21 West Wealth Management LLC
Q4 2025 13F Holdings
- Locationtustin, CA
- Num holdings
62
- Value ($000)
$109,417
- Date Filed01/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $7.59M | 7 % | 12,095 | ||
J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $7.57M | 7 % | 149,803 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $6.19M | 6 % | 57,765 | ||
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $5.64M | 5 % | 97,056 | ||
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $4.93M | 5 % | 86,198 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $4.39M | 4 % | 52,462 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $3.91M | 4 % | 17,789 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $3.45M | 3 % | 37,035 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $3.43M | 3 % | 74,578 | ||
J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 46641Q274 | $3.25M | 3 % | 68,326 |
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