WEST WEALTH GROUP LLC
Q2 2023 Form 13-F
IRVINE, CALIFORNIA
CIK 0001923591
· CRD 316644
· SEC-registered investment adviser
$236.4M Reported Value Total
WEST WEALTH GROUP, LLC reports 1,707 total accounts under management (AUM). There are 1,707 discretionary accounts valued at $285,104,095, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-29
Reported value
$236.4M
Quarter over quarter
+5.9%
Holdings
74
Top-10 concentration
77.1%
Key People
Form ADV owners & control persons
Michael Ray Clark
OWNER
Brian M Levy
OWNER
Ruth Levy
OWNER
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Q2 2023 13F record
Q2 2023 13F filing summary
| Period of report | June 30, 2023 |
|---|---|
| Filed | July 26, 2023 |
| Form | 13F-HR |
| Reported value | $236.4M |
| Positions | 74 |
| Change in reported value | +9.4% |
| New positions | 10 |
| Exited positions | 7 |
| Position turnover | 21.0% |
| Top-10 concentration | 77.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 14, 2026
|
145 | $644.6M |
|
Q2 2026 13F
Filed Aug 6, 2026
|
143 | $611.3M |
|
Q1 2026 13F
Filed May 12, 2026
|
130 | $506.0M |
|
Q4 2025 13F
Filed Jan 26, 2026
|
127 | $482.0M |
|
Q3 2025 13F
Filed Oct 27, 2025
|
123 | $443.6M |
|
Q2 2025 13F
Filed Aug 13, 2025
|
111 | $402.2M |
|
Q1 2025 13F
Filed May 5, 2025
|
96 | $338.3M |
|
Q4 2024 13F
Filed Jan 22, 2025
|
93 | $335.1M |
|
Q3 2024 13F
Filed Oct 23, 2024
|
84 | $308.6M |
|
Q2 2024 13F
Filed Aug 1, 2024
|
81 | $282.8M |
|
Q1 2024 13F
Filed May 8, 2024
|
79 | $269.9M |
|
Q4 2023 13F
Filed Jan 18, 2024
|
83 | $253.6M |
|
Q3 2023 13F
Filed Oct 6, 2023
|
76 | $229.1M |
|
Q2 2023 13F
Filed Jul 26, 2023
|
74 | $236.4M |
|
Q1 2023 13F
Filed Apr 6, 2023
|
71 | $216.0M |
|
Q4 2022 13F
Filed Jan 23, 2023
|
74 | $201.2M |
|
Q3 2022 13F
Filed Oct 21, 2022
|
60 | $197.2M |
|
Q2 2022 13F
Filed Jul 27, 2022
|
66 | $215.8M |
|
Q1 2022 13F
Filed May 5, 2022
|
63 | $251.8M |
|
Q4 2021 13F
Filed May 5, 2022
|
61 | $265.8M |
Top 20 holdings · Q2 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SPYM SPDR SER TR | $55.9M | 23.66% |
| 2 | QUAL ISHARES TR | $28.7M | 12.13% |
| 3 | EFG ISHARES TR | $19.7M | 8.34% |
| 4 | ESGU ISHARES TR | $15.4M | 6.53% |
| 5 | EFV ISHARES TR | $13.4M | 5.69% |
| 6 | IEMG ISHARES INC | $13.0M | 5.49% |
| 7 | IYW ISHARES TR | $10.8M | 4.55% |
| 8 | SCHZ SCHWAB STRATEGIC TR | $9.8M | 4.15% |
| 9 | AAPL APPLE INC | $8.4M | 3.57% |
| 10 | IUSB ISHARES TR | $7.1M | 3.02% |
| 11 | USMV ISHARES TR | $6.4M | 2.7% |
| 12 | MBB ISHARES TR | $5.8M | 2.43% |
| 13 | GOVT ISHARES TR | $5.5M | 2.32% |
| 14 | MSFT MICROSOFT CORP | $2.6M | 1.1% |
| 15 | IFRA ISHARES TR | $2.3M | 0.96% |
| 16 | TSLA TESLA INC | $1.9M | 0.8% |
| 17 | TLH ISHARES TR | $1.7M | 0.74% |
| 18 | AMZN AMAZON COM INC | $1.7M | 0.74% |
| 19 | BA BOEING CO | $1.7M | 0.71% |
| 20 | JNK SPDR SER TR | $1.2M | 0.52% |
Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.