21 West Wealth Management LLC
Clone Performance
Aug 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.
Portfolio Concentration
22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.4% | $7,716,255 |
| Unclassified | 15.0% | $2,291,837 |
| Financial Services | 11.4% | $1,754,165 |
| Communication Services | 8.0% | $1,226,847 |
| Consumer Cyclical | 5.3% | $815,361 |
| Healthcare | 4.8% | $738,065 |
| Industrials | 3.7% | $569,670 |
| Consumer Defensive | 1.4% | $212,475 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −2,519 | 2,306 | $824,095 | |
| MU | Micron Technology Inc | −15 | 600 | $692,574 | |
| SPY | Spdr S&P 500 ETF Trust | −14 | 3,069 | $2,291,837 | |
| JPM | Jpmorgan Chase & Co | −6 | 1,862 | $609,488 | |
| NVDA | Nvidia Corp | −4 | 12,574 | $2,515,931 | |
| AAPL | Apple Inc. | −1 | 5,834 | $1,688,126 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | 15,407 | $3,313,429 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 31,756 | $2,809,135 | |
| VB | Vanguard Morningstar Small-Cap ETF | 7,021 | $1,838,940 | |
| VEA | Vanguard FTSE Developed Markets ETF | 7,661 | $490,916 | |
| COST | Costco Wholesale Corp /New | 203 | $202,275 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 12,574 | $2,515,931 | 16.42% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,069 | $2,291,837 | 14.96% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,834 | $1,688,126 | 11.02% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,786 | $1,039,233 | 6.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,306 | $824,095 | 5.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 3,421 | $815,361 | 5.32% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 600 | $692,574 | 4.52% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,862 | $609,488 | 3.98% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 876 | $508,877 | 3.32% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 689 | $498,147 | 3.25% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,142 | $431,390 | 2.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 351 | $420,999 | 2.75% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 715 | $402,752 | 2.63% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 723 | $361,781 | 2.36% | |
| V |
Visa Inc.
Financial Services
|
Held | 999 | $342,746 | 2.24% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 1,148 | $341,977 | 2.23% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,260 | $317,066 | 2.07% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 711 | $302,971 | 1.98% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 543 | $266,699 | 1.74% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 225 | $227,558 | 1.48% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 3,731 | $212,592 | 1.39% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 1,876 | $212,475 | 1.39% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.