Data as of Q4 2025 (Dec 31, 2025)

21 West Wealth Management LLC

โ€ขCIK: 2067541โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

VCIT
VANGUARD SCOTTSDALE FDS
+23.6%
4.0% of portfolio
JMUB
J P MORGAN EXCHANGE TRADED F
+7.5%
6.9% of portfolio
CMF
ISHARES TR
+18.5%
2.6% of portfolio
BSV
VANGUARD BD INDEX FDS
NEW
0.3% of portfolio
VOO
VANGUARD INDEX FDS
+3.6%
6.9% of portfolio

๐Ÿ“‰ Biggest Sells

JEPI
J P MORGAN EXCHANGE TRADED F
-5.0%
4.5% of portfolio
VIG
VANGUARD SPECIALIZED FUNDS
-5.4%
3.6% of portfolio
JEPQ
J P MORGAN EXCHANGE TRADED F
-2.3%
5.2% of portfolio
NVDA
NVIDIA CORPORATION
-4.7%
2.2% of portfolio
MUB
ISHARES TR
-0.6%
5.7% of portfolio

Sector Breakdown

Other79.1%
ETF10.9%
Technology7.0%
Financial1.4%
Consumer0.9%
Healthcare0.6%

๐Ÿšช Exited Positionssold since Q3 2025

SPSB
SPDR SERIES TRUST
SOLD
$696.7K
FLRN
SPDR SERIES TRUST
SOLD
$579.2K

Changes from Q3 2025

NEW6 new positions
โ†‘27 increased
โ†“13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025