21 West Wealth Management LLC Top Holdings and 13F Report (2025) About 21 West Wealth Management LLCInvestment Activity21 West Wealth Management LLC has $105.41 million in total holdings as of September 30, 2025.21 West Wealth Management LLC owns shares of 58 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 4.61% of the portfolio was purchased this quarter.About 2.98% of the portfolio was sold this quarter.This quarter, 21 West Wealth Management LLC has purchased 59 new stocks and bought additional shares in 29 stocks.21 West Wealth Management LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $7,148,312JPMorgan Municipal ETF $7,031,026iShares National Muni Bond ETF $6,187,921JPMorgan Nasdaq Equity Premium Income ETF $5,716,568JPMorgan Equity Premium Income ETF $5,180,455 Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 11,006 shares (about $925.71K)iShares California Muni Bond ETF 12,368 shares (about $705.47K)JPMorgan Municipal ETF 13,720 shares (about $692.45K)Vanguard S&P 500 ETF 611 shares (about $374.16K)Fidelity Total Bond ETF 6,843 shares (about $316.42K) Largest Sales this Quarter SPDR Bloomberg Investment Grade Floating Rate ETF 42,448 shares (about $1.31M)SPDR Portfolio Short Term Corporate Bond ETF 40,722 shares (about $1.23M)NVIDIA 544 shares (about $101.50K)Vanguard Dividend Appreciation ETF 460 shares (about $99.26K)Microsoft 91 shares (about $47.13K) Sector Allocation Over TimeMap of 500 Largest Holdings of21 West Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$7,148,312$374,164 ▲5.5%11,6736.8%ETFJMUBJPMorgan Municipal ETF$7,031,026$692,448 ▲10.9%139,3116.7%ETFMUBiShares National Muni Bond ETF$6,187,921$10,117 ▲0.2%58,1085.9%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$5,716,568$93,067 ▲1.7%99,3845.4%ETFJEPIJPMorgan Equity Premium Income ETF$5,180,455$79,369 ▲1.6%90,7264.9%ETFVIGVanguard Dividend Appreciation ETF$4,056,852$99,263 ▼-2.4%18,8003.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,569,544$925,715 ▲35.0%42,4393.4%ETFPIMCO ETF TR$3,358,640$313,936 ▲10.3%35,9793.2%ACTIVE BD ETFFBNDFidelity Total Bond ETF$3,349,394$316,420 ▲10.4%72,4353.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,100,264$83,783 ▲2.8%72,4532.9%ETFJSCPJPMorgan Short Duration Core Plus ETF$3,074,701$158,779 ▲5.4%64,5812.9%ETFDFUSDimensional U.S. Equity ETF$2,810,889$254,916 ▲10.0%38,8032.7%ETFVIGIVanguard International Dividend Appreciation ETF$2,720,151$120,830 ▲4.6%30,3692.6%ETFVOVanguard Mid-Cap ETF$2,657,172$62,860 ▲2.4%9,0462.5%ETFNVDANVIDIA$2,503,344$101,500 ▼-3.9%13,4172.4%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,443,100$76,692 ▲3.2%42,7192.3%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$2,368,911$48,702 ▲2.1%26,9472.2%ETFCMFiShares California Muni Bond ETF$2,365,050$705,471 ▲42.5%41,4632.2%ETFIVViShares Core S&P 500 ETF$2,204,6740.0%3,2942.1%ETFSPYSPDR S&P 500 ETF Trust$2,083,811$10,659 ▼-0.5%3,1282.0%FinanceVYMVanguard High Dividend Yield ETF$2,046,594$22,834 ▲1.1%14,5201.9%ETFVBVanguard Small-Cap ETF$1,801,065$51,365 ▲2.9%7,0831.7%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,733,711$60,077 ▲3.6%37,4291.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,718,567$104,704 ▲6.5%16,6271.6%ETFIJHiShares Core S&P Mid-Cap ETF$1,562,063$16,707 ▼-1.1%23,9361.5%ETFAAPLApple$1,500,025$8,403 ▼-0.6%5,8911.4%Computer and TechnologyONEVSPDR Russell 1000 Low Volatility Focus ETF$1,494,006$49,117 ▲3.4%11,2241.4%ETFMSFTMicrosoft$1,472,532$47,133 ▼-3.1%2,8431.4%Computer and TechnologyJPREJPMorgan Realty Income ETF$1,394,380$41,507 ▲3.1%29,0921.3%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$1,329,459$72 ▼0.0%36,7661.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,190,923$9,786 ▲0.8%27,5041.1%ETFFRELFidelity MSCI Real Estate Index ETF$1,174,639$63,017 ▲5.7%42,2381.1%ETFEFAiShares MSCI EAFE ETF$1,012,6910.0%10,8461.0%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$840,500$11,747 ▲1.4%12,4500.8%ManufacturingSCZiShares MSCI EAFE Small-Cap ETF$753,390$17,722 ▲2.4%9,8200.7%ETFAMZNAmazon.com$751,149$16,248 ▼-2.1%3,4210.7%Retail/WholesaleSPSBSPDR Portfolio Short Term Corporate Bond ETF$696,670$1,233,469 ▼-63.9%23,0000.7%ETFIJRiShares Core S&P Small-Cap ETF$645,9600.0%5,4360.6%ETFSRLNSPDR Blackstone Senior Loan ETF$623,035$7,983 ▲1.3%14,9840.6%ETFGOOGAlphabet$619,591$5,602 ▼-0.9%2,5440.6%Computer and TechnologyJPMJPMorgan Chase & Co.$589,223$2,839 ▼-0.5%1,8680.6%FinanceFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$579,211$1,309,945 ▼-69.3%18,7690.5%ETFGOOGLAlphabet$569,340$7,050 ▼-1.2%2,3420.5%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$518,1900.0%5,4040.5%ETFMETAMeta Platforms$514,800$9,547 ▼-1.8%7010.5%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$477,9510.0%3,4220.5%ETFVEAVanguard FTSE Developed Markets ETF$460,845$36,132 ▼-7.3%7,6910.4%ETFAVGOBroadcom$393,253$18,475 ▼-4.5%1,1920.4%Computer and TechnologyBRK.BBerkshire Hathaway$363,481$2,514 ▼-0.7%7230.3%FinanceNYFiShares New York Muni Bond ETF$358,032$104,033 ▲41.0%6,7110.3%ETFIJTiShares S&P Small-Cap 600 Growth ETF$344,1280.0%2,4320.3%ETFVVisa$341,039$2,048 ▼-0.6%9990.3%Business ServicesABBVAbbVie$292,667$5,789 ▼-1.9%1,2640.3%MedicalVDCVanguard Consumer Staples ETF$275,9250.0%1,2910.3%ETFLLYEli Lilly and Company$273,917$9,919 ▼-3.5%3590.3%MedicalVNQVanguard Real Estate ETF$269,598$1,188 ▲0.4%2,9490.3%ETFETNEaton$266,0920.0%7110.3%IndustrialsTTTrane Technologies$229,1240.0%5430.2%ConstructionCOSTCostco Wholesale$0$202,938 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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