21 West Wealth Management LLC

RIA/Wealth

21 West Wealth Management LLC is a RIA/Wealth based in Tustin, CA led by Michael Francis Silane, reporting $106.9M in AUM as of Q3 2025 with 86% ETF concentration.

Managing PartnerMichael Francis Silane

Portfolio Value: $105.4M
Positions: 58
Top Holding: VOO at 6.78%
Last Reported: Q3 2025

Address2522 Chambers Road, Suite 100, Tustin, CA, 92780, United States

Top Holdings

Largest long holdings in 21 West Wealth Management LLC's portfolio (46.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$7.1M	6.78%	+$374.2K Bought	— 11.7K shares	Q2 2025 Held for 5 months
2 JPMorgan Municipal JMUB	ETF ETF	$7.0M	6.67%	+$692.4K Bought	— 139.3K shares	Q2 2025 Held for 5 months
3 iShares National Muni Bond MUB	ETF ETF	$6.2M	5.87%	+$10.1K Bought	— 58.1K shares	Q2 2025 Held for 5 months
4 J.P. Morgan Nasdaq Equity Premium Income JEPQ	ETF ETF	$5.7M	5.42%	+$93.1K Bought	— 99.4K shares	Q2 2025 Held for 5 months
5 JPMorgan Equity Premium Income JEPI	ETF ETF	$5.2M	4.91%	+$79.4K Bought	— 90.7K shares	Q2 2025 Held for 5 months
6 Vanguard Dividend Appreciation VIG	Unknown Unknown	$4.1M	3.85%	-$99.3K Sold	— 18.8K shares	Q2 2025 Held for 5 months
7 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$3.6M	3.39%	+$925.7K Bought	— 42.4K shares	Q2 2025 Held for 5 months
8 BOND PIMCO Active Bond BOND	ETF ETF	$3.4M	3.19%	+$313.9K Bought	— 36.0K shares	Q2 2025 Held for 5 months
9 Fidelity Total Bond FBND	ETF ETF	$3.3M	3.18%	+$316.4K Bought	— 72.4K shares	Q2 2025 Held for 5 months
10 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$3.1M	2.94%	+$83.8K Bought	— 72.5K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in 21 West Wealth Management LLC's latest filing

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Market Value

$105.4M

Prior: $99.1M

Q/Q Change

+6.34%

+$6.3M

Net Flows % of MV

+1.63%

Turnover Ratio

3.8%

New Purchases

0 stocks

Added To

29 stocks

+$4.9M

Sold Out Of

1 stocks

$202.9K

Reduced Holdings

20 stocks

-$2.9M

Increased Positions

Position	Shares Δ	Change
1 iShares California Muni Bond CMF	+42.51%	29.1K → 41.5K +$705.5K
2 iShares New York Muni Bond NYF	+40.96%	4.8K → 6.7K +$104.0K
3 Vanguard Intermediate-Term Corporate Bond VCIT	+35.01%	31.4K → 42.4K +$925.7K
4 JPMorgan Municipal JMUB	+10.92%	125.6K → 139.3K +$692.4K
5 Fidelity Total Bond FBND	+10.43%	65.6K → 72.4K +$316.4K

Decreased Positions

Position	Shares Δ	Change
1 Costco Wholesale COST	Sold	205.0 → 0 −$202.9K
2 SPDR Bloomberg Investment Grade Floating Rate ETF FLRN	-69.34%	61.2K → 18.8K −$1.3M
3 SPDR Portfolio Short Term Corporate Bond SPSB	-63.91%	63.7K → 23.0K −$1.2M
4 Vanguard FTSE Developed Markets VEA	-7.27%	8.3K → 7.7K −$36.1K
5 Broadcom Inc. AVGO	-4.49%	1.2K → 1.2K −$18.5K