StockDriftsStockDriftsTop 50 21 West Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | 11.79% | 286.9K | $13.6M | new | $48.97(-1.96%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 7.55% | 12.4K | $8.7M | -0.35%(-44) | $547.09(+28.79%) | 2026-09-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4.44% | 83.5K | $5.1M | -3.49%(-3.02K) | $53.15(+11.94%) | 2026-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.7% | 75.7K | $4.3M | -1.33%(-1.02K) | $56.77(+0.51%) | 2026-09-30 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 3.31% | 82.9K | $3.8M | +7.91%(+6.07K) | $47.30(-2.57%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.09% | 82.3K | $3.6M | +4.88%(+3.83K) | $45.62(-4.25%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.08% | 42.8K | $3.6M | +0.14%(+59) | $66.20(+25.95%) | 2026-09-30 | |
| BOND | PIMCO ETF TR | 3.07% | 40.7K | $3.5M | +4.89%(+1.90K) | $92.22(-5.01%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.02% | 14.9K | $3.5M | -3.74%(-578) | $198.42(+21.48%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.97% | 68.1K | $3.4M | -2.14%(-1.49K) | $38.73(+27.19%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.78% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.77% |
21 West Wealth Management LLC reports $115.22M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are VTEB (11.8%), VOO (7.5%) and JEPQ (4.4%). The top 20 holdings account for 69.08% of reported assets. Its disclosed equity book has returned +7.78% cumulatively over 5 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 21 West Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2067541). View 21 West Wealth Management LLC’s 13F filings on SEC