21 West Wealth Management LLC — 13F holdings

21 West Wealth Management LLC reported 64 holdings worth $115M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. VTEB VANGUARD MUN BD FDS — $13.6M (11.8%)
  2. VOO VANGUARD INDEX FDS — $8.70M (7.6%)
  3. JEPQ J P MORGAN EXCHANGE TRADED F — $5.11M (4.4%)
  4. JEPI J P MORGAN EXCHANGE TRADED F — $4.26M (3.7%)
  5. JSCP J P MORGAN EXCHANGE TRADED F — $3.81M (3.3%)
  6. FBND FIDELITY MERRIMACK STR TR — $3.56M (3.1%)
  7. DFUS DIMENSIONAL ETF TRUST — $3.55M (3.1%)
  8. BOND PIMCO ETF TR — $3.54M (3.1%)
  9. VIG VANGUARD SPECIALIZED FUNDS — $3.48M (3.0%)
  10. SPDW SPDR INDEX SHS FDS — $3.42M (3.0%)