21 West Wealth Management LLC Top Holdings and 13F Report (2025) About 21 West Wealth Management LLCInvestment Activity21 West Wealth Management LLC has $99.13 million in total holdings as of June 30, 2025.21 West Wealth Management LLC owns shares of 59 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $6,283,548JPMorgan Municipal ETF $6,234,337iShares National Muni Bond ETF $6,061,198JPMorgan Nasdaq Equity Premium Income ETF $5,318,470JPMorgan Equity Premium Income ETF $5,078,752 Sector AllocationMap of 500 Largest Holdings of21 West Wealth Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$6,283,54811,0626.3%ETFJMUBJPMorgan Municipal ETF$6,234,337125,5916.3%ETFMUBiShares National Muni Bond ETF$6,061,19858,0136.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$5,318,47097,7665.4%ETFJEPIJPMorgan Equity Premium Income ETF$5,078,75289,3365.1%ETFVIGVanguard Dividend Appreciation ETF$3,941,94419,2604.0%ETFPIMCO ETF TR$3,006,54332,6163.0%ACTIVE BD ETFFBNDFidelity Total Bond ETF$3,000,83465,5923.0%ETFJSCPJPMorgan Short Duration Core Plus ETF$2,905,51061,2462.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,854,34370,4952.9%ETFVIGIVanguard International Dividend Appreciation ETF$2,615,28229,0202.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,606,42431,4332.6%ETFVOVanguard Mid-Cap ETF$2,471,4598,8322.5%ETFDFUSDimensional U.S. Equity ETF$2,364,73435,2842.4%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$2,252,37926,3932.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,250,13641,3782.3%ETFNVDANVIDIA$2,205,69813,9612.2%Computer and TechnologyIVViShares Core S&P 500 ETF$2,045,2453,2942.1%ETFSPYSPDR S&P 500 ETF Trust$1,942,5203,1442.0%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,923,76763,7221.9%ETFVYMVanguard High Dividend Yield ETF$1,914,06514,3581.9%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$1,887,32061,2171.9%ETFVBVanguard Small-Cap ETF$1,630,6596,8811.6%ETFCMFiShares California Muni Bond ETF$1,621,75529,0951.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,606,83715,6141.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,539,22336,1321.6%ETFIJHiShares Core S&P Mid-Cap ETF$1,500,38824,1921.5%ETFMSFTMicrosoft$1,459,4012,9341.5%Computer and TechnologyONEVSPDR Russell 1000 Low Volatility Focus ETF$1,401,37810,8551.4%ETFJPREJPMorgan Realty Income ETF$1,344,68728,2261.4%ETFAAPLApple$1,215,4275,9241.2%Computer and TechnologyFNDESchwab Fundamental Emerging Markets Equity ETF$1,213,71236,7681.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,176,77327,2781.2%ETFFRELFidelity MSCI Real Estate Index ETF$1,080,84339,9721.1%ETFEFAiShares MSCI EAFE ETF$969,52410,8461.0%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$775,10712,2760.8%ManufacturingAMZNAmazon.com$766,7683,4950.8%Retail/WholesaleSCZiShares MSCI EAFE Small-Cap ETF$696,9299,5890.7%ETFSRLNSPDR Blackstone Senior Loan ETF$615,19914,7920.6%ETFIJRiShares Core S&P Small-Cap ETF$594,1005,4360.6%ETFJPMJPMorgan Chase & Co.$544,1611,8770.5%FinanceMETAMeta Platforms$526,9967140.5%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$491,6565,4040.5%ETFVEAVanguard FTSE Developed Markets ETF$472,8418,2940.5%ETFGOOGAlphabet$455,3602,5670.5%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$452,1833,4220.5%ETFGOOGLAlphabet$417,8412,3710.4%Computer and TechnologyVVisa$356,8251,0050.4%Business ServicesBRK.BBerkshire Hathaway$353,6417280.4%FinanceAVGOBroadcom$344,0111,2480.3%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$323,5532,4320.3%ETFLLYEli Lilly and Company$289,9853720.3%MedicalVDCVanguard Consumer Staples ETF$282,7291,2910.3%ETFVNQVanguard Real Estate ETF$261,4802,9360.3%ETFETNEaton$253,8207110.3%IndustrialsNYFiShares New York Muni Bond ETF$248,2394,7610.3%ETFABBVAbbVie$239,2641,2890.2%MedicalTTTrane Technologies$237,5145430.2%ConstructionCOSTCostco Wholesale$202,9382050.2%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
