21 West Wealth Management

21 West Wealth Management as of Dec. 31, 2025

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