21 West Wealth Management LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 58 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 $7.15B, Jp Morgan Tr Mun ETF (De) with a value of $7.03B, Ishares National Muni Bond ETF with a value of $6.19B, J P Morgan ETF Tr Nasdaq Equit with a value of $5.72B, and J P Morgan Exchange Traded Fd with a value of $5.18B.
Examining the 13F form we can see an increase of $6.28B in the current position value, from $99.1B to 105B.
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.