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

Currently, 21 West Wealth Management LLC holds 63 types of securities in its portfolio with a total value $107.7M. In the most recent quarter, they have increased their positions in JSCP (+16.8K shares, valued at $795.6K), VCIT (+3.5K shares, valued at $287.8K), VMBS (+5.2K shares, valued at $245.5K); decreased their positions in VIG (-2.4K shares, valued at $512.3K), JEPQ (-8.6K shares, valued at $480.2K), JEPI (-4.8K shares, valued at $271.3K); initiated new positions in VMBS (+5.2K shares, valued at $245.5K), AMAT (+689 shares, valued at $235.5K), COST (+203 shares, valued at $202.3K).

1M P&L

+1.5M+1.50%

3M P&L

-7.0M-6.28%

HY P&L

-2.0M-1.91%

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/A89.6M

91.5%

2Semiconductors2.4M

2.5%

3Consumer Electronics1.5M

1.5%

Top Industries by Stock Count

1N/A43 stocks

75.4%

2Drug Manufacturers - General2 stocks

3.5%

3Discount Stores2 stocks

3.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JMUB J P MORGAN EXCHANGE TRADED F153.4K shares2.39%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS12.3K shares1.54%2026-03-312026-04-15

MUB ISHARES TR57.4K shares-0.56%2026-03-312026-04-15

JEPQ J P MORGAN EXCHANGE TRADED F88.4K shares-8.91%2026-03-312026-04-15

VCIT VANGUARD SCOTTSDALE FDS55.9K shares6.63%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F81.4K shares-5.55%2026-03-312026-04-15

JSCP J P MORGAN EXCHANGE TRADED F85.1K shares24.62%2026-03-312026-04-15

FBND FIDELITY MERRIMACK STR TR78.0K shares4.64%2026-03-312026-04-15

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BOND PIMCO ETF TR38.6K shares4.12%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS15.4K shares-13.39%2026-03-312026-04-15

SPDW SPDR INDEX SHS FDS71.6K shares-1.99%2026-03-312026-04-15

DFUS DIMENSIONAL ETF TRUST41.9K shares1.61%2026-03-312026-04-15

CMF ISHARES TR49.9K shares1.62%2026-03-312026-04-15

VIGI VANGUARD WHITEHALL FDS31.8K shares0.85%2026-03-312026-04-15

VO VANGUARD INDEX FDS9.2K shares0.07%2026-03-312026-04-15

SPMD SPDR SERIES TRUST42.4K shares-2.36%2026-03-312026-04-15

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QEFA SPDR INDEX SHS FDS26.5K shares-3.23%2026-03-312026-04-15

NVDA NVIDIA CORPORATION12.6K shares-1.64%2026-03-312026-04-15

IVV ISHARES TR3.2K shares-0.89%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T3.1K shares-1.19%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS13.1K shares-10.12%2026-03-312026-04-15

STIP ISHARES TR18.2K shares-3.73%2026-03-312026-04-15

VB VANGUARD INDEX FDS7.0K shares-1.32%2026-03-312026-04-15

SPSM SPDR SERIES TRUST37.2K shares-2.65%2026-03-312026-04-15

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IJH ISHARES TR23.9K shares0.00%2026-03-312026-04-15

ONEV SPDR SERIES TRUST11.3K shares-0.61%2026-03-312026-04-15

AAPL APPLE INC5.8K shares-0.78%2026-03-312026-04-15

JPRE J P MORGAN EXCHANGE TRADED F30.5K shares2.26%2026-03-312026-04-15

FNDE SCHWAB STRATEGIC TR34.7K shares-6.27%2026-03-312026-04-15

SHYG ISHARES TR28.5K shares1.50%2026-03-312026-04-15

FREL FIDELITY COVINGTON TRUST44.7K shares2.85%2026-03-312026-04-15

EFA ISHARES TR10.8K shares0.00%2026-03-312026-04-15

Sponsored

MSFT MICROSOFT CORP2.8K shares-0.96%2026-03-312026-04-15

EMXC ISHARES INC11.8K shares-6.45%2026-03-312026-04-15

SCZ ISHARES TR10.0K shares-2.63%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.5K shares0.60%2026-03-312026-04-15

AMZN AMAZON COM INC3.4K shares0.00%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.3K shares0.17%2026-03-312026-04-15

SRLN SSGA ACTIVE ETF TR16.4K shares3.78%2026-03-312026-04-15

IJR ISHARES TR5.3K shares-2.76%2026-03-312026-04-15

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JPM JPMORGAN CHASE & CO1.9K shares0.00%2026-03-312026-04-15

IJK ISHARES TR5.4K shares0.00%2026-03-312026-04-15

IWS ISHARES TR3.4K shares0.00%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS7.7K shares-0.39%2026-03-312026-04-15

NYF ISHARES TR8.5K shares26.24%2026-03-312026-04-15

META META PLATFORMS INC706 shares-0.70%2026-03-312026-04-15

BROADCOM INC BROADCOM INC1.1K shares0.00%2026-03-312026-04-15

IJT ISHARES TR2.4K shares0.00%2026-03-312026-04-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL723 shares0.00%2026-03-312026-04-15

LLY ELI LILLY & CO351 shares0.00%2026-03-312026-04-15

AGG ISHARES TR3.1K shares20.68%2026-03-312026-04-15

V VISA INC999 shares0.00%2026-03-312026-04-15

DFCF DIMENSIONAL ETF TRUST7.0K shares18.19%2026-03-312026-04-15

VNQ VANGUARD INDEX FDS3.3K shares7.22%2026-03-312026-04-15

ABBV ABBVIE INC1.3K shares-0.32%2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC711 shares0.00%2026-03-312026-04-15

Sponsored

VMBS VANGUARD SCOTTSDALE FDS5.2K sharesnew addition2026-03-312026-04-15

BSV VANGUARD BD INDEX FDS3.0K shares-20.08%2026-03-312026-04-15

AMAT APPLIED MATLS INC689 sharesnew addition2026-03-312026-04-15

WMT WALMART INC1.9K shares0.00%2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC543 shares0.00%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC615 shares-28.07%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION203 sharesnew addition2026-03-312026-04-15

JMUB

J P MORGAN EXCHANGE TRADED F

2.39%

Shares153.4K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

1.54%

Shares12.3K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

-0.56%

Shares57.4K

Event2026-03-31

Filed2026-04-15

JEPQ

J P MORGAN EXCHANGE TRADED F

-8.91%

Shares88.4K

Event2026-03-31

Filed2026-04-15

VCIT

VANGUARD SCOTTSDALE FDS

6.63%

Shares55.9K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

-5.55%

Shares81.4K

Event2026-03-31

Filed2026-04-15

JSCP

J P MORGAN EXCHANGE TRADED F

24.62%

Shares85.1K

Event2026-03-31

Filed2026-04-15

FBND

FIDELITY MERRIMACK STR TR

4.64%

Shares78.0K

Event2026-03-31

Filed2026-04-15

BOND

PIMCO ETF TR

4.12%

Shares38.6K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

-13.39%

Shares15.4K

Event2026-03-31

Filed2026-04-15

SPDW

SPDR INDEX SHS FDS

-1.99%

Shares71.6K

Event2026-03-31

Filed2026-04-15

DFUS

DIMENSIONAL ETF TRUST

1.61%

Shares41.9K

Event2026-03-31

Filed2026-04-15

CMF

ISHARES TR

1.62%

Shares49.9K

Event2026-03-31

Filed2026-04-15

VIGI

VANGUARD WHITEHALL FDS

0.85%

Shares31.8K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

0.07%

Shares9.2K

Event2026-03-31

Filed2026-04-15

SPMD

SPDR SERIES TRUST

-2.36%

Shares42.4K

Event2026-03-31

Filed2026-04-15

QEFA

SPDR INDEX SHS FDS

-3.23%

Shares26.5K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-1.64%

Shares12.6K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

-0.89%

Shares3.2K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-1.19%

Shares3.1K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

-10.12%

Shares13.1K

Event2026-03-31

Filed2026-04-15

STIP

ISHARES TR

-3.73%

Shares18.2K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-1.32%

Shares7.0K

Event2026-03-31

Filed2026-04-15

SPSM

SPDR SERIES TRUST

-2.65%

Shares37.2K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

0.00%

Shares23.9K

Event2026-03-31

Filed2026-04-15

ONEV

SPDR SERIES TRUST

-0.61%

Shares11.3K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-0.78%

Shares5.8K

Event2026-03-31

Filed2026-04-15

JPRE

J P MORGAN EXCHANGE TRADED F

2.26%

Shares30.5K

Event2026-03-31

Filed2026-04-15

FNDE

SCHWAB STRATEGIC TR

-6.27%

Shares34.7K

Event2026-03-31

Filed2026-04-15

SHYG

ISHARES TR

1.50%

Shares28.5K

Event2026-03-31

Filed2026-04-15

FREL

FIDELITY COVINGTON TRUST

2.85%

Shares44.7K

Event2026-03-31

Filed2026-04-15

EFA

ISHARES TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-0.96%

Shares2.8K

Event2026-03-31

Filed2026-04-15

EMXC

ISHARES INC

-6.45%

Shares11.8K

Event2026-03-31

Filed2026-04-15

SCZ

ISHARES TR

-2.63%

Shares10.0K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.60%

Shares2.5K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.17%

Shares2.3K

Event2026-03-31

Filed2026-04-15

SRLN

SSGA ACTIVE ETF TR

3.78%

Shares16.4K

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

-2.76%

Shares5.3K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-15

IJK

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-15

IWS

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

-0.39%

Shares7.7K

Event2026-03-31

Filed2026-04-15

NYF

ISHARES TR

26.24%

Shares8.5K

Event2026-03-31

Filed2026-04-15