21 West Wealth Management LLC Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$99.1B
Holdings
59
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 11,062 | $6.3B | 6.34% | |
| 2 | JMUBJ P MORGAN EXCHANGE TRADED F | 125,591 | $6.2B | 6.29% | |
| 3 | MUBISHARES TR | 58,013 | $6.1B | 6.11% | |
| 4 | JEPQJ P MORGAN EXCHANGE TRADED F | 97,766 | $5.3B | 5.37% | |
| 5 | JEPIJ P MORGAN EXCHANGE TRADED F | 89,336 | $5.1B | 5.12% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 19,260 | $3.9B | 3.98% | |
| 7 | BONDPIMCO ETF TR | 32,616 | $3.0B | 3.03% | |
| 8 | FBNDFIDELITY MERRIMACK STR TR | 65,592 | $3.0B | 3.03% | |
| 9 | JSCPJ P MORGAN EXCHANGE TRADED F | 61,246 | $2.9B | 2.93% | |
| 10 | SPDWSPDR INDEX SHS FDS | 70,495 | $2.9B | 2.88% | |
| 11 | VIGIVANGUARD WHITEHALL FDS | 29,020 | $2.6B | 2.64% | |
| 12 | VCITVANGUARD SCOTTSDALE FDS | 31,433 | $2.6B | 2.63% | |
| 13 | VOVANGUARD INDEX FDS | 8,832 | $2.5B | 2.49% | |
| 14 | DFUSDIMENSIONAL ETF TRUST | 35,284 | $2.4B | 2.39% | |
| 15 | QEFASPDR INDEX SHS FDS | 26,393 | $2.3B | 2.27% | |
| 16 | SPMDSPDR SERIES TRUST | 41,378 | $2.3B | 2.27% | |
| 17 | NVDANVIDIA CORPORATION | 13,961 | $2.2B | 2.23% | |
| 18 | IVVISHARES TR | 3,294 | $2.0B | 2.06% | |
| 19 | SPYSPDR S&P 500 ETF TR | 3,144 | $1.9B | 1.96% | |
| 20 | SPSBSPDR SERIES TRUST | 63,722 | $1.9B | 1.94% | |
| 21 | VYMVANGUARD WHITEHALL FDS | 14,358 | $1.9B | 1.93% | |
| 22 | FLRNSPDR SERIES TRUST | 61,217 | $1.9B | 1.90% | |
| 23 | VBVANGUARD INDEX FDS | 6,881 | $1.6B | 1.64% | |
| 24 | CMFISHARES TR | 29,095 | $1.6B | 1.64% | |
| 25 | STIPISHARES TR | 15,614 | $1.6B | 1.62% | |
| 26 | SPSMSPDR SERIES TRUST | 36,132 | $1.5B | 1.55% | |
| 27 | IJHISHARES TR | 24,192 | $1.5B | 1.51% | |
| 28 | MSFTMICROSOFT CORP | 2,934 | $1.5B | 1.47% | |
| 29 | ONEVSPDR SERIES TRUST | 10,855 | $1.4B | 1.41% | |
| 30 | JPREJ P MORGAN EXCHANGE TRADED F | 28,226 | $1.3B | 1.36% | |
| 31 | AAPLAPPLE INC | 5,924 | $1.2B | 1.23% | |
| 32 | FNDESCHWAB STRATEGIC TR | 36,768 | $1.2B | 1.22% | |
| 33 | SHYGISHARES TR | 27,278 | $1.2B | 1.19% | |
| 34 | FRELFIDELITY COVINGTON TRUST | 39,972 | $1.1B | 1.09% | |
| 35 | EFAISHARES TR | 10,846 | $969.5M | 0.98% | |
| 36 | EMXCISHARES INC | 12,276 | $775.1M | 0.78% | |
| 37 | AMZNAMAZON COM INC | 3,495 | $766.8M | 0.77% | |
| 38 | SCZISHARES TR | 9,589 | $696.9M | 0.70% | |
| 39 | SRLNSSGA ACTIVE ETF TR | 14,792 | $615.2M | 0.62% | |
| 40 | IJRISHARES TR | 5,436 | $594.1M | 0.60% | |
| 41 | JPMJPMORGAN CHASE & CO. | 1,877 | $544.2M | 0.55% | |
| 42 | METAMETA PLATFORMS INC | 714 | $527.0M | 0.53% | |
| 43 | IJKISHARES TR | 5,404 | $491.7M | 0.50% | |
| 44 | VEAVANGUARD TAX-MANAGED FDS | 8,294 | $472.8M | 0.48% | |
| 45 | GOOGALPHABET INC | 2,567 | $455.4M | 0.46% | |
| 46 | IWSISHARES TR | 3,422 | $452.2M | 0.46% | |
| 47 | GOOGLALPHABET INC | 2,371 | $417.8M | 0.42% | |
| 48 | VVISA INC | 1,005 | $356.8M | 0.36% | |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL | 728 | $353.6M | 0.36% | |
| 50 | AVGOBROADCOM INC | 1,248 | $344.0M | 0.35% | |
| 51 | IJTISHARES TR | 2,432 | $323.6M | 0.33% | |
| 52 | LLYELI LILLY & CO | 372 | $290.0M | 0.29% | |
| 53 | VDCVANGUARD WORLD FD | 1,291 | $282.7M | 0.29% | |
| 54 | VNQVANGUARD INDEX FDS | 2,936 | $261.5M | 0.26% | |
| 55 | ETNEATON CORP PLC | 711 | $253.8M | 0.26% | |
| 56 | NYFISHARES TR | 4,761 | $248.2M | 0.25% | |
| 57 | ABBVABBVIE INC | 1,289 | $239.3M | 0.24% | |
| 58 | TTTRANE TECHNOLOGIES PLC | 543 | $237.5M | 0.24% | |
| 59 | COSTCOSTCO WHSL CORP NEW | 205 | $202.9M | 0.20% |