21 West Wealth Management Llc Activity Report: Q2 2026 Portfolio Changes
This report summarizes observable purchases and sales by 21 West Wealth Management Llc in the second quarter of 2026, based on available data.
As reported for the period ending June 30, 2026, 21 West Wealth Management Llc has shown activity in its portfolio during Q2. The firm's overall holdings have been adjusted through various transactions involving exchange-traded funds (ETFs) and individual stocks.
Notably, the investor increased their position in VOO, a Vanguard fund. This was one of two significant additions to large-cap ETF holdings this quarter alongside an increase in Vanguard Scottsdale (VCIT). Both moves reflect confidence or strategic interest in broad market exposure.
On the other side of their portfolio adjustments, 21 West Wealth Management Llc sold substantial amounts from JPMorgan Exchange-Traded funds. The most significant reduction occurred in J P Morgan ETF (JMUB), where they decreased shares by over 6,000 units (-4.08%). Similarly, large reductions were observed in J P Morgan ETF (JEPI) and J P Morgan ETF (JSCP). These exits suggest a strategic shift away from certain large-cap JPMorgan funds.
The investor also initiated new positions during Q2. This quarter saw the addition of several small to mid-sized holdings, including ISHares Core MSCI Emerging Markets (CMF), SPDR S&P 500 bull 3x leveraged ETF (SPDW), and the Dimensional fund (DFUS). Furthermore, they added two individual stocks: Marvel Technology Group Inc. (MRVL) and Advanced Micro Devices Inc. (AMD).
In contrast, the investor also disposed of several holdings during this period. Besides exiting large JPMorgan ETFs, they sold out positions in Marvel Technologies (MRVL), Advanced Micro Devices (AMD), and the Dimensional fund (DFUS). Additionally, they reduced their stake in J P Morgan ETF (JMUB) and exited positions in other funds like J P Morgan ETF (JEPQ), Vanguard Scottsdale (VCIT), and Schwab Strategic Trust (FNDE).
Overall, the portfolio adjustments by 21 West Wealth Management Llc in Q2 involved both strategic additions to broad market and emerging markets ETFs, as well as significant reductions from JPMorgan funds. The actions also included specific interest in Technology sector stocks like MRVL and AMD, alongside exits from these holdings.