21 West Wealth Management LLC Top Holdings and 13F Report (2026) About 21 West Wealth Management LLCInvestment Activity21 West Wealth Management LLC has $107.65 million in total holdings as of March 31, 2026.21 West Wealth Management LLC owns shares of 63 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 2.60% of the portfolio was purchased this quarter.About 2.60% of the portfolio was sold this quarter.This quarter, 21 West Wealth Management LLC has purchased 62 new stocks and bought additional shares in 20 stocks.21 West Wealth Management LLC sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings JPMorgan Municipal ETF $7,667,266Vanguard S&P 500 ETF $7,338,512iShares National Muni Bond ETF $6,097,681JPMorgan Nasdaq Equity Premium Income ETF $4,908,357Vanguard Intermediate-Term Corporate Bond ETF $4,629,035 Largest New Holdings this Quarter 92206C771 - Vanguard Mortgage-Backed Securities ETF $245,502 Holding038222105 - Applied Materials $235,493 Holding22160K105 - Costco Wholesale $202,275 Holding Largest Purchases this Quarter JPMorgan Short Duration Core Plus ETF 16,820 shares (about $795.59K)Vanguard Intermediate-Term Corporate Bond ETF 3,478 shares (about $287.80K)Vanguard Mortgage-Backed Securities ETF 5,229 shares (about $245.50K)Applied Materials 689 shares (about $235.49K)Costco Wholesale 203 shares (about $202.28K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 2,382 shares (about $512.27K)JPMorgan Nasdaq Equity Premium Income ETF 8,649 shares (about $480.19K)JPMorgan Equity Premium Income ETF 4,787 shares (about $271.33K)Vanguard High Dividend Yield ETF 1,481 shares (about $219.34K)Schwab Fundamental Emerging Markets Equity ETF 2,321 shares (about $88.80K) 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 PortfolioSectorJMUBJPMorgan Municipal ETF$7,667,266$178,614 ▲2.4%153,3767.1%ETFVOOVanguard S&P 500 ETF$7,338,512$111,144 ▲1.5%12,2816.8%ETFMUBiShares National Muni Bond ETF$6,097,681$34,074 ▼-0.6%57,4445.7%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,908,357$480,193 ▼-8.9%88,4074.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,629,035$287,805 ▲6.6%55,9404.3%ETFJEPIJPMorgan Equity Premium Income ETF$4,614,375$271,327 ▼-5.6%81,4114.3%ETFJSCPJPMorgan Short Duration Core Plus ETF$4,027,406$795,586 ▲24.6%85,1463.7%ETFFBNDFidelity Total Bond ETF$3,560,276$158,028 ▲4.6%78,0423.3%ETFPIMCO ETF TR$3,558,501$140,912 ▲4.1%38,5623.3%ACTIVE BD ETFVIGVanguard Dividend Appreciation ETF$3,313,429$512,273 ▼-13.4%15,4073.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,267,216$66,192 ▼-2.0%71,5713.0%ETFDFUSDimensional U.S. Equity ETF$2,967,584$47,084 ▲1.6%41,8502.8%ETFCMFiShares California Muni Bond ETF$2,838,508$45,317 ▲1.6%49,9212.6%ETFVIGIVanguard International Dividend Appreciation ETF$2,809,136$23,796 ▲0.9%31,7562.6%ETFVOVanguard Mid-Cap ETF$2,642,630$1,723 ▲0.1%9,2022.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,510,573$60,701 ▼-2.4%42,3942.3%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$2,474,640$82,544 ▼-3.2%26,5322.3%ETFNVDANVIDIA$2,193,603$36,624 ▼-1.6%12,5782.0%Computer and TechnologyIVViShares Core S&P 500 ETF$2,113,788$18,943 ▼-0.9%3,2362.0%ETFSPYSPDR S&P 500 ETF Trust$2,004,998$24,063 ▼-1.2%3,0831.9%FinanceVYMVanguard High Dividend Yield ETF$1,947,219$219,336 ▼-10.1%13,1481.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,884,495$73,022 ▼-3.7%18,2201.8%ETFVBVanguard Small-Cap ETF$1,838,940$24,620 ▼-1.3%7,0211.7%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,798,470$49,045 ▼-2.7%37,2201.7%ETFIJHiShares Core S&P Mid-Cap ETF$1,616,3980.0%23,9361.5%ETFONEVSPDR Russell 1000 Low Volatility Focus ETF$1,519,207$9,258 ▼-0.6%11,3231.4%ETFAAPLApple$1,480,865$11,674 ▼-0.8%5,8351.4%Computer and TechnologyJPREJPMorgan Realty Income ETF$1,466,231$32,399 ▲2.3%30,5021.4%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$1,327,086$88,801 ▼-6.3%34,6861.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,205,581$17,770 ▲1.5%28,4941.1%ETFFRELFidelity MSCI Real Estate Index ETF$1,203,254$33,288 ▲2.8%44,7141.1%ETFEFAiShares MSCI EAFE ETF$1,053,4720.0%10,8461.0%FinanceMSFTMicrosoft$1,029,443$9,995 ▼-1.0%2,7811.0%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$924,648$63,715 ▼-6.4%11,7550.9%ManufacturingSCZiShares MSCI EAFE Small-Cap ETF$786,531$21,249 ▼-2.6%10,0310.7%ETFGOOGAlphabet$722,600$4,303 ▲0.6%2,5190.7%Computer and TechnologyAMZNAmazon.com$712,4920.0%3,4210.7%Retail/WholesaleGOOGLAlphabet$663,113$1,150 ▲0.2%2,3060.6%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$659,621$24,044 ▲3.8%16,4330.6%ETFIJRiShares Core S&P Small-Cap ETF$657,103$18,647 ▼-2.8%5,2860.6%ETFJPMJPMorgan Chase & Co.$549,4910.0%1,8680.5%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$543,7500.0%5,4040.5%ETFIWSiShares Russell Mid-Cap Value ETF$498,7220.0%3,4220.5%ETFVEAVanguard FTSE Developed Markets ETF$490,917$1,922 ▼-0.4%7,6610.5%ETFNYFiShares New York Muni Bond ETF$450,033$93,544 ▲26.2%8,4720.4%ETFMETAMeta Platforms$403,924$2,861 ▼-0.7%7060.4%Computer and TechnologyAVGOBroadcom$353,4600.0%1,1420.3%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$351,9350.0%2,4320.3%ETFBRK.BBerkshire Hathaway$346,4620.0%7230.3%FinanceLLYEli Lilly and Company$322,8390.0%3510.3%MedicalAGGiShares Core U.S. Aggregate Bond ETF$305,851$52,415 ▲20.7%3,0810.3%FinanceVVisa$301,9380.0%9990.3%Business ServicesDFCFDimensional Core Fixed Income ETF$294,316$45,302 ▲18.2%6,9710.3%ETFVNQVanguard Real Estate ETF$290,936$19,603 ▲7.2%3,2800.3%ETFABBVAbbVie$274,037$870 ▼-0.3%1,2600.3%MedicalETNEaton$254,3030.0%7110.2%IndustrialsVMBSVanguard Mortgage-Backed Securities ETF$245,502$245,502 ▲New Holding5,2290.2%ETFBSVVanguard Short-Term Bond ETF$237,112$59,592 ▼-20.1%3,0240.2%ETFAMATApplied Materials$235,493$235,493 ▲New Holding6890.2%Computer and TechnologyWALMART INC$233,1490.0%1,8760.2%COMTTTrane Technologies$226,2900.0%5430.2%ConstructionMUMicron Technology$207,772$81,082 ▼-28.1%6150.2%Computer and TechnologyCOSTCostco Wholesale$202,275$202,275 ▲New Holding2030.2%Retail/WholesaleVDCVanguard Consumer Staples ETF$0$272,711 ▼-100.0%00.0%ETFBACBank of America$0$205,205 ▼-100.0%00.0%FinanceShowing 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 Email Me a Login Link 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.
