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21 West Wealth Management

Latest statistics and disclosures from 21 West Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, JMUB, MUB, JEPQ, JEPI, and represent 29.66% of 21 West Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VCIT, CMF, JMUB, VOO, FBND, BOND, DFUS, JSCP, VIGI, STIP.
Reduced shares in these 10 stocks: FLRN, SPSB, , NVDA, VIG, MSFT, VEA, AVGO, IJH, AMZN.
Sold out of its position in COST.
21 West Wealth Management was a net buyer of stock by $1.7M.
21 West Wealth Management has $105M in assets under management (AUM), dropping by 6.34%.
Central Index Key (CIK): 0002067541

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Portfolio Holdings for 21 West Wealth Management

21 West Wealth Management holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.8	$7.1M	+5%	12k	612.38	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	6.7	$7.0M	+10%	139k	50.47	View chart
Ishares Tr National Mun Etf (MUB)	5.9	$6.2M		58k	106.49	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	5.4	$5.7M		99k	57.52	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.9	$5.2M		91k	57.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.8	$4.1M	-2%	19k	215.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.4	$3.6M	+35%	42k	84.11	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.2	$3.4M	+10%	36k	93.35	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.2	$3.3M	+10%	72k	46.24	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.9	$3.1M	+2%	73k	42.79	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	2.9	$3.1M	+5%	65k	47.61	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.7	$2.8M	+9%	39k	72.44	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.6	$2.7M	+4%	30k	89.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$2.7M	+2%	9.0k	293.74	View chart
NVIDIA Corporation (NVDA)	2.4	$2.5M	-3%	13k	186.58	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	2.3	$2.4M	+3%	43k	57.19	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	2.2	$2.4M	+2%	27k	87.91	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.2	$2.4M	+42%	42k	57.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$2.2M		3.3k	669.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$2.1M		3.1k	666.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$2.0M		15k	140.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$1.8M	+2%	7.1k	254.28	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	1.6	$1.7M	+3%	37k	46.32	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.6	$1.7M	+6%	17k	103.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.5	$1.6M		24k	65.26	View chart
Apple (AAPL)	1.4	$1.5M		5.9k	254.63	View chart
Spdr Series Trust Russell Low Vol (ONEV)	1.4	$1.5M	+3%	11k	133.11	View chart
Microsoft Corporation (MSFT)	1.4	$1.5M	-3%	2.8k	517.95	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	1.3	$1.4M	+3%	29k	47.93	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.3	$1.3M		37k	36.16	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.1	$1.2M		28k	43.30	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.1	$1.2M	+5%	42k	27.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$1.0M		11k	93.37	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$841k		13k	67.51	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$753k	+2%	9.8k	76.72	View chart
Amazon (AMZN)	0.7	$751k	-2%	3.4k	219.57	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.7	$697k	-63%	23k	30.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$646k		5.4k	118.83	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.6	$623k		15k	41.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$620k		2.5k	243.55	View chart
JPMorgan Chase & Co. (JPM)	0.6	$589k		1.9k	315.43	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.5	$579k	-69%	19k	30.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$569k		2.3k	243.10	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$518k		5.4k	95.89	View chart
Meta Platforms Cl A (META)	0.5	$515k		701.00	734.38	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$478k		3.4k	139.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$461k	-7%	7.7k	59.92	View chart
Broadcom (AVGO)	0.4	$393k	-4%	1.2k	329.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$364k		723.00	502.74	View chart
Ishares Tr New York Mun Etf (NYF)	0.3	$358k	+40%	6.7k	53.35	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$344k		2.4k	141.50	View chart
Visa Com Cl A (V)	0.3	$341k		999.00	341.38	View chart
Abbvie (ABBV)	0.3	$293k		1.3k	231.54	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$276k		1.3k	213.73	View chart
Eli Lilly & Co. (LLY)	0.3	$274k	-3%	359.00	763.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$270k		2.9k	91.42	View chart
Eaton Corp SHS (ETN)	0.3	$266k		711.00	374.25	View chart
Trane Technologies SHS (TT)	0.2	$229k		543.00	421.96	View chart

Past Filings by 21 West Wealth Management

SEC 13F filings are viewable for 21 West Wealth Management going back to 2025

21 West Wealth Management 2025 Q3 filed Oct. 14, 2025
21 West Wealth Management 2025 Q2 filed July 8, 2025

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