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21 West Wealth Management LLC - Portfolio Stock Holdings

21 West Wealth Management LLC disclosed 70 stock positions in a recent SEC 13F filing. $115,220,103 of stock holdings were filed, with the largest holdings including VTEB, VOO, and JEPQ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $137,054,526 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:

Sept. 30, 2026

No. of Stocks:

70

Est. Stock Holding Value:

$115,220,103

Top Stock Holdings By Sector

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Portfolio Stock Holdings - 21 West Wealth Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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