DOSSIER · 13F-HR · Q3 2026

21 West Wealth Management LLC

$115M in tracked AUM across 64 positions as of Q3 2026.

2W
CIK 0002067541 · last filed Sep 30, 2026
Total AUM
$115M
as of Q3 2026
Holdings
64
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

21 West Wealth Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTEB
VANGUARD MUN BD FDS
$14M287K11.8%
02
VOO
VANGUARD INDEX FDS
$9M12K7.6%
03
JEPQ
J P MORGAN EXCHANGE TRADED F
$5M83K4.4%
04
JEPI
J P MORGAN EXCHANGE TRADED F
$4M76K3.7%
05
JSCP
J P MORGAN EXCHANGE TRADED F
$4M83K3.3%
06
FBND
FIDELITY MERRIMACK STR TR
$4M82K3.1%
07
DFUS
DIMENSIONAL ETF TRUST
$4M43K3.1%
08
BOND
PIMCO ETF TR
$4M41K3.1%
09
VIG
VANGUARD SPECIALIZED FUNDS
$3M15K3.0%
10
SPDW
SPDR INDEX SHS FDS
$3M68K3.0%

Filing history

2026Q3Sep 30
$115M▼ 1.6%
64 positionsView →
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 positionsLocked
2025Q2Jun 30
$99M—
59 positionsLocked