21 West Wealth Management Llc
13F Holdings
Filed: 2025-07-08
Portfolio Value
99.13M
Number of Holdings
lock
info
Reporting Date
2025-06-30
Key Stats trending_flat
CIK
0002067541
Filing Date
2025-07-08 13:21:12
Address
2522 Chambers Road, Suite 100
Tustin
CA
Portfolio Value
21 West Wealth Management Llc
(13F - 2025-06-30)
Vanguard Index Fds
-
2025-07-08
Value
6.28M
Shares
Portfolio %
6.34%
J P Morgan Exchange Traded F
-
2025-07-08
Value
6.23M
Shares
Portfolio %
6.29%
Ishares Tr
-
2025-07-08
Value
6.06M
Shares
Portfolio %
6.11%
J P Morgan Exchange Traded F
-
2025-07-08
Value
5.32M
Shares
Portfolio %
5.37%
J P Morgan Exchange Traded F
-
2025-07-08
Value
5.08M
Shares
Portfolio %
5.12%
Vanguard Specialized Funds
-
2025-07-08
Value
3.94M
Shares
Portfolio %
3.98%
Pimco Etf Tr
-
2025-07-08
Value
3.01M
Shares
Portfolio %
3.03%
Fidelity Merrimack Str Tr
-
2025-07-08
Value
3.00M
Shares
Portfolio %
3.03%
J P Morgan Exchange Traded F
-
2025-07-08
Value
2.91M
Shares
Portfolio %
2.93%
Spdr Index Shs Fds
-
2025-07-08
Value
2.85M
Shares
Portfolio %
2.88%
21 West Wealth Management Llc
(13F - 2025-06-30)
| Company | Ticker | Type | Shares | Value | Current % | Previous % | % Change | $ Change | $ Change % | Shares Change | Status | Qtr End Price | Filing Date |
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