21 West Wealth Management LLC

Est. AUM

$107.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$7.7M	153376	7.12%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.3M	12281	6.82%	SOLE
3	ISHARES TR	NATIONAL MUN ETF	$6.1M	57444	5.66%	SOLE
4	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$4.9M	88407	4.56%	SOLE
5	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.6M	55940	4.30%	SOLE
6	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.6M	81411	4.29%	SOLE
7	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$4.0M	85146	3.74%	SOLE
8	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.6M	78042	3.31%	SOLE
9	PIMCO ETF TR	ACTIVE BD ETF	$3.6M	38562	3.31%	SOLE
10	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.3M	15407	3.08%	SOLE
11	SPDR INDEX SHS FDS	STATE STREET SPD	$3.3M	71571	3.03%	SOLE
12	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.0M	41850	2.76%	SOLE
13	ISHARES TR	CALIF MUN BD ETF	$2.8M	49921	2.64%	SOLE
14	VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.8M	31756	2.61%	SOLE
15	VANGUARD INDEX FDS	MID CAP ETF	$2.6M	9202	2.45%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	42394	2.33%	SOLE
17	SPDR INDEX SHS FDS	STATE STREET SPD	$2.5M	26532	2.30%	SOLE
18	NVIDIA CORPORATION	COM	$2.2M	12578	2.04%	SOLE
19	ISHARES TR	CORE S&P500 ETF	$2.1M	3236	1.96%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	3083	1.86%	SOLE
21	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.9M	13148	1.81%	SOLE
22	ISHARES TR	0-5 YR TIPS ETF	$1.9M	18220	1.75%	SOLE
23	VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	7021	1.71%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	37220	1.67%	SOLE
25	ISHARES TR	CORE S&P MCP ETF	$1.6M	23936	1.50%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	11323	1.41%	SOLE
27	APPLE INC	COM	$1.5M	5835	1.37%	SOLE
28	J P MORGAN EXCHANGE TRADED F	REALTY INCOME ET	$1.5M	30502	1.36%	SOLE
29	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.3M	34686	1.23%	SOLE
30	ISHARES TR	0-5YR HI YL CP	$1.2M	28494	1.12%	SOLE
31	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.2M	44714	1.12%	SOLE
32	ISHARES TR	MSCI EAFE ETF	$1.1M	10846	0.98%	SOLE
33	MICROSOFT CORP	COM	$1.0M	2781	0.96%	SOLE
34	ISHARES INC	MSCI EMRG CHN	$924K	11755	0.86%	SOLE
35	ISHARES TR	EAFE SML CP ETF	$786K	10031	0.73%	SOLE
36	ALPHABET INC	CAP STK CL C	$722K	2519	0.67%	SOLE
37	AMAZON COM INC	COM	$712K	3421	0.66%	SOLE
38	ALPHABET INC	CAP STK CL A	$663K	2306	0.62%	SOLE
39	SSGA ACTIVE ETF TR	STATE STREET BLA	$659K	16433	0.61%	SOLE
40	ISHARES TR	CORE S&P SCP ETF	$657K	5286	0.61%	SOLE
41	JPMORGAN CHASE & CO	COM	$549K	1868	0.51%	SOLE
42	ISHARES TR	S&P MC 400GR ETF	$543K	5404	0.50%	SOLE
43	ISHARES TR	RUS MDCP VAL ETF	$498K	3422	0.46%	SOLE
44	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$490K	7661	0.46%	SOLE
45	ISHARES TR	NEW YORK MUN ETF	$450K	8472	0.42%	SOLE
46	META PLATFORMS INC	CL A	$403K	706	0.37%	SOLE
47	BROADCOM INC	COM	$353K	1142	0.33%	SOLE
48	ISHARES TR	S&P SML 600 GWT	$351K	2432	0.33%	SOLE
49	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$346K	723	0.32%	SOLE
50	ELI LILLY & CO	COM	$322K	351	0.30%	SOLE

1–50 of 63

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.