21 West Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$842K |
| 2 |
JPMorgan Municipal ETF
JMUB
|
+$531K |
| 3 |
iShares California Muni Bond ETF
CMF
|
+$440K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$299K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$262K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$697K |
| 2 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$579K |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$259K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$221K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$135K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.47% |
| 2 | Communication Services | 1.81% |
| 3 | Financials | 1.39% |
| 4 | Consumer Discretionary | 0.72% |
| 5 | Healthcare | 0.61% |
Similar funds
21 West Wealth Management's Q4 2025 Portfolio in Review
As of Q4 2025, 21 West Wealth Management held 64 positions worth $109M, up 3.8% from $105M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
21 West Wealth Management's Q4 2025 filing shows 6 new, 27 increased, 13 reduced and 2 closed positions. Its largest new stake was Vanguard Short-Term Bond ETF: 3,784 shares worth $298K. The largest sale was State Street SPDR Portfolio Short Term Corporate Bond ETF, an estimated $697K.
By sector, the portfolio is most concentrated in Technology at 5.5% of assets, down from 5.6% a quarter earlier, followed by Communication Services and Financials.
- 21 West Wealth Management's largest Q4 2025 buy was Vanguard Short-Term Bond ETF: 3,784 shares worth $298K.
- 21 West Wealth Management added most to Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025, an estimated $842K increase.
- 21 West Wealth Management's biggest Q4 2025 reduction was JPMorgan Equity Premium Income ETF, cutting an estimated $259K.
- 21 West Wealth Management fully exited State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2025, selling an estimated $697K.
- 21 West Wealth Management's ten largest holdings make up 46% of its $109M portfolio in Q4 2025.
- 21 West Wealth Management opened 6 new positions and closed 2 in Q4 2025.
- 21 West Wealth Management's portfolio value rose 3.8% quarter-over-quarter to $109M.
Based on 21 West Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.