21 West Wealth Management LLC
Q2 2026 13F Holdings
- Locationtustin, CA
- Num holdings
65
- Value ($000)
$117,053
- Date Filed 07/13/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $8.56M | 7 % | 12,463 | ||
J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $8.09M | 7 % | 159,631 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $6.16M | 5 % | 57,240 | ||
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $5.32M | 5 % | 86,508 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $4.73M | 4 % | 57,240 | ||
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $4.34M | 4 % | 76,754 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $3.66M | 3 % | 15,475 | ||
J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 46641Q274 | $3.62M | 3 % | 76,794 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $3.58M | 3 % | 38,776 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $3.57M | 3 % | 78,463 |
Rows Per Page
10
- 10
- 50
- 100