Skip to content

Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR

Western Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Western Wealth Management, LLC (CIK 1767902) reported $3.06B across 997 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($103.6M, 3.39%), QQQ ($91.8M, 3.00%), NVDA ($80.8M, 2.64%), QQQM ($76.4M, 2.50%), SPYM ($65.4M, 2.14%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$103.6M3.39%357,933Added
2QQQINVESCO QQQ$91.8M3.00%124,631Trimmed
3NVDANVIDIA CORPORATION$80.8M2.64%403,837Added
4QQQMINVESCO NASDAQ$76.4M2.50%252,021Trimmed
5SPYMSTATE STREET$65.4M2.14%744,025Added
6CGDVCAPITAL GROUP DIVIDEND VALUE$55.1M1.80%1.1MTrimmed
7SPYSTATE STREET$45.6M1.49%61,008Trimmed
8AMZNAMAZON COM INC$45.3M1.48%190,131Added
9SPYGSTATE STREET$44.1M1.44%370,959Trimmed
10MSFTMICROSOFT CORP$43.8M1.43%117,370Added
11BRKBBERKSHIRE HATHAWAY INC DEL$39.2M1.28%78,286Trimmed
12GOOGLALPHABET INC$38.0M1.24%106,320Trimmed
13SDVYFIRST TRUST$36.1M1.18%837,131Trimmed
14AVGOBROADCOM INC$32.6M1.07%86,418Trimmed
15IVWISHARES TR$32.1M1.05%233,092Trimmed
16IVVISHARES TR$31.6M1.03%42,201Trimmed
17RDVYFIRST TRUST$29.3M0.96%361,477Added
18VOOVANGUARD S&P$28.2M0.92%41,070Added
19VIGVANGUARD SPECIALIZED FUNDS$26.0M0.85%109,776Added
20FTSMFIRST TRUST$24.4M0.80%409,290Added
21VTIVANGUARD TOTAL$24.5M0.80%66,260Added
22SPYVSTATE STREET$23.6M0.77%388,134Trimmed
23XLKSTATE STREET$23.0M0.75%120,700Added
24GOOGALPHABET INC$21.2M0.69%60,005Added
25JPMJPMORGAN CHASE & CO$21.2M0.69%64,631Added

Source: SEC Form 13F filings · as of 2026-06-30