21 West Wealth Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), 21 West Wealth Management LLC reported 62 stock positions worth $109.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 6.9% of the portfolio, followed by JPMorgan Municipal ETF (JMUB, 6.9%) and iShares National Muni Bond E (MUB, 5.7%). Compared with Q3 2025, it opened 6 new positions, sold out of 2, added to 27 and reduced 13. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +24%) and the biggest sale an exit from SS SPDR P St C Corp. ETF (SPSB).

Most Recent 13F
Q2 2026
Location
TUSTIN, CA
CIK
0002067541
Portfolio Value
$109.4M (Q4 2025)
SEC Filing
0002067541-26-000001 ↗ filed Jan 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 $109.4M Q4 2025 Q1 2026: $107.7M Q1 2026 Q2 2026: $117.1M Q2 2026

Holdings 62 stocks · $109.4M
VOO Vanguard S&P 500 ETF 6.93% 12,095 $7.6M Add +3.6%
JMUB JPMorgan Municipal ETF 6.91% 149,803 $7.6M Add +7.5%
MUB iShares National Muni Bond E 5.65% 57,765 $6.2M Reduce -0.6%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 5.16% 97,056 $5.6M Reduce -2.3%
JEPI JPMorgan Equity Premium Inco 4.51% 86,198 $4.9M Reduce -5.0%
VCIT Vanguard Int-Term Corporate 4.02% 52,462 $4.4M Add +23.6%
VIG Vanguard Dividend Apprec ETF 3.57% 17,789 $3.9M Reduce -5.4%
BOND PIMCO Active Bond Exchange-T 3.15% 37,035 $3.4M Add +2.9%
FBND Fidelity Total Bond ETF 3.14% 74,578 $3.4M Add +3.0%
JSCP JPMorgan Short Duration Core 2.97% 68,326 $3.2M Add +5.8%
SPDW Ste STR SPDR PT DW Eu ETF 2.96% 73,021 $3.2M Add +0.8%
DFUS Dimensional US Eq MKT ETF 2.79% 41,186 $3.1M Add +6.1%
VIGI Vanguard Int Div App Indx FD 2.63% 31,487 $2.9M Add +3.7%
CMF iShares California Muni Bond 2.58% 49,124 $2.8M Add +18.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.44% 9,196 $2.7M Add +1.7%
SPMD SS SPDR P S&P 400 Midcap ETF 2.30% 43,419 $2.5M Add +1.6%
QEFA STSR SPD MSC Eaf Stgfs-US Inc. 2.27% 27,417 $2.5M Add +1.7%
NVDA Nvidia Corp. 2.18% 12,788 $2.4M Reduce -4.7%
IVV iShares Core S&P 500 ETF 2.04% 3,265 $2.2M Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.94% 3,120 $2.1M Reduce -0.3%
VYM Vanguard High DVD Yield ETF 1.92% 14,629 $2.1M Add +0.8%
STIP iShares 0-5 Year Tips Bond E 1.77% 18,926 $1.9M Add +13.8%
VB Vanguard Most SM-Cap ETF-Usd 1.68% 7,115 $1.8M Add +0.5%
SPSM SS SPDR P S&P 600 Small Cap 1.64% 38,235 $1.8M Add +2.1%
AAPL Apple Inc. 1.46% 5,881 $1.6M Reduce -0.2%
IJH iShares Core S&P Midcap ETF 1.44% 23,936 $1.6M No change
ONEV SS SPDR R1000 Lo Vol Foc ETF 1.39% 11,392 $1.5M Add +1.5%
JPRE JPMorgan Realty Income ETF 1.27% 29,828 $1.4M Add +2.5%
MSFT Microsoft Corp. 1.24% 2,808 $1.4M Reduce -1.2%
FNDE Schwab Fndmntl Em MRK Eq ETF 1.22% 37,007 $1.3M Add +0.7%
SHYG iShares 0-5 YR HY Corp. Bond 1.10% 28,074 $1.2M Add +2.1%
FREL Fidelity MSCI RL Est Indx 1.07% 43,477 $1.2M Add +2.9%
EFA iShares MSCI Eafe ETF 0.95% 10,846 $1.0M No change
EMXC iShares MSCI Emr MRK Ex Chna 0.83% 12,565 $913K Add +0.9%
SCZ iShares MSCI Eafe Small-Cap 0.73% 10,302 $799K Add +4.9%
AMZN Amazon.com Inc. 0.72% 3,421 $790K No change
GOOG Alphabet Inc. Class C 0.72% 2,504 $786K Reduce -1.6%
GOOGL Alphabet Inc. Class A 0.66% 2,302 $721K Reduce -1.7%
SRLN SS Blackstone Sr Loan ETF 0.60% 15,834 $653K Add +5.7%
IJR iShares Core S&P Small-Cap E 0.60% 5,436 $653K No change
JPM JPMorgan Chase & Co. 0.55% 1,868 $602K No change
IJK iShares S&P Mid-Cap 400 Grow 0.48% 5,404 $524K No change
IWS iShares Russell Mid-Cap Valu 0.44% 3,422 $483K No change
VEA Vanguard Ftse Developed ETF 0.44% 7,691 $480K No change
META Meta Platforms Inc. Class A 0.43% 711 $469K Add +1.4%
AVGO Broadcom Inc. 0.36% 1,142 $395K Reduce -4.2%
LLY Eli Lilly & Co. 0.34% 351 $377K Reduce -2.2%
BRK.B Berkshire Hathaway Inc. Class B 0.33% 723 $363K No change
NYF iShares New York Muni Bond E 0.33% 6,711 $359K No change
V Visa Inc. Class A 0.32% 999 $350K No change
IJT iShares S&P Small-Cap 600 GR 0.31% 2,432 $343K No change
BSV Vanguard Short-Term Bond ETF 0.27% 3,784 $298K New
ABBV Abbvie Inc. 0.26% 1,264 $289K No change
VDC Vanguard Consumer Staple ETF 0.25% 1,291 $273K No change
VNQ Vanguard Real Estate ETF 0.25% 3,059 $271K Add +3.7%
AGG iShares Core U.S. Aggregate 0.23% 2,553 $255K New
DFCF Dimensional Core Fixed Inc. 0.23% 5,898 $251K New
MU Micron Technology Inc. 0.22% 855 $244K New
ETN Eaton Corp. PLC 0.21% 711 $226K No change
TT Trane Technologies PLC 0.19% 543 $211K No change
WMT Walmart Inc. 0.19% 1,876 $209K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 3,731 $205K New

Portfolio Sells Q3 2025 → Q4 2025
SPSB SS SPDR P St C Corp. ETF Sold out 0.00% −0.66
FLRN SS SPDR BB Ig Float RT ETF Sold out 0.00% −0.55
JEPI JPMorgan Equity Premium Inco Reduce -5.0% 4.51% −0.41
VIG Vanguard Dividend Apprec ETF Reduce -5.4% 3.57% −0.28
JEPQ JPM Nasdaq Equity Premium Reduce -2.3% 5.16% −0.27
MUB iShares National Muni Bond E Reduce -0.6% 5.65% −0.22
NVDA Nvidia Corp. Reduce -4.7% 2.18% −0.20
MSFT Microsoft Corp. Reduce -1.2% 1.24% −0.16
IVV iShares Core S&P 500 ETF Reduce -0.9% 2.04% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.3% 1.94% −0.03
AVGO Broadcom Inc. Reduce -4.2% 0.36% −0.01
AAPL Apple Inc. Reduce -0.2% 1.46% +0.04
LLY Eli Lilly & Co. Reduce -2.2% 0.34% +0.08
GOOGL Alphabet Inc. Class A Reduce -1.7% 0.66% +0.12
GOOG Alphabet Inc. Class C Reduce -1.6% 0.72% +0.13

Portfolio Buys Q3 2025 → Q4 2025
VCIT Vanguard Int-Term Corporate Add +23.6% 4.02% +0.63
CMF iShares California Muni Bond Add +18.5% 2.58% +0.34
BSV Vanguard Short-Term Bond ETF New 0.27% +0.27
JMUB JPMorgan Municipal ETF Add +7.5% 6.91% +0.24
AGG iShares Core U.S. Aggregate New 0.23% +0.23
DFCF Dimensional Core Fixed Inc. New 0.23% +0.23
MU Micron Technology Inc. New 0.22% +0.22
WMT Walmart Inc. New 0.19% +0.19
BAC Bank of America Corp. New 0.19% +0.19
VOO Vanguard S&P 500 ETF Add +3.6% 6.93% +0.15
STIP iShares 0-5 Year Tips Bond E Add +13.8% 1.77% +0.14
DFUS Dimensional US Eq MKT ETF Add +6.1% 2.79% +0.13
JSCP JPMorgan Short Duration Core Add +5.8% 2.97% +0.05
VIGI Vanguard Int Div App Indx FD Add +3.7% 2.63% +0.05
EMXC iShares MSCI Emr MRK Ex Chna Add +0.9% 0.83% +0.04
QEFA STSR SPD MSC Eaf Stgfs-US Inc. Add +1.7% 2.27% +0.02
SPDW Ste STR SPDR PT DW Eu ETF Add +0.8% 2.96% +0.02
SCZ iShares MSCI Eafe Small-Cap Add +4.9% 0.73% +0.02
SRLN SS Blackstone Sr Loan ETF Add +5.7% 0.60% +0.01
SPSM SS SPDR P S&P 600 Small Cap Add +2.1% 1.64% −0.01
VNQ Vanguard Real Estate ETF Add +3.7% 0.25% −0.01
SPMD SS SPDR P S&P 400 Midcap ETF Add +1.6% 2.30% −0.02
VYM Vanguard High DVD Yield ETF Add +0.8% 1.92% −0.02
SHYG iShares 0-5 YR HY Corp. Bond Add +2.1% 1.10% −0.03
ONEV SS SPDR R1000 Lo Vol Foc ETF Add +1.5% 1.39% −0.03
VB Vanguard Most SM-Cap ETF-Usd Add +0.5% 1.68% −0.03
BOND PIMCO Active Bond Exchange-T Add +2.9% 3.15% −0.04
FBND Fidelity Total Bond ETF Add +3.0% 3.14% −0.04
FNDE Schwab Fndmntl Em MRK Eq ETF Add +0.7% 1.22% −0.04
FREL Fidelity MSCI RL Est Indx Add +2.9% 1.07% −0.05
JPRE JPMorgan Realty Income ETF Add +2.5% 1.27% −0.05
META Meta Platforms Inc. Class A Add +1.4% 0.43% −0.06
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.7% 2.44% −0.08

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