§ 13F · FUND PROFILE
21 West Wealth Management LLC.
AUM · $117M (13F)Positions · 65Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 12K | $9M | 7.3% | +1% |
| 2 | JMUB | J P MORGAN EXCHANGE TRADED F | 160K | $8M | 6.9% | +4% |
| 3 | MUB | ISHARES TR | 57K | $6M | 5.3% | ±0% |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | 87K | $5M | 4.5% | −2% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 57K | $5M | 4.0% | +2% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 77K | $4M | 3.7% | −6% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 15K | $4M | 3.1% | ±0% |
| 8 | JSCP | J P MORGAN EXCHANGE TRADED F | 77K | $4M | 3.1% | −10% |
| 9 | BOND | PIMCO ETF TR | 39K | $4M | 3.1% | +1% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 78K | $4M | 3.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 21 SIGNAL
AC read
21 West Wealth Management LLC is a Other fund managing $117 million in assets. The fund runs a portfolio of 65 positions.
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