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21 West Wealth Management Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    tustin, CA
  • CIK
    0002067541
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

62

$109.42M
VOO, JMUB, MUB, JEPQ
13F-HR
Jan 13, 2026
000206754126000001

58

$105.41M
VOO, JMUB, MUB, JEPQ
13F-HR
Oct 14, 2025
000206754125000003

59

$99.13M
VOO, JMUB, MUB, JEPQ
13F-HR
Jul 8, 2025
000206754125000002