21 West Wealth Management LLC Portfolio Holdings

21 West Wealth Management LLC

  • $99.1 Billion
  • Q2 2025

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.

Portfolio value $99.1 Billion
ETFs: $89.3 Billion
Technology: $5.22 Billion
Communication Services: $1.4 Billion
Financial Services: $1.25 Billion
Consumer Cyclical: $767 Million
Healthcare: $529 Million
Industrials: $491 Million
Consumer Defensive: $203 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$324 Million 0.33% of portfolio
2,432
Q2 2025 New
$0
$283 Million 0.29% of portfolio
1,291
Q2 2025 New
$734B
$290 Million 0.29% of portfolio
372
Q2 2025 New
$143B
$254 Million 0.26% of portfolio
711
Q2 2025 New
$0
$261 Million 0.26% of portfolio
2,936
Q2 2025 New
$0
$248 Million 0.25% of portfolio
4,761
Q2 2025 New
$332B
$239 Million 0.24% of portfolio
1,289
Q2 2025 New
$101B
$238 Million 0.24% of portfolio
543
Q2 2025 New
$439B
$203 Million 0.2% of portfolio
205
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $99.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 59 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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