21 West Wealth Management LLC
CIK: 0002067541Latest portfolio: $109.4M · Q4 2025
Holdings
62
Total Value
$109.4M
New Positions
6
Closed Positions
2
Top Holdings
View All 62 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 12,095 | $7.6M | 6.93% | +422 | |
| 2 | JMUBJ P MORGAN EXCHANGE TRADED F | 149,803 | $7.6M | 6.91% | +10K | |
| 3 | MUBISHARES TR | 57,765 | $6.2M | 5.65% | -343 | |
| 4 | JEPQJ P MORGAN EXCHANGE TRADED F | 97,056 | $5.6M | 5.15% | -2,328 | |
| 5 | JEPIJ P MORGAN EXCHANGE TRADED F | 86,198 | $4.9M | 4.51% | -4,528 | |
| 6 | VCITVANGUARD SCOTTSDALE FDS | 52,462 | $4.4M | 4.01% | +10K | |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 17,789 | $3.9M | 3.57% | -1,011 | |
| 8 | BONDPIMCO ETF TR | 37,035 | $3.4M | 3.15% | +1K | |
| 9 | FBNDFIDELITY MERRIMACK STR TR | 74,578 | $3.4M | 3.14% | +2K | |
| 10 | JSCPJ P MORGAN EXCHANGE TRADED F | 68,326 | $3.2M | 2.97% | +4K | |
| 11 | SPDWSPDR INDEX SHS FDS | 73,021 | $3.2M | 2.96% | +568 | |
| 12 | DFUSDIMENSIONAL ETF TRUST | 41,186 | $3.1M | 2.79% | +2K | |
| 13 | VIGIVANGUARD WHITEHALL FDS | 31,487 | $2.9M | 2.63% | +1K | |
| 14 | CMFISHARES TR | 49,124 | $2.8M | 2.58% | +8K | |
| 15 | VOVANGUARD INDEX FDS | 9,196 | $2.7M | 2.44% | +150 | |
| 16 | SPMDSPDR SERIES TRUST | 43,419 | $2.5M | 2.30% | +700 | |
| 17 | QEFASPDR INDEX SHS FDS | 27,417 | $2.5M | 2.27% | +470 | |
| 18 | NVDANVIDIA CORPORATION | 12,788 | $2.4M | 2.18% | -629 | |
| 19 | IVVISHARES TR | 3,265 | $2.2M | 2.04% | -29 | |
| 20 | SPYSPDR S&P 500 ETF TR | 3,120 | $2.1M | 1.94% | -8 | |
| 21 | VYMVANGUARD WHITEHALL FDS | 14,629 | $2.1M | 1.92% | +109 | |
| 22 | STIPISHARES TR | 18,926 | $1.9M | 1.77% | +2K | |
| 23 | VBVANGUARD INDEX FDS | 7,115 | $1.8M | 1.68% | +32 | |
| 24 | SPSMSPDR SERIES TRUST | 38,235 | $1.8M | 1.64% | +806 | |
| 25 | AAPLAPPLE INC | 5,881 | $1.6M | 1.46% | -10 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($7.585756561875639e+161T)
Technology0.0% ($238415981.4T)
Communication Services0.0% ($785.7B)
Healthcare0.0% ($377.3M)
Industrials0.0% ($226.2M)
Consumer Cyclical0.0% ($789K)
Unknown0.0% ($363K)
Consumer Defensive0.0% ($209K)
Filing History
Fund Information
21 West Wealth Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $109.4M across 62 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 6.9% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.