21 West Wealth Management LLC reported 19 positions worth $13.52M for the quarter ended Sep 30, 2026, down 2.9% on the prior quarter. It opened 0 new positions, added to 1, trimmed 18 and exited 3. Its largest holding is Nvidia Corp at 20.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | +17 | +2.4% | $12.33K | 3.93% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GS Goldman Sachs Group Inc | -225 | -100.0% | $227.56K | Exited |
| BAC Bank Of America Corp | -3,731 | -100.0% | $212.59K | Exited |
| WMT Walmart Inc. | -1,876 | -100.0% | $212.48K | Exited |
| NVDA Nvidia Corp | -677 | -5.4% | $154.61K | 20.1% |
| MU Micron Technology Inc | -84 | -14.0% | $89.47K | 4.07% |
| AAPL Apple Inc. | -231 | -4.0% | $76.93K | 13.81% |
| MSFT Microsoft Corp | -87 | -3.1% | $44.62K | 10.24% |
| MRVL Marvell Technology, Inc. | -121 | -10.5% | $31.97K | 2.01% |
| GOOG Alphabet Inc. | -85 | -3.4% | $28.96K | 6.14% |
| AMD Advanced Micro Devices Inc | -44 | -5.0% | $26.92K | 3.77% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 11.9K | $2.72M | 20.1% | -677 | -5.4% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 5,603 | $1.87M | 13.81% | -231 | -4.0% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 2,699 | $1.38M | 10.24% | -87 | -3.1% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 3,374 | $840.63K | 6.22% | -47 | -1.4% | Reduced | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 2,434 | $829.36K | 6.14% | -85 | -3.4% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 2,250 | $774.18K | 5.73% | -56 | -2.4% | Reduced | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 1,790 | $592.19K | 4.38% | -72 | -3.9% | Reduced | 0% |
| 8 | MU Micron Technology Inc | Technology | 516 | $549.60K | 4.07% | -84 | -14.0% | Reduced | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 732 | $530.83K | 3.93% | +17 | +2.4% | Added | 0% |
| 10 | AMD Advanced Micro Devices Inc | Technology | 832 | $508.98K | 3.77% | -44 | -5.0% | Reduced | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 340 | $393.41K | 2.91% | -11 | -3.1% | Reduced | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 1,089 | $382.45K | 2.83% | -53 | -4.6% | Reduced | 0% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 712 | $354.54K | 2.62% | -11 | -1.5% | Reduced | 0% |
| 14 | V Visa Inc. | Financial Services | 945 | $339.57K | 2.51% | -54 | -5.4% | Reduced | 0% |
| 15 | AMAT Applied Materials Inc | Technology | 660 | $337.51K | 2.5% | -29 | -4.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at 21 West Wealth Management.
As of its Q3 2026 13F filing, 21 West Wealth Management LLC’s five largest positions were Nvidia Corp (NVDA) at 20.1%, Apple Inc. (AAPL) at 13.8%, Microsoft Corp (MSFT) at 10.2%, Amazon Com Inc (AMZN) at 6.2%, Alphabet Inc. (GOOG) at 6.1% of the reported portfolio.
21 West Wealth Management LLC reported a 13F portfolio worth $13.52M across 19 positions for Q3 2026. That is down 2.9% from the previous quarter.
Its largest purchases by value were Meta Platforms, Inc. ($12.33K). It opened 0 new positions.
Its largest sales by value were Goldman Sachs Group Inc ($227.56K), Bank Of America Corp ($212.59K), Walmart Inc. ($212.48K). It exited 3 positions entirely.
From the Form 13F-HR reports 21 West Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.