21 West Wealth Management LLC
All 13F Filings
- Location
- Tustin, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 115,220
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 64 | 115,220 | 13F-HR | 21 West Wealth Management LLC |
| Q2 2026 | 7/13/2026 | 65 | 117,053 | 13F-HR | 21 West Wealth Management LLC |
| 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 | 13.52 K | 11.7% | 0 | 407 | -407 |
| ETFs | 101.7 K | 88.3% | 0 | 1.424 K | -1.424 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
115,220
Holdings
64
QoQ value change ($000)
-1,833
(-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.