Western Wealth Management, LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$2.7B
Holdings
2,671
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: New position (234.3k shares)
3.2%
02
$NDQ
INVESCO QQQ TR
Q4 2025: New position (11.5k shares)
2.8%
03
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
2.7%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +14.7% (425.0k → 487.5k shares)
2.6%
05
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
2.0%
06
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
1.7%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
1.6%
08
$MSFT
MICROSOFT CORP
Q4 2025: New position (134.4k shares)
1.5%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
1.5%
10
$AMZN
AMAZON COM INC
Q4 2025: New position (270.7k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:54 UTC.