Back to Western Wealth Management, LLC

Western Wealth Management, LLC

Q2 2026 13F filing

Updated 28 days ago

1,291 disclosed positions worth $3.1B

Portfolio value
$3.1B
Total holdings
1,291
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

Q
1.QQQ

INVESCO QQQ

Value
$91.8M
Shares
124.6K
% Port
3.00%
A

APPLE INC

Value
$80.4M
Shares
277.9K
% Port
2.63%
E

INVESCO NASDAQ

Value
$70.2M
Shares
231.8K
% Port
2.30%
S

STATE STREET

Value
$64.1M
Shares
729.8K
% Port
2.10%
N

NVIDIA CORP

Value
$62.6M
Shares
312.8K
% Port
2.05%
C

CAPITAL GROUP

Value
$49.9M
Shares
1.01M
% Port
1.63%
S

STATE STREET

Value
$43.4M
Shares
364.6K
% Port
1.42%
A

AMAZON COM

Value
$40.2M
Shares
168.5K
% Port
1.31%
S
9.SPY

STATE STREET

Value
$37.4M
Shares
50.1K
% Port
1.22%
M
10.MSFT

MICROSOFT CORP

Value
$34.6M
Shares
92.9K
% Port
1.13%
B

BERKSHIRE HATHAWAY

Value
$34.1M
Shares
68.2K
% Port
1.12%
F
12.FPF

FIRST TRUST

Value
$33.7M
Shares
780.3K
% Port
1.10%
G

ALPHABET INC

Value
$31.9M
Shares
89.1K
% Port
1.04%
E
14.ETHA

ISHARES S&P

Value
$28.2M
Shares
205.3K
% Port
0.92%
F
15.FPF

FIRST TRUST

Value
$28.2M
Shares
347.9K
% Port
0.92%
V
16.VGES

VANGUARD S&P

Value
$24.9M
Shares
36.2K
% Port
0.81%
B
17.BX

VANGUARD DIVIDEND

Value
$24.3M
Shares
102.7K
% Port
0.79%
A
18.AVGO

BROADCOM INC

Value
$24.2M
Shares
64.2K
% Port
0.79%
E
19.ETHA

ISHARES CORE

Value
$23.9M
Shares
31.9K
% Port
0.78%
F
20.FFA

FIRST TRUST

Value
$23.6M
Shares
395.9K
% Port
0.77%
A
21.AAPL

APPLE INC

Value
$23.2M
Shares
80.0K
% Port
0.76%
S

STATE STREET

Value
$22.5M
Shares
369.8K
% Port
0.73%
V
23.VGES

VANGUARD TOTAL

Value
$21.1M
Shares
57.0K
% Port
0.69%
S

STATE STREET

Value
$19.6M
Shares
103.1K
% Port
0.64%
S

STATE STREET

Value
$19.6M
Shares
215.6K
% Port
0.64%
E
26.ETHA

ISHARES CORE

Value
$17.7M
Shares
229.2K
% Port
0.58%
N
27.NVDA

NVIDIA CORPORATION

Value
$17.6M
Shares
88.0K
% Port
0.58%
V
28.VGES

VANGUARD INFORMATION

Value
$17.2M
Shares
143.8K
% Port
0.56%
G

ALPHABET INC

Value
$16.9M
Shares
47.9K
% Port
0.55%
G
30.GLD

SPDR GOLD

Value
$15.1M
Shares
41.0K
% Port
0.49%
C
31.COST

COSTCO WHOLESALE

Value
$14.9M
Shares
15.9K
% Port
0.49%
J

JPMORGAN CHASE

Value
$14.8M
Shares
45.2K
% Port
0.48%
B

BERKSHIRE HATHAWAY INC DEL

Value
$14.2M
Shares
19
% Port
0.47%
B
34.BTCW

WISDOMTREE US

Value
$14.1M
Shares
147.9K
% Port
0.46%
A
35.ARCC

STATE STREET

Value
$13.6M
Shares
235.8K
% Port
0.44%
M
36.META

META PLATFORMS

Value
$13.1M
Shares
23.3K
% Port
0.43%
B
37.BTCW

WISDOMTREE US

Value
$12.5M
Shares
189.9K
% Port
0.41%
E
38.ETHA

ISHARES RUSSELL

Value
$12.5M
Shares
100.8K
% Port
0.41%
V
39.VCTR

VICTORYSHARES FREE

Value
$12.2M
Shares
266.0K
% Port
0.40%
S

STATE STREET

Value
$11.4M
Shares
225.5K
% Port
0.37%
V
41.V

VISA INC

Value
$11.2M
Shares
32.8K
% Port
0.37%
T

TAIWAN SEMICONDUCTOR

Value
$11M
Shares
23.1K
% Port
0.36%
L
43.LGI

LAZARD INTL

Value
$10.8M
Shares
308.9K
% Port
0.35%
L
44.LLY

ELI LILLY

Value
$10.7M
Shares
8.9K
% Port
0.35%
F
45.FPF

FIRST TRUST

Value
$10.5M
Shares
420.8K
% Port
0.34%
C

CAPITAL GROUP

Value
$10.5M
Shares
221.8K
% Port
0.34%
H
47.HODL

VANECK SEMICONDUCTOR

Value
$9.8M
Shares
15.0K
% Port
0.32%
S

STATE STREET

Value
$9.8M
Shares
145.4K
% Port
0.32%
J

JPMORGAN

Value
$9.7M
Shares
192.2K
% Port
0.32%
?
50.N/A

HARTFORD MULTIFACTOR

Value
$9.5M
Shares
141.6K
% Port
0.31%