Loading…
CIK 0002067541 • 5 13F filings • Jul 8, 2025 – Jul 13, 2026
Import this data to Google Sheets with:
=jivedata("21-west-wealth-management-llc-0002067541-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $239K | 0.2%Prev: 0.3% | 1,289 SH | Decreased+29 SH |
| ALPHABET INC | CAP STK CL A | $418K | 0.4%Prev: 0.6% | 2,371 SH | Decreased+65 SH |
| ALPHABET INC | CAP STK CL C | $455K | 0.5%Prev: 0.7% | 2,567 SH | Decreased+48 SH |
| AMAZON COM INC | COM | $767K | 0.8%Prev: 0.7% | 3,495 SH | Increased+74 SH |
| APPLE INC | COM | $1.2M | 1.2%Prev: 1.4% | 5,924 SH | Decreased+89 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $354K | 0.4%Prev: 0.3% | 728 SH | Increased+5 SH |
| BROADCOM INC | COM | $344K | 0.3%Prev: 0.3% | 1,248 SH | Decreased+106 SH |
| COSTCO WHSL CORP NEW | COM | $203K | 0.2% | 205 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.4M | 2.4%Prev: 2.8% | 35,284 SH | Decreased-6,566 SH |
| EATON CORP PLC | SHS | $254K | 0.3%Prev: 0.2% | 711 SH | Decreased |
| ELI LILLY & CO | COM | $290K | 0.3%Prev: 0.3% | 372 SH | Decreased+21 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $1.1M | 1.1%Prev: 1.1% | 39,972 SH | Decreased-4,742 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $3.0M | 3.0%Prev: 3.3% | 65,592 SH | Decreased-12,450 SH |
| ISHARES INC | MSCI EMRG CHN | $775K | 0.8%Prev: 0.9% | 12,276 SH | Decreased+521 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.6M | 1.6%Prev: 1.8% | 15,614 SH | Decreased-2,606 SH |
| ISHARES TR | 0-5YR HI YL CP | $1.2M | 1.2%Prev: 1.1% | 27,278 SH | Decreased-1,216 SH |
| ISHARES TR | CALIF MUN BD ETF | $1.6M | 1.6%Prev: 2.6% | 29,095 SH | Decreased-20,826 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.5M | 1.5%Prev: 1.5% | 24,192 SH | Decreased+256 SH |
| ISHARES TR | CORE S&P SCP ETF | $594K | 0.6%Prev: 0.6% | 5,436 SH | Decreased+150 SH |
| ISHARES TR | CORE S&P500 ETF | $2.0M | 2.1%Prev: 2.0% | 3,294 SH | Decreased+58 SH |
| ISHARES TR | EAFE SML CP ETF | $697K | 0.7%Prev: 0.7% | 9,589 SH | Decreased-442 SH |
| ISHARES TR | MSCI EAFE ETF | $970K | 1.0%Prev: 1.0% | 10,846 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $6.1M | 6.1%Prev: 5.7% | 58,013 SH | Decreased+569 SH |
| ISHARES TR | NEW YORK MUN ETF | $248K | 0.3%Prev: 0.4% | 4,761 SH | Decreased-3,711 SH |
| ISHARES TR | RUS MDCP VAL ETF | $452K | 0.5%Prev: 0.5% | 3,422 SH | Decreased |
| ISHARES TR | S&P MC 400GR ETF | $492K | 0.5%Prev: 0.5% | 5,404 SH | Decreased |
| ISHARES TR | S&P SML 600 GWT | $324K | 0.3%Prev: 0.3% | 2,432 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $5.1M | 5.1%Prev: 4.3% | 89,336 SH | Increased+7,925 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $6.2M | 6.3%Prev: 7.1% | 125,591 SH | Decreased-27,785 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $5.3M | 5.4%Prev: 4.6% | 97,766 SH | Increased+9,359 SH |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | $1.3M | 1.4%Prev: 1.4% | 28,226 SH | Decreased-2,276 SH |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $2.9M | 2.9%Prev: 3.7% | 61,246 SH | Decreased-23,900 SH |
| JPMORGAN CHASE & CO. | COM | $544K | 0.5% | 1,877 SH | New |
| META PLATFORMS INC | CL A | $527K | 0.5%Prev: 0.4% | 714 SH | Increased+8 SH |
| MICROSOFT CORP | COM | $1.5M | 1.5%Prev: 1.0% | 2,934 SH | Increased+153 SH |
| NVIDIA CORPORATION | COM | $2.2M | 2.2%Prev: 2.0% | 13,961 SH | Increased+1,383 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $3.0M | 3.0%Prev: 3.3% | 32,616 SH | Decreased-5,946 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $1.2M | 1.2%Prev: 1.2% | 36,768 SH | Decreased+2,082 SH |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $2.3M | 2.3% | 26,393 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $2.9M | 2.9% | 70,495 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.9M | 2.0% | 3,144 SH | New |
| SPDR SERIES TRUST | BLOOMBERG INVT | $1.9M | 1.9% | 61,217 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | $2.3M | 2.3% | 41,378 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $1.5M | 1.6% | 36,132 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $1.9M | 1.9% | 63,722 SH | New |
| SPDR SERIES TRUST | RUSSELL LOW VOL | $1.4M | 1.4% | 10,855 SH | New |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $615K | 0.6% | 14,792 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $238K | 0.2%Prev: 0.2% | 543 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $2.5M | 2.5%Prev: 2.5% | 8,832 SH | Decreased-370 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $261K | 0.3%Prev: 0.3% | 2,936 SH | Decreased-344 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $6.3M | 6.3%Prev: 6.8% | 11,062 SH | Decreased-1,219 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.6M | 1.6%Prev: 1.7% | 6,881 SH | Decreased-140 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.6M | 2.6%Prev: 4.3% | 31,433 SH | Decreased-24,507 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.9M | 4.0%Prev: 3.1% | 19,260 SH | Increased+3,853 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $473K | 0.5%Prev: 0.5% | 8,294 SH | Decreased+633 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.9M | 1.9%Prev: 1.8% | 14,358 SH | Decreased+1,210 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.6M | 2.6%Prev: 2.6% | 29,020 SH | Decreased-2,736 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $283K | 0.3% | 1,291 SH | New |
| VISA INC | COM CL A | $357K | 0.4%Prev: 0.3% | 1,005 SH | Increased+6 SH |
| 13F-HR |
| 0002067541-25-000003 |
| $105.4M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0002067541-26-000003 | $117.1M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0002067541-25-000002 | $99.1M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002067541-26-000002 | $107.7M | View |