Fund Holdings

Western Wealth Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APPLE INC(AAPL)0348,678+348,678088,490,8003.37%+88,490,800
INVESCO QQQ TR0131,472+131,472075,883,0592.89%+75,883,059
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0312,615+312,615074,283,5502.83%+74,283,550
NVIDIA CORPORATION(NVDA)0398,381+398,381069,477,6102.65%+69,477,610
SPDR SERIES TRUST
ST STR P500ETF
0717,248+717,248054,898,1702.09%+54,898,170
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
01,124,695+1,124,695047,844,5221.82%+47,844,522
MICROSOFT CORP(MSFT)0112,983+112,983041,823,1921.59%+41,823,192
STATE STR SPDR S&P 500 ETF T(SPY)062,017+62,017040,332,1791.54%+40,332,179
AMAZON COM INC(AMZN)0189,362+189,362039,438,5341.50%+39,438,534
SPDR SERIES TRUST
ST STR P500GRW
0392,110+392,110038,391,4761.46%+38,391,476
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
0849,178+849,178033,483,0801.28%+33,483,080
ALPHABET INC(GOOG)0108,320+108,320031,148,5921.19%+31,148,592
ISHARES TR044,876+44,876029,313,2201.12%+29,313,220
BROADCOM INC(AVGO)088,661+88,661027,441,7151.05%+27,441,715
SPDR SERIES TRUST
ST STR P500VAL
0479,814+479,814027,147,8851.03%+27,147,885
ISHARES TR0235,361+235,361026,621,7461.01%+26,621,746
WISDOMTREE TR(WT)0277,773+277,773024,399,5840.93%+24,399,584
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0353,709+353,709024,151,2490.92%+24,151,249
VANGUARD INDEX FDS039,486+39,486023,594,6630.90%+23,594,663
VANGUARD SPECIALIZED FUNDS0108,062+108,062023,239,6630.89%+23,239,663
SPDR GOLD TR(GLD)049,670+49,670021,372,3530.81%+21,372,353
ASTRAZENECA PLC(AZN)01,446+1,446021,241,7400.81%+21,241,740
VANGUARD INDEX FDS065,828+65,828021,118,3670.80%+21,118,367
COSTCO WHOLESALE CORPORATION(COST)019,195+19,195019,126,1580.73%+19,126,158
JPMORGAN CHASE & CO(JPM)063,689+63,689018,734,6220.71%+18,734,622
ISHARES TR0271,697+271,697018,347,6500.70%+18,347,650
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0291,411+291,411017,420,5720.66%+17,420,572
ALPHABET INC(GOOG)059,933+59,933017,192,3820.66%+17,192,382
META PLATFORMS INC(META)027,662+27,662015,826,1150.60%+15,826,115
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0113,857+113,857015,131,7050.58%+15,131,705
EXXON MOBIL CORP082,480+82,480013,993,6560.53%+13,993,656
BERKSHIRE HATHAWAY INC DEL020+20013,644,6610.52%+13,644,661
SPDR SERIES TRUST
ST STR SP600 SML
0279,669+279,669013,513,5920.51%+13,513,592
SPDR INDEX SHS FDS
ST STR PO EX ETF
0295,301+295,301013,480,4720.51%+13,480,472
SPDR SERIES TRUST
ST STR P400MID
0216,438+216,438012,817,4620.49%+12,817,462
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
0244,193+244,193012,392,8010.47%+12,392,801
TESLA INC(TSLA)033,210+33,210012,345,7580.47%+12,345,758
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0497,721+497,721012,328,5540.47%+12,328,554
ELI LILLY & CO(LLY)013,214+13,214012,154,0410.46%+12,154,041
VISA INC(V)039,691+39,691011,996,1650.46%+11,996,165
VANGUARD TAX-MANAGED FDS0182,656+182,656011,704,6220.45%+11,704,622
WALMART INC(WMT)091,670+91,670011,392,7170.43%+11,392,717
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
0268,567+268,567010,603,0350.40%+10,603,035
FIRST TR EXCHANGE-TRADED FD0110,997+110,997010,296,0700.39%+10,296,070
SPDR SERIES TRUST
ST STR PR SP1500
0127,942+127,942010,115,1560.39%+10,115,156
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0279,914+279,91409,452,7080.36%+9,452,708
TAIWAN SEMICONDUCTOR MANUFAC(TSM)027,954+27,95409,447,2910.36%+9,447,291
RBB FD INC
F/M US TREASURY
0185,183+185,18309,233,2390.35%+9,233,239
SPDR SERIES TRUST
ST STR BLO 1 ETF
098,262+98,26209,004,7240.34%+9,004,724
LATTICE STRATEGIES TR0150,426+150,42608,881,1930.34%+8,881,193
VANGUARD WHITEHALL FDS058,975+58,97508,734,1960.33%+8,734,196
PALANTIR TECHNOLOGIES INC(PLTR)056,801+56,80108,308,8500.32%+8,308,850
SELECT SECTOR SPDR TR
ST STR CARE ETF
056,334+56,33408,259,1010.31%+8,259,101
SELECT SECTOR SPDR TR
ST STR FINL ETF
0167,271+167,27108,258,1850.31%+8,258,185
TIDAL TRUST I0344,564+344,56408,224,7460.31%+8,224,746
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
0204,452+204,45208,216,9210.31%+8,216,921
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
096,143+96,14308,126,0250.31%+8,126,025
ISHARES TR
MSCI USA QLT FCT
042,229+42,22908,100,0160.31%+8,100,016
ABBVIE INC(ABBV)036,815+36,81508,006,8720.31%+8,006,872
VANGUARD INDEX FDS040,306+40,30607,907,9930.30%+7,907,993
JOHNSON & JOHNSON(JNJ)031,555+31,55507,713,4020.29%+7,713,402
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
066,814+66,81407,677,6350.29%+7,677,635
HOME DEPOT INC(HD)023,104+23,10407,598,6400.29%+7,598,640
ISHARES TR085,035+85,03507,524,7180.29%+7,524,718
SCHWAB STRATEGIC TR0254,923+254,92307,425,9040.28%+7,425,904
NETFLIX INC.(NFLX)074,925+74,92507,204,0190.27%+7,204,019
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0116,172+116,17207,116,6500.27%+7,116,650
PACER FDS TR
ARIST HIGH ETF
0152,757+152,75707,074,1550.27%+7,074,155
ISHARES TR049,251+49,25107,014,7760.27%+7,014,776
ISHARES TR
MSCI USA MIN ETF
075,105+75,10506,965,2460.27%+6,965,246
SELECT SECTOR SPDR TR
ST STR INDL ETF
042,817+42,81706,924,7990.26%+6,924,799
MCDONALDS CORP(MCD)021,707+21,70706,746,4950.26%+6,746,495
SELECT SECTOR SPDR TR
ST STR SVC ETF
060,263+60,26306,680,8330.25%+6,680,833
VANECK ETF TRUST
SEMICONDUCTR ETF
017,376+17,37606,662,1220.25%+6,662,122
VANGUARD INDEX FDS029,467+29,46706,555,9880.25%+6,555,988
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0163,006+163,00606,543,0770.25%+6,543,077
ISHARES TR
CORE MSCI EAFE
071,769+71,76906,497,2540.25%+6,497,254
PROCTER & GAMBLE CO(PG)044,637+44,63706,447,4370.25%+6,447,437
SPDR INDEX SHS FDS
ST PORT MARK ETF
0136,744+136,74406,414,6250.24%+6,414,625
SCHWAB STRATEGIC TR0249,040+249,04006,385,3820.24%+6,385,382
LAZARD ACTIVE ETF TR
INTL DYNAMIC EQT
0200,469+200,46906,364,8910.24%+6,364,891
SPDR SERIES TRUST
ST INTER BD ETF
0189,434+189,43406,353,6040.24%+6,353,604
MASTERCARD INCORPORATED(MA)012,616+12,61606,303,7240.24%+6,303,724
SCHWAB STRATEGIC TR0201,072+201,07206,168,8920.24%+6,168,892
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
055,593+55,59306,158,5730.23%+6,158,573
CHEVRON CORPORATION(CVX)029,135+29,13506,028,1650.23%+6,028,165
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
0154,893+154,89305,951,0060.23%+5,951,006
CISCO SYS INC(CSCO)076,372+76,37205,925,7540.23%+5,925,754
SPDR SERIES TRUST
ST INTER ETF
0205,928+205,92805,901,8860.22%+5,901,886
ISHARES TR026,860+26,86005,875,7680.22%+5,875,768
ISHARES INC
CORE MSCI EMKT
084,126+84,12605,867,8120.22%+5,867,812
ISHARES TR046,325+46,32505,758,5920.22%+5,758,592
VERIZON COMMUNICATIONS INC(VZ)0113,719+113,71905,708,6760.22%+5,708,676
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0144,113+144,11305,600,2430.21%+5,600,243
GE AEROSPACE(GE)019,591+19,59105,559,4560.21%+5,559,456
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
096,678+96,67805,479,6970.21%+5,479,697
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0106,744+106,74405,402,3120.21%+5,402,312
ISHARES TR055,168+55,16805,358,4650.20%+5,358,465
COCA COLA CO(KO)070,192+70,19205,338,1670.20%+5,338,167
COLUMBIA ETF TR I
RESH ENHNC COR
0136,806+136,80605,332,6840.20%+5,332,684
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