21 West Wealth Management LLC: summary

21 West Wealth Management LLC reported 64 positions with a reported value of $115.22M in its 13F for Q3 2026. Compared with Q2 2026: 5 new positions, 6 exited.

Top positions

• VANGUARD TAX-EXEMPT BOND ETF
• VANGUARD S&P 500 ETF
• J P MORGAN EXCHANGE TRADED F
• J P MORGAN EXCHANGE TRADED F
• J P MORGAN EXCHANGE TRADED F
• FIDELITY MERRIMACK STR TR
• DIMENSIONAL ETF TRUST
• PIMCO ETF TR
• VANGUARD DIVIDEND APPRECIATION ETF
• STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF