21 West Wealth Management LLC Portfolio Holdings

21 West Wealth Management LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $99.1 Billion distributed in 59 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 $6.28B, Jp Morgan Tr Mun ETF (De) with a value of $6.23B, Ishares National Muni Bond ETF with a value of $6.06B, J P Morgan ETF Tr Nasdaq Equit with a value of $5.32B, and J P Morgan Exchange Traded Fd with a value of $5.08B.

Examining the 13F form we can see an increase of $99.1B in the current position value.

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.