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CIK: 0002067541
Total reported value
$115.2M
$115.2M
65 檔
28.5%
During the Q2 2026 filing period, 21 West Wealth Management LLC (CIK: 0002067541) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $115.2M across 65 reported positions.
21 West Wealth Management LLC executed strategic sector rebalancing during Q2 2026, establishing 4 new positions while fully exiting 2 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.31% | +0.24% | +1.48% | |
| 2 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 6.91% | -6.73% | +4.08% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 5.26% | -5.07% | -0.36% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 4.54% | -0.10% | -2.15% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.04% | -2.55% | +2.32% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.70% | — | -5.72% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.13% | -0.11% | +0.44% | |
| 8 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 3.09% | +0.22% | -9.81% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.05% | +0.02% | +0.56% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.05% | +0.04% | +0.54% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.00% | -0.03% | -2.75% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.99% | +0.09% | +2.08% | |
| 13 | CMF | Ishares California Muni Bond | ETF-Other | 2.60% | -0.04% | +5.93% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.54% | -0.08% | +300.77% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.54% | +0.07% | +0.14% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.44% | -0.21% | -0.37% | |
| 17 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.16% | +0.07% | -0.71% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | +0.21% | -0.03% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.06% | -2.10% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | +0.07% | -0.45% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.81% | -0.15% | -0.64% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.80% | -0.21% | -1.77% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.73% | -0.09% | +8.56% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.71% | +0.02% | -3.88% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.58% | -0.10% | -0.08% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.44% | +0.18% | -0.02% | |
| 27 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 1.38% | -0.02% | -0.19% | |
| 28 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 1.36% | -0.06% | -0.10% | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.14% | +0.05% | -2.66% | |
| 30 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.12% | -0.07% | +0.06% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.05% | +0.01% | +2.02% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.96% | +0.01% | — | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.94% | -0.11% | -8.74% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | +0.31% | +0.18% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | -0.04% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | -0.03% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.03% | — | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.69% | +0.04% | -2.71% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | -0.09% | -0.28% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.59% | -0.11% | -2.44% | |
| 41 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.57% | -0.01% | +1.34% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.54% | -0.03% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.01% | -0.32% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.48% | — | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | -0.02% | -0.31% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +0.01% | — | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.43% | -0.14% | — | |
| 48 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.39% | -0.01% | — | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.37% | -0.03% | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | -0.04% | — |
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 65 disclosed positions in Q2 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 VOO, JMUB, MUB) accounted for 28.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $508.9K
Top Position Liquidated / Trimmed
BSV
前期市值: $237.1K
During Q2 2026, 21 West Wealth Management LLC's top holdings by market value included VOO (7.3%)、JMUB (6.9%)、MUB (5.3%). The largest single position, VOO, represented 7.3% of total portfolio value.
In Q2 2026, 21 West Wealth Management LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 24 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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