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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 VTEB, VOO, JEPQ, JEPI, JSCP, and represent 30.79% of 21 West Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTEB (+$14M), SCHI, SHV, BND, JSCP, VGSH, FBND, BOND, CMF, VYM.
Started 5 new stock positions in VTEB, SCHI, VGSH, BND, SHV.
Reduced shares in these 10 stocks: JMUB (-$7.4M), MUB (-$5.6M), VCIT, AGG, DFCF, , , BAC, WMT, JEPQ.
Sold out of its positions in BAC, DFCF, GS, AGG, VMBS, WMT.
21 West Wealth Management was a net seller of stock by $-13k.
21 West Wealth Management has $115M in assets under management (AUM), dropping by -1.57%.
Central Index Key (CIK): 0002067541

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Portfolio Holdings for 21 West Wealth Management

21 West Wealth Management holds 64 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	11.8	$14M	NEW	287k	47.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.6	$8.7M		12k	700.86	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	4.4	$5.1M	-3%	84k	61.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.7	$4.3M		76k	56.22	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	3.3	$3.8M	+7%	83k	45.98	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.1	$3.6M	+4%	82k	43.30	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	3.1	$3.6M		43k	83.03	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.1	$3.5M	+4%	41k	86.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.0	$3.5M	-3%	15k	233.31	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	3.0	$3.4M	-2%	68k	50.21	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.8	$3.2M	NEW	149k	21.44	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.6	$3.0M		32k	94.42	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.6	$3.0M	+3%	55k	54.12	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	2.5	$2.8M	-2%	36k	78.42	View chart
NVIDIA Corporation (NVDA)	2.4	$2.7M	-5%	12k	228.38	View chart
Spdr Series Trust St Str P400mid (SPMD)	2.2	$2.6M	-3%	41k	63.04	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	2.2	$2.6M		26k	97.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$2.4M		3.1k	765.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$2.3M		3.1k	762.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.7	$2.0M		13k	155.20	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	1.7	$1.9M	-3%	6.7k	284.49	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.6	$1.9M	-4%	19k	99.70	View chart
Apple (AAPL)	1.6	$1.9M	-3%	5.6k	333.02	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.6	$1.8M	-5%	35k	52.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.5	$1.7M	-61%	22k	78.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.5	$1.7M		24k	71.95	View chart
Spdr Series Trust St Str R1k Lowv (ONEV)	1.4	$1.6M		11k	138.92	View chart
J P Morgan Exchange Traded F Rlty Income Etf (JPRE)	1.3	$1.5M		30k	49.41	View chart
Microsoft Corporation (MSFT)	1.2	$1.4M	-3%	2.7k	512.90	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	1.2	$1.4M	-3%	33k	41.87	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.1	$1.2M		30k	41.25	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.1	$1.2M		45k	27.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$1.1M		11k	103.89	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$951k	-10%	9.6k	99.08	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.8	$886k	NEW	8.0k	110.32	View chart
Amazon (AMZN)	0.7	$841k		3.4k	249.15	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$838k		9.9k	84.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$829k	-3%	2.4k	340.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$774k	-2%	2.3k	344.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$666k	-7%	4.9k	136.04	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.6	$645k	-4%	16k	40.39	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$592k		5.4k	109.61	View chart
JPMorgan Chase & Co. (JPM)	0.5	$592k	-3%	1.8k	330.83	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$550k		3.4k	160.74	View chart
Micron Technology (MU)	0.5	$550k	-14%	516.00	1065.11	View chart
Meta Platforms Cl A (META)	0.5	$531k	+2%	732.00	725.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$509k	-5%	7.2k	70.61	View chart
Advanced Micro Devices (AMD)	0.4	$509k	-5%	832.00	611.76	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$435k		8.6k	50.52	View chart
Eli Lilly & Co. (LLY)	0.3	$393k	-3%	340.00	1157.08	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$390k		2.4k	160.33	View chart
Broadcom (AVGO)	0.3	$382k	-4%	1.1k	351.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$355k		712.00	497.95	View chart
Visa Com Cl A (V)	0.3	$340k	-5%	945.00	359.33	View chart
Applied Materials (AMAT)	0.3	$338k	-4%	660.00	511.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$330k	NEW	4.7k	70.15	View chart
Abbvie (ABBV)	0.3	$312k	-5%	1.2k	261.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$298k		3.3k	89.63	View chart
Eaton Corp SHS (ETN)	0.3	$291k	-4%	676.00	429.71	View chart
Marvell Technology (MRVL)	0.2	$271k	-10%	1.0k	264.21	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$265k	NEW	4.6k	57.56	View chart
Trane Technologies SHS (TT)	0.2	$242k		535.00	451.98	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$222k	-96%	2.2k	101.10	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$212k	-97%	4.5k	47.58	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 Q3 filed Oct. 13, 2026
21 West Wealth Management 2026 Q2 filed July 13, 2026
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

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