21 West Wealth Management LLC Top Holdings and 13F Report (2026) About 21 West Wealth Management LLCInvestment Activity21 West Wealth Management LLC has $117.05 million in total holdings as of June 30, 2026.21 West Wealth Management LLC owns shares of 65 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 3.92% of the portfolio was purchased this quarter.About 1.50% of the portfolio was sold this quarter.This quarter, 21 West Wealth Management LLC has purchased 63 new stocks and bought additional shares in 20 stocks.21 West Wealth Management LLC sold shares of 24 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $8,559,713JPMorgan Municipal ETF $8,086,108iShares National Muni Bond ETF $6,160,169JPMorgan Nasdaq Equity Premium Income ETF $5,316,782Vanguard Intermediate-Term Corporate Bond ETF $4,730,886 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $508,877 Holding573874104 - Marvell Technology $341,978 Holding38141G104 - The Goldman Sachs Group $227,558 Holding060505104 - Bank of America $212,592 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 27,677 shares (about $2.23M)Advanced Micro Devices 876 shares (about $508.88K)Marvell Technology 1,148 shares (about $341.98K)JPMorgan Municipal ETF 6,255 shares (about $316.85K)The Goldman Sachs Group 225 shares (about $227.56K) Largest Sales this Quarter JPMorgan Short Duration Core Plus ETF 8,352 shares (about $393.76K)JPMorgan Equity Premium Income ETF 4,657 shares (about $263.03K)JPMorgan Nasdaq Equity Premium Income ETF 1,899 shares (about $116.71K)iShares MSCI Emerging Markets ex China ETF 1,027 shares (about $105.06K)SPDR Portfolio Developed World ex-US ETF 1,968 shares (about $99.17K) 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$8,559,713$124,999 â–²1.5%12,4637.3%ETFJMUBJPMorgan Municipal ETF$8,086,108$316,847 â–²4.1%159,6316.9%ETFMUBiShares National Muni Bond ETF$6,160,169$21,954 â–¼-0.4%57,2405.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$5,316,782$116,713 â–¼-2.1%86,5084.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,730,886$107,445 â–²2.3%57,2404.0%ETFJEPIJPMorgan Equity Premium Income ETF$4,335,066$263,027 â–¼-5.7%76,7543.7%ETFVIGVanguard Dividend Appreciation ETF$3,661,695$16,090 â–²0.4%15,4753.1%ETFJSCPJPMorgan Short Duration Core Plus ETF$3,620,453$393,755 â–¼-9.8%76,7943.1%ETFPIMCO ETF TR$3,575,535$19,733 â–²0.6%38,7763.1%ACTIVE BD ETFFBNDFidelity Total Bond ETF$3,569,282$19,151 â–²0.5%78,4633.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,507,295$99,168 â–¼-2.7%69,6033.0%ETFDFUSDimensional U.S. Equity ETF$3,500,559$71,370 â–²2.1%42,7213.0%ETFCMFiShares California Muni Bond ETF$3,048,118$170,672 â–²5.9%52,8822.6%ETFVOVanguard Mid-Cap ETF$2,971,341$2,229,936 â–²300.8%36,8792.5%ETFVIGIVanguard International Dividend Appreciation ETF$2,969,671$4,295 â–²0.1%31,8022.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,853,599$10,539 â–¼-0.4%42,2382.4%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$2,529,419$18,051 â–¼-0.7%26,3442.2%ETFNVDANVIDIA$2,515,932$800 â–¼0.0%12,5742.1%Computer and TechnologyIVViShares Core S&P 500 ETF$2,372,484$50,925 â–¼-2.1%3,1682.0%ETFSPYSPDR S&P 500 ETF Trust$2,291,837$10,455 â–¼-0.5%3,0692.0%FinanceVBVanguard Small-Cap ETF$2,114,565$13,640 â–¼-0.6%6,9761.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,108,473$38,005 â–¼-1.8%36,5611.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,020,623$159,267 â–²8.6%19,7791.7%ETFVYMVanguard High Dividend Yield ETF$1,997,183$80,595 â–¼-3.9%12,6381.7%Financial ServicesIJHiShares Core S&P Mid-Cap ETF$1,844,163$1,542 â–¼-0.1%23,9161.6%ETFAAPLApple$1,688,126$289 â–¼0.0%5,8341.4%Computer and TechnologyONEVSPDR Russell 1000 Low Volatility Focus ETF$1,616,924$3,004 â–¼-0.2%11,3021.4%ETFJPREJPMorgan Realty Income ETF$1,590,081$1,513 â–¼-0.1%30,4731.4%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$1,339,795$36,545 â–¼-2.7%33,7651.1%ETFFRELFidelity MSCI Real Estate Index ETF$1,310,911$791 â–²0.1%44,7411.1%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,232,901$24,471 â–²2.0%29,0711.1%ETFEFAiShares MSCI EAFE ETF$1,126,6820.0%10,8461.0%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$1,097,474$105,062 â–¼-8.7%10,7280.9%ManufacturingMSFTMicrosoft$1,039,234$1,865 â–²0.2%2,7860.9%Computer and TechnologyGOOGAlphabet$890,0380.0%2,5190.8%Computer and TechnologyGOOGLAlphabet$824,0950.0%2,3060.7%Computer and TechnologyAMZNAmazon.com$815,3610.0%3,4210.7%Retail/WholesaleSCZiShares MSCI EAFE Small-Cap ETF$802,873$22,377 â–¼-2.7%9,7590.7%ETFIJRiShares Core S&P Small-Cap ETF$781,742$2,225 â–¼-0.3%5,2710.7%ETFMUMicron Technology$692,574$17,314 â–¼-2.4%6000.6%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$670,949$8,864 â–²1.3%16,6530.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$634,9700.0%5,4040.5%ETFJPMJPMorgan Chase & Co.$609,488$1,964 â–¼-0.3%1,8620.5%FinanceIWSiShares Russell Mid-Cap Value ETF$563,2610.0%3,4220.5%ETFVEAVanguard FTSE Developed Markets ETF$544,136$1,710 â–¼-0.3%7,6370.5%ETFAMDAdvanced Micro Devices$508,877$508,877 â–²New Holding8760.4%Computer and TechnologyAMATApplied Materials$498,1470.0%6890.4%Computer and TechnologyNYFiShares New York Muni Bond ETF$456,6830.0%8,4720.4%ETFIJTiShares S&P Small-Cap 600 Growth ETF$434,3550.0%2,4320.4%ETFAVGOBroadcom$431,3910.0%1,1420.4%Computer and TechnologyLLYEli Lilly and Company$421,0000.0%3510.4%MedicalMETAMeta Platforms$402,752$5,070 â–²1.3%7150.3%Computer and TechnologyBRK.BBerkshire Hathaway$361,7820.0%7230.3%FinanceVVisa$342,7470.0%9990.3%Business ServicesMRVLMarvell Technology$341,978$341,978 â–²New Holding1,1480.3%Computer and TechnologyVNQVanguard Real Estate ETF$320,340$4,050 â–²1.3%3,3220.3%ETFABBVAbbVie$317,0660.0%1,2600.3%MedicalAGGiShares Core U.S. Aggregate Bond ETF$310,599$5,642 â–²1.9%3,1380.3%FinanceETNEaton$302,9710.0%7110.3%IndustrialsDFCFDimensional Core Fixed Income ETF$299,733$5,487 â–²1.9%7,1010.3%ETFTTTrane Technologies$266,7000.0%5430.2%ConstructionVMBSVanguard Mortgage-Backed Securities ETF$250,293$5,524 â–²2.3%5,3470.2%ETFGSThe Goldman Sachs Group$227,558$227,558 â–²New Holding2250.2%FinanceBACBank of America$212,592$212,592 â–²New Holding3,7310.2%FinanceWALMART INC$212,4760.0%1,8760.2%COMBSVVanguard Short-Term Bond ETF$0$237,112 â–¼-100.0%00.0%ETFCOSTCostco Wholesale$0$202,275 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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