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21 West Wealth Management LLC Portfolio
$115.2M across 64 positions as of 2026-09-30, with 46% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTEBVanguard Tax-Exempt Bond ETF | $13.6M | 11.8% | 286,903 |
| VOOVanguard S&P 500 ETF | $8.7M | 7.6% | 12,419 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $5.1M | 4.4% | 83,490 |
| JEPIJPMorgan Equity Premium Income ETF | $4.3M | 3.7% | 75,732 |
| J P MORGAN EXCHANGE TRADED F | $3.8M | 3.3% | 82,866 |
| FBNDFidelity Total Bond ETF | $3.6M | 3.1% | 82,293 |
| DIMENSIONAL ETF TRUST | $3.6M | 3.1% | 42,780 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $3.5M | 3.1% | 40,674 |
| VIGVanguard Div Appreciation ETF | $3.5M | 3.0% | 14,897 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $3.4M | 3.0% | 68,113 |
| SCHISchwab 5-10 Year Corporate Bond ETF | $3.2M | 2.8% | 148,466 |
| VIGIVanguard International Dividend Appreciation ETF | $3M | 2.6% | 31,885 |
| ISHARES TR | $3M | 2.6% | 54,560 |
| VOVanguard Mid-Cap ETF | $2.8M | 2.5% | 36,074 |
| NVDANVIDIA Corp | $2.7M | 2.4% | 11,897 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $2.6M | 2.2% | 40,841 |
| SPDR INDEX SHS FDS | $2.6M | 2.2% | 26,291 |
| IVViShares Core S&P 500 ETF | $2.4M | 2.1% | 3,143 |
| SPYState Street SPDR S&P 500 ETF Trust | $2.3M | 2.0% | 3,069 |
| VYMVanguard High Dividend Yield ETF | $2M | 1.7% | 12,844 |
| VBVanguard Small-Cap ETF | $1.9M | 1.7% | 6,727 |
| STIPiShares 0-5 Year TIPS Bond ETF | $1.9M | 1.6% | 18,955 |
| AAPLApple Inc | $1.9M | 1.6% | 5,603 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $1.8M | 1.6% | 34,657 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $1.7M | 1.5% | 21,957 |
| IJHiShares Core S&P Mid-Cap ETF | $1.7M | 1.5% | 23,636 |
| SPDR SERIES TRUST | $1.6M | 1.4% | 11,256 |
| J P MORGAN EXCHANGE TRADED F | $1.5M | 1.3% | 30,224 |
| MSFTMicrosoft Corp | $1.4M | 1.2% | 2,699 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $1.4M | 1.2% | 32,649 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $1.2M | 1.1% | 29,580 |
| FRELFidelity MSCI Real Estate Index ETF | $1.2M | 1.1% | 44,684 |
| EFAiShares MSCI EAFE ETF | $1.1M | 1.0% | 10,797 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $950.9K | 0.8% | 9,597 |
| SHViShares 0-1 Year Treasury Bond ETF | $886.2K | 0.8% | 8,033 |
| AMZNAmazon.com Inc | $840.6K | 0.7% | 3,374 |
| SCZiShares MSCI EAFE Small-Cap ETF | $838.2K | 0.7% | 9,929 |
| GOOGAlphabet Inc | $829.4K | 0.7% | 2,434 |
| GOOGLAlphabet Inc | $774.2K | 0.7% | 2,250 |
| IJRiShares Core S&P Small-Cap ETF | $665.9K | 0.6% | 4,895 |
| SRLNState Street Blackstone Senior Loan ETF | $645.3K | 0.6% | 15,977 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $592.3K | 0.5% | 5,404 |
| JPMJPMorgan Chase & Co | $592.2K | 0.5% | 1,790 |
| IWSiShares Russell Mid-cap Value ETF | $550.1K | 0.5% | 3,422 |
| MUMicron Technology Inc | $549.6K | 0.5% | 516 |
| METAMeta Platforms Inc | $530.8K | 0.5% | 732 |
| VEAVanguard FTSE Developed Markets ETF | $509K | 0.4% | 7,209 |
| AMDAdvanced Micro Devices Inc | $509K | 0.4% | 832 |
| ISHARES TR | $435.2K | 0.4% | 8,615 |
| LLYEli Lilly and Co | $393.4K | 0.3% | 340 |
| IJTiShares S&P SmallCap 600 Growth ETF | $389.9K | 0.3% | 2,432 |
| AVGOBroadcom Inc | $382.4K | 0.3% | 1,089 |
| BRK.BBerkshire Hathaway Inc | $354.5K | 0.3% | 712 |
| VVisa Inc | $339.6K | 0.3% | 945 |
| AMATApplied Materials Inc | $337.5K | 0.3% | 660 |
| BNDVanguard Total Bond Market ETF | $330.1K | 0.3% | 4,705 |
| ABBVAbbVie Inc | $311.8K | 0.3% | 1,192 |
| VNQVanguard Real Estate ETF | $297.8K | 0.3% | 3,323 |
| EATON CORP PLC | $290.5K | 0.3% | 676 |
| MRVLMarvell Technology Inc | $271.3K | 0.2% | 1,027 |
| VGSHVanguard Short-Term Treasury ETF | $264.5K | 0.2% | 4,596 |
| TRANE TECHNOLOGIES PLC | $241.8K | 0.2% | 535 |
| MUBiShares National Muni Bond ETF | $222.4K | 0.2% | 2,200 |
| JMUBJPMorgan Municipal ETF | $211.7K | 0.2% | 4,450 |
Quarter ending 2026-09-30.
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