Western Wealth Management
$3.1B 13F equity value
2,696 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Western Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 357,933 | $104M | 3.4% |
| QQQ | INVESCO QQQ | 124,631 | $92M | 3.0% |
| NVDA | NVIDIA CORPORATION | 400,837 | $80M | 2.6% |
| QQQM | INVESCO EXCH TRADED FD TR II | 252,021 | $76M | 2.5% |
| SPYM | SPDR SERIES TRUST | 744,025 | $65M | 2.1% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1,117,504 | $55M | 1.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 61,008 | $46M | 1.5% |
| AMZN | AMAZON COM INC | 190,131 | $45M | 1.5% |
| SPYG | SPDR SERIES TRUST | 370,959 | $44M | 1.4% |
| MSFT | MICROSOFT CORP | 117,370 | $44M | 1.4% |
Track Western Wealth Management's 13F portfolio: $3.1B in reported holdings, 2,696 positions. Top holdings and quarterly changes on SentiSense.
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