StockDriftsStockDriftsTop 50 21 West Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.31% | 12.5K | $8.6M | +1.48%(+182) | $547.09(+29.97%) | 2026-06-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 6.91% | 159.6K | $8.1M | +4.08%(+6.25K) | $49.87(+0.05%) | 2026-06-30 | |
| MUB | ISHARES TR | 5.26% | 57.2K | $6.2M | -0.36%(-204) | $104.84(+1.07%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4.54% | 86.5K | $5.3M | -2.15%(-1.90K) | $53.15(+12.28%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.04% | 57.2K | $4.7M | +2.32%(+1.30K) | $82.91(-2.02%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.7% | 76.8K | $4.3M | -5.72%(-4.66K) | $56.77(+1.81%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.13% | 15.5K | $3.7M | +0.44%(+68) | $198.42(+24.29%) | 2026-06-30 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 3.09% | 76.8K | $3.6M | -9.81%(-8.35K) | $47.35(-0.98%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 3.05% | 38.8K | $3.6M | +0.55%(+214) | $92.35(-1.92%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.05% | 78.5K | $3.6M | +0.54%(+421) | $45.68(-1.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.09% |
21 West Wealth Management LLC reports $117.05M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are VOO (7.3%), JMUB (6.9%) and MUB (5.3%). The top 20 holdings account for 68.49% of reported assets. Its disclosed equity book has returned +9.66% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track 21 West Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
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