DOSSIER · 13F-HR · Q2 2026

21 West Wealth Management LLC

$117M in tracked AUM across 65 positions as of Q2 2026.

2W
CIK 0002067541 · last filed Jun 30, 2026
Total AUM
$117M
as of Q2 2026
Holdings
65
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

21 West Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$9M12K7.3%
02
JMUB
J P MORGAN EXCHANGE TRADED F
$8M160K6.9%
03
MUB
ISHARES TR
$6M57K5.3%
04
JEPQ
J P MORGAN EXCHANGE TRADED F
$5M87K4.5%
05
VCIT
VANGUARD SCOTTSDALE FDS
$5M57K4.0%
06
JEPI
J P MORGAN EXCHANGE TRADED F
$4M77K3.7%
07
VIG
VANGUARD SPECIALIZED FUNDS
$4M15K3.1%
08
JSCP
J P MORGAN EXCHANGE TRADED F
$4M77K3.1%
09
BOND
PIMCO ETF TR
$4M39K3.1%
10
FBND
FIDELITY MERRIMACK STR TR
$4M78K3.0%

Filing history

2026Q2Jun 30
$117M 8.7%
65 positionsView →
2026Q1Mar 31
$108M 1.6%
63 positionsView →
2025Q4Dec 31
$109M 3.8%
62 positionsView →
2025Q3Sep 30
$105M 6.3%
58 positionsView →
2025Q2Jun 30
$99M
59 positionsLocked