21 West Wealth Management

21 West Wealth Management as of March 31, 2026

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