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CIK: 0002067541
Total reported value
$117.1M
$117.1M
63 檔
26.2%
As reported in its official Q1 2026 Form 13F filing, 21 West Wealth Management LLC's tracked investment portfolio stood at $117.1M with 63 total positions.
21 West Wealth Management LLC executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 2 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 7.12% | -0.21% | +2.39% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.82% | +0.49% | +1.54% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 5.66% | -0.40% | -0.56% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 4.56% | -0.02% | -8.91% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.30% | -0.26% | +6.63% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.29% | -0.59% | -5.55% | |
| 7 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 3.74% | -0.65% | +24.62% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.31% | -0.26% | +4.64% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.31% | -0.26% | +4.12% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.08% | +0.05% | -13.39% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.03% | -0.03% | -1.99% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.76% | +0.23% | +1.61% | |
| 13 | CMF | Ishares California Muni Bond | ETF-Other | 2.64% | -0.04% | +1.62% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.61% | -0.07% | +0.85% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.45% | +0.09% | +0.07% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.33% | +0.11% | -2.36% | |
| 17 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.30% | -0.14% | -3.23% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | +0.11% | -1.64% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | +0.07% | -0.89% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.86% | +0.10% | -1.19% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.81% | -0.10% | -10.12% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.75% | -0.02% | -3.73% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.71% | +0.10% | -1.32% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.67% | +0.13% | -2.65% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.50% | +0.08% | — | |
| 26 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 1.41% | -0.03% | -0.61% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.06% | -0.78% | |
| 28 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 1.36% | — | +2.26% | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.23% | -0.09% | -6.27% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.12% | -0.07% | +1.50% | |
| 31 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.12% | — | +2.85% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.98% | -0.02% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.07% | -0.96% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.86% | +0.08% | -6.45% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.73% | -0.04% | -2.63% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.09% | +0.60% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.04% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.08% | +0.17% | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.61% | -0.04% | +3.78% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.06% | -2.76% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | +0.01% | — | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.51% | +0.03% | — | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.46% | +0.02% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | — | -0.39% | |
| 45 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.42% | -0.03% | +26.24% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.04% | -0.70% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.04% | — | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.33% | +0.04% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.01% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.06% | — |
According to official SEC Form 13F filings, 21 West Wealth Management LLC reported a total U.S. public equity portfolio value of $117.1M across 63 disclosed positions in Q1 2026.
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 JMUB, VOO, MUB) accounted for 26.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
VMBS
市值: $245.5K
Top Position Liquidated / Trimmed
VDC
前期市值: $272.7K
During Q1 2026, 21 West Wealth Management LLC's top holdings by market value included JMUB (7.1%)、VOO (6.8%)、MUB (5.7%). The largest single position, JMUB, represented 7.1% of total portfolio value.
In Q1 2026, 21 West Wealth Management LLC made 51 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 26 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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