Q3 2026 13F · SEC CIK 2067541

21 West Wealth Management LLC

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $115.2M
Reported positions: 64
Holdings vs S&P 500, 3 yrs: —
Assets under management: $137.1M

21 West Wealth Management LLC is a wealth manager that reported 64 positions worth $115.2M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Vanguard Mun Bd Fds (VTEB, 11.8%), Vanguard Index Fds (VOO, 7.6%), J P Morgan Exchange Traded F (JEPQ, 4.4%).

21 West Wealth Management LLC holdings largest 50 of 64 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

21 West Wealth Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTEBVanguard Mun Bd Fds	11.8%	—	286,903	—	$13.6M
VOOVanguard Index Fds	7.6%	7.3%	12,419	-0.4%	$8.7M
JEPQJ P Morgan Exchange Traded F	4.4%	4.5%	83,490	-3.5%	$5.1M
JEPIJ P Morgan Exchange Traded F	3.7%	3.7%	75,732	-1.3%	$4.3M
JSCPJpmorgan Short Duration Core Plus ETF	3.3%	3.1%	82,866	+7.9%	$3.8M
FBNDFidelity Merrimack Str Tr	3.1%	3.0%	82,293	+4.9%	$3.6M
DFUSDimensional ETF Trust	3.1%	3.0%	42,780	+0.1%	$3.6M
BONDPimco ETF Tr	3.1%	3.1%	40,674	+4.9%	$3.5M
VIGVanguard Specialized Funds	3.0%	3.1%	14,897	-3.7%	$3.5M
SPDWSpdr Index Shs Fds	3.0%	3.0%	68,113	-2.1%	$3.4M
SCHISchwab Strategic Tr	2.8%	—	148,466	—	$3.2M
VIGIVanguard Whitehall Fds	2.6%	2.5%	31,885	+0.3%	$3.0M
CMFIshares Tr	2.6%	2.6%	54,560	+3.2%	$3.0M
VOVanguard Index Fds	2.5%	2.5%	36,074	-2.2%	$2.8M
NVDANvidia Corporation	2.4%	2.1%	11,897	-5.4%	$2.7M
SPMDSpdr Series Trust	2.2%	2.4%	40,841	-3.3%	$2.6M
QEFASpdr Index Shs Fds	2.2%	2.2%	26,291	-0.2%	$2.6M
IVVIshares Tr	2.1%	2.0%	3,143	-0.8%	$2.4M
SPYState Str Spdr S&p 500 ETF T	2.0%	2.0%	3,069	+0.0%	$2.3M
VYMVanguard Whitehall Fds	1.7%	1.7%	12,844	+1.6%	$2.0M
VBVanguard Index Fds	1.7%	1.8%	6,727	-3.6%	$1.9M
STIPIshares Tr	1.6%	1.7%	18,955	-4.2%	$1.9M
AAPLApple Inc	1.6%	1.4%	5,603	-4.0%	$1.9M
SPSMSpdr Series Trust	1.6%	1.8%	34,657	-5.2%	$1.8M
VCITVanguard Scottsdale Fds	1.5%	4.0%	21,957	-61.6%	$1.7M
IJHIshares Tr	1.5%	1.6%	23,636	-1.2%	$1.7M
ONEVSpdr Series Trust	1.4%	1.4%	11,256	-0.4%	$1.6M
JPREJ P Morgan Exchange Traded F	1.3%	1.4%	30,224	-0.8%	$1.5M
MSFTMicrosoft Corp	1.2%	0.9%	2,699	-3.1%	$1.4M
FNDESchwab Strategic Tr	1.2%	1.1%	32,649	-3.3%	$1.4M
SHYGIshares Tr	1.1%	1.1%	29,580	+1.8%	$1.2M
FRELFidelity Covington Trust	1.1%	1.1%	44,684	-0.1%	$1.2M
EFAIshares Tr	1.0%	1.0%	10,797	-0.5%	$1.1M
EMXCIshares Inc	0.8%	0.9%	9,597	-10.5%	$951K
SHVIshares Tr	0.8%	—	8,033	—	$886K
AMZNAmazon Com Inc	0.7%	0.7%	3,374	-1.4%	$841K
SCZIshares Tr	0.7%	0.7%	9,929	+1.7%	$838K
GOOGAlphabet Inc	0.7%	0.8%	2,434	-3.4%	$829K
GOOGLAlphabet Inc	0.7%	0.7%	2,250	-2.4%	$774K
IJRIshares Tr	0.6%	0.7%	4,895	-7.1%	$666K
SRLNSsga Active ETF Tr	0.6%	0.6%	15,977	-4.1%	$645K
IJKIshares S&p Mid Cap 400 Growth	0.5%	0.5%	5,404	+0.0%	$592K
JPMJpmorgan Chase & Co	0.5%	0.5%	1,790	-3.9%	$592K
IWSIshares Tr	0.5%	0.5%	3,422	+0.0%	$550K
MUMicron Technology Inc	0.5%	0.6%	516	-14.0%	$550K
METAMeta Platforms Inc	0.5%	—	732	—	$531K
VEAVanguard Ftse Developed Markets Index Fu	0.4%	0.5%	7,209	-5.6%	$509K
AMDAdvanced Micro Devices Inc	0.4%	0.4%	832	-5.0%	$509K
NYFIshares Tr	0.4%	0.4%	8,615	+1.7%	$435K
LLYEli Lilly & Co	0.3%	—	340	—	$393K

What 21 West Wealth Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$115.2M	64
Q2 2026	$117.1M	65
Q1 2026	$107.7M	63
Q4 2025	$109.4M	62
Q3 2025	$105.4M	58
Q2 2025	$99.1M	59

Questions about 21 West Wealth Management LLC's portfolio

What stocks does 21 West Wealth Management LLC own?

21 West Wealth Management LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 64 positions worth $115.2M. The largest are Vanguard Mun Bd Fds (VTEB) at 11.8%, Vanguard Index Fds (VOO) at 7.6%, J P Morgan Exchange Traded F (JEPQ) at 4.4%, J P Morgan Exchange Traded F (JEPI) at 3.7% and Jpmorgan Short Duration Core Plus ETF (JSCP) at 3.3%.

What did 21 West Wealth Management LLC buy last quarter?

In Q3 2026, 21 West Wealth Management LLC added Jpmorgan Short Duration Core Plus ETF (JSCP) (+7.9% shares), compared with its Q2 2026 filing.

What did 21 West Wealth Management LLC sell last quarter?

In Q3 2026, 21 West Wealth Management LLC cut from its top 50 J P Morgan Exchange Traded F (JMUB), cut from its top 50 Ishares Tr (MUB), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Ishares Tr (IJT), cut from its top 50 Broadcom Inc (AVGO), Vanguard Scottsdale Fds (VCIT) (-61.6% shares), Micron Technology Inc (MU) (-14.0% shares) and Ishares Inc (EMXC) (-10.5% shares), compared with its Q2 2026 filing.

When is 21 West Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. 21 West Wealth Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does 21 West Wealth Management LLC manage?

21 West Wealth Management LLC reported $137.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $115.2M.