21 West Wealth Management LLC
CIK: 0002067541SEC EDGAR →
Portfolio Value
$96.2M
Holdings
62
As of
Q4 2025
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 149,803 | $7.6M | 7.86% |
| 2 | ISHARES TR | 57,765 | $6.2M | 6.43% |
| 3 | J P MORGAN EXCHANGE TRADED F | 97,056 | $5.6M | 5.86% |
| 4 | J P MORGAN EXCHANGE TRADED F | 86,198 | $4.9M | 5.13% |
| 5 | VANGUARD SCOTTSDALE FDS | 52,462 | $4.4M | 4.56% |
| 6 | VANGUARD SPECIALIZED FUNDS | 17,789 | $3.9M | 4.06% |
| 7 | PIMCO ETF TR | 37,035 | $3.4M | 3.58% |
| 8 | FIDELITY MERRIMACK STR TR | 74,578 | $3.4M | 3.57% |
| 9 | J P MORGAN EXCHANGE TRADED F | 68,326 | $3.2M | 3.38% |
| 10 | SPDR INDEX SHS FDS | 73,021 | $3.2M | 3.37% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $87.0M | 90.4% |
| Technology | 5 | $6.0M | 6.2% |
| Communication Services | 3 | $1.5M | 1.6% |
| Consumer Cyclical | 1 | $789K | 0.8% |
| Industrials | 2 | $437K | 0.5% |
| Healthcare | 2 | $288K | 0.3% |
| Consumer Defensive | 1 | $209K | 0.2% |
| Unknown | 1 | $363 | 0.0% |