13F Filings History of 21 West Wealth Management LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$109,417,396
Signature - Title
Mike Silane - Managing Partner
Location
Tustin, CA
Summary
This page shows a list of all the recent 13F filings made by 21 West Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 21 West Wealth Management LLC reported 62 stock holdings with total value $109,417,396 as of Q4 2025. Top holdings included VOO, JMUB, MUB, JEPQ, and JEPI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $109,417,396 +$4,859,943 -$2,142,551 +$2,717,392 VOO, JMUB, MUB, JEPQ, JEPI 13F-HR 13 Jan 2026, 13:20
Q3 2025 58 $105,408,545 +$4,862,349 -$3,146,252 +$1,716,097 VOO, JMUB, MUB, JEPQ, JEPI 13F-HR 14 Oct 2025, 13:48
Q2 2025 59 $99,128,255 $0 $0 $0 VOO, JMUB, MUB, JEPQ, JEPI 13F-HR 08 Jul 2025, 13:21