21 West Wealth Management LLC Q4 2025 Filing
Filed January 13, 2026
Portfolio Value
$109.4M
Holdings
62
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 12,095 | $7.6M | 6.93% | |
| 2 | JMUBJ P MORGAN EXCHANGE TRADED F | 149,803 | $7.6M | 6.91% | |
| 3 | MUBISHARES TR | 57,765 | $6.2M | 5.65% | |
| 4 | JEPQJ P MORGAN EXCHANGE TRADED F | 97,056 | $5.6M | 5.15% | |
| 5 | JEPIJ P MORGAN EXCHANGE TRADED F | 86,198 | $4.9M | 4.51% | |
| 6 | VCITVANGUARD SCOTTSDALE FDS | 52,462 | $4.4M | 4.01% | |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 17,789 | $3.9M | 3.57% | |
| 8 | BONDPIMCO ETF TR | 37,035 | $3.4M | 3.15% | |
| 9 | FBNDFIDELITY MERRIMACK STR TR | 74,578 | $3.4M | 3.14% | |
| 10 | JSCPJ P MORGAN EXCHANGE TRADED F | 68,326 | $3.2M | 2.97% | |
| 11 | SPDWSPDR INDEX SHS FDS | 73,021 | $3.2M | 2.96% | |
| 12 | DFUSDIMENSIONAL ETF TRUST | 41,186 | $3.1M | 2.79% | |
| 13 | VIGIVANGUARD WHITEHALL FDS | 31,487 | $2.9M | 2.63% | |
| 14 | CMFISHARES TR | 49,124 | $2.8M | 2.58% | |
| 15 | VOVANGUARD INDEX FDS | 9,196 | $2.7M | 2.44% | |
| 16 | SPMDSPDR SERIES TRUST | 43,419 | $2.5M | 2.30% | |
| 17 | QEFASPDR INDEX SHS FDS | 27,417 | $2.5M | 2.27% | |
| 18 | NVDANVIDIA CORPORATION | 12,788 | $2.4M | 2.18% | |
| 19 | IVVISHARES TR | 3,265 | $2.2M | 2.04% | |
| 20 | SPYSPDR S&P 500 ETF TR | 3,120 | $2.1M | 1.94% | |
| 21 | VYMVANGUARD WHITEHALL FDS | 14,629 | $2.1M | 1.92% | |
| 22 | STIPISHARES TR | 18,926 | $1.9M | 1.77% | |
| 23 | VBVANGUARD INDEX FDS | 7,115 | $1.8M | 1.68% | |
| 24 | SPSMSPDR SERIES TRUST | 38,235 | $1.8M | 1.64% | |
| 25 | AAPLAPPLE INC | 5,881 | $1.6M | 1.46% | |
| 26 | IJHISHARES TR | 23,936 | $1.6M | 1.44% | |
| 27 | ONEVSPDR SERIES TRUST | 11,392 | $1.5M | 1.39% | |
| 28 | JPREJ P MORGAN EXCHANGE TRADED F | 29,828 | $1.4M | 1.27% | |
| 29 | MSFTMICROSOFT CORP | 2,808 | $1.4M | 1.24% | |
| 30 | FNDESCHWAB STRATEGIC TR | 37,007 | $1.3M | 1.22% | |
| 31 | SHYGISHARES TR | 28,074 | $1.2M | 1.10% | |
| 32 | FRELFIDELITY COVINGTON TRUST | 43,477 | $1.2M | 1.07% | |
| 33 | EFAISHARES TR | 10,846 | $1.0M | 0.95% | |
| 34 | EMXCISHARES INC | 12,565 | $913K | 0.83% | |
| 35 | SCZISHARES TR | 10,302 | $798K | 0.73% | |
| 36 | AMZNAMAZON COM INC | 3,421 | $789K | 0.72% | |
| 37 | GOOGALPHABET INC | 2,504 | $785K | 0.72% | |
| 38 | GOOGLALPHABET INC | 2,302 | $720K | 0.66% | |
| 39 | IJRISHARES TR | 5,436 | $653K | 0.60% | |
| 40 | SRLNSSGA ACTIVE ETF TR | 15,834 | $653K | 0.60% | |
| 41 | JPMJPMORGAN CHASE & CO. | 1,868 | $601K | 0.55% | |
| 42 | IJKISHARES TR | 5,404 | $523K | 0.48% | |
| 43 | IWSISHARES TR | 3,422 | $482K | 0.44% | |
| 44 | VEAVANGUARD TAX-MANAGED FDS | 7,691 | $480K | 0.44% | |
| 45 | METAMETA PLATFORMS INC | 711 | $469K | 0.43% | |
| 46 | AVGOBROADCOM INC | 1,142 | $395K | 0.36% | |
| 47 | LLYELI LILLY & CO | 351 | $377K | 0.34% | |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 723 | $363K | 0.33% | |
| 49 | NYFISHARES TR | 6,711 | $359K | 0.33% | |
| 50 | VVISA INC | 999 | $350K | 0.32% | |
| 51 | IJTISHARES TR | 2,432 | $343K | 0.31% | |
| 52 | BSVVANGUARD BD INDEX FDS | 3,784 | $298K | 0.27% | |
| 53 | ABBVABBVIE INC | 1,264 | $288K | 0.26% | |
| 54 | VDCVANGUARD WORLD FD | 1,291 | $272K | 0.25% | |
| 55 | VNQVANGUARD INDEX FDS | 3,059 | $270K | 0.25% | |
| 56 | AGGISHARES TR | 2,553 | $254K | 0.23% | |
| 57 | DFCFDIMENSIONAL ETF TRUST | 5,898 | $251K | 0.23% | |
| 58 | MUMICRON TECHNOLOGY INC | 855 | $244K | 0.22% | |
| 59 | ETNEATON CORP PLC | 711 | $226K | 0.21% | |
| 60 | TTTRANE TECHNOLOGIES PLC | 543 | $211K | 0.19% | |
| 61 | WMTWALMART INC | 1,876 | $209K | 0.19% | |
| 62 | BACBANK AMERICA CORP | 3,731 | $205K | 0.19% |