§ 13F · FUND PROFILE
21 West Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $99.1T (13F)Positions · 59Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 12K | $7.6T | 6.9% | +4% |
| 2 | JMUB | J P MORGAN EXCHANGE TRADED F | 150K | $7.6T | 6.9% | +8% |
| 3 | MUB | ISHARES TR | 58K | $6.2T | 5.7% | −1% |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | 97K | $5.6T | 5.2% | −2% |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 86K | $4.9T | 4.5% | −5% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 52K | $4.4T | 4.0% | +24% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 18K | $3.9T | 3.6% | −5% |
| 8 | BOND | PIMCO ETF TR | 37K | $3.4T | 3.2% | +3% |
| 9 | FBND | FIDELITY MERRIMACK STR TR | 75K | $3.4T | 3.1% | +3% |
| 10 | JSCP | J P MORGAN EXCHANGE TRADED F | 68K | $3.2T | 3.0% | +6% |
§ 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 $99128.3 trillion in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed