21 West Wealth Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), 21 West Wealth Management LLC reported 59 stock positions worth $99.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 6.3% of the portfolio, followed by JPMorgan Municipal ETF (JMUB, 6.3%) and iShares National Muni Bond E (MUB, 6.1%).
- Most Recent 13F
- Q2 2026
- Location
- TUSTIN, CA
- CIK
- 0002067541
- Portfolio Value
- $99.1M (Q2 2025)
- SEC Filing
- 0002067541-25-000002 ↗ filed Jul 8, 2025
Holdings Value
Holdings 59 stocks · $99.1M
| VOO Vanguard S&P 500 ETF | 6.34% | 11,062 | $6.3M | — |
| JMUB JPMorgan Municipal ETF | 6.29% | 125,591 | $6.2M | — |
| MUB iShares National Muni Bond E | 6.11% | 58,013 | $6.1M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 5.37% | 97,766 | $5.3M | — |
| JEPI JPMorgan Equity Premium Inco | 5.12% | 89,336 | $5.1M | — |
| VIG Vanguard Dividend Apprec ETF | 3.98% | 19,260 | $3.9M | — |
| BOND PIMCO Active Bond Exchange-T | 3.03% | 32,616 | $3.0M | — |
| FBND Fidelity Total Bond ETF | 3.03% | 65,592 | $3.0M | — |
| JSCP JPMorgan Short Duration Core | 2.93% | 61,246 | $2.9M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.88% | 70,495 | $2.9M | — |
| VIGI Vanguard Int Div App Indx FD | 2.64% | 29,020 | $2.6M | — |
| VCIT Vanguard Int-Term Corporate | 2.63% | 31,433 | $2.6M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.49% | 8,832 | $2.5M | — |
| DFUS Dimensional US Eq MKT ETF | 2.39% | 35,284 | $2.4M | — |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 2.27% | 26,393 | $2.3M | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.27% | 41,378 | $2.3M | — |
| NVDA Nvidia Corp. | 2.23% | 13,961 | $2.2M | — |
| IVV iShares Core S&P 500 ETF | 2.06% | 3,294 | $2.0M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.96% | 3,144 | $1.9M | — |
| SPSB SS SPDR P St C Corp. ETF | 1.94% | 63,722 | $1.9M | — |
| VYM Vanguard High DVD Yield ETF | 1.93% | 14,358 | $1.9M | — |
| FLRN SS SPDR BB Ig Float RT ETF | 1.90% | 61,217 | $1.9M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.65% | 6,881 | $1.6M | — |
| CMF iShares California Muni Bond | 1.64% | 29,095 | $1.6M | — |
| STIP iShares 0-5 Year Tips Bond E | 1.62% | 15,614 | $1.6M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 1.55% | 36,132 | $1.5M | — |
| IJH iShares Core S&P Midcap ETF | 1.51% | 24,192 | $1.5M | — |
| MSFT Microsoft Corp. | 1.47% | 2,934 | $1.5M | — |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 1.41% | 10,855 | $1.4M | — |
| JPRE JPMorgan Realty Income ETF | 1.36% | 28,226 | $1.3M | — |
| AAPL Apple Inc. | 1.23% | 5,924 | $1.2M | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.22% | 36,768 | $1.2M | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.19% | 27,278 | $1.2M | — |
| FREL Fidelity MSCI RL Est Indx | 1.09% | 39,972 | $1.1M | — |
| EFA iShares MSCI Eafe ETF | 0.98% | 10,846 | $970K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.78% | 12,276 | $775K | — |
| AMZN Amazon.com Inc. | 0.77% | 3,495 | $767K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.70% | 9,589 | $697K | — |
| SRLN SS Blackstone Sr Loan ETF | 0.62% | 14,792 | $615K | — |
| IJR iShares Core S&P Small-Cap E | 0.60% | 5,436 | $594K | — |
| JPM JPMorgan Chase & Co. | 0.55% | 1,877 | $544K | — |
| META Meta Platforms Inc. Class A | 0.53% | 714 | $527K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.50% | 5,404 | $492K | — |
| VEA Vanguard Ftse Developed ETF | 0.48% | 8,294 | $473K | — |
| GOOG Alphabet Inc. Class C | 0.46% | 2,567 | $455K | — |
| IWS iShares Russell Mid-Cap Valu | 0.46% | 3,422 | $452K | — |
| GOOGL Alphabet Inc. Class A | 0.42% | 2,371 | $418K | — |
| V Visa Inc. Class A | 0.36% | 1,005 | $357K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 728 | $354K | — |
| AVGO Broadcom Inc. | 0.35% | 1,248 | $344K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.33% | 2,432 | $324K | — |
| LLY Eli Lilly & Co. | 0.29% | 372 | $290K | — |
| VDC Vanguard Consumer Staple ETF | 0.29% | 1,291 | $283K | — |
| VNQ Vanguard Real Estate ETF | 0.26% | 2,936 | $261K | — |
| ETN Eaton Corp. PLC | 0.26% | 711 | $254K | — |
| NYF iShares New York Muni Bond E | 0.25% | 4,761 | $248K | — |
| ABBV Abbvie Inc. | 0.24% | 1,289 | $239K | — |
| TT Trane Technologies PLC | 0.24% | 543 | $238K | — |
| COST Costco Wholesale Corp. | 0.20% | 205 | $203K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.