Western Wealth Management
$2.7B Assets Reported
2,678 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 348,678 | $88M | 3.2% |
| QQQ | INVESCO QQQ TR | 131,472 | $76M | 2.8% |
| QQQM | INVESCO EXCH TRADED FD TR II | 312,615 | $74M | 2.7% |
| NVDA | NVIDIA CORPORATION | 401,381 | $70M | 2.6% |
| SPYM | SPDR SERIES TRUST | 717,248 | $55M | 2.0% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1,124,695 | $48M | 1.7% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 88,993 | $43M | 1.6% |
| MSFT | MICROSOFT CORP | 113,083 | $42M | 1.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 62,017 | $40M | 1.5% |
| AMZN | AMAZON COM INC | 189,362 | $39M | 1.4% |
Track Western Wealth Management's 13F portfolio: $2.7B in reported holdings, 2,678 positions. Top holdings, AUM, and quarterly changes on SentiSense.