Institutional Fund
21 West Wealth Management LLC
Tustin, CACIK 20675414 filings on record
Portfolio Value
$107.65M
Q1 2026
Holdings
63
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.6%
from $109.42M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F7.1%
- Vanguard Index Fds6.8%
- Ishares Tr5.7%
- J P Morgan Exchange Traded F4.6%
- Vanguard Scottsdale Fds4.3%
- J P Morgan Exchange Traded F4.3%
- Other67.3%
Portfolio Holdings
63 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 153.4K | $7.67M | 7.1% | +3.6K | Added |
| 2 | Vanguard Index Fds | 12.3K | $7.34M | 6.8% | +186 | Added |
| 3 | Ishares Tr | 57.4K | $6.10M | 5.7% | −321 | Reduced |
| 4 | J P Morgan Exchange Traded F | 88.4K | $4.91M | 4.6% | −8.6K | Reduced |
| 5 | Vanguard Scottsdale Fds | 55.9K | $4.63M | 4.3% | +3.5K | Added |
| 6 | J P Morgan Exchange Traded F | 81.4K | $4.61M | 4.3% | −4.8K | Reduced |
| 7 | J P Morgan Exchange Traded F | 85.1K | $4.03M | 3.7% | +16.8K | Added |
| 8 | Fidelity Merrimack Str Tr | 78.0K | $3.56M | 3.3% | +3.5K | Added |
| 9 | Pimco ETF Tr | 38.6K | $3.56M | 3.3% | +1.5K | Added |
| 10 | Vanguard Specialized Funds | 15.4K | $3.31M | 3.1% | −2.4K | Reduced |
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