21 West Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, 21 West Wealth Management LLC held in its portfolio 60 assets valued at $109,417,396 (i.e. $109.42M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($7.59M), J P MORGAN EXCHANGE TRADED F ($7.57M), and ISHARES TR ($6.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
21 West Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 12095 | 7585137 | S&P 500 ETF SHS |
| J P MORGAN EXCHANGE TRADED F | 149803 | 7565052 | MUNICIPAL ETF |
| ISHARES TR | 57765 | 6187209 | NATIONAL MUN ETF |
| SPDR SERIES TRUST | 93046 | 5823340 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 97056 | 5640895 | NASDAQ EQT PREM |
| J P MORGAN EXCHANGE TRADED F | 86198 | 4933974 | EQUITY PREMIUM |
| VANGUARD SCOTTSDALE FDS | 52462 | 4393693 | INT-TERM CORP |
| VANGUARD SPECIALIZED FUNDS | 17789 | 3909666 | DIV APP ETF |
| PIMCO ETF TR | 37035 | 3447218 | ACTIVE BD ETF |
| FIDELITY MERRIMACK STR TR | 74578 | 3433571 | TOTAL BD ETF |
| J P MORGAN EXCHANGE TRADED F | 68326 | 3249380 | SHORT DURA CORE |
| SPDR INDEX SHS FDS | 73021 | 3242863 | PORTFOLIO DEVLPD |
| DIMENSIONAL ETF TRUST | 41186 | 3054766 | US EQUITY MARKET |
| VANGUARD WHITEHALL FDS | 31487 | 2879486 | INTL DVD ETF |
| ISHARES TR | 49124 | 2822665 | CALIF MUN BD ETF |
| VANGUARD INDEX FDS | 9196 | 2668863 | MID CAP ETF |
| SPDR INDEX SHS FDS | 27417 | 2485899 | MSCI EAFE STRTGC |
| NVIDIA CORPORATION | 12788 | 2384962 | COM |
| ISHARES TR | 3265 | 2236329 | CORE S&P500 ETF |
| SPDR S&P 500 ETF TR | 3120 | 2127590 | TR UNIT |
| VANGUARD WHITEHALL FDS | 14629 | 2099554 | HIGH DIV YLD |
| ISHARES TR | 18926 | 1937833 | 0-5 YR TIPS ETF |
| VANGUARD INDEX FDS | 7115 | 1835314 | SMALL CP ETF |
| APPLE INC | 5881 | 1598809 | COM |
| ISHARES TR | 23936 | 1579776 | CORE S&P MCP ETF |
| J P MORGAN EXCHANGE TRADED F | 29828 | 1393266 | REALTY INCOME ET |
| MICROSOFT CORP | 2808 | 1358005 | COM |
| SCHWAB STRATEGIC TR | 37007 | 1334472 | FUNDAMENTAL EMER |
| ISHARES TR | 28074 | 1203532 | 0-5YR HI YL CP |
| FIDELITY COVINGTON TRUST | 43477 | 1169097 | MSCI RL EST ETF |
| ISHARES TR | 10846 | 1041541 | MSCI EAFE ETF |
| ISHARES INC | 12565 | 913224 | MSCI EMRG CHN |
| ISHARES TR | 10302 | 798714 | EAFE SML CP ETF |
| AMAZON COM INC | 3421 | 789635 | COM |
| ALPHABET INC | 2504 | 785755 | CAP STK CL C |
| ALPHABET INC | 2302 | 720526 | CAP STK CL A |
| SSGA ACTIVE ETF TR | 15834 | 653469 | STATE STREET BLA |
| ISHARES TR | 5436 | 653298 | CORE S&P SCP ETF |
| JPMORGAN CHASE & CO. | 1868 | 601907 | COM |
| ISHARES TR | 5404 | 523540 | S&P MC 400GR ETF |
| ISHARES TR | 3422 | 482673 | RUS MDCP VAL ETF |
| VANGUARD TAX-MANAGED FDS | 7691 | 480457 | VAN FTSE DEV MKT |
| META PLATFORMS INC | 711 | 469324 | CL A |
| BROADCOM INC | 1142 | 395246 | COM |
| ELI LILLY & CO | 351 | 377213 | COM |
| BERKSHIRE HATHAWAY INC DEL | 723 | 363416 | CL B NEW |
| ISHARES TR | 6711 | 359106 | NEW YORK MUN ETF |
| VISA INC | 999 | 350359 | COM CL A |
| ISHARES TR | 2432 | 343301 | S&P SML 600 GWT |
| VANGUARD BD INDEX FDS | 3784 | 298217 | SHORT TRM BOND |
| ABBVIE INC | 1264 | 288811 | COM |
| VANGUARD WORLD FD | 1291 | 272711 | CONSUM STP ETF |
| VANGUARD INDEX FDS | 3059 | 270691 | REAL ESTATE ETF |
| ISHARES TR | 2553 | 254994 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 5898 | 251019 | CORE FIXED INCOM |
| MICRON TECHNOLOGY INC | 855 | 244026 | COM |
| EATON CORP PLC | 711 | 226461 | SHS |
| TRANE TECHNOLOGIES PLC | 543 | 211336 | SHS |
| WALMART INC | 1876 | 209005 | COM |
| BANK AMERICA CORP | 3731 | 205205 | COM |
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