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CIK: 0002067541
Total reported value
$115.2M
$115.2M
62 檔
27.7%
According to the latest 13F quarterly dataset, 21 West Wealth Management LLC managed an equity portfolio of $115.2M at the end of Q4 2025, spanning 62 distinct U.S. exchange-listed positions.
In Q4 2025, 21 West Wealth Management LLC displayed an active expansion posture, initiating 6 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.93% | +0.24% | +3.62% | |
| 2 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 6.91% | -6.73% | +7.53% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 5.65% | -5.07% | -0.59% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 5.16% | -0.10% | -2.34% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.51% | — | -4.99% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.02% | -2.55% | +23.62% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.57% | -0.11% | -5.38% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.15% | +0.02% | +2.94% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.14% | +0.04% | +2.96% | |
| 10 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 2.97% | +0.22% | +5.80% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.96% | -0.03% | +0.78% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.79% | +0.09% | +6.14% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.63% | +0.07% | +3.68% | |
| 14 | CMF | Ishares California Muni Bond | ETF-Other | 2.58% | -0.04% | +18.48% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.44% | -0.08% | +1.66% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.30% | -0.21% | +1.64% | |
| 17 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.27% | +0.07% | +1.74% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +0.21% | -4.69% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | +0.06% | -0.88% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | +0.07% | -0.26% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.92% | +0.02% | +0.75% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.77% | -0.09% | +13.83% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.68% | -0.15% | +0.45% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.64% | -0.21% | +2.15% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.18% | -0.17% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.44% | -0.10% | — | |
| 27 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 1.39% | -0.02% | +1.50% | |
| 28 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 1.27% | -0.06% | +2.53% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | +0.31% | -1.23% | |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.22% | +0.05% | +0.66% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.10% | +0.01% | +2.07% | |
| 32 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.07% | -0.07% | +2.93% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.95% | +0.01% | — | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.83% | -0.11% | +0.92% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.73% | +0.04% | +4.91% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.03% | — | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | -0.04% | -1.57% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | -0.03% | -1.71% | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.60% | -0.01% | +5.67% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | -0.09% | — | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.01% | — | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.48% | -0.03% | — | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.44% | — | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | -0.02% | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | +0.12% | +1.43% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | -0.04% | -4.19% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | -0.02% | -2.23% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | — | — | |
| 49 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.33% | -0.01% | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | — | — |
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 62 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, JMUB, MUB) accounted for 27.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
BSV
市值: $298.2K
Top Position Liquidated / Trimmed
SPSB
前期市值: $696.7K
During Q4 2025, 21 West Wealth Management LLC's top holdings by market value included VOO (6.9%)、JMUB (6.9%)、MUB (5.7%). The largest single position, VOO, represented 6.9% of total portfolio value.
In Q4 2025, 21 West Wealth Management LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 27 positions, trimming 13 holdings, and fully liquidating 2 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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