTRUC 46435U713 2865621 66089 SH SOLE 0 0 66089 ISHARES TR US TREAS BD ETF 46429B267 570342 25048 SH SOLE 0 0 25048 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 421799 7290 SH SOLE 0 0 7290 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 14381063 272008 SH SOLE 0 0 272008 JPMORGAN CHASE & CO COM 46625H100 255668 1276 SH SOLE 0 0 1276 LAM RESEARCH CORP COM 512807108 420342 433 SH SOLE 0 0 433 LOCKHEED MARTIN CORP COM 539830109 347338 764 SH SOLE 0 0 764 MARRIOTT INTL INC NEW CL A 571903202 1436390 5693 SH SOLE 0 0 5693 MCDONALDS CORP COM 580135101 618907 2195 SH SOLE 0 0 2195 META PLATFORMS INC CL A 30303M102 247377 509 SH SOLE 0 0 509 MICROSOFT CORP COM 594918104 2897268 6886 SH SOLE 0 0 6886 NVIDIA CORPORATION COM 67066G104 1660130 1837 SH SOLE 0 0 1837 PROCTER AND GAMBLE CO COM 742718109 543344 3349 SH SOLE 0 0 3349 PROLOGIS INC. 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