Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

21 West Wealth Management

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

Top 5 stock holdings are JMUB, VOO, MUB, JEPQ, VCIT, and represent 28.46% of 21 West Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JSCP, VCIT, VMBS, AMAT, COST, JMUB, FBND, BOND, VOO, NYF.
Started 3 new stock positions in VMBS, AMAT, COST.
Reduced shares in these 10 stocks: VIG, JEPQ, , JEPI, VYM, BAC, FNDE, QEFA, MU, STIP.
Sold out of its positions in BAC, VDC.
21 West Wealth Management was a net seller of stock by $-3.4k.
21 West Wealth Management has $108M in assets under management (AUM), dropping by -1.61%.
Central Index Key (CIK): 0002067541

Tip: Access up to 7 years of quarterly data

Positions held by 21 West Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for 21 West Wealth Management

21 West Wealth Management holds 63 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Municipal Etf (JMUB)	7.1	$7.7M	+2%	153k	49.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.8	$7.3M		12k	597.55	View chart
Ishares Tr National Mun Etf (MUB)	5.7	$6.1M		57k	106.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	4.6	$4.9M	-8%	88k	55.52	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.3	$4.6M	+6%	56k	82.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.3	$4.6M	-5%	81k	56.68	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	3.7	$4.0M	+24%	85k	47.30	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.3	$3.6M	+4%	78k	45.62	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.3	$3.6M	+4%	39k	92.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.1	$3.3M	-13%	15k	215.06	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	3.0	$3.3M		72k	45.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.8	$3.0M		42k	70.91	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.6	$2.8M		50k	56.86	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.6	$2.8M		32k	88.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$2.6M		9.2k	287.18	View chart
Spdr Series Trust State Street Spd (SPMD)	2.3	$2.5M	-2%	42k	59.22	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	2.3	$2.5M	-3%	27k	93.27	View chart
NVIDIA Corporation (NVDA)	2.0	$2.2M		13k	174.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$2.1M		3.2k	653.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$2.0M		3.1k	650.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.8	$1.9M	-10%	13k	148.10	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.8	$1.9M	-3%	18k	103.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$1.8M		7.0k	261.92	View chart
Spdr Series Trust State Street Spd (SPSM)	1.7	$1.8M	-2%	37k	48.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.5	$1.6M		24k	67.53	View chart
Spdr Series Trust State Street Spd (ONEV)	1.4	$1.5M		11k	134.17	View chart
Apple (AAPL)	1.4	$1.5M		5.8k	253.79	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	1.4	$1.5M	+2%	31k	48.07	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.2	$1.3M	-6%	35k	38.26	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.1	$1.2M		29k	42.31	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.1	$1.2M	+2%	45k	26.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$1.1M		11k	97.13	View chart
Microsoft Corporation (MSFT)	1.0	$1.0M		2.8k	370.17	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$925k	-6%	12k	78.66	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$787k	-2%	10k	78.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$723k		2.5k	286.86	View chart
Amazon (AMZN)	0.7	$713k		3.4k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$663k		2.3k	287.56	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.6	$660k	+3%	16k	40.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$657k	-2%	5.3k	124.31	View chart
JPMorgan Chase & Co. (JPM)	0.5	$550k		1.9k	294.16	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$544k		5.4k	100.62	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$499k		3.4k	145.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$491k		7.7k	64.08	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$450k	+26%	8.5k	53.12	View chart
Meta Platforms Cl A (META)	0.4	$404k		706.00	572.13	View chart
Broadcom (AVGO)	0.3	$354k		1.1k	309.51	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$352k		2.4k	144.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$347k		723.00	479.20	View chart
Eli Lilly & Co. (LLY)	0.3	$323k		351.00	919.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$306k	+20%	3.1k	99.27	View chart
Visa Com Cl A (V)	0.3	$302k		999.00	302.24	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$294k	+18%	7.0k	42.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$291k	+7%	3.3k	88.70	View chart
Abbvie (ABBV)	0.3	$274k		1.3k	217.49	View chart
Eaton Corp SHS (ETN)	0.2	$254k		711.00	357.67	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$246k	NEW	5.2k	46.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$237k	-20%	3.0k	78.41	View chart
Applied Materials (AMAT)	0.2	$236k	NEW	689.00	341.79	View chart
Wal-Mart Stores (WMT)	0.2	$233k		1.9k	124.28	View chart
Trane Technologies SHS (TT)	0.2	$226k		543.00	416.74	View chart
Micron Technology (MU)	0.2	$208k	-28%	615.00	337.84	View chart
Costco Wholesale Corporation (COST)	0.2	$202k	NEW	203.00	996.43	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 2026 Q1 filed April 15, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z