Western Wealth Management, LLC

CIK 0001767902 · GOLDEN, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Western Wealth Management, LLC reported 1,006 positions worth $3.06B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (3.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.06B
2026 Q2
Positions
1,006
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
21.3%
Est. Net Flow (Q)
2026 Q2
10 / 1006 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$103.6M3.39%357,933
2QQQINVESCO QQQSH$91.8M3.00%124,631
3NVDANVIDIA CORPORATIONSH$80.2M2.62%400,837
4QQQMINVESCO EXCH TRADED FD TR IISH$76.4M2.50%252,021
5SPYMSPDR SERIES TRUSTSH$65.4M2.14%744,025
6CGDVCAPITAL GROUP DIVIDEND VALUESH$55.1M1.80%1,117,504
7SPYSTATE STR SPDR S&P 500 ETF TSH$45.6M1.49%61,008
8AMZNAMAZON COM INCSH$45.3M1.48%190,131
9SPYGSPDR SERIES TRUSTSH$44.1M1.44%370,959
10MSFTMICROSOFT CORPSH$43.8M1.43%117,370

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Western Wealth Management, LLC hold as of Q2 2026?

Western Wealth Management, LLC reported 1006 positions worth $3.06B in its Q2 2026 13F filing. Largest positions: AAPL (3.4%), QQQ (3.0%), NVDA (2.6%), QQQM (2.5%) and SPYM (2.1%).

What did Western Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Western Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.