21 West Wealth Management LLC - Portfolio Stock Holdings
21 West Wealth Management LLC disclosed 67 stock positions in a recent SEC 13F filing. $117,052,610 of stock holdings were filed, with the largest holdings including VOO, JMUB, and MUB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $128,894,176 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
67Est. Stock Holding Value:
$117,052,610Top Stock Holdings By Sector
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Portfolio Stock Holdings - 21 West Wealth Management LLC
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% of Portfolio
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