21 West Wealth Management

21 West Wealth Management as of Sept. 30, 2025

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