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21 West Wealth Management LLC

13F filer · CIK 0002067541
Reported Jul 13, 2026
Net buyer this quarter
13F portfolio value$117MU.S. long equity reported on 13F
Positions294 new · 2 closed
Net flow last quarter+$708KBuys minus sells
Top 10 positions weight14.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 13, 202629 positions
SPMDSupermedia Inc.$2.85M2.44%Not reported-0.4%Q2 2025
NVDANvidia Corp$2.52M2.15%0.00%0.0%Q2 2025
SPYSPDR S&P 500 ETF Trust$2.29M1.96%Not reported-0.5%Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$2M1.71%Not reported-3.9%Q2 2025
AAPLApple Inc.$1.69M1.44%0.00%0.0%Q2 2025
ONEVOne Voice Technologies Inc$1.62M1.38%Not reported-0.2%Q2 2025
EMXCEmax Holdings Corp$1.1M0.94%Not reported-8.7%Q2 2025
MSFTMicrosoft Corp$1.04M0.89%0.00%+0.2%Q2 2025
GOOGAlphabet Inc.$890K0.76%Not reportedNot reportedQ2 2025
GOOGLAlphabet Inc.$824K0.70%0.00%Not reportedQ2 2025
AMZNAmazon Com Inc$815K0.70%0.00%Not reportedQ2 2025
SCZNXG NextGen Infrastructure Income Fund$803K0.69%Not reported-2.7%Q2 2025
MUMicron Technology Inc$693K0.59%0.00%-2.4%Q4 2025
JPMJPMorgan Chase & Co$609K0.52%0.00%-0.3%Q2 2025
IWSImageware Systems Inc$563K0.48%Not reportedNot reportedQ2 2025
AMDAdvanced Micro Devices Inc$509K0.43%0.00%NewQ2 2026
AMATApplied Materials Inc$498K0.43%0.00%Not reportedQ1 2026
AVGOBroadcom Inc.$431K0.37%0.00%Not reportedQ2 2025
LLYELI LILLY & Co$421K0.36%0.00%Not reportedQ2 2025
METAMeta Platforms, Inc.$403K0.34%Not reported+1.3%Q2 2025
BRK.BBerkshire Hathaway Inc$362K0.31%Not reportedNot reportedQ2 2025
VVisa Inc.$343K0.29%0.00%Not reportedQ2 2025
MRVLMarvell Technology, Inc.$342K0.29%0.00%NewQ2 2026
ABBVAbbVie Inc.$317K0.27%0.00%Not reportedQ2 2025
ETNEaton Corp plc$303K0.26%0.00%Not reportedQ2 2025
TTTrane Technologies plc$267K0.23%0.00%Not reportedQ2 2025
GSGoldman Sachs Group Inc$228K0.19%0.00%NewQ2 2026
BACBank of America Corp$213K0.18%0.00%Not reportedQ4 2025
WMTWalmart Inc.$212K0.18%0.00%Not reportedQ4 2025
Q1 2026Reported Apr 15, 202627 positions
SPMDSupermedia Inc.$2.51M2.33%Not reported-2.4%Q2 2025
NVDANvidia Corp$2.19M2.04%0.00%-1.6%Q2 2025
SPYSPDR S&P 500 ETF Trust$2M1.86%Not reported-1.2%Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$1.95M1.81%Not reported-10.1%Q2 2025
ONEVOne Voice Technologies Inc$1.52M1.41%Not reported-0.6%Q2 2025
AAPLApple Inc.$1.48M1.38%0.00%-0.8%Q2 2025
MSFTMicrosoft Corp$1.03M0.96%0.00%-1.0%Q2 2025
EMXCEmax Holdings Corp$925K0.86%Not reported-6.5%Q2 2025
SCZNXG NextGen Infrastructure Income Fund$787K0.73%Not reported-2.6%Q2 2025
GOOGAlphabet Inc.$723K0.67%Not reported+0.6%Q2 2025
AMZNAmazon Com Inc$712K0.66%0.00%Not reportedQ2 2025
GOOGLAlphabet Inc.$663K0.62%0.00%+0.2%Q2 2025
JPMJPMorgan Chase & Co$549K0.51%0.00%Not reportedQ2 2025
IWSImageware Systems Inc$499K0.46%Not reportedNot reportedQ2 2025
METAMeta Platforms, Inc.$404K0.38%Not reported-0.7%Q2 2025
AVGOBroadcom Inc.$353K0.33%0.00%Not reportedQ2 2025
BRK.BBerkshire Hathaway Inc$346K0.32%Not reportedNot reportedQ2 2025
LLYELI LILLY & Co$323K0.30%0.00%Not reportedQ2 2025
VVisa Inc.$302K0.28%0.00%Not reportedQ2 2025
ABBVAbbVie Inc.$274K0.25%0.00%-0.3%Q2 2025
ETNEaton Corp plc$254K0.24%0.00%Not reportedQ2 2025
BSVNBank7 Corp.$237K0.22%0.03%-20.1%Q4 2025
AMATApplied Materials Inc$235K0.22%0.00%NewQ1 2026
WMTWalmart Inc.$233K0.22%0.00%Not reportedQ4 2025
TTTrane Technologies plc$226K0.21%0.00%Not reportedQ2 2025
MUMicron Technology Inc$208K0.19%0.00%-28.1%Q4 2025
COSTCostco Wholesale Corp$202K0.19%0.00%Not reportedQ2 2025
Q4 2025Reported Jan 13, 202626 positions
SPMDSupermedia Inc.$2.51M2.30%Not reported+1.6%Q2 2025
NVDANvidia Corp$2.38M2.18%0.00%-4.7%Q2 2025
SPYSPDR S&P 500 ETF Trust$2.13M1.94%Not reported-0.3%Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$2.1M1.92%Not reported+0.8%Q2 2025
AAPLApple Inc.$1.6M1.46%0.00%-0.2%Q2 2025
ONEVOne Voice Technologies Inc$1.52M1.39%Not reported+1.5%Q2 2025
MSFTMicrosoft Corp$1.36M1.24%0.00%-1.2%Q2 2025
EMXCEmax Holdings Corp$913K0.83%Not reported+0.9%Q2 2025
SCZNXG NextGen Infrastructure Income Fund$799K0.73%Not reported+4.9%Q2 2025
AMZNAmazon Com Inc$790K0.72%0.00%Not reportedQ2 2025
GOOGAlphabet Inc.$786K0.72%Not reported-1.6%Q2 2025
GOOGLAlphabet Inc.$721K0.66%0.00%-1.7%Q2 2025
JPMJPMorgan Chase & Co$602K0.55%0.00%Not reportedQ2 2025
IWSImageware Systems Inc$483K0.44%Not reportedNot reportedQ2 2025
METAMeta Platforms, Inc.$469K0.43%Not reported+1.4%Q2 2025
AVGOBroadcom Inc.$395K0.36%0.00%-4.2%Q2 2025
LLYELI LILLY & Co$377K0.34%0.00%-2.2%Q2 2025
BRK.BBerkshire Hathaway Inc$363K0.33%Not reportedNot reportedQ2 2025
VVisa Inc.$350K0.32%0.00%Not reportedQ2 2025
BSVNBank7 Corp.$298K0.27%0.04%NewQ4 2025
ABBVAbbVie Inc.$289K0.26%0.00%Not reportedQ2 2025
MUMicron Technology Inc$244K0.22%0.00%NewQ4 2025
ETNEaton Corp plc$226K0.21%0.00%Not reportedQ2 2025
TTTrane Technologies plc$211K0.19%0.00%Not reportedQ2 2025
WMTWalmart Inc.$209K0.19%0.00%NewQ4 2025
BACBank of America Corp$205K0.19%0.00%NewQ4 2025
Q3 2025Reported Oct 14, 202522 positions
NVDANvidia Corp$2.5M2.37%0.00%-3.9%Q2 2025
SPMDSupermedia Inc.$2.44M2.32%Not reported+3.2%Q2 2025
SPYSPDR S&P 500 ETF Trust$2.08M1.98%Not reported-0.5%Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$2.05M1.94%Not reported+1.1%Q2 2025
AAPLApple Inc.$1.5M1.42%0.00%-0.6%Q2 2025
ONEVOne Voice Technologies Inc$1.49M1.42%Not reported+3.4%Q2 2025
MSFTMicrosoft Corp$1.47M1.40%0.00%-3.1%Q2 2025
EMXCEmax Holdings Corp$841K0.80%Not reported+1.4%Q2 2025
SCZNXG NextGen Infrastructure Income Fund$753K0.71%Not reported+2.4%Q2 2025
AMZNAmazon Com Inc$751K0.71%0.00%-2.1%Q2 2025
GOOGAlphabet Inc.$620K0.59%Not reported-0.9%Q2 2025
JPMJPMorgan Chase & Co$589K0.56%0.00%-0.5%Q2 2025
GOOGLAlphabet Inc.$569K0.54%0.00%-1.2%Q2 2025
METAMeta Platforms, Inc.$515K0.49%Not reported-1.8%Q2 2025
IWSImageware Systems Inc$478K0.45%Not reportedNot reportedQ2 2025
AVGOBroadcom Inc.$393K0.37%0.00%-4.5%Q2 2025
BRK.BBerkshire Hathaway Inc$363K0.34%Not reported-0.7%Q2 2025
VVisa Inc.$341K0.32%0.00%-0.6%Q2 2025
ABBVAbbVie Inc.$293K0.28%0.00%-1.9%Q2 2025
LLYELI LILLY & Co$274K0.26%0.00%-3.5%Q2 2025
ETNEaton Corp plc$266K0.25%0.00%Not reportedQ2 2025
TTTrane Technologies plc$229K0.22%0.00%Not reportedQ2 2025
Premium opens every quarter this fund has filed

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