Portfolio (Quarterly) Guide ↗

21 West Wealth Management LLC

· CIK 0002067541

13F Portfolio $117M AUM 65 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 16 Added 13 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BSV	VANGUARD BD INDEX FDS	—	3,024	$237K	0.22%	SOLD
2	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	203	$202K	0.19%	SOLD

Sector Allocation

Technology 51.6%

Financial Services 24.6%

Communication Services 8.2%

Consumer Cyclical 5.4%

Healthcare 4.9%

Industrials 3.8%

Consumer Defensive 1.4%