Portfolio (Quarterly) Guide ↗

21 West Wealth Management LLC

· CIK 0002067541

13F Portfolio $108M AUM 63 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 18 Added 24 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VDC	VANGUARD WORLD FD	—	1,291	$273K	0.25%	SOLD
2	BAC	BANK AMERICA CORP	Financial Services	3,731	$205K	0.19%	SOLD

Sector Allocation

Technology 44.5%

Financial Services 23.1%

Communication Services 14.5%

Consumer Cyclical 5.8%

Healthcare 4.8%

Industrials 3.9%

Consumer Defensive 3.5%