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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 2026-09-30, accepted by EDGAR 2026-10-13 20:51:28 UTC, with 64 holding rows worth $115,220,103.

Accession
0002067541-26-000004
Filer
CIK 2067541
Filed
2026-10-13
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, 64 entries on the cover page, a total value of $115,220,103 stated on the cover page (in dollars after the unit check, H1), rows summing to $115,220,103 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 TAX-EXEMPT BOND ETF922907746ETF286,903$13,587,726dollars as filed
Vanguard S&P 500 ETF922908363COM12,419$8,703,980dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM83,490$5,114,597dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF75,732$4,257,653dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q274SHORT DURA CORE82,866$3,810,179dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF82,293$3,563,287dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF42,780$3,552,023dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF40,674$3,538,231dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS14,897$3,475,619dollars as filed
SPDW78463X889COM68,113$3,419,954dollars as filed
Schwab 5-10 Year Corporate Bond ETF808524698SHS148,466$3,183,111dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS31,885$3,010,582dollars as filed
ISHARES TR464288356CALIF MUN BD ETF54,560$2,952,787dollars as filed
Vanguard Mid-Cap ETF922908629SHS36,074$2,828,923dollars as filed
NVIDIA Corp67066G104COM11,897$2,717,037dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS40,841$2,574,617dollars as filed
SPDR INDEX SHS FDS78463X434MSCI EAFE STRTGC26,291$2,564,161dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS3,143$2,407,067dollars as filed
SPY78462F103SHS3,069$2,340,511dollars as filed
Vanguard High Dividend Yield ETF921946406SHS12,844$1,993,389dollars as filed
Vanguard Small-Cap ETF922908751SHS6,727$1,913,764dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS18,955$1,889,814dollars as filed
Apple Inc037833100COM5,603$1,865,911dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS34,657$1,831,969dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS21,957$1,719,453dollars as filed
IJH464287507COM23,636$1,700,610dollars as filed
SPDR SER TR78468R754RUSSELL LOW VOL11,256$1,563,706dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q126RLTY INCOME ETF30,224$1,493,368dollars as filed
Microsoft Corp594918104COM2,699$1,384,317dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS32,649$1,367,014dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM29,580$1,220,175dollars as filed
Fidelity MSCI Real Estate Index ETF316092857SHS44,684$1,214,511dollars as filed
ISHARES TR464287465MSCI EAFE ETF10,797$1,121,700dollars as filed
ISHARES INC46434G764MSCI EMRG CHN9,597$950,871dollars as filed
iShares Short Treasury Bond ETF464288679SHS8,033$886,201dollars as filed
Amazon.com, Inc023135106COM3,374$840,632dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF9,929$838,206dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,434$829,361dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,250$774,180dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS4,895$665,916dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR15,977$645,311dollars as filed
ISHARES TR464287606S&P MC 400GR ETF5,404$592,332dollars as filed
JPMorgan Chase & Co46625H100COM1,790$592,186dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF3,422$550,052dollars as filed
Micron Technology,Inc.595112103COM516$549,597dollars as filed
META PLATFORMS INC CL A30303M102COM732$530,832dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS7,209$509,027dollars as filed
Advanced Micro Devices,Inc.007903107COM832$508,984dollars as filed
ISHARES TR464288323NEW YORK MUN ETF8,615$435,230dollars as filed
Eli Lilly and Company532457108COM340$393,407dollars as filed
ISHARES TR464287887S&P SML 600 GWT2,432$389,923dollars as filed
Broadcom Inc.11135F101COM1,089$382,446dollars as filed
Berkshire Hathaway Inc084670702COM712$354,540dollars as filed
Visa Inc92826C839COM945$339,567dollars as filed
Applied Materials,Inc.038222105COM660$337,511dollars as filed
Vanguard Total Bond Market ETF921937835SHS4,705$330,056dollars as filed
AbbVie,Inc.00287Y109COM1,192$311,815dollars as filed
Vanguard Real Estate922908553SHS3,323$297,840dollars as filed
Eaton Corp. PlcG29183103COM676$290,484dollars as filed
MARVELL TECHNOLOGY INC573874104COM1,027$271,344dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS4,596$264,546dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock535$241,809dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,200$222,420dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF4,450$211,731dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002067541-26-000004this filing2026-10-13