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Disclosery

13F-HR filed by 21 West Wealth Management LLC

21 West Wealth Management LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-13, with 65 holding rows worth $117,052,606.

Accession
0002067541-26-000003
Filer
CIK 2067541
Filed
2026-07-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 65 entries on the cover page, a total value of $117,052,606 stated on the cover page (in dollars after the unit check, H1), rows summing to $117,052,606 with VALUE read as dollars as filed, 13F file number 028-25647. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM12,463$8,559,713dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF159,631$8,086,108dollars as filed
ISHARES TR464288414NATIONAL MUN ETF57,240$6,160,169dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM86,508$5,316,782dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS57,240$4,730,886dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF76,754$4,335,066dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS15,475$3,661,695dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q274SHORT DURA CORE76,794$3,620,453dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF38,776$3,575,535dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF78,463$3,569,282dollars as filed
SPDW78463X889COM69,603$3,507,295dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF42,721$3,500,559dollars as filed
ISHARES TR464288356CALIF MUN BD ETF52,882$3,048,118dollars as filed
Vanguard Mid-Cap ETF922908629SHS36,879$2,971,341dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS31,802$2,969,671dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS42,238$2,853,599dollars as filed
SPDR INDEX SHS FDS78463X434MSCI EAFE STRTGC26,344$2,529,419dollars as filed
NVIDIA Corp67066G104COM12,574$2,515,932dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS3,168$2,372,484dollars as filed
SPY78462F103SHS3,069$2,291,837dollars as filed
Vanguard Small-Cap ETF922908751SHS6,976$2,114,565dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS36,561$2,108,473dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS19,779$2,020,623dollars as filed
Vanguard High Dividend Yield ETF921946406SHS12,638$1,997,183dollars as filed
IJH464287507COM23,916$1,844,163dollars as filed
Apple Inc037833100COM5,834$1,688,126dollars as filed
SPDR SER TR78468R754RUSSELL LOW VOL11,302$1,616,924dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q126RLTY INCOME ETF30,473$1,590,081dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS33,765$1,339,795dollars as filed
Fidelity MSCI Real Estate Index ETF316092857SHS44,741$1,310,911dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM29,071$1,232,901dollars as filed
ISHARES TR464287465MSCI EAFE ETF10,846$1,126,682dollars as filed
ISHARES INC46434G764MSCI EMRG CHN10,728$1,097,474dollars as filed
Microsoft Corp594918104COM2,786$1,039,234dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,519$890,038dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,306$824,095dollars as filed
Amazon.com, Inc023135106COM3,421$815,361dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF9,759$802,873dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS5,271$781,742dollars as filed
Micron Technology,Inc.595112103COM600$692,574dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR16,653$670,949dollars as filed
ISHARES TR464287606S&P MC 400GR ETF5,404$634,970dollars as filed
JPMorgan Chase & Co46625H100COM1,862$609,488dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF3,422$563,261dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS7,637$544,136dollars as filed
Advanced Micro Devices,Inc.007903107COM876$508,877dollars as filed
Applied Materials,Inc.038222105COM689$498,147dollars as filed
ISHARES TR464288323NEW YORK MUN ETF8,472$456,683dollars as filed
ISHARES TR464287887S&P SML 600 GWT2,432$434,355dollars as filed
Broadcom Inc.11135F101COM1,142$431,391dollars as filed
Eli Lilly and Company532457108COM351$421,000dollars as filed
META PLATFORMS INC CL A30303M102COM715$402,752dollars as filed
Berkshire Hathaway Inc084670702COM723$361,782dollars as filed
Visa Inc92826C839COM999$342,747dollars as filed
MARVELL TECHNOLOGY INC573874104COM1,148$341,978dollars as filed
Vanguard Real Estate922908553SHS3,322$320,340dollars as filed
AbbVie,Inc.00287Y109COM1,260$317,066dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS3,138$310,599dollars as filed
Eaton Corp. PlcG29183103COM711$302,971dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF7,101$299,733dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock543$266,700dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS5,347$250,293dollars as filed
Goldman Sachs Group,Inc.38141G104COM225$227,558dollars as filed
Bank of America Corp060505104COM3,731$212,592dollars as filed
Walmart Inc.931142103COM1,876$212,476dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002067541-26-000003this filing2026-07-13acceptance time not in the bulk data set