1y return+18.3%S&P 500 +20.9%
3y return+57.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $142 against $157 in the S&P 500.2
Western Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $103.6M | 3.4% | +2.7% |
| QQQInvesco Qqq | $91.8M | 3.0% | −5.2% |
| NVDANvidia Corp | $80.2M | 2.6% | |
| QQQMInvesco Nasdaq | $76.4M | 2.5% | −19.4% |
| SPYMSpdr Series Trust | $65.4M | 2.1% | +3.7% |
| CGDVCapital Group | $55.1M | 1.8% | |
| SPYState Street | $45.6M | 1.5% | −1.6% |
| AMZNAmazon Com | $45.3M | 1.5% | |
| SPYGState Street | $44.1M | 1.4% | −5.4% |
| MSFTMicrosoft Corp | $43.8M | 1.4% | +3.9% |
| BRK/BBerkshire Hathaway | $39.2M | 1.3% | −12.0% |
| GOOGLAlphabet Inc | $38.0M | 1.2% | −1.8% |
| SDVYFirst Trust | $36.1M | 1.2% | −1.4% |
| AVGOBroadcom Inc | $32.6M | 1.1% | −2.5% |
| IVWIshares Tr | $32.1M | 1.0% | |
| IVVIshares Core | $31.6M | 1.0% | −6.0% |
| RDVYFirst Trust | $29.3M | 1.0% | +2.2% |
| VOOVanguard Index Fds | $28.2M | 0.9% | +4.0% |
| VIGVanguard Dividend | $26.0M | 0.8% | +1.6% |
| VTIVanguard Total | $24.5M | 0.8% | |
| FTSMFirst Trust | $24.4M | 0.8% | +40.5% |
| SPYVState Street | $23.6M | 0.8% | −19.1% |
| XLKSelect Sector Spdr Tr | $23.0M | 0.8% | +6.0% |
| GOOGAlphabet Inc | $21.2M | 0.7% | |
| JPMJpmorgan Chase & Co | $21.2M | 0.7% | +1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | December 31, 2021 | +580.3% | $80.2M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $32.6M |
| LLYEli Lilly | December 31, 2021 | +334.2% | $15.6M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $38.0M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $21.2M |
| XLKSelect Sector Spdr Tr | December 31, 2021 | +119.2% | $23.0M |
| GLDSpdr Gold | December 31, 2021 | +115.5% | $18.8M |
| VGTVanguard Information | December 31, 2021 | +108.7% | $20.1M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $21.2M |
| QQQMInvesco Nasdaq | December 31, 2021 | +85.2% | $76.4M |
Sold off last quarter
- CTASimplify Exchange Traded Fun was $3.5M
- GSKGsk PLC was $3.4M
- EZUIshares Inc was $2.0M
- GVALCambria Etf Tr was $1.8M
- Honeywell Intl IncCUSIP 438516106 was $1.5M
- HLNHaleon PLC was $1.1M
- CRAKVaneck Etf Trust was $942K
- DOWDow Hldgs Inc was $791K
- Magnum Ice Cream Co NvCUSIP N5505D105 was $674K
- FTNTFortinet Inc was $530K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +9.0% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +1.5% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +6.3% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −15.9% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Western Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1767902&type=13F-HR&dateb=&owner=include&count=40CIK 1767902
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1767902/000176790226000006/Filed August 14, 2026 · accession 0001767902-26-000006