21 West Wealth Management LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 000304532 · TUSTIN, CA

As of Sep 30, 2025, 21 West Wealth Management LLC reported 58 positions worth 05.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD 500 INDEX FUND	VOO	—	11,673	$7.1M	6.78%
JPMORGAN MUNICIPAL ETF	JMUB	—	139,311	$7.0M	6.67%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	58,108	$6.2M	5.87%
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	JEPQ	—	99,384	$5.7M	5.42%
JPMORGAN EQUITY PREMIUM INCOME ETF	JEPI	—	90,726	$5.2M	4.91%
VANGUARD DIVIDEND APPREC ETF	VIG	—	18,800	$4.1M	3.85%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	VCIT	—	42,439	$3.6M	3.39%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	BOND	—	35,979	$3.4M	3.19%
FIDELITY TOTAL BOND ETF	FBND	—	72,435	$3.3M	3.18%
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF	SPDW	—	72,453	$3.1M	2.94%
JPMORGAN SHORT DURATION CORE PLUS ETF	JSCP	—	64,581	$3.1M	2.92%
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	38,803	$2.8M	2.67%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND	VIGI	—	30,369	$2.7M	2.58%
VANGUARD MID-CAP INDEX FUND	VO	—	9,046	$2.7M	2.52%
NVIDIA CORP	NVDA	Technology	13,417	$2.5M	2.37%
SS SPDR P S&P 400 MIDCAP ETF	SPMD	—	42,719	$2.4M	2.32%
SPDR INDEX SHS FDS	—	—	26,947	$2.4M	2.25%
ISHARES CALIFORNIA MUNI BOND ETF	CMF	—	41,463	$2.4M	2.24%
ISHARES CORE S&P 500 ETF	IVV	—	3,294	$2.2M	2.09%
SPDR S&P 500 ETF TRUST	SPY	—	3,128	$2.1M	1.98%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND	VYM	—	14,520	$2.0M	1.94%
VANGUARD SMALL-CAP INDEX FUND	VB	—	7,083	.8M	1.71%
SS SPDR P S&P 600 SMALL CAP	SPSM	—	37,429	.7M	1.64%
ISHARES 0-5 YEAR TIPS BOND ETF	STIP	—	16,627	.7M	1.63%
ISHARES CORE S&P MID-CAP ETF	IJH	—	23,936	.6M	1.48%