21 West Wealth Management LLC Incresed Positions in Q4 2025

21 West Wealth Management LLC

  • $109 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
10K
+ 23.62%
$83.45 - $84.82 $836K - $850K
52.5K $4.39B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.5K
+ 7.53%
$50.33 - $50.81 $528K - $533K
150K $7.57B
CMF
Ishares California Muni Bond E

ETFs
7.66K
+ 18.48%
$56.96 - $57.62 $436K - $441K
49.1K $2.82B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
422
+ 3.62%
$600.51 - $631.95 $253K - $267K
12.1K $7.59B
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.38K
+ 6.14%
$71.0 - $74.64 $169K - $178K
41.2K $3.05B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.3K
+ 13.83%
$102.72 - $103.6 $236K - $238K
18.9K $1.94B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
3.75K
+ 5.8%
$47.45 - $47.71 $178K - $179K
68.3K $3.25B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.12K
+ 3.68%
$88.45 - $91.41 $98.9K - $102K
31.5K $2.88B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
568
+ 0.78%
$42.26 - $44.28 $24K - $25.2K
73K $3.24B
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
470
+ 1.74%
N/A
27.4K $2.49B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.14K
+ 2.96%
$46.2 - $46.85 $99K - $100K
74.6K $3.43B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
115
+ 0.92%
$67.07 - $73.01 $7.71K - $8.4K
12.6K $913M
SPMD
Spdr Portfolio

ETFs
700
+ 1.64%
$55.44 - $58.05 $38.8K - $40.6K
43.4K $2.51B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
806
+ 2.15%
$44.53 - $47.25 $35.9K - $38.1K
38.2K $1.79B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
109
+ 0.75%
$137.47 - $143.13 $15K - $15.6K
14.6K $2.1B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
482
+ 4.91%
$75.19 - $77.98 $36.2K - $37.6K
10.3K $799M
VB
Vanguard Small Cap ETF

ETFs
32
+ 0.45%
$248.1 - $260.08 $7.94K - $8.32K
7.12K $1.84B
SRLN
Ssga Active Trust

ETFs
850
+ 5.67%
$41.05 - $41.54 $34.9K - $35.3K
15.8K $653M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
168
+ 1.5%
$130.04 - $134.12 $21.8K - $22.5K
11.4K $1.52B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
570
+ 2.07%
$42.66 - $43.29 $24.3K - $24.7K
28.1K $1.2B
VO
Vanguard Mid Cap ETF

ETFs
150
+ 1.66%
$286.27 - $296.23 $42.9K - $44.4K
9.2K $2.67B
FNDE
Schwab Fundamental Emerging Mk

ETFs
241
+ 0.66%
$34.78 - $37.69 $8.38K - $9.08K
37K $1.33B
VNQ
Vanguard Specialized Funds Van

ETFs
110
+ 3.73%
$88.13 - $92.69 $9.69K - $10.2K
3.06K $271M
JPRE
J P Morgan Exchange Traded Fd

ETFs
736
+ 2.53%
$46.46 - $48.79 $34.2K - $35.9K
29.8K $1.39B
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.24K
+ 2.93%
$26.82 - $28.15 $33.2K - $34.9K
43.5K $1.17B
META
Meta Platforms, Inc.

Communication Services
10
+ 1.43%
$609.01 - $751.67 $6.09K - $7.52K
711 $469M
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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