# EDGAR Filing Document

**Accession Number:** 0001923591
**File Stem:** 0001172661-23-000259
**Filing Date:** 2023-1
**Character Count:** 10862
**Document Hash:** 6bc0bc4d8afcacbfb5825289d45fe6ad
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000259.hdr.sgml**: 20230123

**ACCESSION NUMBER**: 0001172661-23-000259

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230123

**DATE AS OF CHANGE**: 20230123

**EFFECTIVENESS DATE**: 20230123

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** West Wealth Group, LLC
- **CENTRAL INDEX KEY:** 0001923591
- **IRS NUMBER:** 872478709
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22454
- **FILM NUMBER:** 23544046

**BUSINESS ADDRESS:**
- **STREET 1:** 2 PARK PLAZA
- **STREET 2:** SUITE 280
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92614
- **BUSINESS PHONE:** 949-682-9105

**MAIL ADDRESS:**
- **STREET 1:** 2 PARK PLAZA
- **STREET 2:** SUITE 280
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92614

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** West Wealth Group LLC<br>**Address:** 2 Park Plaza<br>Suite 280<br>Irvine, CA 92614

**Form 13F File Number:** 028-22454

**CRD Number (if applicable):** 000316644

**SEC File Number (if applicable):** 801-122438

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brian Levy<br>**Title:** Managing Member<br>**Phone:** 949-682-9105

**Signature, Place, and Date of Signing:**

/s/ Brian Levy  Irvine, CA  01-23-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 74

**Form 13F Information Table Value Total:** $201174991

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 324733 | 2009 | SH |  | SOLE |  | 0 | 0 | 2009 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 216501 | 2440 | SH |  | SOLE |  | 0 | 0 | 2440 |
| AMAZON COM INC | COM | 023135106 |  | 1094184 | 13026 | SH |  | SOLE |  | 0 | 0 | 13026 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 |  | 223630 | 10609 | SH |  | SOLE |  | 0 | 0 | 10609 |
| APPLE INC | COM | 037833100 |  | 5960037 | 45871 | SH |  | SOLE |  | 0 | 0 | 45871 |
| ATLAS CORP | SHARES | Y0436Q109 |  | 344767 | 22475 | SH |  | SOLE |  | 0 | 0 | 22475 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 296235 | 959 | SH |  | SOLE |  | 0 | 0 | 959 |
| BLACKROCK ETF TRUST | US CARBON TRANS | 09290C509 |  | 307585 | 7251 | SH |  | SOLE |  | 0 | 0 | 7251 |
| BOEING CO | COM | 097023105 |  | 1515058 | 7953 | SH |  | SOLE |  | 0 | 0 | 7953 |
| BROADCOM INC | COM | 11135F101 |  | 517355 | 925 | SH |  | SOLE |  | 0 | 0 | 925 |
| CION INVT CORP | COM | 17259U204 |  | 99791 | 10235 | SH |  | SOLE |  | 0 | 0 | 10235 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 |  | 167028 | 10368 | SH |  | SOLE |  | 0 | 0 | 10368 |
| CSX CORP | COM | 126408103 |  | 224490 | 7246 | SH |  | SOLE |  | 0 | 0 | 7246 |
| DISNEY WALT CO | COM | 254687106 |  | 309104 | 3558 | SH |  | SOLE |  | 0 | 0 | 3558 |
| FIRST FNDTN INC | COM | 32026V104 |  | 287038 | 20031 | SH |  | SOLE |  | 0 | 0 | 20031 |
| HOME DEPOT INC | COM | 437076102 |  | 435287 | 1378 | SH |  | SOLE |  | 0 | 0 | 1378 |
| INVESCO EXCH TRADED FD TR II | S EMRNG MKTS | 46138E297 |  | 10051588 | 436836 | SH |  | SOLE |  | 0 | 0 | 436836 |
| IRON MTN INC DEL | COM | 46284V101 |  | 249250 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 259067 | 8615 | SH |  | SOLE |  | 0 | 0 | 8615 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 235532 | 7163 | SH |  | SOLE |  | 0 | 0 | 7163 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 483617 | 19651 | SH |  | SOLE |  | 0 | 0 | 19651 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 35488811 | 418747 | SH |  | SOLE |  | 0 | 0 | 418747 |
| ISHARES TR | MSCI KLD400 SOC | 464288570 |  | 442180 | 6159 | SH |  | SOLE |  | 0 | 0 | 6159 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 2119326 | 58448 | SH |  | SOLE |  | 0 | 0 | 58448 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2968540 | 31367 | SH |  | SOLE |  | 0 | 0 | 31367 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 769719 | 22291 | SH |  | SOLE |  | 0 | 0 | 22291 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 12574221 | 150122 | SH |  | SOLE |  | 0 | 0 | 150122 |
| ISHARES TR | AGGRES ALLOC ETF | 464289859 |  | 362390 | 6065 | SH |  | SOLE |  | 0 | 0 | 6065 |
| ISHARES TR | ESG ADV TTL USD | 46436E619 |  | 234494 | 5557 | SH |  | SOLE |  | 0 | 0 | 5557 |
| ISHARES TR | MBS ETF | 464288588 |  | 5647646 | 60891 | SH |  | SOLE |  | 0 | 0 | 60891 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 4195769 | 184673 | SH |  | SOLE |  | 0 | 0 | 184673 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 4229741 | 28985 | SH |  | SOLE |  | 0 | 0 | 28985 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 3801130 | 92960 | SH |  | SOLE |  | 0 | 0 | 92960 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 5269140 | 70736 | SH |  | SOLE |  | 0 | 0 | 70736 |
| ISHARES TR | ESG EAFE ETF | 46436E759 |  | 202644 | 3734 | SH |  | SOLE |  | 0 | 0 | 3734 |
| ISHARES TR | CORE S ETF | 464287200 |  | 223699 | 582 | SH |  | SOLE |  | 0 | 0 | 582 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 14446190 | 314869 | SH |  | SOLE |  | 0 | 0 | 314869 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 |  | 361561 | 11793 | SH |  | SOLE |  | 0 | 0 | 11793 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 4281308 | 59380 | SH |  | SOLE |  | 0 | 0 | 59380 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 2209280 | 20422 | SH |  | SOLE |  | 0 | 0 | 20422 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 384018 | 4214 | SH |  | SOLE |  | 0 | 0 | 4214 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 944711 | 13599 | SH |  | SOLE |  | 0 | 0 | 13599 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 342050 | 4044 | SH |  | SOLE |  | 0 | 0 | 4044 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 7117412 | 158411 | SH |  | SOLE |  | 0 | 0 | 158411 |
| ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 |  | 1477749 | 52421 | SH |  | SOLE |  | 0 | 0 | 52421 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 225778 | 464 | SH |  | SOLE |  | 0 | 0 | 464 |
| MCDONALDS CORP | COM | 580135101 |  | 672666 | 2553 | SH |  | SOLE |  | 0 | 0 | 2553 |
| MICROSOFT CORP | COM | 594918104 |  | 1646021 | 6864 | SH |  | SOLE |  | 0 | 0 | 6864 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 264313 | 1809 | SH |  | SOLE |  | 0 | 0 | 1809 |
| PEPSICO INC | COM | 713448108 |  | 213449 | 1181 | SH |  | SOLE |  | 0 | 0 | 1181 |
| PFIZER INC | COM | 717081103 |  | 230400 | 4496 | SH |  | SOLE |  | 0 | 0 | 4496 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 489593 | 3230 | SH |  | SOLE |  | 0 | 0 | 3230 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 437718 | 1699 | SH |  | SOLE |  | 0 | 0 | 1699 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 743429 | 14355 | SH |  | SOLE |  | 0 | 0 | 14355 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 7234813 | 158484 | SH |  | SOLE |  | 0 | 0 | 158484 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 1346794 | 15397 | SH |  | SOLE |  | 0 | 0 | 15397 |
| SEMPRA | COM | 816851109 |  | 819878 | 5305 | SH |  | SOLE |  | 0 | 0 | 5305 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 225353 | 6693 | SH |  | SOLE |  | 0 | 0 | 6693 |
| SPDR INDEX SHS FDS | S INTL ETF | 78463X772 |  | 284373 | 8799 | SH |  | SOLE |  | 0 | 0 | 8799 |
| SPDR INDEX SHS FDS | S GBLINF ETF | 78463X855 |  | 221900 | 4233 | SH |  | SOLE |  | 0 | 0 | 4233 |
| SPDR SER TR | PRTFLO S HI | 78468R788 |  | 333276 | 8420 | SH |  | SOLE |  | 0 | 0 | 8420 |
| SPDR SER TR | BLOOMBERG EMERGI | 78464A391 |  | 283380 | 13783 | SH |  | SOLE |  | 0 | 0 | 13783 |
| SPDR SER TR | ICE PFD SEC ETF | 78464A292 |  | 501352 | 15276 | SH |  | SOLE |  | 0 | 0 | 15276 |
| SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 |  | 210648 | 2341 | SH |  | SOLE |  | 0 | 0 | 2341 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 47333702 | 1052328 | SH |  | SOLE |  | 0 | 0 | 1052328 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 553764 | 13539 | SH |  | SOLE |  | 0 | 0 | 13539 |
| STARBUCKS CORP | COM | 855244109 |  | 206001 | 2077 | SH |  | SOLE |  | 0 | 0 | 2077 |
| TESLA INC | COM | 88160R101 |  | 700278 | 5685 | SH |  | SOLE |  | 0 | 0 | 5685 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 466990 | 1329 | SH |  | SOLE |  | 0 | 0 | 1329 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 541576 | 3567 | SH |  | SOLE |  | 0 | 0 | 3567 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 506577 | 4681 | SH |  | SOLE |  | 0 | 0 | 4681 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 216418 | 5493 | SH |  | SOLE |  | 0 | 0 | 5493 |
| WALMART INC | COM | 931142103 |  | 236717 | 1669 | SH |  | SOLE |  | 0 | 0 | 1669 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 332228 | 8046 | SH |  | SOLE |  | 0 | 0 | 8046 |

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