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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Technology
5.5%$6.0M
Healthcare
0.6%$666,024
Industrials
0.4%$437,797
Financials
0.3%$350,359
Consumer Staples
0.2%$209,005

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836312,095$7.6M7.13%
2J P MORGAN EXCHANGE TRADED F46641Q647149,803$7.6M7.11%
3ISHARES TR46428841457,765$6.2M5.82%
4J P MORGAN EXCHANGE TRADED F46654Q20397,056$5.6M5.30%
5J P MORGAN EXCHANGE TRADED F46641Q33286,198$4.9M4.64%
6VANGUARD SCOTTSDALE FDS92206C87052,462$4.4M4.13%
7VANGUARD SPECIALIZED FUNDS92190884417,789$3.9M3.68%
8PIMCO ETF TR72201R77537,035$3.4M3.24%
9FIDELITY MERRIMACK STR TR31618830974,578$3.4M3.23%
10J P MORGAN EXCHANGE TRADED F46641Q27468,326$3.2M3.06%
11SPDR INDEX SHS FDS78463X88973,021$3.2M3.05%
12DIMENSIONAL ETF TRUST25434V40141,186$3.1M2.87%
13VANGUARD WHITEHALL FDS92194681031,487$2.9M2.71%
14ISHARES TR46428835649,124$2.8M2.65%
15VANGUARD INDEX FDS9229086299,196$2.7M2.51%
16SPDR SERIES TRUST78464A84743,419$2.5M2.36%
17SPDR INDEX SHS FDS78463X43427,417$2.5M2.34%
18NVIDIA CORPORATIONNVDA12,788$2.4M2.24%
19ISHARES TR4642872003,265$2.2M2.10%
20SPDR S&P 500 ETF TRSPY3,120$2.1M2.00%