Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
21 West Wealth Management LLC (CIK 2067541) reported $107.7M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JMUB ($7.7M, 7.12%), VOO ($7.3M, 6.82%), MUB ($6.1M, 5.66%), JEPQ ($4.9M, 4.56%), VCIT ($4.6M, 4.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JMUB | J P MORGAN EXCHANGE TRADED F | $7.7M | 7.12% | 153,376 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $7.3M | 6.82% | 12,281 | Added |
| 3 | MUB | ISHARES TR | $6.1M | 5.66% | 57,444 | Trimmed |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | $4.9M | 4.56% | 88,407 | Trimmed |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $4.6M | 4.30% | 55,940 | Added |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.6M | 4.29% | 81,411 | Trimmed |
| 7 | JSCP | J P MORGAN EXCHANGE TRADED F | $4.0M | 3.74% | 85,146 | Added |
| 8 | BOND | PIMCO ETF TR | $3.6M | 3.31% | 38,562 | Added |
| 9 | FBND | FIDELITY MERRIMACK STR TR | $3.6M | 3.31% | 78,042 | Added |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $3.3M | 3.08% | 15,407 | Trimmed |
| 11 | SPDW | SPDR INDEX SHS FDS | $3.3M | 3.03% | 71,571 | Trimmed |
| 12 | DFUS | DIMENSIONAL ETF TRUST | $3.0M | 2.76% | 41,850 | Added |
| 13 | CMF | ISHARES TR | $2.8M | 2.64% | 49,921 | Added |
| 14 | VIGI | VANGUARD WHITEHALL FDS | $2.8M | 2.61% | 31,756 | Added |
| 15 | VO | VANGUARD INDEX FDS | $2.6M | 2.45% | 9,202 | Added |
| 16 | SPMD | SPDR SERIES TRUST | $2.5M | 2.33% | 42,394 | Trimmed |
| 17 | QEFA | SPDR INDEX SHS FDS | $2.5M | 2.30% | 26,532 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $2.2M | 2.04% | 12,578 | Trimmed |
| 19 | IVV | ISHARES TR | $2.1M | 1.96% | 3,236 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $2.0M | 1.86% | 3,083 | Trimmed |
| 21 | VYM | VANGUARD WHITEHALL FDS | $1.9M | 1.81% | 13,148 | Trimmed |
| 22 | STIP | ISHARES TR | $1.9M | 1.75% | 18,220 | Trimmed |
| 23 | VB | VANGUARD INDEX FDS | $1.8M | 1.71% | 7,021 | Trimmed |
| 24 | SPSM | SPDR SERIES TRUST | $1.8M | 1.67% | 37,220 | Trimmed |
| 25 | IJH | ISHARES TR | $1.6M | 1.50% | 23,936 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31