Western Wealth Management, LLC

GOLDEN, CO · CIK 1767902 · 13F filing filed 2025-11-06

SEC-registered investment adviser since 2016 · limited liability company

Assets managed$5.4bn
Staff98 · 95 in investment roles
Main clients (by assets)High net worth individuals 66%, Individuals 28%, Pension plans 3%
Websitedurableadvisor.com
Form ADV · 2026-06-09SEC adviser record

Kindwealth
Others nearbyGolden, CO, Boulder, CO, Denver, CO, Broomfield, CO, Englewood, CO, Fort Worth, TX

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Golden, CO (main office)United States	United States	1
Boulder, CO2 officesUnited States	United States	9
Broomfield, CO4 officesUnited States	United States	6
Denver, CO4 officesUnited States	United States	4
Greenwood Village, COUnited States	United States	4
Durango, CO3 officesUnited States	United States	3
Fort Worth, TXUnited States	United States	3
Johnstown, COUnited States	United States	3
Edwards, COUnited States	United States	2
Glen Rose, TXUnited States	United States	2
Lakewood, CO2 officesUnited States	United States	2
Arvada, COUnited States	United States	1

19 more cities

Aurora, COUnited States	United States	1
Basalt, COUnited States	United States	1
Beaverton, ORUnited States	United States	1
Castle Pines, COUnited States	United States	1
Elizabeth, COUnited States	United States	1
Englewood, COUnited States	United States	1
Evansville, INUnited States	United States	1
Fort Collins, COUnited States	United States	1
Happy Valley, ORUnited States	United States	1
Lakeview, AZUnited States	United States	1
Louisville, COUnited States	United States	1
Louisville, KYUnited States	United States	1
Mansfield, TXUnited States	United States	1
Parker, COUnited States	United States	1
Pueblo, COUnited States	United States	1
Roseville, CAUnited States	United States	1
Saint George, UTUnited States	United States	1
Scottsdale, AZUnited States	United States	1
St George, UTUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.9bn reported value +12.5% vs Q2 2025

760positions

26.6%in top 10

68 new 372 added 273 reduced 29 sold out vs Q2 2025

Options: 2 call positions ($5.1m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	128,721	$77.3m4.09%	4.09%	Reduced -811	-811 -0.6%
2	APPLE INC COM AAPL	AAPL	258,697	$65.9m3.48%	3.48%	Reduced -468	-468 -0.2%
3	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	221,693	$54.8m2.90%	2.90%	Added +13.0k	+12,989 6.2%
4	NVIDIA CORPORATION COM NVDA	NVDA	287,708	$53.7m2.84%	2.84%	Added +7.3k	+7,349 2.6%
5	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	629,054	$49.3m2.61%	2.61%	Added +11.4k	+11,354 1.8%
6	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	90,368	$45.4m2.40%	2.40%	Reduced -2.7k	-2,698 -2.9%
7	MICROSOFT CORP COM MSFT	MSFT	82,491	$42.7m2.26%	2.26%	Added +2.3k	+2,280 2.8%
8	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	1,000,724	$42.1m2.22%	2.22%	Added +243.9k	+243,853 32.2%
9	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	367,992	$38.5m2.03%	2.03%	Added +2.3k	+2,330 0.6%
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	49,879	$33.2m1.76%	1.76%	Added +10.0k	+10,047 25.2%
11	AMAZON COM INC COM AMZN	AMZN	147,457	$32.4m1.71%	1.71%	Added +4.1k	+4,058 2.8%
12	ISHARES TR S&P 500 GRWT ETF IVW	IVW	219,649	$26.5m1.40%	1.40%	Reduced -2.1k	-2,059 -0.9%
13	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	651,887	$24.8m1.31%	1.31%	Added +52.8k	+52,810 8.8%
14	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	432,987	$24.0m1.27%	1.27%	Added +10.4k	+10,435 2.5%
15	BROADCOM INC COM AVGO	AVGO	71,931	$23.7m1.25%	1.25%	Reduced -1.2k	-1,179 -1.6%
16	ISHARES TR CORE S&P500 ETF IVV	IVV	33,821	$22.6m1.20%	1.20%	Reduced -15	-15 -0.0%
17	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	101,886	$22.0m1.16%	1.16%	Reduced -2.5k	-2,537 -2.4%
18	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	325,070	$21.9m1.16%	1.16%	Added +5.2k	+5,194 1.6%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	89,191	$21.7m1.15%	1.15%	Added +2.2k	+2,160 2.5%
20	META PLATFORMS INC CL A META	META	22,153	$16.3m0.86%	0.86%	Added +895	+895 4.2%
21	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	25,146	$15.4m0.81%	0.81%	Added +165	+165 0.7%
22	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	45,216	$14.8m0.78%	0.78%	Added +202	+202 0.5%
23	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	242,937	$14.6m0.77%	0.77%	Added +14.0k	+13,968 6.1%
24	COSTCO WHSL CORP NEW COM COST	COST	15,479	$14.3m0.76%	0.76%	Added +391	+391 2.6%
25	ISHARES TR CORE S&P MCP ETF IJH	IJH	212,780	$13.9m0.73%	0.73%	Added +957	+957 0.5%
26	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	47,029	$13.3m0.70%	0.70%	Reduced -6.5k	-6,496 -12.1%
27	JPMORGAN CHASE & CO COM JPM	JPM	39,472	$12.5m0.66%	0.66%	Added +937	+937 2.4%
28	VANGUARD WORLD FD INF TECH ETF VGT	VGT	15,570	$11.6m0.61%	0.61%	Added +648	+648 4.3%
29	MORGAN STANLEY ETF TRUST EATON VANCE TOTA EVTR	EVTR	218,820	$11.3m0.60%	0.60%	Added +20.0k	+20,030 10.1%
30	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	137,467	$11.1m0.59%	0.59%	Added +11.4k	+11,434 9.1%
31	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	190,315	$10.9m0.58%	0.58%	Reduced -809	-809 -0.4%
32	VISA INC COM CL A V	V	31,788	$10.9m0.57%	0.57%	Added +1.1k	+1,075 3.5%
33	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	231,432	$10.7m0.57%	0.57%	Added +450	+450 0.2%
34	ISHARES TR RUS 1000 GRW ETF IWF	IWF	22,470	$10.5m0.56%	0.56%	Added +209	+209 0.9%
35	FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI UCON	UCON	414,483	$10.4m0.55%	0.55%	Added +27.2k	+27,166 7.0%
36	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	111,446	$10.4m0.55%	0.55%	Reduced -445	-445 -0.4%
37	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	115,648	$10.3m0.54%	0.54%	Reduced -49	-49 -0.0%
38	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	52,175	$9.5m0.50%	0.50%	Added +12.1k	+12,108 30.2%
39	ALPHABET INC CAP STK CL C GOOG	GOOG	38,451	$9.4m0.50%	0.50%	Added +539	+539 1.4%
40	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	241,694	$9.1m0.48%	0.48%	Added +8.3k	+8,297 3.5%
41	SPDR GOLD TR GOLD SHS GLD	GLD	24,896	$8.8m0.47%	0.47%	Added +1.5k	+1,495 6.4%
42	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	88,535	$8.3m0.44%	0.44%	Added +84.2k	+84,232 1957.5%
43	TESLA INC COM TSLA	TSLA	18,543	$8.2m0.44%	0.44%	Reduced -8.5k	-8,451 -31.3%
44	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	67,719	$7.5m0.40%	0.40%	Reduced -534	-534 -0.8%
45	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	137,771	$7.4m0.39%	0.39%	Reduced -1.4k	-1,374 -1.0%
46	LATTICE STRATEGIES TR HARTFORD US EQTY ROUS	ROUS	125,560	$7.2m0.38%	0.38%	Reduced -1.0k	-1,011 -0.8%
47	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	163,289	$7.0m0.37%	0.37%	Reduced -876	-876 -0.5%
48	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	50,117	$7.0m0.37%	0.37%	Reduced -1.3k	-1,347 -2.6%
49	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	14,308	$6.9m0.36%	0.36%	Added +277	+277 2.0%
50	WALMART INC COM WMT	WMT	65,835	$6.8m0.36%	0.36%	Reduced -1.8k	-1,817 -2.7%
51	NETFLIX INC COM NFLX	NFLX	5,547	$6.7m0.35%	0.35%	Added +452	+452 8.9%
52	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	147,762	$6.5m0.34%	0.34%	Added +10.7k	+10,710 7.8%
53	ELI LILLY & CO COM LLY	LLY	8,461	$6.5m0.34%	0.34%	Reduced -203	-203 -2.3%
54	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	54,420	$6.4m0.34%	0.34%	Added +4.1k	+4,143 8.2%
55	EXXON MOBIL CORP COM XOM	XOM	55,811	$6.3m0.33%	0.33%	Reduced -1.0k	-1,036 -1.8%
56	ISHARES TR CORE MSCI EAFE IEFA	IEFA	70,347	$6.1m0.32%	0.32%	Added +3.4k	+3,393 5.1%
57	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	56,015	$6.0m0.32%	0.32%	Added +1.5k	+1,467 2.7%
58	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	21,417	$6.0m0.32%	0.32%	Added +1.0k	+1,047 5.1%
59	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	103,611	$6.0m0.32%	0.32%	Added +2.6k	+2,569 2.5%
60	AMERICAN CENTY ETF TR US QUALITY GROW QGRO	QGRO	52,060	$6.0m0.31%	0.31%	Added +1.4k	+1,445 2.9%
61	MASTERCARD INCORPORATED CL A MA	MA	10,274	$5.8m0.31%	0.31%	Added +127	+127 1.2%
62	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	107,156	$5.8m0.31%	0.31%	Added +10.9k	+10,883 11.3%
63	MCDONALDS CORP COM MCD	MCD	18,678	$5.7m0.30%	0.30%	Added +453	+453 2.5%
64	ISHARES TR MSCI USA MIN VOL USMV	USMV	57,817	$5.5m0.29%	0.29%	Reduced -668	-668 -1.1%
65	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	28,105	$5.5m0.29%	0.29%	Reduced -1.3k	-1,343 -4.6%
66	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	138,815	$5.4m0.28%	0.28%	Added +18.9k	+18,938 15.8%
67	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	125,794	$5.3m0.28%	0.28%	Added +69.7k	+69,679 124.2%
68	ISHARES TR CORE S&P TTL STK ITOT	ITOT	36,064	$5.3m0.28%	0.28%	Reduced -7	-7 -0.0%
69	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	154,796	$5.2m0.27%	0.27%	Reduced -9.7k	-9,687 -5.9%
70	HOME DEPOT INC COM HD	HD	12,713	$5.2m0.27%	0.27%	Added +12	+12 0.1%
71	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	280,901	$5.1m0.27%	0.27%	Reduced -5.5k	-5,477 -1.9%
72	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	10,430	$5.1m0.27%	0.27%	Added +810	+810 8.4%
73	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	176,338	$5.1m0.27%	0.27%	Reduced -563	-563 -0.3%
74	ABBVIE INC COM ABBV	ABBV	21,829	$5.1m0.27%	0.27%	Added +85	+85 0.4%
75	CINTAS CORP COM CTAS	CTAS	24,453	$5.0m0.27%	0.27%	Added +214	+214 0.9%
76	PROCTER AND GAMBLE CO COM PG	PG	32,534	$5.0m0.26%	0.26%	Reduced -703	-703 -2.1%
77	COLUMBIA ETF TR I RESH ENHNC COR RECS	RECS	121,142	$4.9m0.26%	0.26%	Added +11.0k	+10,968 10.0%
78	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	105,652	$4.9m0.26%	0.26%	Reduced -2.8k	-2,789 -2.6%
79	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	65,632	$4.8m0.25%	0.25%	Added +992	+992 1.5%
80	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	94,919	$4.8m0.25%	0.25%	Reduced -14.3k	-14,328 -13.1%
81	BANK AMERICA CORP COM BAC	BAC	91,277	$4.7m0.25%	0.25%	Added +958	+958 1.1%
82	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	138,640	$4.7m0.25%	0.25%	Added +27.7k	+27,698 25.0%
83	FIRST TR MID CAP CORE ALPHAD COM SHS FNX	FNX	37,154	$4.7m0.25%	0.25%	Added +599	+599 1.6%
84	MICROSTRATEGY INC CL A NEW MSTR	MSTR	14,426	$4.6m0.25%	0.25%	Added +3.0k	+2,971 25.9%
85	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	100,648	$4.6m0.25%	0.25%	Added +60.1k	+60,114 148.3%
86	SELECT SECTOR SPDR TR INDL XLI	XLI	29,854	$4.6m0.24%	0.24%	Reduced -13.5k	-13,474 -31.1%
87	ISHARES TR MSCI EAFE ETF EFA	EFA	48,893	$4.6m0.24%	0.24%	Added +787	+787 1.6%
88	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	112,720	$4.5m0.24%	0.24%	Added +6.9k	+6,891 6.5%
89	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	43,855	$4.3m0.23%	0.23%	Reduced -8.0k	-8,009 -15.4%
90	GE AEROSPACE COM NEW GE	GE	14,095	$4.2m0.22%	0.22%	Added +54	+54 0.4%
91	SELECT SECTOR SPDR TR ENERGY XLE	XLE	47,235	$4.2m0.22%	0.22%	Reduced -3.3k	-3,335 -6.6%
92	UBER TECHNOLOGIES INC COM UBER	UBER	42,150	$4.1m0.22%	0.22%	Added +16.6k	+16,634 65.2%
93	BLACKSTONE INC COM BX	BX	24,060	$4.1m0.22%	0.22%	Added +9.1k	+9,117 61.0%
94	ISHARES TR CORE S&P US GWT IUSG	IUSG	24,975	$4.1m0.22%	0.22%	Added +11	+11 0.0%
95	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	12,539	$4.1m0.22%	0.22%	Reduced -221	-221 -1.7%
96	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	64,639	$4.1m0.22%	0.22%	Reduced -336	-336 -0.5%
97	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	28,027	$4.0m0.21%	0.21%	Added +1.1k	+1,107 4.1%
98	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	8,465	$3.9m0.21%	0.21%	Added +16	+16 0.2%
99	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	143,746	$3.9m0.21%	0.21%	Added +7.2k	+7,247 5.3%
100	SPDR SER TR PORT MTG BK ETF SPMB	SPMB	174,409	$3.9m0.21%	0.21%	Added +686	+686 0.4%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
WALGREENS BOOTS ALLIANCE INC WBA	WBA	57,500	$660.1k57.5k shares
NEW YORK LIFE INVTS ACTIVE E MMIT	MMIT	27,631	$659.0k27.6k shares
ZOETIS INC ZTS	ZTS	4,159	$648.6k4.2k shares
INVESCO EXCH TRD SLF IDX FD BSCP	BSCP	24,992	$516.8k25.0k shares
VANECK ETF TRUST ANGL	ANGL	17,631	$516.2k17.6k shares
DYNATRACE INC DT	DT	8,525	$470.7k8.5k shares
WISDOMTREE TR DDWM	DDWM	9,495	$376.6k9.5k shares
VANGUARD BD INDEX FDS VUSB	VUSB	5,654	$281.9k5.7k shares
ISHARES TR SGOV	SGOV	2,706	$272.5k2.7k shares
PROSHARES TR SMDV	SMDV	4,185	$272.3k4.2k shares
CENTENE CORP DEL CNC	CNC	4,998	$271.3k5.0k shares
SCHWAB STRATEGIC TR SCHZ	SCHZ	11,029	$256.3k11.0k shares
THE TRADE DESK INC TTD	TTD	3,517	$253.2k3.5k shares
VANGUARD CHARLOTTE FDS BNDX	BNDX	4,842	$239.7k4.8k shares
EXPEDIA GROUP INC EXPE	EXPE	1,421	$239.7k1.4k shares
SPDR SER TR XHS	XHS	2,310	$229.9k2.3k shares
MONDELEZ INTL INC MDLZ	MDLZ	3,332	$224.7k3.3k shares
ENPHASE ENERGY INC ENPH	ENPH	5,544	$219.8k5.5k shares
FRANKLIN TEMPLETON ETF TR FLMB	FLMB	9,457	$218.4k9.5k shares
PUBLIC STORAGE PSA	PSA	730	$214.2k730 shares
BROWN & BROWN INC BRO	BRO	1,902	$210.9k1.9k shares
CGI INC GIB	GIB	2,000	$209.7k2.0k shares
SPDR SER TR TIPX	TIPX	10,922	$209.0k10.9k shares
KIMBERLY-CLARK CORP KMB	KMB	1,600	$206.2k1.6k shares
ISHARES TR HYG	HYG	2,532	$204.2k2.5k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
TESLA INC TSLA · Call	TSLA	Call	97	$2.7m97 shares	Reduced
MICROSTRATEGY INC MSTR · Call	MSTR	Call	126	$2.3m126 shares	Reduced