21 West Wealth Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    tustin, CA
  • CIK
    0002067541
  • All SEC filings
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
21 West Wealth Management Llc 13F Filings