21 West Wealth Management LLC

21 West Wealth Management LLC reported 65 holdings worth US$117M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 13, 2026

21 West Wealth Management LLC reported 65 holdings worth US$117M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Jul 13, 2026 (Form 13F).

Holdings
65
Value as reported
US$117M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation12,574US$2.52M2.1%
Alphabet Inc (google) Class C4,797US$1.71M1.5%
Apple Inc5,834US$1.69M1.4%
Microsoft Corp.2,786US$1.04M0.89%
Amazon.com, Inc.3,421US$815K0.70%
Micron Technology, Inc.600US$693K0.59%
Jp Morgan Chase & Co.1,862US$609K0.52%
Advanced Micro Devices Inc876US$509K0.43%
Applied Materials, Inc.689US$498K0.43%
Broadcom Inc.1,142US$431K0.37%
Eli Lilly And Company351US$421K0.36%
Meta Platforms, Inc.715US$403K0.34%
Berkshire Hathaway Inc.723US$362K0.31%
Visa Inc.999US$343K0.29%
Marvell Technology, Inc.1,148US$342K0.29%
Abbvie Inc.1,260US$317K0.27%
Goldman Sachs Group, Inc. (the)225US$228K0.19%
Bank Of America Corporation3,731US$213K0.18%
Walmart Inc.1,876US$212K0.18%
Costco Wholesale Corporation0US$00.00%

Source

View original at SEC

Related