21 West Wealth Management LLC holds a diversified book of 65 stocks worth $117.1M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-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.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2067541/holdings"
Use Arkolith to show 21 West Wealth Management LLC's latest holdings, largest changes, and filing provenance.
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
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.