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CIK: 0002067541
Total reported value
$115.2M
$115.2M
58 檔
27.1%
In Q3 2025, 21 West Wealth Management LLC's U.S. equity holdings reached a combined market value of $115.2M, distributed across 58 disclosed stock positions.
During Q3 2025, 21 West Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.78% | +0.24% | +5.52% | |
| 2 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 6.67% | -6.73% | +10.92% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 5.87% | -5.07% | +0.16% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 5.42% | -0.10% | +1.66% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.91% | — | +1.56% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.85% | -0.11% | -2.39% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.39% | -2.55% | +35.01% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.19% | +0.02% | +10.31% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.18% | +0.04% | +10.43% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.94% | -0.03% | +2.78% | |
| 11 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 2.92% | +0.22% | +5.45% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.67% | +0.09% | +9.97% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.58% | +0.07% | +4.65% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.52% | -0.08% | +2.42% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | +0.21% | -3.90% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.32% | -0.21% | +3.24% | |
| 17 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.25% | +0.07% | +2.10% | |
| 18 | CMF | Ishares California Muni Bond | ETF-Other | 2.24% | -0.04% | +42.51% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | +0.06% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.98% | +0.07% | -0.51% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.94% | +0.02% | +1.13% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.71% | -0.15% | +2.94% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.64% | -0.21% | +3.59% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.63% | -0.09% | +6.49% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.48% | -0.10% | -1.06% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.42% | +0.18% | -0.56% | |
| 27 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 1.42% | -0.02% | +3.40% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | +0.31% | -3.10% | |
| 29 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 1.32% | -0.06% | +3.07% | |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.26% | +0.05% | -0.01% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.13% | +0.01% | +0.83% | |
| 32 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.11% | -0.07% | +5.67% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.96% | +0.01% | — | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.80% | -0.11% | +1.42% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.71% | +0.04% | +2.41% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.03% | -2.12% | |
| 37 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.66% | — | -63.91% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | -0.09% | — | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.59% | -0.01% | +1.30% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | -0.04% | -0.90% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.01% | -0.48% | |
| 42 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.55% | — | -69.34% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | -0.03% | -1.22% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.49% | -0.03% | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | +0.12% | -1.82% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.45% | — | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | -0.02% | -7.27% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | -0.04% | -4.49% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | — | -0.69% | |
| 50 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.34% | -0.01% | +40.96% |
According to official SEC Form 13F filings, 21 West Wealth Management LLC reported a total U.S. public equity portfolio value of $115.2M across 58 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, JMUB, MUB) accounted for 27.1% of total reported equity market value during Q3 2025.
During Q3 2025, 21 West Wealth Management LLC's top holdings by market value included VOO (6.8%)、JMUB (6.7%)、MUB (5.9%). The largest single position, VOO, represented 6.8% of total portfolio value.
In Q3 2025, 21 West Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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