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Western Wealth Management - Q1 2026 13F Filings

WE

Western Wealth Management, LLC

CIK: 0001767902
Address: Colorado Golden 14143 Denver West Parkway Ste. 450
$2.74 B
Portfolio Value
2686
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 06/18/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+26.56%
$2.73 B 99.64%
Options
+61.12%
$5.17 M 0.19%
Debt
+100.00%
$23,549 0.00%
Other
-63.09%
$4.7 M 0.17%

Sector Allocation (Stocks)

Western Wealth Management Q1 2026 Filing Summary

Western Wealth Management, LLC originally filed its 13F report for Q1 2026 on May 19, 2026. The filing was subsequently amended, with the latest update submitted on June 18, 2026. The portfolio totaled 2.74 B reflecting a +26.09% change from the prior quarter, spanning 2,686 assets. The top 10 holdings comprised 21.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1828 new positions and 4 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Western Wealth Management’s Q1 2026 Filing

Yes. Western Wealth Management originally filed on 05/19/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 06/18/2026.

In the Q1 2026 filing, Western Wealth Management reported a managed portfolio value of 2.63 B, consisting of 956 individual positions.

Multiple filings indicate that Western Wealth Management updated their Q1 2026 report. The initial filing was submitted on 05/19/2026, followed by amendments to correct data or disclose previously confidential holdings.

This page displays the raw filing documents. To see which stocks Western Wealth Management bought or sold during Q1 2026, please visit Western Wealth Management's Portfolio Analysis page.