Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $8.56M | 7.3% |
| J P Morgan Exchange Traded FMUNICIPAL ETF | MUNICIPAL ETF | $8.09M | 6.9% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $6.16M | 5.3% |
| J P Morgan Exchange Traded FNASDAQ EQT PREM | NASDAQ EQT PREM | $5.32M | 4.5% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $4.73M | 4.0% |
| J P Morgan Exchange Traded FEQUITY PREMIUM | EQUITY PREMIUM | $4.34M | 3.7% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $3.66M | 3.1% |
| J P Morgan Exchange Traded FSHORT DURA CORE | SHORT DURA CORE | $3.62M | 3.1% |
| Pimco ETF TRACTIVE BD ETF | ACTIVE BD ETF | $3.58M | 3.1% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $3.57M | 3.0% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $3.51M | 3.0% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $3.5M | 3.0% |
| iShares TRCALIF MUN BD ETF | CALIF MUN BD ETF | $3.05M | 2.6% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $2.97M | 2.5% |
| Vanguard Whitehall FdsINTL DVD ETF | INTL DVD ETF | $2.97M | 2.5% |
| SPDR Series TrustST STR P400MID | ST STR P400MID | $2.85M | 2.4% |
| SPDR Index Shs FdsST STR MSCI EAFE | ST STR MSCI EAFE | $2.53M | 2.2% |
| Nvidia CorporationCOM | COM | $2.52M | 2.1% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $2.37M | 2.0% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $2.29M | 2.0% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $2.11M | 1.8% |
| SPDR Series TrustST STR SP600 SML | ST STR SP600 SML | $2.11M | 1.8% |
| iShares TR0-5 YR TIPS ETF | 0-5 YR TIPS ETF | $2.02M | 1.7% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $2M | 1.7% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $1.84M | 1.6% |
| Apple Inc.COM | COM | $1.69M | 1.4% |
| SPDR Series TrustST STR R1K LOWV | ST STR R1K LOWV | $1.62M | 1.4% |
| J P Morgan Exchange Traded FRLTY INCOME ETF | RLTY INCOME ETF | $1.59M | 1.4% |
| Schwab Strategic TRFUND EM EQUI ETF | FUND EM EQUI ETF | $1.34M | 1.1% |
| Fidelity Covington TrustMSCI RL EST ETF | MSCI RL EST ETF | $1.31M | 1.1% |
| iShares TR0-5YR HI YL CP | 0-5YR HI YL CP | $1.23M | 1.1% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $1.13M | 1.0% |
| iShares Inc.MSCI EMRG CHN | MSCI EMRG CHN | $1.1M | 0.9% |
| Microsoft Corp.COM | COM | $1.04M | 0.9% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $890K | 0.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $824K | 0.7% |
| Amazon Com Inc.COM | COM | $815K | 0.7% |
| iShares TREAFE SML CP ETF | EAFE SML CP ETF | $803K | 0.7% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $782K | 0.7% |
| Micron Technology Inc.COM | COM | $693K | 0.6% |
| Ssga Active ETF TRST STR BL LN ETF | ST STR BL LN ETF | $671K | 0.6% |
| iShares TRS&P MC 400GR ETF | S&P MC 400GR ETF | $635K | 0.5% |
| JPMORGAN Chase & COCOM | COM | $609K | 0.5% |
| iShares TRRUS MDCP VAL ETF | RUS MDCP VAL ETF | $563K | 0.5% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $544K | 0.5% |
| Advanced Micro Devices Inc.COM | COM | $509K | 0.4% |
| Applied Matls Inc.COM | COM | $498K | 0.4% |
| iShares TRNEW YORK MUN ETF | NEW YORK MUN ETF | $457K | 0.4% |
| iShares TRS&P SML 600 GWT | S&P SML 600 GWT | $434K | 0.4% |
| Broadcom Inc.COM | COM | $431K | 0.4% |
Vanguard Index FdsS&P 500 ETF SHS$8.56M
- Class
- S&P 500 ETF SHS
- Share
- 7.3%
J P Morgan Exchange Traded FMUNICIPAL ETF$8.09M
- Class
- MUNICIPAL ETF
- Share
- 6.9%
iShares TRNATIONAL MUN ETF$6.16M
- Class
- NATIONAL MUN ETF
- Share
- 5.3%
J P Morgan Exchange Traded FNASDAQ EQT PREM$5.32M
- Class
- NASDAQ EQT PREM
- Share
- 4.5%
Vanguard Scottsdale FdsINT-TERM CORP$4.73M
- Class
- INT-TERM CORP
- Share
- 4.0%
J P Morgan Exchange Traded FEQUITY PREMIUM$4.34M
- Class
- EQUITY PREMIUM
- Share
- 3.7%
Vanguard Specialized FundsDIV APP ETF$3.66M
- Class
- DIV APP ETF
- Share
- 3.1%
J P Morgan Exchange Traded FSHORT DURA CORE$3.62M
- Class
- SHORT DURA CORE
- Share
- 3.1%
Pimco ETF TRACTIVE BD ETF$3.58M
- Class
- ACTIVE BD ETF
- Share
- 3.1%
Fidelity Merrimack Str TRTOTAL BD ETF$3.57M
- Class
- TOTAL BD ETF
- Share
- 3.0%
SPDR Index Shs FdsST STR PO EX ETF$3.51M
- Class
- ST STR PO EX ETF
- Share
- 3.0%
Dimensional ETF TrustUS EQUI MARK ETF$3.5M
- Class
- US EQUI MARK ETF
- Share
- 3.0%
iShares TRCALIF MUN BD ETF$3.05M
- Class
- CALIF MUN BD ETF
- Share
- 2.6%
Vanguard Index FdsMID CAP ETF$2.97M
- Class
- MID CAP ETF
- Share
- 2.5%
Vanguard Whitehall FdsINTL DVD ETF$2.97M
- Class
- INTL DVD ETF
- Share
- 2.5%
SPDR Series TrustST STR P400MID$2.85M
- Class
- ST STR P400MID
- Share
- 2.4%
SPDR Index Shs FdsST STR MSCI EAFE$2.53M
- Class
- ST STR MSCI EAFE
- Share
- 2.2%
Nvidia CorporationCOM$2.52M
- Class
- COM
- Share
- 2.1%
iShares TRCORE S&P500 ETF$2.37M
- Class
- CORE S&P500 ETF
- Share
- 2.0%
State Str SPDR S&P 500 ETF TTR UNIT$2.29M
- Class
- TR UNIT
- Share
- 2.0%
Vanguard Index FdsSMALL CP ETF$2.11M
- Class
- SMALL CP ETF
- Share
- 1.8%
SPDR Series TrustST STR SP600 SML$2.11M
- Class
- ST STR SP600 SML
- Share
- 1.8%
iShares TR0-5 YR TIPS ETF$2.02M
- Class
- 0-5 YR TIPS ETF
- Share
- 1.7%
Vanguard Whitehall FdsHIGH DIV YLD$2M
- Class
- HIGH DIV YLD
- Share
- 1.7%
iShares TRCORE S&P MCP ETF$1.84M
- Class
- CORE S&P MCP ETF
- Share
- 1.6%
Apple Inc.COM$1.69M
- Class
- COM
- Share
- 1.4%
SPDR Series TrustST STR R1K LOWV$1.62M
- Class
- ST STR R1K LOWV
- Share
- 1.4%
J P Morgan Exchange Traded FRLTY INCOME ETF$1.59M
- Class
- RLTY INCOME ETF
- Share
- 1.4%
Schwab Strategic TRFUND EM EQUI ETF$1.34M
- Class
- FUND EM EQUI ETF
- Share
- 1.1%
Fidelity Covington TrustMSCI RL EST ETF$1.31M
- Class
- MSCI RL EST ETF
- Share
- 1.1%
iShares TR0-5YR HI YL CP$1.23M
- Class
- 0-5YR HI YL CP
- Share
- 1.1%
iShares TRMSCI EAFE ETF$1.13M
- Class
- MSCI EAFE ETF
- Share
- 1.0%
iShares Inc.MSCI EMRG CHN$1.1M
- Class
- MSCI EMRG CHN
- Share
- 0.9%
Microsoft Corp.COM$1.04M
- Class
- COM
- Share
- 0.9%
Alphabet Inc.CAP STK CL C$890K
- Class
- CAP STK CL C
- Share
- 0.8%
Alphabet Inc.CAP STK CL A$824K
- Class
- CAP STK CL A
- Share
- 0.7%
Amazon Com Inc.COM$815K
- Class
- COM
- Share
- 0.7%
iShares TREAFE SML CP ETF$803K
- Class
- EAFE SML CP ETF
- Share
- 0.7%
iShares TRCORE S&P SCP ETF$782K
- Class
- CORE S&P SCP ETF
- Share
- 0.7%
Micron Technology Inc.COM$693K
- Class
- COM
- Share
- 0.6%
Ssga Active ETF TRST STR BL LN ETF$671K
- Class
- ST STR BL LN ETF
- Share
- 0.6%
iShares TRS&P MC 400GR ETF$635K
- Class
- S&P MC 400GR ETF
- Share
- 0.5%
JPMORGAN Chase & COCOM$609K
- Class
- COM
- Share
- 0.5%
iShares TRRUS MDCP VAL ETF$563K
- Class
- RUS MDCP VAL ETF
- Share
- 0.5%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$544K
- Class
- VAN FTSE DEV MKT
- Share
- 0.5%
Advanced Micro Devices Inc.COM$509K
- Class
- COM
- Share
- 0.4%
Applied Matls Inc.COM$498K
- Class
- COM
- Share
- 0.4%
iShares TRNEW YORK MUN ETF$457K
- Class
- NEW YORK MUN ETF
- Share
- 0.4%
iShares TRS&P SML 600 GWT$434K
- Class
- S&P SML 600 GWT
- Share
- 0.4%
Broadcom Inc.COM$431K
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 65 positions by value, with holdings of the same security combined. The 65 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2067541
- File number
- 028-25647
- Options
- 0 call, 0 put
- In the 25 largest
- 77.1%
- Prior quarter
- $108M at 31 March 2026
- Positions opened
- 4
- Positions closed
- 2
Common questions
What are 21 West Wealth Management’s 13F holdings worth?
$117 million across 65 positions for the quarter ended 30 June 2026.
What is 21 West Wealth Management’s largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $8.56 million, or 7.3% of reported 13F value, as of 30 June 2026.
How concentrated is 21 West Wealth Management’s 13F portfolio?
The ten largest positions accounted for 44.1% of reported value and the twenty-five largest for 77.1%, across 65 positions as of 30 June 2026.
Does Form 13F show everything 21 West Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does 21 West Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.