21 West Wealth Management LLC ETF holdings
Tustin, CA
Reported $103.1M in 43 ETFs in its Form 13F for June 30, 2026.
ETF value
$103.1M
ETFs held
43
Change from prior quarter
+6.4%
With price moves
ETFs as a share of its 13F
88.1%
of $117.1M
Top 10 of 43 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $8.6M | 12,463 | +182 shares |
| JMUB | JPMorgan Municipal ETF | $8.1M | 159,631 | +6,255 shares |
| MUB | iShares National Muni Bond ETF | $6.2M | 57,240 | −204 shares |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $5.3M | 86,508 | −1,899 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $4.7M | 57,240 | +1,300 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $4.3M | 76,754 | −4,657 shares |
| VIG | Vanguard Dividend Appreciation ETF | $3.7M | 15,475 | +68 shares |
| JSCP | JPMorgan Short Duration Core Plus ETF | $3.6M | 76,794 | −8,352 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $3.6M | 38,776 | +214 shares |
| FBND | Fidelity Total Bond ETF | $3.6M | 78,463 | +421 shares |
33 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002067541. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does 21 West Wealth Management LLC own?
21 West Wealth Management LLC reported 43 ETF positions worth $103.1M in its Form 13F for June 30, 2026. The largest was VOO, at $8.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.