Institutional Investor · CIK 0001767902
WESTERN WEALTH MANAGEMENT, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
2,744
Total Value
$3.47B
Total Shares
38.14M
Latest Filing
Jun 18, 2026
CIK
0001767902
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-03-31 | 2026-05-19 | 348,678 | $88.49M | 0.0024% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-03-31 | 2026-05-19 | 348,678 | $88.49M | 0.0024% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 131,472 | $75.88M | 13.4946% | SH | — | View | |
Invesco NASDAQ 100 ETF(QQQM) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 312,615 | $74.28M | 0.1158% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-03-31 | 2026-05-19 | 398,381 | $69.48M | 0.0016% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-05-19 | 398,381 | $69.48M | 0.0016% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-19 | 717,248 | $54.90M | 1304.0873% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 717,248 | $54.90M | 0.0652% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-19 | 1,124,695 | $47.84M | 0.1486% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-05-19 | 88,993 | $42.65M | 0.0041% | SH | — | View |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-05-19 | 88,993 | $42.65M | 0.0041% | SH | — | View |
Microsoft Corporation(MSF.DE) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-19 | 112,983 | $41.82M | 0.0015% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 62,017 | $40.33M | 0.0059% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 62,017 | $40.33M | 0.0059% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-19 | 189,362 | $39.44M | 0.0018% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-19 | 189,362 | $39.44M | 0.0018% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 392,110 | $38.39M | 0.0887% | SH | — | View | |
First Trust SMID Cap…(SDVY) | Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-19 | 849,178 | $33.48M | 0.3399% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 108,320 | $31.15M | 0.0009% | SH | — | View |
Alphabet Inc.(GOOGL) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 108,320 | $31.15M | 0.0009% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 108,320 | $31.15M | 0.0009% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-19 | 44,876 | $29.31M | 0.0038% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-03-31 | 2026-05-19 | 88,661 | $27.44M | 0.0019% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-05-19 | 88,661 | $27.44M | 0.0019% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-19 | 479,814 | $27.15M | 0.0826% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-19 | 235,361 | $26.62M | 0.0432% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-19 | 277,773 | $24.40M | 0.1572% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 353,709 | $24.15M | 0.1163% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 39,486 | $23.59M | 0.0016% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 108,062 | $23.24M | 0.0199% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 49,670 | $21.37M | 0.0142% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-19 | 65,828 | $21.12M | 0.0038% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-19 | 19,195 | $19.13M | 0.0043% | SH | — | View | |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-19 | 19,195 | $19.13M | 0.0043% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-03-31 | 2026-05-19 | 63,689 | $18.73M | 0.0024% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-19 | 63,689 | $18.73M | 0.0024% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 271,697 | $18.35M | 0.0168% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 291,411 | $17.42M | 0.2683% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 59,933 | $17.19M | 0.0005% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 59,933 | $17.19M | 0.0005% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 27,662 | $15.83M | 0.0011% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 27,662 | $15.83M | 0.0011% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 113,857 | $15.13M | 0.0209% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-05-19 | 20 | $14.36M | 0.0014% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 20,460 | $14.28M | 0.0018% | SH | — | View | |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-19 | 82,480 | $13.99M | 0.0020% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-19 | 82,480 | $13.99M | 0.0020% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 279,669 | $13.51M | 0.1016% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-19 | 295,301 | $13.48M | 0.0371% | SH | — | View | |
Vanguard Growth ETF(VUG) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 29,467 | $12.87M | 0.0006% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 216,438 | $12.82M | 0.0771% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 244,193 | $12.39M | 0.3946% | SH | — | View | |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-03-31 | 2026-05-19 | 33,210 | $12.35M | 0.0009% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-03-31 | 2026-05-19 | 33,210 | $12.35M | 0.0009% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 497,721 | $12.33M | 0.3770% | SH | — | View | |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-19 | 13,214 | $12.15M | 0.0014% | SH | — | View | |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-19 | 13,214 | $12.15M | 0.0014% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-19 | 39,691 | $12.00M | 0.0021% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-19 | 39,691 | $12.00M | 0.0021% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 182,656 | $11.70M | 0.0041% | SH | — | View | |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-19 | 91,670 | $11.39M | 0.0012% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-19 | 91,670 | $11.39M | 0.0012% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-19 | 26,101 | $11.13M | 0.0025% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-19 | 268,567 | $10.60M | 0.1623% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 110,997 | $10.30M | 0.1416% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 127,942 | $10.12M | 0.0859% | SH | — | View | |
| Technology | Semiconductors | 2026-03-31 | 2026-05-19 | 27,954 | $9.45M | 0.0005% | SH | — | View | |
F/m US Treasury 3…(TBIL) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 185,183 | $9.23M | 0.1305% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 98,262 | $9.00M | 0.0191% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 150,426 | $8.88M | 1.5019% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-19 | 58,975 | $8.73M | 0.0098% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-03-31 | 2026-05-19 | 56,801 | $8.31M | 0.0025% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 56,334 | $8.26M | 0.0219% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 167,271 | $8.26M | 0.0174% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 167,271 | $8.26M | 0.0904% | SH | — | View | |
Tidal Trust III -…(GRNY) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 344,564 | $8.22M | 0.3002% | SH | — | View |
Capital Group Growth ETF(CGGR) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 204,452 | $8.22M | 0.0386% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 96,143 | $8.13M | 0.0928% | SH | — | View | |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-19 | 36,815 | $8.01M | 0.0021% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-19 | 36,815 | $8.01M | 0.0021% | SH | — | View |
Vanguard Value ETF(VTV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 40,306 | $7.91M | 0.0036% | SH | — | View |
Vanguard Energy ETF(VDE) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 40,306 | $7.91M | 0.0540% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-19 | 31,555 | $7.71M | 0.0013% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-19 | 31,555 | $7.71M | 0.0013% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-19 | 66,814 | $7.68M | 0.0939% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-05-19 | 23,104 | $7.60M | 0.0023% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-05-19 | 23,104 | $7.60M | 0.0023% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-19 | 85,035 | $7.52M | 0.2594% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 254,923 | $7.43M | 0.0143% | SH | — | View | |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-03-31 | 2026-05-19 | 74,925 | $7.20M | 0.0018% | SH | — | View |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-03-31 | 2026-05-19 | 74,925 | $7.20M | 0.0018% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 116,172 | $7.12M | 0.0175% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 152,757 | $7.07M | 1.1344% | SH | — | View | |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 49,251 | $7.01M | 0.0086% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-03-31 | 2026-05-19 | 21,707 | $6.75M | 0.0031% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-03-31 | 2026-05-19 | 21,707 | $6.75M | 0.0031% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 60,263 | $6.68M | 0.0298% | SH | — | View | |
VanEck Rare Earth and…(REMX) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 17,376 | $6.66M | 0.1336% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 17,376 | $6.66M | 0.0150% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 163,006 | $6.54M | 0.1263% | SH | — | View |
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