Holders — by stockHoldings — by fund
21 West Wealth Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002067541
$117.1M
disclosed book value
65
positions
7.3%
largest position share
Positions, as of 2026-06-30
top 65 of 65 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 12,463 | $8.6M | 7.3% |
| 2 | JMUBJ P MORGAN EXCHANGE TRADED F | 159,631 | $8.1M | 6.9% |
| 3 | MUBISHARES TR | 57,240 | $6.2M | 5.3% |
| 4 | JEPQJ P MORGAN EXCHANGE TRADED F | 86,508 | $5.3M | 4.5% |
| 5 | VCITVANGUARD SCOTTSDALE FDS | 57,240 | $4.7M | 4% |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 76,754 | $4.3M | 3.7% |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 15,475 | $3.7M | 3.1% |
| 8 | JSCPJ P MORGAN EXCHANGE TRADED F | 76,794 | $3.6M | 3.1% |
| 9 | BONDPIMCO ETF TR | 38,776 | $3.6M | 3.1% |
| 10 | FBNDFIDELITY MERRIMACK STR TR | 78,463 | $3.6M | 3% |
| 11 | SPDWSPDR INDEX SHS FDS | 69,603 | $3.5M | 3% |
| 12 | DFUSDIMENSIONAL ETF TRUST | 42,721 | $3.5M | 3% |
| 13 | CMFISHARES TR | 52,882 | $3.0M | 2.6% |
| 14 | VOVANGUARD INDEX FDS | 36,879 | $3.0M | 2.5% |
| 15 | VIGIVANGUARD WHITEHALL FDS | 31,802 | $3.0M | 2.5% |
| 16 | SPMDSPDR SERIES TRUST | 42,238 | $2.9M | 2.4% |
| 17 | QEFASPDR INDEX SHS FDS | 26,344 | $2.5M | 2.2% |
| 18 | NVDANVIDIA CORPORATION | 12,574 | $2.5M | 2.1% |
| 19 | IVVISHARES TR | 3,168 | $2.4M | 2% |
| 20 | SPYSTATE STR SPDR S&P 500 ETF T | 3,069 | $2.3M | 2% |
| 21 | VBVANGUARD INDEX FDS | 6,976 | $2.1M | 1.8% |
| 22 | SPSMSPDR SERIES TRUST | 36,561 | $2.1M | 1.8% |
| 23 | STIPISHARES TR | 19,779 | $2.0M | 1.7% |
| 24 | VYMVANGUARD WHITEHALL FDS | 12,638 | $2.0M | 1.7% |
| 25 | IJHISHARES TR | 23,916 | $1.8M | 1.6% |
| 26 | AAPLAPPLE INC | 5,834 | $1.7M | 1.4% |
| 27 | ONEVSPDR SERIES TRUST | 11,302 | $1.6M | 1.4% |
| 28 | JPREJ P MORGAN EXCHANGE TRADED F | 30,473 | $1.6M | 1.4% |
| 29 | FNDESCHWAB STRATEGIC TR | 33,765 | $1.3M | 1.1% |
| 30 | FRELFIDELITY COVINGTON TRUST | 44,741 | $1.3M | 1.1% |
| 31 | SHYGISHARES TR | 29,071 | $1.2M | 1.1% |
| 32 | EFAISHARES TR | 10,846 | $1.1M | 1% |
| 33 | EMXCISHARES INC | 10,728 | $1.1M | 0.9% |
| 34 | MSFTMICROSOFT CORP | 2,786 | $1.0M | 0.9% |
| 35 | GOOGALPHABET INC | 2,519 | $890,038 | 0.8% |
| 36 | GOOGLALPHABET INC | 2,306 | $824,095 | 0.7% |
| 37 | AMZNAMAZON COM INC | 3,421 | $815,361 | 0.7% |
| 38 | SCZISHARES TR | 9,759 | $802,873 | 0.7% |
| 39 | IJRISHARES TR | 5,271 | $781,742 | 0.7% |
| 40 | MUMICRON TECHNOLOGY INC | 600 | $692,574 | 0.6% |
| 41 | SRLNSSGA ACTIVE ETF TR | 16,653 | $670,949 | 0.6% |
| 42 | IJKISHARES TR | 5,404 | $634,970 | 0.5% |
| 43 | JPMJPMORGAN CHASE & CO | 1,862 | $609,488 | 0.5% |
| 44 | IWSISHARES TR | 3,422 | $563,261 | 0.5% |
| 45 | VEAVANGUARD TAX-MANAGED FDS | 7,637 | $544,136 | 0.5% |
| 46 | AMDADVANCED MICRO DEVICES INC | 876 | $508,877 | 0.4% |
| 47 | AMATAPPLIED MATLS INC | 689 | $498,147 | 0.4% |
| 48 | NYFISHARES TR | 8,472 | $456,683 | 0.4% |
| 49 | IJTISHARES TR | 2,432 | $434,355 | 0.4% |
| 50 | AVGOBROADCOM INC | 1,142 | $431,391 | 0.4% |
| 51 | LLYELI LILLY & CO | 351 | $421,000 | 0.4% |
| 52 | METAMETA PLATFORMS INC | 715 | $402,752 | 0.3% |
| 53 | BRK/BBERKSHIRE HATHAWAY INC DEL | 723 | $361,782 | 0.3% |
| 54 | VVISA INC | 999 | $342,747 | 0.3% |
| 55 | MRVLMARVELL TECHNOLOGY INC | 1,148 | $341,978 | 0.3% |
| 56 | VNQVANGUARD INDEX FDS | 3,322 | $320,340 | 0.3% |
| 57 | ABBVABBVIE INC | 1,260 | $317,066 | 0.3% |
| 58 | AGGISHARES TR | 3,138 | $310,599 | 0.3% |
| 59 | EATON CORP PLC | 711 | $302,971 | 0.3% |
| 60 | DFCFDIMENSIONAL ETF TRUST | 7,101 | $299,733 | 0.3% |
| 61 | TRANE TECHNOLOGIES PLC | 543 | $266,700 | 0.2% |
| 62 | VMBSVANGUARD SCOTTSDALE FDS | 5,347 | $250,293 | 0.2% |
| 63 | GSGOLDMAN SACHS GROUP INC | 225 | $227,558 | 0.2% |
| 64 | BACBANK OF AMER CORP | 3,731 | $212,592 | 0.2% |
| 65 | WMTWALMART INC | 1,876 | $212,476 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.