21 West Wealth Management LLC Portfolio Holdings

21 West Wealth Management LLC

  • $109 Billion
  • Q4 2025

21 West Wealth Management LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $7.59B, Jp Morgan Tr Mun ETF (De) with a value of $7.57B, Ishares National Muni Bond ETF with a value of $6.19B, J P Morgan ETF Tr Nasdaq Equit with a value of $5.64B, and J P Morgan Exchange Traded Fd with a value of $4.93B.

Examining the 13F form we can see an increase of $4.01B in the current position value, from $105B to 109B.

21 West Wealth Management LLC is based out at Tustin, CA

Below you can find more details about 21 West Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $109 Billion
ETFs: $97.8 Billion
Technology: $5.98 Billion
Communication Services: $1.98 Billion
Financial Services: $1.52 Billion
Consumer Cyclical: $790 Million
Healthcare: $666 Million
Industrials: $438 Million
Consumer Defensive: $209 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$2.38 Billion 2.18% of portfolio
12,788
Q4 2025 Reduced 4.69%
$4.3T
$1.6 Billion 1.46% of portfolio
5,881
Q4 2025 Reduced 0.17%
$3.78T
$1.36 Billion 1.24% of portfolio
2,808
Q4 2025 Reduced 1.23%
$2.39T
$790 Million 0.72% of portfolio
3,421
Q3 2025 Reduced 2.12%
$1.74T
$786 Million 0.72% of portfolio
2,504
Q4 2025 Reduced 1.57%
$1.65T
$721 Million 0.66% of portfolio
2,302
Q4 2025 Reduced 1.71%
$881B
$602 Million 0.55% of portfolio
1,868
Q3 2025 Reduced 0.48%
$1.37T
$469 Million 0.43% of portfolio
711
Q4 2025 Added 1.43%
$971B
$377 Million 0.34% of portfolio
351
Q4 2025 Reduced 2.23%
$662B
$363 Million 0.33% of portfolio
723
Q3 2025 Reduced 0.69%
$533B
$350 Million 0.32% of portfolio
999
Q3 2025 Reduced 0.6%
$414B
$289 Million 0.26% of portfolio
1,264
Q3 2025 Reduced 1.94%
$268B
$244 Million 0.22% of portfolio
855
Q4 2025 New
$413B
$205 Million 0.19% of portfolio
3,731
Q4 2025 New
$279B
$209 Million 0.19% of portfolio
1,876
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $109 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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