2026 Q1 Portfolio Activity
In 2026 Q1, Western Wealth Management, LLC maintained a portfolio of 2692 distinct positions. The most significant new addition was RBB FD INC, now representing 0.34% of the total fund value. They heavily accumulated shares in BERKSHIRE HATHAWAY INC DEL, increasing the position by 1900.0%. Conversely, Western Wealth Management, LLC completely exited their position in NVIDIA CORP.
Position History
hover any row below to update
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Total Positions
2692
Quarter
2026 Q1
Top Holding
AAPL (3.2%)
Top 10 Concentration
21.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2692
Western Wealth Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 3.23% | 3.29% |
#1
2
Prev: #3
|
5.8 |
—
|
85,584 | 32.5% |
P
S
|
348,678 | $88,490,835 |
$158.76
+94.5%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | ||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.77% | 3.68% |
#2
1
Prev: #1
|
3.1 |
—
|
1,534 | 1.2% |
P
S
|
131,472 | $75,882,932 |
$325.67
+120.3%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | ||
|
QQQM
INVESCO EXCH TR...
|
ETF | 2.71% | 3.31% |
#3
1
Prev: #2
|
4.1 |
—
|
28,257 | 9.9% |
P
S
|
312,615 | $74,283,449 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.54% | 2.58% |
#4
1
Prev: #5
|
4.0 |
—
|
97,537 | 32.4% |
P
S
|
398,381 | $69,477,615 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 2.01% | 2.66% |
#5
1
Prev: #4
|
1.8 |
—
|
-1,231 | -0.2% |
P
S
|
717,248 | $54,898,159 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 1.75% | 2.08% |
#6
1
Prev: #7
|
2.7 |
—
|
88,340 | 8.5% |
P
S
|
1,124,695 | $47,844,532 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.56% | 2.09% |
#7
1
Prev: #6
|
1.1 |
—
|
-1,461 | -1.6% |
P
S
|
88,993 | $42,645,247 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.53% | 2.01% |
#8
Prev: #8
|
3.1 |
—
|
22,875 | 25.4% |
P
S
|
112,983 | $41,823,175 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.47% | 1.60% |
#9
2
Prev: #11
|
3.1 |
—
|
11,235 | 22.1% |
P
S
|
62,017 | $40,332,069 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.44% | 1.61% |
#10
Prev: #10
|
3.1 |
—
|
38,238 | 25.3% |
P
S
|
189,362 | $39,438,546 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 1.40% | 1.85% |
#11
2
Prev: #9
|
1.1 |
—
|
14,887 | 3.9% |
P
S
|
392,110 | $38,391,471 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 1.22% | 1.34% |
#12
Prev: #12
|
2.5 |
—
|
92,762 | 12.3% |
P
S
|
849,178 | $33,483,064 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.14% | 1.33% |
#13
Prev: #13
|
2.5 |
—
|
16,278 | 17.7% |
P
S
|
108,320 | $31,148,533 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
IVV
ISHARES TR
|
ETF | 1.07% | 1.05% |
#14
4
Prev: #18
|
2.9 |
—
|
11,755 | 35.5% |
P
S
|
44,876 | $29,313,191 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.00% | 1.14% |
#15
1
Prev: #16
|
2.9 |
—
|
17,326 | 24.3% |
P
S
|
88,661 | $27,441,729 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.99% | 1.16% |
#16
1
Prev: #15
|
2.4 |
—
|
37,214 | 8.4% |
P
S
|
479,814 | $27,147,871 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
IVW
ISHARES TR
|
Warrant | 0.97% | 1.23% |
#17
3
Prev: #14
|
2.4 |
—
|
18,491 | 8.5% |
P
S
|
235,361 | $26,621,750 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
DGRW
WISDOMTREE TR
|
ETF | 0.89% | 0.92% |
#18
3
Prev: #21
|
2.9 |
—
|
53,933 | 24.1% |
P
S
|
277,773 | $24,399,568 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 0.88% | 1.08% |
#19
2
Prev: #17
|
0.9 |
—
|
15,055 | 4.4% |
P
S
|
353,709 | $24,151,230 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.86% | 1.01% |
#20
Prev: #20
|
2.3 |
—
|
4,482 | 12.8% |
P
S
|
39,486 | $23,594,581 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.85% | 1.03% |
#21
2
Prev: #19
|
2.3 |
—
|
6,439 | 6.3% |
P
S
|
108,062 | $23,239,661 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.78% | 0.84% |
#22
1
Prev: #23
|
2.3 |
—
|
3,651 | 7.9% |
P
S
|
49,670 | $21,372,375 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.77% | 0.91% |
#23
1
Prev: #22
|
2.3 |
—
|
7,056 | 12.0% |
P
S
|
65,828 | $21,118,358 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.70% | 0.63% |
#24
5
Prev: #29
|
2.8 |
—
|
3,333 | 21.0% |
P
S
|
19,195 | $19,126,139 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.68% | 0.63% |
#25
3
Prev: #28
|
2.8 |
—
|
20,961 | 49.1% |
P
S
|
63,689 | $18,734,614 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
IJH
ISHARES TR
|
ETF | 0.67% | 0.66% |
#26
Prev: #26
|
2.8 |
—
|
53,256 | 24.4% |
P
S
|
271,697 | $18,347,671 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
FTSM
FIRST TR EXCHAN...
|
ETF | 0.64% | 0.76% |
#27
3
Prev: #24
|
2.3 |
—
|
15,570 | 5.6% |
P
S
|
291,411 | $17,420,569 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.63% | 0.58% |
#28
2
Prev: #30
|
2.8 |
—
|
19,571 | 48.5% |
P
S
|
59,933 | $17,192,375 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.58% | 0.70% |
#29
4
Prev: #25
|
2.7 |
—
|
4,758 | 20.8% |
P
S
|
27,662 | $15,826,122 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.55% | 0.65% |
#30
3
Prev: #27
|
2.2 |
—
|
15,926 | 16.3% |
P
S
|
113,857 | $15,131,683 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.52% | 0.03% |
#31
385
Prev: #416
|
3.2 |
—
|
19 | 1900.0% |
P
S
|
20 | $14,362,800 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.52% | 0.58% |
#32
1
Prev: #31
|
2.7 |
—
|
3,729 | 22.3% |
P
S
|
20,460 | $14,275,292 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.51% | 0.32% |
#33
21
Prev: #54
|
2.7 |
—
|
23,907 | 40.8% |
P
S
|
82,480 | $13,993,656 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.49% | 0.48% |
#34
4
Prev: #38
|
2.7 |
—
|
57,166 | 25.7% |
P
S
|
279,669 | $13,513,576 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.49% | 0.41% |
#35
10
Prev: #45
|
2.7 |
—
|
94,945 | 47.4% |
P
S
|
295,301 | $13,480,476 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.47% | 0.35% |
#36
16
Prev: #52
|
3.2 |
—
|
13,925 | 89.6% |
P
S
|
29,467 | $12,870,654 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 0.47% | 0.49% |
#37
1
Prev: #36
|
2.2 |
—
|
34,458 | 18.9% |
P
S
|
216,438 | $12,817,467 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
EVTR
MORGAN STANLEY ...
|
ETF | 0.45% | 0.53% |
#38
5
Prev: #33
|
2.2 |
—
|
21,161 | 9.5% |
P
S
|
244,193 | $12,392,802 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.45% | 0.43% |
#39
2
Prev: #41
|
3.2 |
—
|
12,540 | 60.7% |
P
S
|
33,210 | $12,345,834 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
UCON
FIRST TR EXCHNG...
|
ETF | 0.45% | 0.50% |
#40
5
Prev: #35
|
2.2 |
—
|
63,137 | 14.5% |
P
S
|
497,721 | $12,328,565 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.44% | 0.42% |
#41
1
Prev: #42
|
3.2 |
—
|
4,665 | 54.6% |
P
S
|
13,214 | $12,154,057 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
V
VISA INC
|
Financial Services | 0.44% | 0.53% |
#42
8
Prev: #34
|
2.7 |
—
|
7,148 | 22.0% |
P
S
|
39,691 | $11,996,149 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.43% | 0.16% |
#43
82
Prev: #125
|
3.2 |
—
|
128,191 | 235.4% |
P
S
|
182,656 | $11,704,618 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.42% | 0.36% |
#44
4
Prev: #48
|
2.7 |
—
|
21,461 | 30.6% |
P
S
|
91,670 | $11,392,714 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
IWF
ISHARES TR
|
ETF | 0.41% | 0.53% |
#45
13
Prev: #32
|
2.2 |
—
|
1,724 | 7.1% |
P
S
|
26,101 | $11,129,422 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
VFLO
VICTORY PORTFOL...
|
Unknown | 0.39% | 0.45% |
#46
7
Prev: #39
|
2.2 |
—
|
20,796 | 8.4% |
P
S
|
268,567 | $10,603,029 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
FTCS
FIRST TR EXCHAN...
|
ETF | 0.38% | 0.48% |
#47
10
Prev: #37
|
0.7 |
—
|
-2,609 | -2.3% |
P
S
|
110,997 | $10,296,071 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.37% | 0.42% |
#48
4
Prev: #44
|
2.1 |
—
|
17,485 | 15.8% |
P
S
|
127,942 | $10,115,150 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.35% | 0.30% |
#49
9
Prev: #58
|
2.6 |
—
|
88,701 | 46.4% |
P
S
|
279,914 | $9,452,704 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.35% | 0.31% |
#50
7
Prev: #57
|
2.6 |
—
|
6,013 | 27.4% |
P
S
|
27,954 | $9,447,297 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-19 |
Showing 1-50 of 2692 holdings