21 West Wealth Management LLC

CIK

2067541

Location

TUSTIN, CA

Portfolio Value

Micro $11,995,938

Diversification

Diversified

Filing Date

Global Rank

#7,668 / 8,232 ▲ 175

Top Industry

Semiconductors 27.6%

3Y Alpha vs SPY

-4.0%

Period ended 2 months ago

Filed Apr 15, 2026 · 59d

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+12.8%

SPY

+16.0%

Annualised alpha

-4.0%

Max drawdown

−14.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.3%

−0.2 pts

Top 5

61.9%

−2.0 pts

Top 10

81.2%

−2.6 pts

HHI

995

Diversified−36

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	45.9%	$5,500,633	6
Unclassified	16.7%	$2,004,998	1
Financial Services	10.0%	$1,197,888	3
Communication Services	8.9%	$1,067,036	2
Consumer Cyclical	5.9%	$712,491	1
Healthcare	5.0%	$596,876	2
Industrials	4.0%	$480,592	2
Consumer Defensive	3.6%	$435,424	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
GOOGL	Alphabet Inc.	+4	2,306	$663,113
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
MU	Micron Technology Inc	−240	615	$207,771
NVDA	Nvidia Corp	−210	12,578	$2,193,603
AAPL	Apple Inc.	−46	5,835	$1,480,864
SPY	Spdr S&P 500 ETF Trust	−37	3,083	$2,004,998
MSFT	Microsoft Corp	−27	2,781	$1,029,442
META	Meta Platforms, Inc.	−5	706	$403,923
ABBV	AbbVie Inc.	−4	1,260	$274,037
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	689	$235,493
COST	Costco Wholesale Corp /New	203	$202,275
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BAC	Bank Of America Corp /De/	3,731	$205,205
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $11,995,938 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	12,578	-210	$2,193,603	−8.0%	18.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,083	-37	$2,004,998	−5.8%	16.71%
AAPL	Apple Inc. Technology	Reduced	5,835	-46	$1,480,864	−7.4%	12.34%
MSFT	Microsoft Corp Technology	Reduced	2,781	-27	$1,029,442	−24.2%	8.58%
AMZN	Amazon Com Inc Consumer Cyclical	Held	3,421	0	$712,491	−9.8%	5.94%
GOOGL	Alphabet Inc. Communication Services	Added	2,306	+4	$663,113	−8.0%	5.53%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,868	0	$549,490	−8.7%	4.58%
META	Meta Platforms, Inc. Communication Services	Reduced	706	-5	$403,923	−13.9%	3.37%
AVGO	Broadcom Inc. Technology	Held	1,142	0	$353,460	−10.6%	2.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	723	0	$346,461	−4.7%	2.89%
LLY	ELI LILLY & Co Healthcare	Held	351	0	$322,839	−14.4%	2.69%
V	Visa Inc. Financial Services	Held	999	0	$301,937	−13.8%	2.52%
ABBV	AbbVie Inc. Healthcare	Reduced	1,260	-4	$274,037	−5.1%	2.28%
ETN	Eaton Corp plc Industrials	Held	711	0	$254,303	+12.3%	2.12%
AMAT	Applied Materials Inc /De Technology	NEW	689	NEW	$235,493	NEW	1.96%
WMT	Walmart Inc. Consumer Defensive	Held	1,876	0	$233,149	+11.6%	1.94%
TT	Trane Technologies plc Industrials	Held	543	0	$226,289	+7.1%	1.89%
MU	Micron Technology Inc Technology	Reduced	615	-240	$207,771	−14.9%	1.73%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	203	NEW	$202,275	NEW	1.69%