account_balance
Investment manager · 13F filer · SEC CIK 2067541
21 West Wealth Management LLC
Reported value$115Mas of Sep 30, 2026
Positions64 5 new, 6 sold out
Top 10 weight46.0%VTEB alone is 12%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTEBVanguard Mun Bd FDS
11.8%New
VOOVanguard Index FDS
7.6%
JEPQJ P Morgan Exchange Traded F
4.4%Trimmed −3%
JEPIJ P Morgan Exchange Traded F
3.7%
JSCPJ P Morgan Exchange Traded F
3.3%Added +8%
FBNDFidelity Merrimack STR Tr
3.1%Added +5%
DFUSDimensional ETF Trust
3.1%
BONDPimco ETF Tr
3.1%Added +5%
VIGVanguard Specialized Funds
3.0%Trimmed −4%
SPDWSPDR Index SHS FDS
3.0%Trimmed −2%
SCHISchwab Strategic Tr
2.8%New
VIGIVanguard Whitehall FDS
2.6%
VTEBVanguard Mun Bd FDS
11.8%New
VOOVanguard Index FDS
7.6%
JEPQJ P Morgan Exchange Traded F
4.4%−3%
JEPIJ P Morgan Exchange Traded F
3.7%
JSCP3.3%
FBNDFidelity Merrimack STR Tr
3.1%
DFUSDimensional ETF Trust
3.1%
BONDPimco ETF Tr
3.1%
VIGVanguard Specialized Funds
3.0%
SPDW3.0%
SCHI2.8%
VIGI2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTEB Vanguard Mun Bd FDS 11.8% New
VOO Vanguard Index FDS 7.6% Held
JEPQ J P Morgan Exchange Traded F 4.4% Trimmed −3%
JEPI J P Morgan Exchange Traded F 3.7% Held
JSCP J P Morgan Exchange Traded F 3.3% Added +8%
FBND Fidelity Merrimack STR Tr 3.1% Added +5%
DFUS Dimensional ETF Trust 3.1% Held
BOND Pimco ETF Tr 3.1% Added +5%
VIG Vanguard Specialized Funds 3.0% Trimmed −4%
SPDW SPDR Index SHS FDS 3.0% Trimmed −2%
SCHI Schwab Strategic Tr 2.8% New
VIGI Vanguard Whitehall FDS 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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