AiSiWhale

AI & tech investing

Western Wealth Management, LLC

CIK 1767902

13F filing for Q2 2026・No. 1,269

Holdings
US$3.06B
Quarter change
+US$427.84M
Entries
1,291
Net bought (estimate)
+US$89.89M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 100
  • Sold out 49
  • Cut 399
  • Added 446
  • Corporate actions 2
  • Unchanged 55

Largest holdings

1,000 stocks worth US$3.06B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMAddedUS$103.57M3.39%
QQQInvesco QQQMF Closed and MF OpenCutUS$91.78M3.00%
NVDANvidiaCOMAddedUS$80.2M2.62%
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETFCutUS$76.35M2.50%
SPDR SERIES TRUSTST STR P500ETFAddedUS$65.38M2.14%
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNITCutUS$55.07M1.80%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITCutUS$45.56M1.49%
AMZNAmazonCOMAddedUS$45.32M1.48%
SPDR SERIES TRUSTST STR P500GRWCutUS$44.14M1.44%
MSFTMicrosoftCOMAddedUS$43.78M1.43%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.