21 West Wealth Management LLC
All 13F Filings
- Location
- Tustin, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 107,655
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 63 | 107,655 | 13F-HR | 21 West Wealth Management LLC |
| Q4 2025 | 1/13/2026 | 62 | 109,417 | 13F-HR | 21 West Wealth Management LLC |
| Q3 2025 | 10/14/2025 | 58 | 105,409 | 13F-HR | 21 West Wealth Management LLC |
| Q2 2025 | 7/8/2025 | 59 | 99,128 | 13F-HR | 21 West Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.71 K | 9.9% | 0 | 44.75 K | -44.75 K |
| ETFs | 96.71 K | 89.8% | 43.04 K | 0 | 43.04 K |
| Debt | 237 | 0.2% | 0 | 61 | -61 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
107,655
Holdings
63
QoQ value change ($000)
-1,762
(-1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.