21 West Wealth Management LLC Portfolio Holdings

21 West Wealth Management LLC

  • $105 Billion
  • Q3 2025

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.

Portfolio value $105 Billion
ETFs: $94.7 Billion
Technology: $5.87 Billion
Communication Services: $1.7 Billion
Financial Services: $1.29 Billion
Consumer Cyclical: $751 Million
Healthcare: $567 Million
Industrials: $495 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.15 Billion 6.78% of portfolio
11,673
Q3 2025 Added 5.52%
$0
$7.03 Billion 6.67% of portfolio
139,311
Q3 2025 Added 10.92%
$0
$6.19 Billion 5.87% of portfolio
58,108
Q3 2025 Added 0.16%
$0
$5.72 Billion 5.42% of portfolio
99,384
Q3 2025 Added 1.65%
$0
$5.18 Billion 4.91% of portfolio
90,726
Q3 2025 Added 1.56%
$0
$4.06 Billion 3.85% of portfolio
18,800
Q3 2025 Reduced 2.39%
$0
$3.57 Billion 3.39% of portfolio
42,439
Q3 2025 Added 35.01%
$0
$3.36 Billion 3.19% of portfolio
35,979
Q3 2025 Added 10.31%
$0
$3.35 Billion 3.18% of portfolio
72,435
Q3 2025 Added 10.43%
$0
$3.1 Billion 2.94% of portfolio
72,453
Q3 2025 Added 2.78%
$0
$3.07 Billion 2.92% of portfolio
64,581
Q3 2025 Added 5.45%
$0
$2.81 Billion 2.67% of portfolio
38,803
Q3 2025 Added 9.97%
$0
$2.72 Billion 2.58% of portfolio
30,369
Q3 2025 Added 4.65%
$0
$2.66 Billion 2.52% of portfolio
9,046
Q3 2025 Added 2.42%
$453B
$2.5 Billion 2.37% of portfolio
13,417
Q3 2025 Reduced 3.9%
$0
$2.44 Billion 2.32% of portfolio
42,719
Q3 2025 Added 3.24%
$0
$2.37 Billion 2.24% of portfolio
41,463
Q3 2025 Added 42.51%
$0
$2.2 Billion 2.09% of portfolio
3,294
Q2 2025 New
$0
$2.08 Billion 1.98% of portfolio
3,128
Q3 2025 Reduced 0.51%
$0
$2.05 Billion 1.94% of portfolio
14,520
Q3 2025 Added 1.13%
$0
$1.8 Billion 1.71% of portfolio
7,083
Q3 2025 Added 2.94%
$0
$1.73 Billion 1.64% of portfolio
37,429
Q3 2025 Added 3.59%
$0
$1.72 Billion 1.63% of portfolio
16,627
Q3 2025 Added 6.49%
$0
$1.56 Billion 1.48% of portfolio
23,936
Q3 2025 Reduced 1.06%
$3.98T
$1.5 Billion 1.42% of portfolio
5,891
Q3 2025 Reduced 0.56%
$0
$1.49 Billion 1.42% of portfolio
11,224
Q3 2025 Added 3.4%
$3.81T
$1.47 Billion 1.4% of portfolio
2,843
Q3 2025 Reduced 3.1%
$0
$1.39 Billion 1.32% of portfolio
29,092
Q3 2025 Added 3.07%
$0
$1.33 Billion 1.26% of portfolio
36,766
Q3 2025 Reduced 0.01%
$0
$1.19 Billion 1.13% of portfolio
27,504
Q3 2025 Added 0.83%
$0
$1.17 Billion 1.11% of portfolio
42,238
Q3 2025 Added 5.67%
$0
$1.01 Billion 0.96% of portfolio
10,846
Q2 2025 New
$0
$841 Million 0.8% of portfolio
12,450
Q3 2025 Added 1.42%
$0
$753 Million 0.71% of portfolio
9,820
Q3 2025 Added 2.41%
$2.18T
$751 Million 0.71% of portfolio
3,421
Q3 2025 Reduced 2.12%
$0
$697 Million 0.66% of portfolio
23,000
Q3 2025 Reduced 63.91%
$0
$646 Million 0.61% of portfolio
5,436
Q2 2025 New
$1.53T
$620 Million 0.59% of portfolio
2,544
Q3 2025 Reduced 0.9%
$0
$623 Million 0.59% of portfolio
14,984
Q3 2025 Added 1.3%
$876B
$589 Million 0.56% of portfolio
1,868
Q3 2025 Reduced 0.48%
$0
$579 Million 0.55% of portfolio
18,769
Q3 2025 Reduced 69.34%
$1.5T
$569 Million 0.54% of portfolio
2,342
Q3 2025 Reduced 1.22%
$0
$518 Million 0.49% of portfolio
5,404
Q2 2025 New
$1.61T
$515 Million 0.49% of portfolio
701
Q3 2025 Reduced 1.82%
$0
$478 Million 0.45% of portfolio
3,422
Q2 2025 New
$0
$461 Million 0.44% of portfolio
7,691
Q3 2025 Reduced 7.27%
$143B
$393 Million 0.37% of portfolio
1,192
Q3 2025 Reduced 4.49%
$0
$358 Million 0.34% of portfolio
6,711
Q3 2025 Added 40.96%
$646B
$363 Million 0.34% of portfolio
723
Q3 2025 Reduced 0.69%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $105 Billion
  • Prior Value $99.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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