21 West Wealth Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), 21 West Wealth Management LLC reported 65 stock positions worth $117.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.3% of the portfolio, followed by JPMorgan Municipal ETF (JMUB, 6.9%) and iShares National Muni Bond E (MUB, 5.3%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 20 and reduced 24. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +1%) and the biggest sale JPMorgan Short Duration Core (JSCP, shares −10%).

Most Recent 13F
Q2 2026
Location
TUSTIN, CA
CIK
0002067541
Portfolio Value
$117.1M (Q2 2026)
SEC Filing
0002067541-26-000003 ↗ filed Jul 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q2 2025: $99.1M Q2 2025 Q3 2025: $105.4M Q3 2025 Q4 2025: $109.4M Q4 2025 Q1 2026: $107.7M Q1 2026 Q2 2026: $117.1M $117.1M Q2 2026

Holdings 65 stocks · $117.1M
VOO Vanguard S&P 500 ETF 7.31% 12,463 $8.6M Add +1.5%
JMUB JPMorgan Municipal ETF 6.91% 159,631 $8.1M Add +4.1%
MUB iShares National Muni Bond E 5.26% 57,240 $6.2M Reduce -0.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 4.54% 86,508 $5.3M Reduce -2.1%
VCIT Vanguard Int-Term Corporate 4.04% 57,240 $4.7M Add +2.3%
JEPI JPMorgan Equity Premium Inco 3.70% 76,754 $4.3M Reduce -5.7%
VIG Vanguard Dividend Apprec ETF 3.13% 15,475 $3.7M Add +0.4%
JSCP JPMorgan Short Duration Core 3.09% 76,794 $3.6M Reduce -9.8%
BOND PIMCO Active Bond Exchange-T 3.05% 38,776 $3.6M Add +0.6%
FBND Fidelity Total Bond ETF 3.05% 78,463 $3.6M Add +0.5%
SPDW Ste STR SPDR PT DW Eu ETF 3.00% 69,603 $3.5M Reduce -2.8%
DFUS Dimensional US Eq MKT ETF 2.99% 42,721 $3.5M Add +2.1%
CMF iShares California Muni Bond 2.60% 52,882 $3.0M Add +5.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.54% 36,879 $3.0M Add +0.2%
VIGI Vanguard Int Div App Indx FD 2.54% 31,802 $3.0M Add +0.1%
SPMD SS SPDR P S&P 400 Midcap ETF 2.44% 42,238 $2.9M Reduce -0.4%
QEFA STSR SPD MSC Eaf Stgfs-US Inc. 2.16% 26,344 $2.5M Reduce -0.7%
NVDA Nvidia Corp. 2.15% 12,574 $2.5M Reduce -0.0%
IVV iShares Core S&P 500 ETF 2.03% 3,168 $2.4M Reduce -2.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.96% 3,069 $2.3M Reduce -0.5%
VB Vanguard Most SM-Cap ETF-Usd 1.81% 6,976 $2.1M Reduce -0.6%
SPSM SS SPDR P S&P 600 Small Cap 1.80% 36,561 $2.1M Reduce -1.8%
STIP iShares 0-5 Year Tips Bond E 1.73% 19,779 $2.0M Add +8.6%
VYM Vanguard High DVD Yield ETF 1.71% 12,638 $2.0M Reduce -3.9%
IJH iShares Core S&P Midcap ETF 1.58% 23,916 $1.8M Reduce -0.1%
AAPL Apple Inc. 1.44% 5,834 $1.7M Reduce -0.0%
ONEV SS SPDR R1000 Lo Vol Foc ETF 1.38% 11,302 $1.6M Reduce -0.2%
JPRE JPMorgan Realty Income ETF 1.36% 30,473 $1.6M Reduce -0.1%
FNDE Schwab Fndmntl Em MRK Eq ETF 1.14% 33,765 $1.3M Reduce -2.7%
FREL Fidelity MSCI RL Est Indx 1.12% 44,741 $1.3M Add +0.1%
SHYG iShares 0-5 YR HY Corp. Bond 1.05% 29,071 $1.2M Add +2.0%
EFA iShares MSCI Eafe ETF 0.96% 10,846 $1.1M No change
EMXC iShares MSCI Emr MRK Ex Chna 0.94% 10,728 $1.1M Reduce -8.7%
MSFT Microsoft Corp. 0.89% 2,786 $1.0M Add +0.2%
GOOG Alphabet Inc. Class C 0.76% 2,519 $890K No change
GOOGL Alphabet Inc. Class A 0.70% 2,306 $824K No change
AMZN Amazon.com Inc. 0.70% 3,421 $815K No change
SCZ iShares MSCI Eafe Small-Cap 0.69% 9,759 $803K Reduce -2.7%
IJR iShares Core S&P Small-Cap E 0.67% 5,271 $782K Reduce -0.3%
MU Micron Technology Inc. 0.59% 600 $693K Reduce -2.4%
SRLN SS Blackstone Sr Loan ETF 0.57% 16,653 $671K Add +1.3%
IJK iShares S&P Mid-Cap 400 Grow 0.54% 5,404 $635K No change
JPM JPMorgan Chase & Co. 0.52% 1,862 $609K Reduce -0.3%
IWS iShares Russell Mid-Cap Valu 0.48% 3,422 $563K No change
VEA Vanguard Ftse Developed ETF 0.46% 7,637 $544K Reduce -0.3%
AMD Advanced Micro Devices 0.43% 876 $509K New
AMAT Applied Materials Inc. 0.43% 689 $498K No change
NYF iShares New York Muni Bond E 0.39% 8,472 $457K No change
IJT iShares S&P Small-Cap 600 GR 0.37% 2,432 $434K No change
AVGO Broadcom Inc. 0.37% 1,142 $431K No change
LLY Eli Lilly & Co. 0.36% 351 $421K No change
META Meta Platforms Inc. Class A 0.34% 715 $403K Add +1.3%
BRK.B Berkshire Hathaway Inc. Class B 0.31% 723 $362K No change
V Visa Inc. Class A 0.29% 999 $343K No change
MRVL Marvell Technology Inc. 0.29% 1,148 $342K New
VNQ Vanguard Real Estate ETF 0.27% 3,322 $320K Add +1.3%
ABBV Abbvie Inc. 0.27% 1,260 $317K No change
AGG iShares Core U.S. Aggregate 0.27% 3,138 $311K Add +1.9%
ETN Eaton Corp. PLC 0.26% 711 $303K No change
DFCF Dimensional Core Fixed Inc. 0.26% 7,101 $300K Add +1.9%
TT Trane Technologies PLC 0.23% 543 $267K No change
VMBS Vanguard Mortgage-Backed Sec 0.21% 5,347 $250K Add +2.3%
GS Goldman Sachs Group Inc. 0.19% 225 $228K New
BAC Bank of America Corp. 0.18% 3,731 $213K New
WMT Walmart Inc. 0.18% 1,876 $212K No change

Portfolio Sells Q1 2026 → Q2 2026
JSCP JPMorgan Short Duration Core Reduce -9.8% 3.09% −0.65
JEPI JPMorgan Equity Premium Inco Reduce -5.7% 3.70% −0.58
MUB iShares National Muni Bond E Reduce -0.4% 5.26% −0.40
BSV Vanguard Short-Term Bond ETF Sold out 0.00% −0.22
COST Costco Wholesale Corp. Sold out 0.00% −0.19
QEFA STSR SPD MSC Eaf Stgfs-US Inc. Reduce -0.7% 2.16% −0.14
VYM Vanguard High DVD Yield ETF Reduce -3.9% 1.71% −0.10
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -2.7% 1.14% −0.09
SCZ iShares MSCI Eafe Small-Cap Reduce -2.7% 0.69% −0.04
SPDW Ste STR SPDR PT DW Eu ETF Reduce -2.8% 3.00% −0.04
ONEV SS SPDR R1000 Lo Vol Foc ETF Reduce -0.2% 1.38% −0.03
JEPQ JPM Nasdaq Equity Premium Reduce -2.1% 4.54% −0.02
JPRE JPMorgan Realty Income ETF Reduce -0.1% 1.36% −0.00
VEA Vanguard Ftse Developed ETF Reduce -0.3% 0.46% +0.01
JPM JPMorgan Chase & Co. Reduce -0.3% 0.52% +0.01
IJR iShares Core S&P Small-Cap E Reduce -0.3% 0.67% +0.06
IVV iShares Core S&P 500 ETF Reduce -2.1% 2.03% +0.06
AAPL Apple Inc. Reduce -0.0% 1.44% +0.07
IJH iShares Core S&P Midcap ETF Reduce -0.1% 1.58% +0.07
EMXC iShares MSCI Emr MRK Ex Chna Reduce -8.7% 0.94% +0.08
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 1.96% +0.10
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.6% 1.81% +0.10
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -0.4% 2.44% +0.11
NVDA Nvidia Corp. Reduce -0.0% 2.15% +0.11
SPSM SS SPDR P S&P 600 Small Cap Reduce -1.8% 1.80% +0.13
MU Micron Technology Inc. Reduce -2.4% 0.59% +0.40

Portfolio Buys Q1 2026 → Q2 2026
VOO Vanguard S&P 500 ETF Add +1.5% 7.31% +0.50
AMD Advanced Micro Devices New 0.43% +0.43
MRVL Marvell Technology Inc. New 0.29% +0.29
DFUS Dimensional US Eq MKT ETF Add +2.1% 2.99% +0.23
GS Goldman Sachs Group Inc. New 0.19% +0.19
BAC Bank of America Corp. New 0.18% +0.18
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.2% 2.54% +0.08
VIG Vanguard Dividend Apprec ETF Add +0.4% 3.13% +0.05
VNQ Vanguard Real Estate ETF Add +1.3% 0.27% +0.00
FREL Fidelity MSCI RL Est Indx Add +0.1% 1.12% +0.00
VMBS Vanguard Mortgage-Backed Sec Add +2.3% 0.21% −0.01
DFCF Dimensional Core Fixed Inc. Add +1.9% 0.26% −0.02
AGG iShares Core U.S. Aggregate Add +1.9% 0.27% −0.02
STIP iShares 0-5 Year Tips Bond E Add +8.6% 1.73% −0.02
META Meta Platforms Inc. Class A Add +1.3% 0.34% −0.03
CMF iShares California Muni Bond Add +5.9% 2.60% −0.03
SRLN SS Blackstone Sr Loan ETF Add +1.3% 0.57% −0.04
SHYG iShares 0-5 YR HY Corp. Bond Add +2.0% 1.05% −0.07
MSFT Microsoft Corp. Add +0.2% 0.89% −0.07
VIGI Vanguard Int Div App Indx FD Add +0.1% 2.54% −0.07
JMUB JPMorgan Municipal ETF Add +4.1% 6.91% −0.21
BOND PIMCO Active Bond Exchange-T Add +0.6% 3.05% −0.25
FBND Fidelity Total Bond ETF Add +0.5% 3.05% −0.26
VCIT Vanguard Int-Term Corporate Add +2.3% 4.04% −0.26

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 65$117.1MVOO, JMUB, MUB, JEPQ, VCIT
Q1 2026 63$107.7MJMUB, VOO, MUB, JEPQ, VCIT
Q4 2025 62$109.4MVOO, JMUB, MUB, JEPQ, JEPI
Q3 2025 58$105.4MVOO, JMUB, MUB, JEPQ, JEPI
Q2 2025 59$99.1MVOO, JMUB, MUB, JEPQ, JEPI