Western Wealth Management, LLC has disclosed its latest investment holdings in a recent SEC filing, which is crucial for understanding its strategic positioning in the financial services industry. The filing, dated November 9, 2026, reveals the company's investment strategy and highlights its significant stakes in various well-known firms.

This update is particularly important as it reflects the company's approach to managing its portfolio and responding to market dynamics. With a total reported value of approximately $3.07 billion, the filing indicates a robust investment strategy aimed at growth and stability.

Background

Western Wealth Management, LLC, a financial services firm, is based in Golden, Colorado. The company is categorized under the SEC's filings as an 'other' entity type. It has been active in reporting its holdings, with its most recent filings including a 13F-HR form on November 9, 2026, and previous filings throughout the year.

What the Filing Says

The recent filing, identified by accession number 0001767902-26-000009, includes a detailed summary of the company's investments as of September 30, 2026. Notably, the filing indicates that Western Wealth Management holds significant positions in various companies, including:

  • AB Active ETFs Inc
  • Abbott Laboratories
  • Alphabet Inc
  • Amazon.com Inc
  • Apple Inc

These investments reflect a diversified approach, with the company exercising sole investment discretion over its holdings.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the wealth management sector. By showcasing its investment strategy, Western Wealth Management provides insights that could influence market perceptions and competitive strategies within the industry.

What's Next

The filing does not specify what actions the company will take next, but it sets the stage for future updates regarding its investment strategy and performance.