21 West Wealth Management LLC
โขCIK: 2067541โขFiling: Q4 2025
**21 West Wealth Management LLC** manages $109M across a diversified portfolio of 62 positions. The strategy exhibits a notable tilt toward income generation and core equity exposure, evidenced by top holdings including VOO and JMUB, each representing $7.6M. Significant allocations are also directed toward covered call strategies (JEPQ, JEPI) and fixed income instruments (VCIT, BOND), totaling over $17M in these areas. This positioning suggests a disciplined, income-focused approach within the current market structure.
Total AUM
$109.4M
QoQ Performance
+3.8%
Positions
36
Top 10 Concentration
46.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
JMUB
MUB
JEPQ
VOO6.9%
JMUB6.9%
MUB5.7%
JEPQ5.2%
JEPI4.5%
VCIT4.0%
VIG3.6%
BOND3.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other79.1%
ETF10.9%
Technology7.0%
Financial1.4%
Consumer0.9%
Healthcare0.6%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
โ27 increased
โ13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025