Institutional Manager · CIK 0002067541
21 West Wealth Management LLC
TUSTIN, CA · File #028-25647
Latest AUM
$109.4M
Positions
62
Top-10 Concentration
47.3%
Filings
3
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 12,095 | $7.6M | 7.13% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 149,803 | $7.6M | 7.11% |
| 3 | ISHARES TR | 464288414 | 57,765 | $6.2M | 5.82% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 97,056 | $5.6M | 5.30% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 86,198 | $4.9M | 4.64% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C870 | 52,462 | $4.4M | 4.13% |
| 7 | VANGUARD SPECIALIZED FUNDS | 921908844 | 17,789 | $3.9M | 3.68% |
| 8 | PIMCO ETF TR | 72201R775 | 37,035 | $3.4M | 3.24% |
| 9 | FIDELITY MERRIMACK STR TR | 316188309 | 74,578 | $3.4M | 3.23% |
| 10 | J P MORGAN EXCHANGE TRADED F | 46641Q274 | 68,326 | $3.2M | 3.06% |
| 11 | SPDR INDEX SHS FDS | 78463X889 | 73,021 | $3.2M | 3.05% |
| 12 | DIMENSIONAL ETF TRUST | 25434V401 | 41,186 | $3.1M | 2.87% |
| 13 | VANGUARD WHITEHALL FDS | 921946810 | 31,487 | $2.9M | 2.71% |
| 14 | ISHARES TR | 464288356 | 49,124 | $2.8M | 2.65% |
| 15 | VANGUARD INDEX FDS | 922908629 | 9,196 | $2.7M | 2.51% |
| 16 | SPDR SERIES TRUST | 78464A847 | 43,419 | $2.5M | 2.36% |
| 17 | SPDR INDEX SHS FDS | 78463X434 | 27,417 | $2.5M | 2.34% |
| 18 | NVIDIA CORPORATION | NVDA | 12,788 | $2.4M | 2.24% |
| 19 | ISHARES TR | 464287200 | 3,265 | $2.2M | 2.10% |
| 20 | SPDR S&P 500 ETF TR | SPY | 3,120 | $2.1M | 2.00% |