21 West Wealth Management LLC
Q1 2026 13F Holdings
- Locationtustin, CA
- Num holdings
63
- Value ($000)
$107,655
- Date Filed 04/15/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $7.67M | 7 % | 153,376 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $7.34M | 7 % | 12,281 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $6.1M | 6 % | 57,444 | ||
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $4.91M | 5 % | 88,407 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $4.63M | 4 % | 55,940 | ||
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $4.61M | 4 % | 81,411 | ||
J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 46641Q274 | $4.03M | 4 % | 85,146 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $3.56M | 3 % | 78,042 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $3.56M | 3 % | 38,562 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $3.31M | 3 % | 15,407 |
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