21 West Wealth Management LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$105.4B
Holdings
58
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 11,673 | $7.1B | 6.78% | |
| 2 | JMUBJ P MORGAN EXCHANGE TRADED F | 139,311 | $7.0B | 6.67% | |
| 3 | MUBISHARES TR | 58,108 | $6.2B | 5.87% | |
| 4 | JEPQJ P MORGAN EXCHANGE TRADED F | 99,384 | $5.7B | 5.42% | |
| 5 | JEPIJ P MORGAN EXCHANGE TRADED F | 90,726 | $5.2B | 4.91% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 18,800 | $4.1B | 3.85% | |
| 7 | VCITVANGUARD SCOTTSDALE FDS | 42,439 | $3.6B | 3.39% | |
| 8 | BONDPIMCO ETF TR | 35,979 | $3.4B | 3.19% | |
| 9 | FBNDFIDELITY MERRIMACK STR TR | 72,435 | $3.3B | 3.18% | |
| 10 | SPDWSPDR INDEX SHS FDS | 72,453 | $3.1B | 2.94% | |
| 11 | JSCPJ P MORGAN EXCHANGE TRADED F | 64,581 | $3.1B | 2.92% | |
| 12 | DFUSDIMENSIONAL ETF TRUST | 38,803 | $2.8B | 2.67% | |
| 13 | VIGIVANGUARD WHITEHALL FDS | 30,369 | $2.7B | 2.58% | |
| 14 | VOVANGUARD INDEX FDS | 9,046 | $2.7B | 2.52% | |
| 15 | NVDANVIDIA CORPORATION | 13,417 | $2.5B | 2.37% | |
| 16 | SPMDSPDR SERIES TRUST | 42,719 | $2.4B | 2.32% | |
| 17 | QEFASPDR INDEX SHS FDS | 26,947 | $2.4B | 2.25% | |
| 18 | CMFISHARES TR | 41,463 | $2.4B | 2.24% | |
| 19 | IVVISHARES TR | 3,294 | $2.2B | 2.09% | |
| 20 | SPYSPDR S&P 500 ETF TR | 3,128 | $2.1B | 1.98% | |
| 21 | VYMVANGUARD WHITEHALL FDS | 14,520 | $2.0B | 1.94% | |
| 22 | VBVANGUARD INDEX FDS | 7,083 | $1.8B | 1.71% | |
| 23 | SPSMSPDR SERIES TRUST | 37,429 | $1.7B | 1.64% | |
| 24 | STIPISHARES TR | 16,627 | $1.7B | 1.63% | |
| 25 | IJHISHARES TR | 23,936 | $1.6B | 1.48% | |
| 26 | AAPLAPPLE INC | 5,891 | $1.5B | 1.42% | |
| 27 | ONEVSPDR SERIES TRUST | 11,224 | $1.5B | 1.42% | |
| 28 | MSFTMICROSOFT CORP | 2,843 | $1.5B | 1.40% | |
| 29 | JPREJ P MORGAN EXCHANGE TRADED F | 29,092 | $1.4B | 1.32% | |
| 30 | FNDESCHWAB STRATEGIC TR | 36,766 | $1.3B | 1.26% | |
| 31 | SHYGISHARES TR | 27,504 | $1.2B | 1.13% | |
| 32 | FRELFIDELITY COVINGTON TRUST | 42,238 | $1.2B | 1.11% | |
| 33 | EFAISHARES TR | 10,846 | $1.0B | 0.96% | |
| 34 | EMXCISHARES INC | 12,450 | $840.5M | 0.80% | |
| 35 | SCZISHARES TR | 9,820 | $753.4M | 0.71% | |
| 36 | AMZNAMAZON COM INC | 3,421 | $751.1M | 0.71% | |
| 37 | SPSBSPDR SERIES TRUST | 23,000 | $696.7M | 0.66% | |
| 38 | IJRISHARES TR | 5,436 | $646.0M | 0.61% | |
| 39 | SRLNSSGA ACTIVE ETF TR | 14,984 | $623.0M | 0.59% | |
| 40 | GOOGALPHABET INC | 2,544 | $619.6M | 0.59% | |
| 41 | JPMJPMORGAN CHASE & CO. | 1,868 | $589.2M | 0.56% | |
| 42 | FLRNSPDR SERIES TRUST | 18,769 | $579.2M | 0.55% | |
| 43 | GOOGLALPHABET INC | 2,342 | $569.3M | 0.54% | |
| 44 | IJKISHARES TR | 5,404 | $518.2M | 0.49% | |
| 45 | METAMETA PLATFORMS INC | 701 | $514.8M | 0.49% | |
| 46 | IWSISHARES TR | 3,422 | $478.0M | 0.45% | |
| 47 | VEAVANGUARD TAX-MANAGED FDS | 7,691 | $460.8M | 0.44% | |
| 48 | AVGOBROADCOM INC | 1,192 | $393.3M | 0.37% | |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL | 723 | $363.5M | 0.34% | |
| 50 | NYFISHARES TR | 6,711 | $358.0M | 0.34% | |
| 51 | IJTISHARES TR | 2,432 | $344.1M | 0.33% | |
| 52 | VVISA INC | 999 | $341.0M | 0.32% | |
| 53 | ABBVABBVIE INC | 1,264 | $292.7M | 0.28% | |
| 54 | VDCVANGUARD WORLD FD | 1,291 | $275.9M | 0.26% | |
| 55 | LLYELI LILLY & CO | 359 | $273.9M | 0.26% | |
| 56 | VNQVANGUARD INDEX FDS | 2,949 | $269.6M | 0.26% | |
| 57 | ETNEATON CORP PLC | 711 | $266.1M | 0.25% | |
| 58 | TTTRANE TECHNOLOGIES PLC | 543 | $229.1M | 0.22% |