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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 29.17% of 21 West Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VCIT, JMUB, CMF, BSV, VOO, AGG, DFCF, MU, STIP, WMT.
Started 6 new stock positions in DFCF, BAC, AGG, BSV, MU, WMT.
Reduced shares in these 10 stocks: , , JEPI, VIG, JEPQ, NVDA, MUB, IVV, AVGO, MSFT.
Sold out of its positions in SPSB, FLRN.
21 West Wealth Management was a net buyer of stock by $2.7M.
21 West Wealth Management has $109M in assets under management (AUM), dropping by 3.80%.
Central Index Key (CIK): 0002067541

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Portfolio Holdings for 21 West Wealth Management

21 West Wealth Management holds 62 positions in its portfolio as reported in the December 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)	6.9	$7.6M	+3%	12k	627.13	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	6.9	$7.6M	+7%	150k	50.50	View chart
Ishares Tr National Mun Etf (MUB)	5.7	$6.2M		58k	107.11	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	5.2	$5.6M	-2%	97k	58.12	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.5	$4.9M	-4%	86k	57.24	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.0	$4.4M	+23%	53k	83.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.6	$3.9M	-5%	18k	219.78	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.2	$3.4M	+2%	37k	93.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.1	$3.4M	+2%	75k	46.04	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	3.0	$3.2M	+5%	68k	47.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.0	$3.2M		73k	44.41	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.8	$3.1M	+6%	41k	74.17	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.6	$2.9M	+3%	32k	91.45	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.6	$2.8M	+18%	49k	57.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.4	$2.7M		9.2k	290.22	View chart
Spdr Series Trust State Street Spd (SPMD)	2.3	$2.5M		43k	57.91	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	2.3	$2.5M		27k	90.67	View chart
NVIDIA Corporation (NVDA)	2.2	$2.4M	-4%	13k	186.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$2.2M		3.3k	684.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$2.1M		3.1k	681.92	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$2.1M		15k	143.52	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.8	$1.9M	+13%	19k	102.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$1.8M		7.1k	257.95	View chart
Spdr Series Trust State Street Spd (SPSM)	1.6	$1.8M	+2%	38k	46.86	View chart
Apple (AAPL)	1.5	$1.6M		5.9k	271.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$1.6M		24k	66.00	View chart
Spdr Series Trust State Street Spd (ONEV)	1.4	$1.5M		11k	133.19	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	1.3	$1.4M	+2%	30k	46.71	View chart
Microsoft Corporation (MSFT)	1.2	$1.4M		2.8k	483.62	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.2	$1.3M		37k	36.06	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.1	$1.2M	+2%	28k	42.87	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.1	$1.2M	+2%	44k	26.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$1.0M		11k	96.03	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$913k		13k	72.68	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$799k	+4%	10k	77.53	View chart
Amazon (AMZN)	0.7	$790k		3.4k	230.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$786k		2.5k	313.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$721k		2.3k	313.00	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.6	$654k	+5%	16k	41.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$653k		5.4k	120.18	View chart
JPMorgan Chase & Co. (JPM)	0.6	$602k		1.9k	322.22	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$524k		5.4k	96.88	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$483k		3.4k	141.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$481k		7.7k	62.47	View chart
Meta Platforms Cl A (META)	0.4	$469k		711.00	660.09	View chart
Broadcom (AVGO)	0.4	$395k	-4%	1.1k	346.10	View chart
Eli Lilly & Co. (LLY)	0.3	$377k	-2%	351.00	1074.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$363k		723.00	502.65	View chart
Ishares Tr New York Mun Etf (NYF)	0.3	$359k		6.7k	53.51	View chart
Visa Com Cl A (V)	0.3	$350k		999.00	350.71	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$343k		2.4k	141.16	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$298k	NEW	3.8k	78.81	View chart
Abbvie (ABBV)	0.3	$289k		1.3k	228.49	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$273k		1.3k	211.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$271k	+3%	3.1k	88.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$255k	NEW	2.6k	99.88	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$251k	NEW	5.9k	42.56	View chart
Micron Technology (MU)	0.2	$244k	NEW	855.00	285.41	View chart
Eaton Corp SHS (ETN)	0.2	$227k		711.00	318.51	View chart
Trane Technologies SHS (TT)	0.2	$211k		543.00	389.20	View chart
Wal-Mart Stores (WMT)	0.2	$209k	NEW	1.9k	111.41	View chart
Bank of America Corporation (BAC)	0.2	$205k	NEW	3.7k	55.00	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 Q4 filed Jan. 13, 2026
21 West Wealth Management 2025 Q3 filed Oct. 14, 2025
21 West Wealth Management 2025 Q2 filed July 8, 2025

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