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The Analysis of 21 West Wealth Management LLC's Holdings & P&L

Currently, 21 West Wealth Management LLC holds 65 types of securities in its portfolio with a total value $117.1M. In the most recent quarter, they have increased their positions in VO (+27.7K shares, valued at $2.2M), AMD (+876 shares, valued at $508.9K), MRVL (+1.1K shares, valued at $342.0K); decreased their positions in JSCP (-8.4K shares, valued at $393.8K), JEPI (-4.7K shares, valued at $263.0K), N/A (-1.9K shares, valued at $116.7K); initiated new positions in AMD (+876 shares, valued at $508.9K), MRVL (+1.1K shares, valued at $342.0K), GS (+225 shares, valued at $227.6K).

1M P&L

-222.4K-0.21%

3M P&L

+2.4M+2.33%

HY P&L

-2.1M-1.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A92.8M

89.1%

2Semiconductors4.1M

3.9%

3Internet Content & Information1.7M

1.6%

Top Industries by Stock Count

1N/A39 stocks

70.9%

2Semiconductors4 stocks

7.3%

3Internet Content & Information2 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS12.5K shares1.48%2026-06-302026-07-13

JMUB J P MORGAN EXCHANGE TRADED F159.6K shares4.08%2026-06-302026-07-13

MUB ISHARES TR57.2K shares-0.36%2026-06-302026-07-13

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F86.5K shares-2.15%2026-06-302026-07-13

VCIT VANGUARD SCOTTSDALE FDS57.2K shares2.32%2026-06-302026-07-13

JEPI J P MORGAN EXCHANGE TRADED F76.8K shares-5.72%2026-06-302026-07-13

VIG VANGUARD SPECIALIZED FUNDS15.5K shares0.44%2026-06-302026-07-13

JSCP J P MORGAN EXCHANGE TRADED F76.8K shares-9.81%2026-06-302026-07-13

Sponsored

BOND PIMCO ETF TR38.8K shares0.55%2026-06-302026-07-13

FBND FIDELITY MERRIMACK STR TR78.5K shares0.54%2026-06-302026-07-13

SPDW SPDR INDEX SHS FDS69.6K shares-2.75%2026-06-302026-07-13

DFUS DIMENSIONAL ETF TRUST42.7K shares2.08%2026-06-302026-07-13

CMF ISHARES TR52.9K shares5.93%2026-06-302026-07-13

VO VANGUARD INDEX FDS36.9K shares300.77%2026-06-302026-07-13

VIGI VANGUARD WHITEHALL FDS31.8K shares0.14%2026-06-302026-07-13

SPMD SPDR SERIES TRUST42.2K shares-0.37%2026-06-302026-07-13

Sponsored

QEFA SPDR INDEX SHS FDS26.3K shares-0.71%2026-06-302026-07-13

NVDA NVIDIA CORPORATION12.6K shares-0.03%2026-06-302026-07-13

ISHARES TR ISHARES TR3.2K shares-2.10%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.1K shares-0.45%2026-06-302026-07-13

VB VANGUARD INDEX FDS7.0K shares-0.64%2026-06-302026-07-13

SPSM SPDR SERIES TRUST36.6K shares-1.77%2026-06-302026-07-13

STIP ISHARES TR19.8K shares8.56%2026-06-302026-07-13

VYM VANGUARD WHITEHALL FDS12.6K shares-3.88%2026-06-302026-07-13

Sponsored

IJH ISHARES TR23.9K shares-0.08%2026-06-302026-07-13

AAPL APPLE INC5.8K shares-0.02%2026-06-302026-07-13

ONEV SPDR SERIES TRUST11.3K shares-0.19%2026-06-302026-07-13

JPRE J P MORGAN EXCHANGE TRADED F30.5K shares-0.10%2026-06-302026-07-13

FNDE SCHWAB STRATEGIC TR33.8K shares-2.66%2026-06-302026-07-13

FREL FIDELITY COVINGTON TRUST44.7K shares0.06%2026-06-302026-07-13

SHYG ISHARES TR29.1K shares2.02%2026-06-302026-07-13

EFA ISHARES TR10.8K shares0.00%2026-06-302026-07-13

Sponsored

EMXC ISHARES INC10.7K shares-8.74%2026-06-302026-07-13

MSFT MICROSOFT CORP2.8K shares0.18%2026-06-302026-07-13

GOOG ALPHABET INC2.5K shares0.00%2026-06-302026-07-13

GOOGL ALPHABET INC2.3K shares0.00%2026-06-302026-07-13

AMZN AMAZON COM INC3.4K shares0.00%2026-06-302026-07-13

SCZ ISHARES TR9.8K shares-2.71%2026-06-302026-07-13

IJR ISHARES TR5.3K shares-0.28%2026-06-302026-07-13

MU MICRON TECHNOLOGY INC600 shares-2.44%2026-06-302026-07-13

Sponsored

SRLN SSGA ACTIVE ETF TR16.7K shares1.34%2026-06-302026-07-13

IJK ISHARES TR5.4K shares0.00%2026-06-302026-07-13

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.9K shares-0.32%2026-06-302026-07-13

IWS ISHARES TR3.4K shares0.00%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS7.6K shares-0.31%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC876 sharesnew addition2026-06-302026-07-13

APPLIED MATLS INC APPLIED MATLS INC689 shares0.00%2026-06-302026-07-13

NYF ISHARES TR8.5K shares0.00%2026-06-302026-07-13

Sponsored

IJT ISHARES TR2.4K shares0.00%2026-06-302026-07-13

BROADCOM INC BROADCOM INC1.1K shares0.00%2026-06-302026-07-13

LLY ELI LILLY & CO351 shares0.00%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC715 shares1.27%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL723 shares0.00%2026-06-302026-07-13

VISA INC VISA INC999 shares0.00%2026-06-302026-07-13

MRVL MARVELL TECHNOLOGY INC1.1K sharesnew addition2026-06-302026-07-13

VNQ VANGUARD INDEX FDS3.3K shares1.28%2026-06-302026-07-13

Sponsored

ABBVIE INC ABBVIE INC1.3K shares0.00%2026-06-302026-07-13

ISHARES TR ISHARES TR3.1K shares1.85%2026-06-302026-07-13

ETN EATON CORP PLC711 shares0.00%2026-06-302026-07-13

DFCF DIMENSIONAL ETF TRUST7.1K shares1.86%2026-06-302026-07-13

TT TRANE TECHNOLOGIES PLC543 shares0.00%2026-06-302026-07-13

VMBS VANGUARD SCOTTSDALE FDS5.3K shares2.26%2026-06-302026-07-13

GS GOLDMAN SACHS GROUP INC225 sharesnew addition2026-06-302026-07-13

BAC BANK OF AMER CORP3.7K sharesnew addition2026-06-302026-07-13

Sponsored

WMT WALMART INC1.9K shares0.00%2026-06-302026-07-13

VOO

VANGUARD INDEX FDS

1.48%

Shares12.5K

Event2026-06-30

Filed2026-07-13

JMUB

J P MORGAN EXCHANGE TRADED F

4.08%

Shares159.6K

Event2026-06-30

Filed2026-07-13

MUB

ISHARES TR

-0.36%

Shares57.2K

Event2026-06-30

Filed2026-07-13

J P MORGAN EXCHANGE TRADED F

-2.15%

Shares86.5K

Event2026-06-30

Filed2026-07-13

VCIT

VANGUARD SCOTTSDALE FDS

2.32%

Shares57.2K

Event2026-06-30

Filed2026-07-13

JEPI

J P MORGAN EXCHANGE TRADED F

-5.72%

Shares76.8K

Event2026-06-30

Filed2026-07-13

VIG

VANGUARD SPECIALIZED FUNDS

0.44%

Shares15.5K

Event2026-06-30

Filed2026-07-13

JSCP

J P MORGAN EXCHANGE TRADED F

-9.81%

Shares76.8K

Event2026-06-30

Filed2026-07-13

BOND

PIMCO ETF TR

0.55%

Shares38.8K

Event2026-06-30

Filed2026-07-13

FBND

FIDELITY MERRIMACK STR TR

0.54%

Shares78.5K

Event2026-06-30

Filed2026-07-13

SPDW

SPDR INDEX SHS FDS

-2.75%

Shares69.6K

Event2026-06-30

Filed2026-07-13

DFUS

DIMENSIONAL ETF TRUST

2.08%

Shares42.7K

Event2026-06-30

Filed2026-07-13

CMF

ISHARES TR

5.93%

Shares52.9K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

300.77%

Shares36.9K

Event2026-06-30

Filed2026-07-13

VIGI

VANGUARD WHITEHALL FDS

0.14%

Shares31.8K

Event2026-06-30

Filed2026-07-13

SPMD

SPDR SERIES TRUST

-0.37%

Shares42.2K

Event2026-06-30

Filed2026-07-13

QEFA

SPDR INDEX SHS FDS

-0.71%

Shares26.3K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

-0.03%

Shares12.6K

Event2026-06-30

Filed2026-07-13

ISHARES TR

-2.10%

Shares3.2K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

-0.45%

Shares3.1K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-0.64%

Shares7.0K

Event2026-06-30

Filed2026-07-13

SPSM

SPDR SERIES TRUST

-1.77%

Shares36.6K

Event2026-06-30

Filed2026-07-13

STIP

ISHARES TR

8.56%

Shares19.8K

Event2026-06-30

Filed2026-07-13

VYM

VANGUARD WHITEHALL FDS

-3.88%

Shares12.6K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

-0.08%

Shares23.9K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-0.02%

Shares5.8K

Event2026-06-30

Filed2026-07-13

ONEV

SPDR SERIES TRUST

-0.19%

Shares11.3K

Event2026-06-30

Filed2026-07-13

JPRE

J P MORGAN EXCHANGE TRADED F

-0.10%

Shares30.5K

Event2026-06-30

Filed2026-07-13

FNDE

SCHWAB STRATEGIC TR

-2.66%

Shares33.8K

Event2026-06-30

Filed2026-07-13

FREL

FIDELITY COVINGTON TRUST

0.06%

Shares44.7K

Event2026-06-30

Filed2026-07-13

SHYG

ISHARES TR

2.02%

Shares29.1K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-13

EMXC

ISHARES INC

-8.74%

Shares10.7K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

0.18%

Shares2.8K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-13

SCZ

ISHARES TR

-2.71%

Shares9.8K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES TR

-0.28%

Shares5.3K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

-2.44%

Shares600

Event2026-06-30

Filed2026-07-13

SRLN

SSGA ACTIVE ETF TR

1.34%

Shares16.7K

Event2026-06-30

Filed2026-07-13

IJK

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

-0.32%

Shares1.9K

Event2026-06-30

Filed2026-07-13

IWS

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

-0.31%

Shares7.6K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

New

Shares876

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

0.00%

Shares689

Event2026-06-30

Filed2026-07-13

NYF

ISHARES TR

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-13

IJT

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

0.00%

Shares351

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

1.27%

Shares715

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares723

Event2026-06-30

Filed2026-07-13

VISA INC

0.00%

Shares999

Event2026-06-30

Filed2026-07-13

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

1.28%

Shares3.3K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

ISHARES TR

1.85%

Shares3.1K

Event2026-06-30

Filed2026-07-13

ETN

EATON CORP PLC

0.00%

Shares711

Event2026-06-30

Filed2026-07-13

DFCF

DIMENSIONAL ETF TRUST

1.86%

Shares7.1K

Event2026-06-30

Filed2026-07-13

TRANE TECHNOLOGIES PLC

0.00%

Shares543

Event2026-06-30

Filed2026-07-13

VMBS

VANGUARD SCOTTSDALE FDS

2.26%

Shares5.3K

Event2026-06-30

Filed2026-07-13

GOLDMAN SACHS GROUP INC

New

Shares225

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available