IE
Insider Edges

WESTERN WEALTH MANAGEMENT, LLC 13F portfolio summary

WESTERN WEALTH MANAGEMENT, LLC of WESTERN WEALTH MANAGEMENT, LLC has 1006 current stock holdings with a reported portfolio value of $3.06B. The portfolio 1 year return is +21.65%. Top holdings include AAPL (3.39%), QQQ (3.00%), NVDA (2.62%), QQQM (2.50%), CGDV (1.80%).

Back to investors

WESTERN WEALTH MANAGEMENT, LLC

WESTERN WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30

WESTERN WEALTH MANAGEMENT, LLC runs WESTERN WEALTH MANAGEMENT, LLC and currently holds 1,006 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $3.06B. Their top holdings are AAPL, QQQ, NVDA, QQQM, CGDV. The top five represent 13.3% of reported portfolio weight. WESTERN WEALTH MANAGEMENT, LLC ranks #351 out of 1000 investors tracked by Alpha Score. They added to 62 existing positions. They trimmed 37 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
AAPL3.4%
QQQ3.0%
NVDA2.6%
QQQM2.5%
CGDV1.8%
Top 5: 13.3%
Portfolio Returns
1 Year
+21.65%
#596/1000
3 Year
+99.62%
#256/1000
5 Year
+81.36%
#423/1000

Portfolio Value

$3.06B

Alpha Score

68.0

#351 of 1000

Holdings

1,006

Showper page

1,006 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
APPLE INC
3.39%$205.13$309.35+50.81%
Added
+2.65%
QQQ
INVESCO QQQ
3.00%$373.45$713.44+91.04%
Trimmed
-5.20%
NVDA
NVIDIA CORPORATION
2.62%$91.22$214.76+135.43%
Added
+0.62%
QQQM
INVESCO EXCH TRADED FD TR II
2.50%$193.16$293.76+52.08%
Trimmed
-19.38%
CGDV
CAPITAL GROUP DIVIDEND VALUE
1.80%$38.67$50.21+29.83%
Trimmed
-0.64%
SPY
STATE STR SPDR S&P 500 ETF T
1.49%$545.49$765.62+40.35%
Trimmed
-1.63%
AMZN
AMAZON COM INC
1.48%$176.99$258.63+46.13%
Added
+0.41%
SPYG
SPDR SERIES TRUST
1.44%$73.89$120.23+62.71%
Trimmed
-5.39%
MSFT
MICROSOFT CORP
1.43%$363.77$483.24+32.84%
Added
+3.88%
BRK-B
BERKSHIRE HATHAWAY INC DEL
1.28%$339.18$495.77+46.17%
Trimmed
-12.03%

Showing 1-10 of 1,006