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Institutional portfolios / 13F

21 West Wealth Management LLC

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q3 2026

Reported portfolio value
$115,220,103
As of September 30, 2026
Positions
64
Across disclosed securities
Top 5 weight
30.8%
Share of reported value

View SEC filing · Published 2026-10-13 20:51 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
VANGUARD MUN BD FDSTAX EXEMPT BD
Holding details

Reported CUSIP: 922907746

Issuer filings on SEC

Reported row 57 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 286,903 SH $13,587,726 11.79%11.79% —Comparison unavailable
VANGUARD INDEX FDSS&P 500 ETF SHS
Holding details

Reported CUSIP: 922908363

Issuer filings on SEC

Reported row 56 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 12,419 SH $8,703,980 7.55%7.55% —Comparison unavailable
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM
Holding details

Reported CUSIP: 46654Q203

Issuer filings on SEC

Reported row 31 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 83,490 SH $5,114,597 4.44%4.44% —Comparison unavailable
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM
Holding details

Reported CUSIP: 46641Q332

Issuer filings on SEC

Reported row 33 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 75,732 SH $4,257,653 3.70%3.70% —Comparison unavailable
J P MORGAN EXCHANGE TRADED FSHORT DURA CORE
Holding details

Reported CUSIP: 46641Q274

Issuer filings on SEC

Reported row 34 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 82,866 SH $3,810,179 3.31%3.31% —Comparison unavailable
FIDELITY MERRIMACK STR TRTOTAL BD ETF
Holding details

Reported CUSIP: 316188309

Issuer filings on SEC

Reported row 14 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 82,293 SH $3,563,287 3.09%3.09% —Comparison unavailable
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF
Holding details

Reported CUSIP: 25434V401

Issuer filings on SEC

Reported row 10 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 42,780 SH $3,552,023 3.08%3.08% —Comparison unavailable
PIMCO ETF TRACTIVE BD ETF
Holding details

Reported CUSIP: 72201R775

Issuer filings on SEC

Reported row 41 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 40,674 SH $3,538,231 3.07%3.07% —Comparison unavailable
VANGUARD SPECIALIZED FUNDSDIV APP ETF
Holding details

Reported CUSIP: 921908844

Issuer filings on SEC

Reported row 60 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 14,897 SH $3,475,619 3.02%3.02% —Comparison unavailable
SPDR INDEX SHS FDSST STR PO EX ETF
Holding details

Reported CUSIP: 78463X889

Issuer filings on SEC

Reported row 45 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 68,113 SH $3,419,954 2.97%2.97% —Comparison unavailable
SCHWAB STRATEGIC TR5 10YR CORP BD
Holding details

Reported CUSIP: 808524698

Issuer filings on SEC

Reported row 43 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 148,466 SH $3,183,111 2.76%2.76% —Comparison unavailable
VANGUARD WHITEHALL FDSINTL DVD ETF
Holding details

Reported CUSIP: 921946810

Issuer filings on SEC

Reported row 62 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 31,885 SH $3,010,582 2.61%2.61% —Comparison unavailable
ISHARES TRCALIF MUN BD ETF
Holding details

Reported CUSIP: 464288356

Issuer filings on SEC

Reported row 27 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 54,560 SH $2,952,787 2.56%2.56% —Comparison unavailable
VANGUARD INDEX FDSMRNGSTR MID CAP
Holding details

Reported CUSIP: 922908629

Issuer filings on SEC

Reported row 53 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 36,074 SH $2,828,923 2.46%2.46% —Comparison unavailable
NVIDIA CORPORATIONCOM · NVDA
Holding details

Reported CUSIP: 67066G104

Issuer filings on SEC

Reported row 40 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 11,897 SH $2,717,037 2.36%2.36% —Comparison unavailable
SPDR SERIES TRUSTST STR P400MID
Holding details

Reported CUSIP: 78464A847

Issuer filings on SEC

Reported row 46 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 40,841 SH $2,574,617 2.23%2.23% —Comparison unavailable
SPDR INDEX SHS FDSST STR MSCI EAFE
Holding details

Reported CUSIP: 78463X434

Issuer filings on SEC

Reported row 44 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 26,291 SH $2,564,161 2.23%2.23% —Comparison unavailable
ISHARES TRCORE S&P500 ETF
Holding details

Reported CUSIP: 464287200

Issuer filings on SEC

Reported row 24 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 3,143 SH $2,407,067 2.09%2.09% —Comparison unavailable
STATE STR SPDR S&P 500 ETF TTR UNIT
Holding details

Reported CUSIP: 78462F103

Issuer filings on SEC

Reported row 50 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 3,069 SH $2,340,511 2.03%2.03% —Comparison unavailable
VANGUARD WHITEHALL FDSHIGH DIV YLD
Holding details

Reported CUSIP: 921946406

Issuer filings on SEC

Reported row 63 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 12,844 SH $1,993,389 1.73%1.73% —Comparison unavailable
VANGUARD INDEX FDSMRNGSTR SML CAP
Holding details

Reported CUSIP: 922908751

Issuer filings on SEC

Reported row 55 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 6,727 SH $1,913,764 1.66%1.66% —Comparison unavailable
ISHARES TR0-5 YR TIPS ETF
Holding details

Reported CUSIP: 46429B747

Issuer filings on SEC

Reported row 17 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 18,955 SH $1,889,814 1.64%1.64% —Comparison unavailable
APPLE INCCOM · AAPL
Holding details

Reported CUSIP: 037833100

Issuer filings on SEC

Reported row 6 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 5,603 SH $1,865,911 1.62%1.62% —Comparison unavailable
SPDR SERIES TRUSTST STR SP600 SML
Holding details

Reported CUSIP: 78468R853

Issuer filings on SEC

Reported row 47 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 34,657 SH $1,831,969 1.59%1.59% —Comparison unavailable
VANGUARD SCOTTSDALE FDSINT-TERM CORP
Holding details

Reported CUSIP: 92206C870

Issuer filings on SEC

Reported row 59 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 21,957 SH $1,719,453 1.49%1.49% —Comparison unavailable
ISHARES TRCORE S&P MCP ETF
Holding details

Reported CUSIP: 464287507

Issuer filings on SEC

Reported row 20 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 23,636 SH $1,700,610 1.48%1.48% —Comparison unavailable
SPDR SERIES TRUSTST STR R1K LOWV
Holding details

Reported CUSIP: 78468R754

Issuer filings on SEC

Reported row 48 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 11,256 SH $1,563,706 1.36%1.36% —Comparison unavailable
J P MORGAN EXCHANGE TRADED FRLTY INCOME ETF
Holding details

Reported CUSIP: 46641Q126

Issuer filings on SEC

Reported row 32 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 30,224 SH $1,493,368 1.30%1.30% —Comparison unavailable
MICROSOFT CORPCOM · MSFT
Holding details

Reported CUSIP: 594918104

Issuer filings on SEC

Reported row 39 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,699 SH $1,384,317 1.20%1.20% —Comparison unavailable
SCHWAB STRATEGIC TRFUND EM EQUI ETF
Holding details

Reported CUSIP: 808524730

Issuer filings on SEC

Reported row 42 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 32,649 SH $1,367,014 1.19%1.19% —Comparison unavailable
ISHARES TR0-5YR HI YL CP
Holding details

Reported CUSIP: 46434V407

Issuer filings on SEC

Reported row 16 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 29,580 SH $1,220,175 1.06%1.06% —Comparison unavailable
FIDELITY COVINGTON TRUSTMSCI RL EST ETF
Holding details

Reported CUSIP: 316092857

Issuer filings on SEC

Reported row 13 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 44,684 SH $1,214,511 1.05%1.05% —Comparison unavailable
ISHARES TRMSCI EAFE ETF
Holding details

Reported CUSIP: 464287465

Issuer filings on SEC

Reported row 19 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 10,797 SH $1,121,700 0.97%0.97% —Comparison unavailable
ISHARES INCMSCI EMRG CHN
Holding details

Reported CUSIP: 46434G764

Issuer filings on SEC

Reported row 15 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 9,597 SH $950,871 0.83%0.83% —Comparison unavailable
ISHARES TRTRUST ISHARE 0-1
Holding details

Reported CUSIP: 464288679

Issuer filings on SEC

Reported row 29 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 8,033 SH $886,201 0.77%0.77% —Comparison unavailable
AMAZON COM INCCOM · AMZN
Holding details

Reported CUSIP: 023135106

Issuer filings on SEC

Reported row 5 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 3,374 SH $840,632 0.73%0.73% —Comparison unavailable
ISHARES TREAFE SML CP ETF
Holding details

Reported CUSIP: 464288273

Issuer filings on SEC

Reported row 26 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 9,929 SH $838,206 0.73%0.73% —Comparison unavailable
ALPHABET INCCAP STK CL C · GOOG
Holding details

Reported CUSIP: 02079K107

Issuer filings on SEC

Reported row 4 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,434 SH $829,361 0.72%0.72% —Comparison unavailable
ALPHABET INCCAP STK CL A · GOOGL
Holding details

Reported CUSIP: 02079K305

Issuer filings on SEC

Reported row 3 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,250 SH $774,180 0.67%0.67% —Comparison unavailable
ISHARES TRCORE S&P SCP ETF
Holding details

Reported CUSIP: 464287804

Issuer filings on SEC

Reported row 22 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 4,895 SH $665,916 0.58%0.58% —Comparison unavailable
SSGA ACTIVE ETF TRST STR BL LN ETF
Holding details

Reported CUSIP: 78467V608

Issuer filings on SEC

Reported row 49 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 15,977 SH $645,311 0.56%0.56% —Comparison unavailable
ISHARES TRS&P MC 400GR ETF
Holding details

Reported CUSIP: 464287606

Issuer filings on SEC

Reported row 21 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 5,404 SH $592,332 0.51%0.51% —Comparison unavailable
JPMORGAN CHASE & COCOM · JPM
Holding details

Reported CUSIP: 46625H100

Issuer filings on SEC

Reported row 35 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,790 SH $592,186 0.51%0.51% —Comparison unavailable
ISHARES TRRUS MDCP VAL ETF
Holding details

Reported CUSIP: 464287473

Issuer filings on SEC

Reported row 18 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 3,422 SH $550,052 0.48%0.48% —Comparison unavailable
MICRON TECHNOLOGY INCCOM
Holding details

Reported CUSIP: 595112103

Issuer filings on SEC

Reported row 38 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 516 SH $549,597 0.48%0.48% —Comparison unavailable
META PLATFORMS INCCL A · META
Holding details

Reported CUSIP: 30303M102

Issuer filings on SEC

Reported row 37 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 732 SH $530,832 0.46%0.46% —Comparison unavailable
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT
Holding details

Reported CUSIP: 921943858

Issuer filings on SEC

Reported row 61 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 7,209 SH $509,027 0.44%0.44% —Comparison unavailable
ADVANCED MICRO DEVICES INCCOM
Holding details

Reported CUSIP: 007903107

Issuer filings on SEC

Reported row 2 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 832 SH $508,984 0.44%0.44% —Comparison unavailable
ISHARES TRNEW YORK MUN ETF
Holding details

Reported CUSIP: 464288323

Issuer filings on SEC

Reported row 28 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 8,615 SH $435,230 0.38%0.38% —Comparison unavailable
ELI LILLY & COCOM · LLY
Holding details

Reported CUSIP: 532457108

Issuer filings on SEC

Reported row 12 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 340 SH $393,407 0.34%0.34% —Comparison unavailable
ISHARES TRS&P SML 600 GWT
Holding details

Reported CUSIP: 464287887

Issuer filings on SEC

Reported row 23 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,432 SH $389,923 0.34%0.34% —Comparison unavailable
BROADCOM INCCOM · AVGO
Holding details

Reported CUSIP: 11135F101

Issuer filings on SEC

Reported row 9 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,089 SH $382,446 0.33%0.33% —Comparison unavailable
BERKSHIRE HATHAWAY INC DELCL B NEW · BRK.B
Holding details

Reported CUSIP: 084670702

Issuer filings on SEC

Reported row 8 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 712 SH $354,540 0.31%0.31% —Comparison unavailable
VISA INCCOM CL A
Holding details

Reported CUSIP: 92826C839

Issuer filings on SEC

Reported row 64 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 945 SH $339,567 0.29%0.29% —Comparison unavailable
APPLIED MATLS INCCOM · AMAT
Holding details

Reported CUSIP: 038222105

Issuer filings on SEC

Reported row 7 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 660 SH $337,511 0.29%0.29% —Comparison unavailable
VANGUARD BD INDEX FDSTOTAL BND MRKT
Holding details

Reported CUSIP: 921937835

Issuer filings on SEC

Reported row 52 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 4,705 SH $330,056 0.29%0.29% —Comparison unavailable
ABBVIE INCCOM · ABBV
Holding details

Reported CUSIP: 00287Y109

Issuer filings on SEC

Reported row 1 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,192 SH $311,815 0.27%0.27% —Comparison unavailable
VANGUARD INDEX FDSREAL ESTATE ETF
Holding details

Reported CUSIP: 922908553

Issuer filings on SEC

Reported row 54 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 3,323 SH $297,840 0.26%0.26% —Comparison unavailable
EATON CORP PLCSHS · ETN
Holding details

Reported CUSIP: G29183103

Issuer filings on SEC

Reported row 11 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 676 SH $290,484 0.25%0.25% —Comparison unavailable
MARVELL TECHNOLOGY INCCOM · MRVL
Holding details

Reported CUSIP: 573874104

Issuer filings on SEC

Reported row 36 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,027 SH $271,344 0.24%0.24% —Comparison unavailable
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS
Holding details

Reported CUSIP: 92206C102

Issuer filings on SEC

Reported row 58 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 4,596 SH $264,546 0.23%0.23% —Comparison unavailable
TRANE TECHNOLOGIES PLCSHS · TT
Holding details

Reported CUSIP: G8994E103

Issuer filings on SEC

Reported row 51 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 535 SH $241,809 0.21%0.21% —Comparison unavailable
ISHARES TRNATIONAL MUN ETF
Holding details

Reported CUSIP: 464288414

Issuer filings on SEC

Reported row 25 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,200 SH $222,420 0.19%0.19% —Comparison unavailable
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF
Holding details

Reported CUSIP: 46641Q647

Issuer filings on SEC

Reported row 30 · 0002067541-26-000004

Quarterly change unavailable. Security identity or split coverage is incomplete.

 4,450 SH $211,731 0.18%0.18% —Comparison unavailable