21 West Wealth Management LLC holds a diversified book of 65 stocks worth $117.1M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Ishares National Muni Bond E. Their largest long position is Vanguard S&P 500 ETF at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as 21 West Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 67 / 65 | $528.0B |
| JPMORGAN CHASE & CO | 67 / 65 | $492.3B |
| WELLS FARGO & COMPANY/MN | 67 / 65 | $162.3B |
| ROYAL BANK OF CANADA | 67 / 65 | $154.9B |
| RAYMOND JAMES FINANCIAL INC | 67 / 65 | $107.3B |
| ENVESTNET ASSET MANAGEMENT INC | 67 / 65 | $90.7B |
| LPL Financial LLC | 67 / 65 | $79.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 67 / 65 | $66.4B |
Ranked by the share of each fund's own book sitting in the names it shares with 21 West Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $8.6M | 12.5K | 7.3% | ▲+1.5% Added · +182 sh | |
| 2 | J P Morgan Exchange Traded F MUNICIPAL ETF | $8.1M | 159.6K | 6.9% | ▲+4.1% Added · +6K sh | |
| 3 | Ishares TR NATIONAL MUN ETF | $6.2M | 57.2K | 5.3% | ▼−0.3% Reduced · −204 sh | |
| 4 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $5.3M | 86.5K | 4.5% | ▼−2.1% Reduced · −2K sh | |
| 5 | Vanguard Scottsdale FDS INT-TERM CORP | $4.7M | 57.2K | 4.0% | ▲+2.3% Added · +1K sh | |
| 6 | J P Morgan Exchange Traded F EQUITY PREMIUM | $4.3M | 76.8K | 3.7% | ▼−5.7% Reduced · −5K sh | |
| 7 | Vanguard Specialized Funds DIV APP ETF | $3.7M | 15.5K | 3.1% | ▲+0.4% Added · +68 sh | |
| 8 | J P Morgan Exchange Traded F SHORT DURA CORE | $3.6M | 76.8K | 3.1% | ▼−9.8% Reduced · −8K sh | |
| 9 | Pimco ETF TR ACTIVE BD ETF | $3.6M | 38.8K | 3.1% | ▲+0.6% Added · +214 sh | |
| 10 | Fidelity Merrimack STR TR TOTAL BD ETF | $3.6M | 78.5K | 3.0% | ▲+0.5% Added · +421 sh | |
| 11 | SPDR Index SHS FDS ST STR PO EX ETF | $3.5M | 69.6K | 3.0% | ▼−2.7% Reduced · −2K sh | |
| 12 | Dimensional ETF Trust US EQUI MARK ETF | $3.5M | 42.7K | 3.0% | ▲+2.1% Added · +871 sh | |
| 13 | Ishares TR CALIF MUN BD ETF | $3.0M | 52.9K | 2.6% | ▲+5.9% Added · +3K sh | |
| 14 | Vanguard Index FDS MID CAP ETF | $3.0M | 36.9K | 2.5% | ▲+301% Added · +28K sh | |
| 15 | Vanguard Whitehall FDS INTL DVD ETF | $3.0M | 31.8K | 2.5% | ▲+0.1% Added · +46 sh | |
| 16 | SPDR Series Trust ST STR P400MID | $2.9M | 42.2K | 2.4% | ▼−0.4% Reduced · −156 sh | |
| 17 | SPDR Index SHS FDS ST STR MSCI EAFE | $2.5M | 26.3K | 2.2% | ▼−0.7% Reduced · −188 sh | |
| 18 | Nvidia Corporation COM | $2.5M | 12.6K | 2.1% | ▼~0% Reduced · −4 sh | |
| 19 | Ishares TR CORE S&P500 ETF | $2.4M | 3.2K | 2.0% | ▼−2.1% Reduced · −68 sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $2.3M | 3.1K | 2.0% | ▼−0.5% Reduced · −14 sh | |
| 21 | Vanguard Index FDS SMALL CP ETF | $2.1M | 7.0K | 1.8% | ▼−0.6% Reduced · −45 sh | |
| 22 | SPDR Series Trust ST STR SP600 SML | $2.1M | 36.6K | 1.8% | ▼−1.8% Reduced · −659 sh | |
| 23 | Ishares TR 0-5 YR TIPS ETF | $2.0M | 19.8K | 1.7% | ▲+8.6% Added · +2K sh | |
| 24 | Vanguard Whitehall FDS HIGH DIV YLD | $2.0M | 12.6K | 1.7% | ▼−3.9% Reduced · −510 sh | |
| 25 | Ishares TR CORE S&P MCP ETF | $1.8M | 23.9K | 1.6% | ▼−0.1% Reduced · −20 sh | |
| 26 | Apple Inc COM | $1.7M | 5.8K | 1.4% | ▼~0% Reduced · −1 sh | |
| 27 | SPDR Series Trust ST STR R1K LOWV | $1.6M | 11.3K | 1.4% | ▼−0.2% Reduced · −21 sh | |
| 28 | J P Morgan Exchange Traded F RLTY INCOME ETF | $1.6M | 30.5K | 1.4% | ▼−0.1% Reduced · −29 sh | |
| 29 | Schwab Strategic TR FUND EM EQUI ETF | $1.3M | 33.8K | 1.1% | ▼−2.6% Reduced · −921 sh | |
| 30 | Fidelity Covington Trust MSCI RL EST ETF | $1.3M | 44.7K | 1.1% | ▲+0.1% Added · +27 sh | |
| 31 | Ishares TR 0-5YR HI YL CP | $1.2M | 29.1K | 1.1% | ▲+2.0% Added · +577 sh | |
| 32 | Ishares TR MSCI EAFE ETF | $1.1M | 10.8K | 1.0% | —Held | |
| 33 | Ishares Inc MSCI EMRG CHN | $1.1M | 10.7K | 0.9% | ▼−8.7% Reduced · −1K sh | |
| 34 | Microsoft Corp COM | $1.0M | 2.8K | 0.9% | ▲+0.2% Added · +5 sh | |
| 35 | Alphabet Inc CAP STK CL C | $890K | 2.5K | 0.8% | —Held | |
| 36 | Alphabet Inc CAP STK CL A | $824K | 2.3K | 0.7% | —Held | |
| 37 | Amazon Com Inc COM | $815K | 3.4K | 0.7% | —Held | |
| 38 | Ishares TR EAFE SML CP ETF | $803K | 9.8K | 0.7% | ▼−2.7% Reduced · −272 sh | |
| 39 | Ishares TR CORE S&P SCP ETF | $782K | 5.3K | 0.7% | ▼−0.3% Reduced · −15 sh | |
| 40 | Micron Technology Inc COM | $693K | 600 | 0.6% | ▼−2.4% Reduced · −15 sh | |
| 41 | Ssga Active ETF TR ST STR BL LN ETF | $671K | 16.7K | 0.6% | ▲+1.3% Added · +220 sh | |
| 42 | Ishares TR S&P MC 400GR ETF | $635K | 5.4K | 0.5% | —Held | |
| 43 | JPMorgan Chase & Co COM | $609K | 1.9K | 0.5% | ▼−0.3% Reduced · −6 sh | |
| 44 | Ishares TR RUS MDCP VAL ETF | $563K | 3.4K | 0.5% | —Held | |
| 45 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $544K | 7.6K | 0.5% | ▼−0.3% Reduced · −24 sh | |
| 46 | Advanced Micro Devices Inc COM | $509K | 876 | 0.4% | ▲New New position | |
| 47 | Applied Matls Inc COM | $498K | 689 | 0.4% | —Held | |
| 48 | Ishares TR NEW YORK MUN ETF | $457K | 8.5K | 0.4% | —Held | |
| 49 | Ishares TR S&P SML 600 GWT | $434K | 2.4K | 0.4% | —Held | |
| 50 | Broadcom Inc COM | $431K | 1.1K | 0.4% | —Held |
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Use Arkolith to show 21 West Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.