21 West Wealth Management LLC: 13F holdings
CIK 20675412026Q2
| Positions | 65 |
|---|---|
| Reported value | $117.1m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 12,463 | $8.6m | 7.3% |
| JMUB J P MORGAN EXCHANGE TRADED F | 159,631 | $8.1m | 6.9% |
| MUB ISHARES TR | 57,240 | $6.2m | 5.3% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 86,508 | $5.3m | 4.5% |
| VCIT VANGUARD SCOTTSDALE FDS | 57,240 | $4.7m | 4.0% |
| JEPI J P MORGAN EXCHANGE TRADED F | 76,754 | $4.3m | 3.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 15,475 | $3.7m | 3.1% |
| J P MORGAN EXCHANGE TRADED F | 76,794 | $3.6m | 3.1% |
| BOND PIMCO ETF TR | 38,776 | $3.6m | 3.1% |
| FBND FIDELITY MERRIMACK STR TR | 78,463 | $3.6m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2067541")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.