21 West Wealth Management LLC Incresed Positions in Q3 2025

21 West Wealth Management LLC

  • $105 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
11K
+ 35.01%
$81.75 - $84.54 $900K - $930K
42.4K $3.57B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
611
+ 5.52%
$567.77 - $614.76 $347K - $376K
11.7K $7.15B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
13.7K
+ 10.92%
$49.09 - $50.58 $674K - $694K
139K $7.03B
CMF
Ishares California Muni Bond E

ETFs
12.4K
+ 42.51%
$55.16 - $57.13 $682K - $707K
41.5K $2.37B
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.52K
+ 9.97%
$67.01 - $72.84 $236K - $256K
38.8K $2.81B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.62K
+ 1.65%
$53.81 - $57.52 $87.1K - $93.1K
99.4K $5.72B
BOND
Pimco Active Bond Exchange Tra

ETFs
3.36K
+ 10.31%
$90.83 - $93.81 $305K - $315K
36K $3.36B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.84K
+ 10.43%
$45.26 - $46.63 $310K - $319K
72.4K $3.35B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.96K
+ 2.78%
$39.8 - $42.86 $77.9K - $83.9K
72.5K $3.1B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.3K
+ 3.59%
$42.26 - $47.16 $54.8K - $61.2K
37.4K $1.73B
VO
Vanguard Mid Cap ETF

ETFs
214
+ 2.42%
$279.83 - $293.74 $59.9K - $62.9K
9.05K $2.66B
VB
Vanguard Small Cap ETF

ETFs
202
+ 2.94%
$237.58 - $259.17 $48K - $52.4K
7.08K $1.8B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
3.34K
+ 5.45%
$47.02 - $47.71 $157K - $159K
64.6K $3.07B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
162
+ 1.13%
$132.9 - $142.03 $21.5K - $23K
14.5K $2.05B
MUB
Ishares National Muni Bond ETF

ETFs
95
+ 0.16%
$103.24 - $106.68 $9.81K - $10.1K
58.1K $6.19B
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
554
+ 2.1%
N/A
26.9K $2.37B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.01K
+ 6.49%
$102.4 - $103.88 $104K - $105K
16.6K $1.72B
NYF
Ishares New York Muni Bond ETF

ETFs
1.95K
+ 40.96%
$51.6 - $53.44 $101K - $104K
6.71K $358M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.35K
+ 4.65%
$86.07 - $90.74 $116K - $122K
30.4K $2.72B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.39K
+ 1.56%
$55.61 - $57.37 $77.3K - $79.7K
90.7K $5.18B
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.27K
+ 5.67%
$26.84 - $28.32 $60.8K - $64.2K
42.2K $1.17B
ONEV
Spdr Russell 1000 Low Volatili

ETFs
369
+ 3.4%
$128.17 - $135.14 $47.3K - $49.9K
11.2K $1.49B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
174
+ 1.42%
$62.54 - $68.42 $10.9K - $11.9K
12.5K $841M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
231
+ 2.41%
$72.04 - $77.35 $16.6K - $17.9K
9.82K $753M
JPRE
J P Morgan Exchange Traded Fd

ETFs
866
+ 3.07%
$46.56 - $49.11 $40.3K - $42.5K
29.1K $1.39B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
226
+ 0.83%
$42.75 - $43.37 $9.66K - $9.8K
27.5K $1.19B
VNQ
Vanguard Specialized Funds Van

ETFs
13
+ 0.44%
$88.47 - $93.24 $1.15K - $1.21K
2.95K $270M
SRLN
Ssga Active Trust

ETFs
192
+ 1.3%
$41.28 - $41.65 $7.93K - $8K
15K $623M
Activity Summary
Buys All Purchases 29 New Holdings 0 Increased Positions 29 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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