21 West Wealth Management LLC Top Holdings and 13F Report (2026) About 21 West Wealth Management LLCInvestment Activity21 West Wealth Management LLC has $115.22 million in total holdings as of September 30, 2026.21 West Wealth Management LLC owns shares of 64 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 16.54% of the portfolio was purchased this quarter.About 16.55% of the portfolio was sold this quarter.This quarter, 21 West Wealth Management LLC has purchased 65 new stocks and bought additional shares in 12 stocks.21 West Wealth Management LLC sold shares of 43 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Tax-Exempt Bond ETF $13,587,726Vanguard S&P 500 ETF $8,703,980JPMorgan Nasdaq Equity Premium Income ETF $5,114,597JPMorgan Equity Premium Income ETF $4,257,653JPMorgan Short Duration Core Plus ETF $3,810,179 Largest New Holdings this Quarter 922907746 - Vanguard Tax-Exempt Bond ETF $13,587,726 Holding808524698 - Schwab 5-10 Year Corporate Bond ETF $3,183,111 Holding464288679 - ISHARES TR $886,201 Holding921937835 - Vanguard Total Bond Market ETF $330,056 Holding92206C102 - Vanguard Short-Term Treasury ETF $264,546 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 286,903 shares (about $13.59M)Schwab 5-10 Year Corporate Bond ETF 148,466 shares (about $3.18M)ISHARES TR 8,033 shares (about $886.20K)Vanguard Total Bond Market ETF 4,705 shares (about $330.06K)JPMorgan Short Duration Core Plus ETF 6,072 shares (about $279.19K) Largest Sales this Quarter J P MORGAN EXCHANGE TRADED F 155,181 shares (about $7.38M)iShares National Muni Bond ETF 55,040 shares (about $5.56M)Vanguard Intermediate-Term Corporate Bond ETF 35,283 shares (about $2.76M)JPMorgan Nasdaq Equity Premium Income ETF 3,018 shares (about $184.88K)NVIDIA 677 shares (about $154.61K) 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 PortfolioSectorVTEBVanguard Tax-Exempt Bond ETF$13,587,726$13,587,726 ▲New Holding286,90311.8%ETFVOOVanguard S&P 500 ETF$8,703,980$30,838 ▼-0.4%12,4197.6%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$5,114,597$184,883 ▼-3.5%83,4904.4%ETFJEPIJPMorgan Equity Premium Income ETF$4,257,653$57,457 ▼-1.3%75,7323.7%ETFJSCPJPMorgan Short Duration Core Plus ETF$3,810,179$279,191 ▲7.9%82,8663.3%ETFFBNDFidelity Total Bond ETF$3,563,287$165,839 ▲4.9%82,2933.1%ETFDFUSDimensional U.S. Equity ETF$3,552,023$4,899 ▲0.1%42,7803.1%ETFBONDPimco Total Return ETF$3,538,231$165,107 ▲4.9%40,6743.1%ETFVIGVanguard Dividend Appreciation ETF$3,475,619$134,853 ▼-3.7%14,8973.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,419,954$74,813 ▼-2.1%68,1133.0%ETFSCHISchwab 5-10 Year Corporate Bond ETF$3,183,111$3,183,111 ▲New Holding148,4662.8%ETFVIGIVanguard International Dividend Appreciation ETF$3,010,582$7,837 ▲0.3%31,8852.6%ETFCMFiShares California Muni Bond ETF$2,952,787$90,813 ▲3.2%54,5602.6%ETFVOVanguard Mid-Cap ETF$2,828,923$63,128 ▼-2.2%36,0742.5%ETFNVDANVIDIA$2,717,037$154,613 ▼-5.4%11,8972.4%TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,574,617$88,067 ▼-3.3%40,8412.2%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$2,564,161$5,169 ▼-0.2%26,2912.2%ETFIVViShares Core S&P 500 ETF$2,407,067$19,146 ▼-0.8%3,1432.1%ETFSPYSPDR S&P 500 ETF Trust$2,340,5110.0%3,0692.0%ETFVYMVanguard High Dividend Yield ETF$1,993,389$31,971 ▲1.6%12,8441.7%ETFVBVanguard Small-Cap ETF$1,913,764$70,838 ▼-3.6%6,7271.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,889,814$82,153 ▼-4.2%18,9551.6%ETFAAPLApple$1,865,911$76,928 ▼-4.0%5,6031.6%TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$1,831,969$100,645 ▼-5.2%34,6571.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,719,453$2,763,012 ▼-61.6%21,9571.5%ETFIJHiShares Core S&P Mid-Cap ETF$1,700,610$20,146 ▼-1.2%23,6361.5%ETFONEVSPDR Russell 1000 Low Volatility Focus ETF$1,563,706$6,390 ▼-0.4%11,2561.4%ETFJPREJPMorgan Realty Income ETF$1,493,368$12,303 ▼-0.8%30,2241.3%ETFMSFTMicrosoft$1,384,317$44,622 ▼-3.1%2,6991.2%TechnologyFNDESchwab Fundamental Emerging Markets Equity ETF$1,367,014$46,727 ▼-3.3%32,6491.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,220,175$20,996 ▲1.8%29,5801.1%ETFFRELFidelity MSCI Real Estate Index ETF$1,214,511$1,549 ▼-0.1%44,6841.1%ETFEFAiShares MSCI EAFE ETF$1,121,700$5,091 ▼-0.5%10,7971.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$950,871$112,060 ▼-10.5%9,5970.8%ETFISHARES TR$886,201$886,201 ▲New Holding8,0330.8%TRUST ISHARE 0-1AMZNAmazon.com$840,632$11,710 ▼-1.4%3,3740.7%Consumer DiscretionarySCZiShares MSCI EAFE Small-Cap ETF$838,206$14,351 ▲1.7%9,9290.7%ETFGOOGAlphabet$829,361$28,963 ▼-3.4%2,4340.7%Communication ServicesGOOGLAlphabet$774,180$19,268 ▼-2.4%2,2500.7%Communication ServicesIJRiShares Core S&P Small-Cap ETF$665,916$51,151 ▼-7.1%4,8950.6%ETFSRLNSPDR Blackstone Senior Loan ETF$645,311$27,304 ▼-4.1%15,9770.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$592,3320.0%5,4040.5%ETFJPMJPMorgan Chase & Co.$592,186$23,820 ▼-3.9%1,7900.5%FinanceIWSiShares Russell Mid-Cap Value ETF$550,0520.0%3,4220.5%ETFMUMicron Technology$549,597$89,469 ▼-14.0%5160.5%TechnologyMETAMeta Platforms$530,832$12,328 ▲2.4%7320.5%Communication ServicesVEAVanguard FTSE Developed Markets ETF$509,027$30,221 ▼-5.6%7,2090.4%ETFAMDAdvanced Micro Devices$508,984$26,917 ▼-5.0%8320.4%TechnologyNYFiShares New York Muni Bond ETF$435,230$7,224 ▲1.7%8,6150.4%ETFLLYEli Lilly and Company$393,407$12,728 ▼-3.1%3400.3%HealthcareIJTiShares S&P Small-Cap 600 Growth ETF$389,9230.0%2,4320.3%ETFAVGOBroadcom$382,446$18,613 ▼-4.6%1,0890.3%TechnologyBRK.BBerkshire Hathaway$354,540$5,477 ▼-1.5%7120.3%FinanceVVisa$339,567$19,404 ▼-5.4%9450.3%FinanceAMATApplied Materials$337,511$14,830 ▼-4.2%6600.3%TechnologyBNDVanguard Total Bond Market ETF$330,056$330,056 ▲New Holding4,7050.3%ETFABBVAbbVie$311,815$17,788 ▼-5.4%1,1920.3%HealthcareVNQVanguard Real Estate ETF$297,840$90 ▲0.0%3,3230.3%ETFETNEaton$290,484$15,040 ▼-4.9%6760.3%IndustrialsMRVLMarvell Technology$271,344$31,969 ▼-10.5%1,0270.2%TechnologyVGSHVanguard Short-Term Treasury ETF$264,546$264,546 ▲New Holding4,5960.2%ETFTTTrane Technologies$241,809$3,616 ▼-1.5%5350.2%IndustrialsMUBiShares National Muni Bond ETF$222,420$5,564,544 ▼-96.2%2,2000.2%ETFJ P MORGAN EXCHANGE TRADED F$211,731$7,383,512 ▼-97.2%4,4500.2%MUNICIPAL ETFAGGiShares Core U.S. Aggregate Bond ETF$0$310,599 ▼-100.0%00.0%ETFDFCFDimensional Core Fixed Income ETF$0$299,733 ▼-100.0%00.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$0$250,293 ▼-100.0%00.0%ETFGSThe Goldman Sachs Group$0$227,558 ▼-100.0%00.0%FinanceBACBank of America$0$212,592 ▼-100.0%00.0%FinanceWALMART INC$0$212,476 ▼-100.0%00.0%COMShowing largest 100 holdings. 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