21 West Wealth Management LLC 13F Holdings · Q2 2026
21 West Wealth Management LLC reported 65 securities worth $117.05M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (7.31%), JMUB (6.91%), MUB (5.26%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $8.6M | 7.31% | 12,463 | Added |
| 2 | JMUB | J P MORGAN EXCHANGE TRADED F | $8.1M | 6.91% | 159,631 | Added |
| 3 | MUB | ISHARES TR | $6.2M | 5.26% | 57,240 | Trimmed |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | $5.3M | 4.54% | 86,508 | Trimmed |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $4.7M | 4.04% | 57,240 | Added |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.3M | 3.70% | 76,754 | Trimmed |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $3.7M | 3.13% | 15,475 | Added |
| 8 | JSCP | J P MORGAN EXCHANGE TRADED F | $3.6M | 3.09% | 76,794 | Trimmed |
| 9 | BOND | PIMCO ETF TR | $3.6M | 3.05% | 38,776 | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $3.6M | 3.05% | 78,463 | Added |
| 11 | SPDW | SPDR INDEX SHS FDS | $3.5M | 3.00% | 69,603 | Trimmed |
| 12 | DFUS | DIMENSIONAL ETF TRUST | $3.5M | 2.99% | 42,721 | Added |
| 13 | CMF | ISHARES TR | $3.0M | 2.60% | 52,882 | Added |
| 14 | VIGI | VANGUARD WHITEHALL FDS | $3.0M | 2.54% | 31,802 | Added |
| 15 | VO | VANGUARD INDEX FDS | $3.0M | 2.54% | 36,879 | Added |
| 16 | SPMD | SPDR SERIES TRUST | $2.9M | 2.44% | 42,238 | Trimmed |
| 17 | QEFA | SPDR INDEX SHS FDS | $2.5M | 2.16% | 26,344 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $2.5M | 2.15% | 12,574 | Trimmed |
| 19 | IVV | ISHARES TR | $2.4M | 2.03% | 3,168 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 1.96% | 3,069 | Trimmed |
| 21 | VB | VANGUARD INDEX FDS | $2.1M | 1.81% | 6,976 | Trimmed |
| 22 | SPSM | SPDR SERIES TRUST | $2.1M | 1.80% | 36,561 | Trimmed |
| 23 | STIP | ISHARES TR | $2.0M | 1.73% | 19,779 | Added |
| 24 | VYM | VANGUARD WHITEHALL FDS | $2.0M | 1.71% | 12,638 | Trimmed |
| 25 | IJH | ISHARES TR | $1.8M | 1.58% | 23,916 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR