West Wealth Group, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's managing member as Brian Levy and indicates the report was signed on October 14, 2026.
The report details a portfolio consisting of 145 individual equity securities and exchange-traded funds. The largest positions disclosed in the filing include shares of Microsoft Corporation, with 5,465,305 shares; NVIDIA Corporation, with 8,294,747 shares; and Apple Inc., with 19,310,425 shares. Other significant holdings listed in the information table include shares of Broadcom Inc., Amazon.com Inc., and Prologis Inc.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with numerous positions held in funds managed by BlackRock, iShares, Invesco, and Vanguard. Specific ETFs mentioned include the iShares Core S&P 500 ETF, the Vanguard S&P 500 ETF, and the Invesco Exchange Traded Fund Trust II National AMT Municipal Bond ETF.
The filing also lists positions in various individual equities across sectors such as technology, healthcare, consumer staples, and finance. Notable individual stock holdings include Johnson & Johnson, Eli Lilly & Co., Procter & Gamble Co., and Visa Inc.
