21 West Wealth Management LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location tustin, CACIK 0002067541All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
63 | $107.66M | JMUB, VOO, MUB, JEPQ | 13F-HR | Apr 15, 2026 | 000206754126000002 | ||
62 | $109.42M | VOO, JMUB, MUB, JEPQ | 13F-HR | Jan 13, 2026 | 000206754126000001 | ||
58 | $105.41M | VOO, JMUB, MUB, JEPQ | 13F-HR | Oct 14, 2025 | 000206754125000003 | ||
59 | $99.13M | VOO, JMUB, MUB, JEPQ | 13F-HR | Jul 8, 2025 | 000206754125000002 |