§ 13F · FUND PROFILE
21 West Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $105M (13F)Positions · 58Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$683K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JMUB | J P MORGAN EXCHANGE TRADED F | 153K | $8M | 7.1% | +2% |
| 2 | VOO | VANGUARD INDEX FDS | 12K | $7M | 6.8% | +2% |
| 3 | MUB | ISHARES TR | 57K | $6M | 5.7% | −1% |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | 88K | $5M | 4.6% | −9% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 56K | $5M | 4.3% | +7% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 81K | $5M | 4.3% | −6% |
| 7 | JSCP | J P MORGAN EXCHANGE TRADED F | 85K | $4M | 3.7% | +25% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 78K | $4M | 3.3% | +5% |
| 9 | BOND | PIMCO ETF TR | 39K | $4M | 3.3% | +4% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 15K | $3M | 3.1% | −13% |
§ 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 $105 million in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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