West Wealth Group, LLC
Annual return '25
-55.1%
SPY '25
+17.7%
Alpha
-72.8ptsvs SPY
Invested
$1B
Holdings
129
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVW
ISHARES TR
Q4 2025: Exited (was 421.1k shares)
10.5%
02
$IVE
ISHARES TR
Q4 2025: Exited (was 203.9k shares)
10.2%
03
$CORO
BLACKROCK ETF TRUST
Held since at least Q1 2024
8.5%
04
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 312.7k shares)
8.5%
05
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Exited (was 623.3k shares)
7.5%
06
$IUSB
ISHARES TR
Q4 2025: Exited (was 380.1k shares)
3.9%
07
$EFV
ISHARES TR
Q4 2025: Exited (was 428.5k shares)
3.9%
08
$SPEM
SPDR INDEX SHS FDS
Q4 2025: Exited (was 470.6k shares)
3.8%
09
$CMF
ISHARES TR
Q4 2025: Exited (was 228.0k shares)
3.7%
10
$THRO
BLACKROCK ETF TRUST
Q4 2025: Exited (was 406.0k shares)
3.4%
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 11:53 UTC.