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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, VCIT, and represent 28.07% of 21 West Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VO, AMD, MRVL, JMUB, GS, BAC, CMF, STIP, VOO, VCIT.
Started 4 new stock positions in AMD, BAC, GS, MRVL.
Reduced shares in these 10 stocks: JSCP, JEPI, BSV, , JEPQ, EMXC, SPDW, VYM, IVV, SPSM.
Sold out of its positions in COST, BSV.
21 West Wealth Management was a net buyer of stock by $2.8M.
21 West Wealth Management has $117M in assets under management (AUM), dropping by 8.73%.
Central Index Key (CIK): 0002067541

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Portfolio Holdings for 21 West Wealth Management

21 West Wealth Management holds 65 positions in its portfolio as reported in the June 2026 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)	7.3	$8.6M		13k	686.81	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	6.9	$8.1M	+4%	160k	50.66	View chart
Ishares Tr National Mun Etf (MUB)	5.3	$6.2M		57k	107.62	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	4.5	$5.3M	-2%	87k	61.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.0	$4.7M	+2%	57k	82.65	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.7	$4.3M	-5%	77k	56.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.1	$3.7M		16k	236.62	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	3.1	$3.6M	-9%	77k	47.15	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.1	$3.6M		39k	92.21	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.0	$3.6M		79k	45.49	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	3.0	$3.5M	-2%	70k	50.39	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	3.0	$3.5M	+2%	43k	81.94	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.6	$3.0M	+5%	53k	57.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$3.0M	+300%	37k	80.57	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.5	$3.0M		32k	93.38	View chart
Spdr Series Trust St Str P400mid (SPMD)	2.4	$2.9M		42k	67.56	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	2.2	$2.5M		26k	96.02	View chart
NVIDIA Corporation (NVDA)	2.1	$2.5M		13k	200.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$2.4M	-2%	3.2k	748.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$2.3M		3.1k	746.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.8	$2.1M		7.0k	303.12	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.8	$2.1M		37k	57.67	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.7	$2.0M	+8%	20k	102.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.7	$2.0M	-3%	13k	158.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.6	$1.8M		24k	77.11	View chart
Apple (AAPL)	1.4	$1.7M		5.8k	289.36	View chart
Spdr Series Trust St Str R1k Lowv (ONEV)	1.4	$1.6M		11k	143.07	View chart
J P Morgan Exchange Traded F Rlty Income Etf (JPRE)	1.4	$1.6M		31k	52.18	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	1.1	$1.3M	-2%	34k	39.68	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.1	$1.3M		45k	29.30	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.1	$1.2M	+2%	29k	42.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$1.1M		11k	103.88	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$1.1M	-8%	11k	102.30	View chart
Microsoft Corporation (MSFT)	0.9	$1.0M		2.8k	373.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$890k		2.5k	353.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$824k		2.3k	357.37	View chart
Amazon (AMZN)	0.7	$815k		3.4k	238.34	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$803k	-2%	9.8k	82.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$782k		5.3k	148.31	View chart
Micron Technology (MU)	0.6	$693k	-2%	600.00	1154.29	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.6	$671k		17k	40.29	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$635k		5.4k	117.50	View chart
JPMorgan Chase & Co. (JPM)	0.5	$610k		1.9k	327.33	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$563k		3.4k	164.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$544k		7.6k	71.25	View chart
Advanced Micro Devices (AMD)	0.4	$509k	NEW	876.00	580.91	View chart
Applied Materials (AMAT)	0.4	$498k		689.00	723.00	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$457k		8.5k	53.91	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$434k		2.4k	178.60	View chart
Broadcom (AVGO)	0.4	$431k		1.1k	377.75	View chart
Eli Lilly & Co. (LLY)	0.4	$421k		351.00	1199.43	View chart
Meta Platforms Cl A (META)	0.3	$403k		715.00	563.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$362k		723.00	500.39	View chart
Visa Com Cl A (V)	0.3	$343k		999.00	343.09	View chart
Marvell Technology (MRVL)	0.3	$342k	NEW	1.1k	297.89	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$320k		3.3k	96.43	View chart
Abbvie (ABBV)	0.3	$317k		1.3k	251.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$311k		3.1k	98.98	View chart
Eaton Corp SHS (ETN)	0.3	$303k		711.00	426.12	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.3	$300k		7.1k	42.21	View chart
Trane Technologies SHS (TT)	0.2	$267k		543.00	491.16	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$250k	+2%	5.3k	46.81	View chart
Goldman Sachs (GS)	0.2	$228k	NEW	225.00	1011.37	View chart
Bank of America Corporation (BAC)	0.2	$213k	NEW	3.7k	56.98	View chart
Wal-Mart Stores (WMT)	0.2	$213k		1.9k	113.26	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 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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