21 WEST WEALTH MANAGEMENT LLC

Filed: 4/15/2026ACC: 0002067541-26-000002

📋 What this filing means

21 WEST WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $107.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$107.65M

Total AUM (reported)

1.34M

Total Shares

Allocation by class

STATE STREET SPD$11.57M10.7%

COM$7.79M7.2%

MUNICIPAL ETF$7.67M7.1%

S&P 500 ETF SHS$7.34M6.8%

NATIONAL MUN ETF$6.10M5.7%

NASDAQ EQT PREM$4.91M4.6%

INT-TERM CORP$4.63M4.3%

Portfolio Concentration

Top 3$21.10M19.6%

4–10$28.61M26.6%

11–25$34.91M32.4%

Rest$23.03M21.4%

Top 3 weight

19.6%

Top 10 weight

46.2%

Voting Authority Distribution

Total shares with voting rights: 1.34M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.34M

% of voting shares100.0%

Investment Discretion (by position count)

Sole63

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings63

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares153.38K

TypeSH

Market value$7.67M

7.12%

Sole

0.00

Shared

0.00

None

153.38K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares12.28K

TypeSH

Market value$7.34M

6.82%

Sole

0.00

Shared

0.00

None

12.28K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares57.44K

TypeSH

Market value$6.10M

5.66%

Sole

0.00

Shared

0.00

None

57.44K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares88.41K

TypeSH

Market value$4.91M

4.56%

Sole

0.00

Shared

0.00

None

88.41K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares55.94K

TypeSH

Market value$4.63M

4.30%

Sole

0.00

Shared

0.00

None

55.94K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares81.41K

TypeSH

Market value$4.61M

4.29%

Sole

0.00

Shared

0.00

None

81.41K

J P MORGAN EXCHANGE TRADED F

SOLE

SHORT DURA CORE

Shares85.15K

TypeSH

Market value$4.03M

3.74%

Sole

0.00

Shared

0.00

None

85.15K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares78.04K

TypeSH

Market value$3.56M

3.31%

Sole

0.00

Shared

0.00

None

78.04K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares38.56K

TypeSH

Market value$3.56M

3.31%

Sole

0.00

Shared

0.00

None

38.56K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares15.41K

TypeSH

Market value$3.31M

3.08%

Sole

0.00

Shared

0.00

None

15.41K

SPDR INDEX SHS FDS

SOLE

STATE STREET SPD

Shares71.57K

TypeSH

Market value$3.27M

3.03%

Sole

0.00

Shared

0.00

None

71.57K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares41.85K

TypeSH

Market value$2.97M

2.76%

Sole

0.00

Shared

0.00

None

41.85K

ISHARES TR

SOLE

CALIF MUN BD ETF

Shares49.92K

TypeSH

Market value$2.84M

2.64%

Sole

0.00

Shared

0.00

None

49.92K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares31.76K

TypeSH

Market value$2.81M

2.61%

Sole

0.00

Shared

0.00

None

31.76K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares9.20K

TypeSH

Market value$2.64M

2.45%

Sole

0.00

Shared

0.00

None

9.20K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares42.39K

TypeSH

Market value$2.51M

2.33%

Sole

0.00

Shared

0.00

None

42.39K

SPDR INDEX SHS FDS

SOLE

STATE STREET SPD

Shares26.53K

TypeSH

Market value$2.47M

2.30%

Sole

0.00

Shared

0.00

None

26.53K

NVIDIA CORPORATION

SOLE

COM

Shares12.58K

TypeSH

Market value$2.19M

2.04%

Sole

0.00

Shared

0.00

None

12.58K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares3.24K

TypeSH

Market value$2.11M

1.96%

Sole

0.00

Shared

0.00

None

3.24K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares3.08K

TypeSH

Market value$2.00M

1.86%

Sole

0.00

Shared

0.00

None

3.08K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares13.15K

TypeSH

Market value$1.95M

1.81%

Sole

0.00

Shared

0.00

None

13.15K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares18.22K

TypeSH

Market value$1.88M

1.75%

Sole

0.00

Shared

0.00

None

18.22K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares7.02K

TypeSH

Market value$1.84M

1.71%

Sole

0.00

Shared

0.00

None

7.02K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares37.22K

TypeSH

Market value$1.80M

1.67%

Sole

0.00

Shared

0.00

None

37.22K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares23.94K

TypeSH

Market value$1.62M

1.50%

Sole

0.00

Shared

0.00

None

23.94K

Issuer	Class	Shares	Type	Value / Portfolio %	None
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	153.38K	SH	$7.67M 7.12%	153.38K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	12.28K	SH	$7.34M 6.82%	12.28K
ISHARES TRSOLE	NATIONAL MUN ETF	57.44K	SH	$6.10M 5.66%	57.44K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	88.41K	SH	$4.91M 4.56%	88.41K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	55.94K	SH	$4.63M 4.30%	55.94K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	81.41K	SH	$4.61M 4.29%	81.41K
J P MORGAN EXCHANGE TRADED FSOLE	SHORT DURA CORE	85.15K	SH	$4.03M 3.74%	85.15K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	78.04K	SH	$3.56M 3.31%	78.04K
PIMCO ETF TRSOLE	ACTIVE BD ETF	38.56K	SH	$3.56M 3.31%	38.56K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	15.41K	SH	$3.31M 3.08%	15.41K
SPDR INDEX SHS FDSSOLE	STATE STREET SPD	71.57K	SH	$3.27M 3.03%	71.57K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	41.85K	SH	$2.97M 2.76%	41.85K
ISHARES TRSOLE	CALIF MUN BD ETF	49.92K	SH	$2.84M 2.64%	49.92K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	31.76K	SH	$2.81M 2.61%	31.76K
VANGUARD INDEX FDSSOLE	MID CAP ETF	9.20K	SH	$2.64M 2.45%	9.20K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	42.39K	SH	$2.51M 2.33%	42.39K
SPDR INDEX SHS FDSSOLE	STATE STREET SPD	26.53K	SH	$2.47M 2.30%	26.53K
NVIDIA CORPORATIONSOLE	COM	12.58K	SH	$2.19M 2.04%	12.58K
ISHARES TRSOLE	CORE S&P500 ETF	3.24K	SH	$2.11M 1.96%	3.24K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	3.08K	SH	$2.00M 1.86%	3.08K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	13.15K	SH	$1.95M 1.81%	13.15K
ISHARES TRSOLE	0-5 YR TIPS ETF	18.22K	SH	$1.88M 1.75%	18.22K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	7.02K	SH	$1.84M 1.71%	7.02K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	37.22K	SH	$1.80M 1.67%	37.22K
ISHARES TRSOLE	CORE S&P MCP ETF	23.94K	SH	$1.62M 1.50%	23.94K

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