Universe · entity
Western Wealth Management, LLC
Institutional manager (13F) · CIK 1767902
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $88M | 348,678 |
| 2 | INVESCO QQQ TR | $76M | 131,472 |
| 3 | INVESCO EXCH TRADED FD TR II | $74M | 312,615 |
| 4 | NVIDIA CORPORATION | $69M | 398,381 |
| 5 | SPDR SERIES TRUST | $55M | 717,248 |
| 6 | CAPITAL GROUP DIVIDEND VALUE | $48M | 1,124,695 |
| 7 | BERKSHIRE HATHAWAY INC DEL | $43M | 88,993 |
| 8 | MICROSOFT CORP | $42M | 112,983 |
| 9 | STATE STR SPDR S&P 500 ETF T | $40M | 62,017 |
| 10 | AMAZON COM INC | $39M | 189,362 |
| 11 | SPDR SERIES TRUST | $38M | 392,110 |
| 12 | FIRST TR EXCHANGE TRADED FD | $33M | 849,178 |
| 13 | ALPHABET INC | $31M | 108,320 |
| 14 | ISHARES TR | $29M | 44,876 |
| 15 | BROADCOM INC | $27M | 88,661 |
| 16 | SPDR SERIES TRUST | $27M | 479,814 |
| 17 | ISHARES TR | $27M | 235,361 |
| 18 | WISDOMTREE TR | $24M | 277,773 |
| 19 | FIRST TR EXCHANGE TRADED FD | $24M | 353,709 |
| 20 | VANGUARD INDEX FDS | $24M | 39,486 |
| 21 | VANGUARD SPECIALIZED FUNDS | $23M | 108,062 |
| 22 | SPDR GOLD TR | $21M | 49,670 |
| 23 | VANGUARD INDEX FDS | $21M | 65,828 |
| 24 | COSTCO WHOLESALE CORPORATION | $19M | 19,195 |
| 25 | JPMORGAN CHASE & CO | $19M | 63,689 |
| 26 | ISHARES TR | $18M | 271,697 |
| 27 | FIRST TR EXCHANGE-TRADED FD | $17M | 291,411 |
| 28 | ALPHABET INC | $17M | 59,933 |
| 29 | META PLATFORMS INC | $16M | 27,662 |
| 30 | SELECT SECTOR SPDR TR | $15M | 113,857 |
| 31 | BERKSHIRE HATHAWAY INC DEL | $14M | 20 |
| 32 | VANGUARD WORLD FD | $14M | 20,460 |
| 33 | EXXON MOBIL CORP | $14M | 82,480 |
| 34 | SPDR SERIES TRUST | $14M | 279,669 |
| 35 | SPDR INDEX SHS FDS | $13M | 295,301 |
| 36 | VANGUARD INDEX FDS | $13M | 29,467 |
| 37 | SPDR SERIES TRUST | $13M | 216,438 |
| 38 | MORGAN STANLEY ETF TRUST | $12M | 244,193 |
| 39 | TESLA INC | $12M | 33,210 |
| 40 | FIRST TR EXCHNG TRADED FD VI | $12M | 497,721 |
| 41 | ELI LILLY & CO | $12M | 13,214 |
| 42 | VISA INC | $12M | 39,691 |
| 43 | VANGUARD TAX-MANAGED FDS | $12M | 182,656 |
| 44 | WALMART INC | $11M | 91,670 |
| 45 | ISHARES TR | $11M | 26,101 |
| 46 | VICTORY PORTFOLIOS II | $11M | 268,567 |
| 47 | FIRST TR EXCHANGE-TRADED FD | $10M | 110,997 |
| 48 | SPDR SERIES TRUST | $10M | 127,942 |
| 49 | FIRST TR EXCHNG TRADED FD VI | $9M | 279,914 |
| 50 | TAIWAN SEMICONDUCTOR MANUFAC | $9M | 27,954 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.