21 West Wealth Management LLC
Q2 2025 13F Holdings
- Locationtustin, CA
- Num holdings
59
- Value ($000)
$99,128
- Date Filed07/08/2025
- Form type13F-HR
- CIK0002067541
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.28 M | 6 % | 11,062 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $6.23 M | 6 % | 125,591 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $6.06 M | 6 % | 58,013 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $5.32 M | 5 % | 97,766 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $5.08 M | 5 % | 89,336 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $3.94 M | 4 % | 19,260 | ||
BOND PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $3.01 M | 3 % | 32,616 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $3.00 M | 3 % | 65,592 | ||
JSCP J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 46641Q274 | $2.91 M | 3 % | 61,246 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $2.85 M | 3 % | 70,495 |
Rows Per Page
10
- 10
- 50
- 100