21 West Wealth Management LLC
Q3 2025 13F Holdings
- Locationtustin, CA
- Num holdings
58
- Value ($000)
$105,409
- Date Filed 10/14/2025
- Form type13F-HR
- CIK 0002067541
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $7.15M | 7 % | 11,673 | ||
J J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $7.03M | 7 % | 139,311 | ||
M ISHARES TR | NATIONAL MUN ETF | 464288414 | $6.19M | 6 % | 58,108 | ||
J J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $5.72M | 5 % | 99,384 | ||
J J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $5.18M | 5 % | 90,726 | ||
V VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.06M | 4 % | 18,800 | ||
V VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $3.57M | 3 % | 42,439 | ||
B PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $3.36M | 3 % | 35,979 | ||
F FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $3.35M | 3 % | 72,435 | ||
S SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $3.10M | 3 % | 72,453 |
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