71 West Capital Partners Top Holdings and 13F Report (2026)

About 71 West Capital Partners

Investment Activity

71 West Capital Partners has $2.89 billion in total holdings as of June 30, 2026.
71 West Capital Partners owns shares of 382 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 26.25% of the portfolio was purchased this quarter.
About 0.27% of the portfolio was sold this quarter.
This quarter, 71 West Capital Partners has purchased 313 new stocks and bought additional shares in 259 stocks.
71 West Capital Partners sold shares of 17 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

iShares Russell 1000 Growth ETF: $435,177,055
iShares Russell 1000 Value ETF: $316,770,386
Vanguard Value ETF: $183,767,075
Technology Select Sector SPDR Fund: $170,624,082
Vanguard Information Technology ETF: $129,684,817

Largest New Holdings this Quarter

G76279101 - Roivant Sciences: $1,527,574 Holding
80004C200 - SANDISK CORP: $1,216,446 Holding
404280406 - HSBC: $973,151 Holding
464287234 - iShares MSCI Emerging Markets ETF: $962,460 Holding
24703L202 - Dell Technologies: $738,660 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 2,624,901 shares (about $325.93M)
Vanguard Information Technology ETF: 949,642 shares (about $113.50M)
Vanguard Growth ETF: 1,166,275 shares (about $100.46M)
iShares Core MSCI EAFE ETF: 186,996 shares (about $18.06M)
NVIDIA: 57,973 shares (about $11.60M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF: 9,923 shares (about $1.18M)
iShares Core S&P Total U.S. Stock Market ETF: 3,926 shares (about $644.92K)
Vanguard Value ETF: 1,935 shares (about $421.69K)
SPDR Portfolio S&P 500 Value ETF: 6,539 shares (about $397.51K)
Schwab International Equity ETF: 12,419 shares (about $344.01K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWF iShares Russell 1000 Growth ETF	$435,177,055	$325,933,917 â–²	298.4%	3,504,688	15.0%	ETF
IWD iShares Russell 1000 Value ETF	$316,770,386	$10,259,394 â–²	3.3%	1,306,647	11.0%	ETF
VTV Vanguard Value ETF	$183,767,075	$421,695 â–¼	-0.2%	843,239	6.4%	ETF
XLK Technology Select Sector SPDR Fund	$170,624,082	$3,504,427 â–²	2.1%	895,570	5.9%	ETF
VGT Vanguard Information Technology ETF	$129,684,817	$113,501,211 â–²	701.3%	1,085,047	4.5%	ETF
VUG Vanguard Growth ETF	$121,237,054	$100,462,929 â–²	483.6%	1,407,442	4.2%	ETF
AAPL Apple	$105,406,903	$10,118,340 â–²	10.6%	364,276	3.6%	Technology
NVDA NVIDIA	$96,205,473	$11,599,818 â–²	13.7%	480,811	3.3%	Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$65,205,968	$397,506 â–¼	-0.6%	1,072,643	2.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$63,442,785	$18,060,063 â–²	39.8%	656,894	2.2%	ETF
GOOGL Alphabet	$53,514,371	$5,051,068 â–²	10.4%	149,745	1.9%	Communication Services
SPYG SPDR Portfolio S&P 500 Growth ETF	$52,388,679	$1,180,738 â–¼	-2.2%	440,278	1.8%	ETF
SPY SPDR S&P 500 ETF Trust	$52,140,975	$9,053,093 â–²	21.0%	69,822	1.8%	ETF
TSM Taiwan Semiconductor Manufacturing	$51,497,806	$206,310 â–²	0.4%	107,833	1.8%	Technology
JPM JPMorgan Chase & Co.	$44,619,334	$2,384,599 â–²	5.6%	136,313	1.5%	Finance
ASML ASML	$35,344,391	$427,730 â–²	1.2%	17,766	1.2%	Technology
BAC Bank of America	$34,517,287	$1,065,241 â–²	3.2%	605,779	1.2%	Finance
CRWD CrowdStrike	$32,182,377	$407,517 â–²	1.3%	42,171	1.1%	Technology
VEA Vanguard FTSE Developed Markets ETF	$31,486,658	$319,414 â–¼	-1.0%	441,918	1.1%	ETF
RTX RTX	$31,219,313	$726,666 â–²	2.4%	164,546	1.1%	Industrials
BRK.B Berkshire Hathaway	$31,169,293	$3,659,852 â–²	13.3%	62,290	1.1%	Finance
MSFT Microsoft	$30,909,556	$6,337,983 â–²	25.8%	82,863	1.1%	Technology
EFA iShares MSCI EAFE ETF	$29,630,939	$182,933 â–²	0.6%	285,242	1.0%	ETF
AMZN Amazon.com	$29,367,301	$3,491,919 â–²	13.5%	123,216	1.0%	Consumer Discretionary
GOOG Alphabet	$26,743,194	$4,710,949 â–²	21.4%	75,689	0.9%	Communication Services
DDOG Datadog	$22,764,316	$417,878 â–²	1.9%	87,434	0.8%	Technology
BLACKROCK INC	$22,258,191	$686,554 â–²	3.2%	23,148	0.8%	COM
META Meta Platforms	$22,170,531	$2,856,444 â–²	14.8%	39,359	0.8%	Communication Services
PANW Palo Alto Networks	$21,777,196	$646,233 â–²	3.1%	63,859	0.8%	Technology
UNH UnitedHealth Group	$21,409,517	$1,433,924 â–²	7.2%	51,511	0.7%	Healthcare
MA Mastercard	$21,380,654	$1,235,208 â–²	6.1%	41,629	0.7%	Finance
AVGO Broadcom	$19,855,296	$5,242,415 â–²	35.9%	52,562	0.7%	Technology
TH Target Hospitality	$18,473,076		0.0%	907,322	0.6%	Consumer Discretionary
ADP Automatic Data Processing	$18,431,981	$703,203 â–²	4.0%	82,304	0.6%	Industrials
SPGI S&P Global	$17,526,438	$455,317 â–²	2.7%	43,035	0.6%	Finance
VONG Vanguard Russell 1000 Growth ETF	$15,888,700	$57,770 â–¼	-0.4%	124,315	0.5%	ETF
FERROVIAL NV	$14,508,886	$434,248 â–²	3.1%	211,595	0.5%	ORD SHS
VONV Vanguard Russell 1000 Value ETF	$13,875,688	$200,713 â–²	1.5%	130,521	0.5%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$10,529,214	$644,924 â–¼	-5.8%	64,097	0.4%	ETF
T AT&T	$10,439,383	$570,119 â–²	5.8%	504,318	0.4%	Communication Services
NU NU	$9,480,750	$135,604 â–²	1.5%	709,637	0.3%	Finance
TSLA Tesla	$8,568,043	$2,637,162 â–²	44.5%	20,371	0.3%	Consumer Discretionary
LLY Eli Lilly and Company	$7,103,024	$2,349,683 â–²	49.4%	5,922	0.2%	Healthcare
MU Micron Technology	$6,902,654	$2,593,690 â–²	60.2%	5,980	0.2%	Technology
NOW ServiceNow	$6,765,436	$88,856 â–¼	-1.3%	68,145	0.2%	Technology
AMD Advanced Micro Devices	$6,715,320	$2,136,006 â–²	46.6%	11,560	0.2%	Technology
CRM Salesforce	$6,082,794	$220,891 â–²	3.8%	38,828	0.2%	Technology
IVW iShares S&P 500 Growth ETF	$5,673,525	$4,475,914 â–²	373.7%	41,253	0.2%	ETF
NFLX Netflix	$5,566,987	$1,069,286 â–²	23.8%	77,969	0.2%	Communication Services
V Visa	$5,367,300	$1,705,843 â–²	46.6%	15,644	0.2%	Finance
LAM RESEARCH CORP	$4,991,528	$1,459,889 â–²	41.3%	11,519	0.2%	COM NEW
BRK.A Berkshire Hathaway	$4,493,100		0.0%	6	0.2%	Finance
AMAT Applied Materials	$4,439,943	$1,252,959 â–²	39.3%	6,141	0.2%	Technology
VOO Vanguard S&P 500 ETF	$4,423,056	$765,106 â–²	20.9%	6,440	0.2%	ETF
CAT Caterpillar	$4,414,011	$1,244,868 â–²	39.3%	4,145	0.2%	Industrials
PALANTIR TECHNOLOGIES INC	$4,331,490	$410,795 â–²	10.5%	37,126	0.1%	CL A
VYM Vanguard High Dividend Yield ETF	$4,275,818		0.0%	27,057	0.1%	ETF
KLAC KLA	$4,141,573	$3,857,060 â–²	1,355.7%	13,727	0.1%	Technology
XOM ExxonMobil	$4,102,126	$1,330,962 â–²	48.0%	30,004	0.1%	Energy
JNJ Johnson & Johnson	$3,995,456	$1,490,042 â–²	59.5%	15,732	0.1%	Healthcare
QQQ Invesco QQQ	$3,943,422		0.0%	5,355	0.1%	ETF
OEF iShares S&P 100 ETF	$3,608,210	$1,047,852 â–²	40.9%	9,862	0.1%	ETF
SCHX Schwab US Large-Cap ETF	$3,544,667	$16,304 â–¼	-0.5%	120,444	0.1%	ETF
GE GE Aerospace	$3,506,335	$1,863,418 â–²	113.4%	9,382	0.1%	Industrials
WALMART INC	$3,437,668	$1,201,009 â–²	53.7%	30,352	0.1%	COM
COST Costco Wholesale	$3,355,531	$811,988 â–²	31.9%	3,587	0.1%	Consumer Staples
HD Home Depot	$3,268,638	$1,196,996 â–²	57.8%	9,268	0.1%	Consumer Discretionary
GS The Goldman Sachs Group	$3,246,498	$624,015 â–²	23.8%	3,210	0.1%	Finance
ABBV AbbVie	$3,159,305	$981,637 â–²	45.1%	12,555	0.1%	Healthcare
CSCO Cisco Systems	$3,122,557	$867,207 â–²	38.5%	26,584	0.1%	Technology
MS Morgan Stanley	$3,072,470	$818,810 â–²	36.3%	14,698	0.1%	Finance
VTI Vanguard Total Stock Market ETF	$3,005,465	$41,074 â–²	1.4%	8,122	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,944,026		0.0%	12,442	0.1%	ETF
INTC Intel	$2,925,667	$1,390,854 â–²	90.6%	20,953	0.1%	Technology
UBER Uber Technologies	$2,916,491	$14,937 â–²	0.5%	40,417	0.1%	Industrials
LINDE PLC	$2,664,757	$809,546 â–²	43.6%	5,135	0.1%	SHS
GE VERNOVA INC	$2,621,113	$1,365,187 â–²	108.7%	2,231	0.1%	COM
TER Teradyne	$2,394,040	$36,772 â–²	1.6%	4,948	0.1%	Technology
PG Procter & Gamble	$2,310,020	$1,055,075 â–²	84.1%	15,753	0.1%	Consumer Staples
APH Amphenol	$2,105,437	$961,649 â–²	84.1%	11,941	0.1%	Technology
INDB Independent Bank	$2,089,065	$37,925 â–²	1.8%	24,953	0.1%	Finance
MRK Merck & Co., Inc.	$2,063,453	$651,624 â–²	46.2%	16,058	0.1%	Healthcare
TJX TJX Companies	$2,059,794	$266,640 â–²	14.9%	13,596	0.1%	Consumer Discretionary
GLW Corning	$1,996,441	$264,881 â–²	15.3%	7,816	0.1%	Technology
WFC Wells Fargo & Company	$1,994,434	$712,935 â–²	55.6%	24,134	0.1%	Finance
ORCL Oracle	$1,961,425	$520,692 â–²	36.1%	13,384	0.1%	Technology
ETN Eaton	$1,948,647	$793,862 â–²	68.7%	4,573	0.1%	Industrials
CVX Chevron	$1,927,721	$367,809 â–²	23.6%	11,630	0.1%	Energy
VRT Vertiv	$1,815,729	$66,294 â–²	3.8%	5,423	0.1%	Industrials
AMLP Alerian MLP ETF	$1,811,017	$1,037 â–²	0.1%	34,928	0.1%	ETF
YNDX Yandex	$1,771,907	$1,008,573 â–²	132.1%	6,416	0.1%	Technology
IJH iShares Core S&P Mid-Cap ETF	$1,768,364	$18,661 â–¼	-1.0%	22,933	0.1%	ETF
BE Bloom Energy	$1,747,487	$336,905 â–²	23.9%	5,773	0.1%	Industrials
KO CocaCola	$1,667,498	$424,717 â–²	34.2%	20,518	0.1%	Consumer Staples
PM Philip Morris International	$1,663,829	$536,398 â–²	47.6%	9,197	0.1%	Consumer Staples
TMO Thermo Fisher Scientific	$1,662,510	$454,232 â–²	37.6%	3,316	0.1%	Healthcare
FEZ SPDR EURO STOXX 50 ETF	$1,598,390		0.0%	23,273	0.1%	ETF
STX Seagate Technology	$1,581,635	$515,310 â–²	48.3%	1,639	0.1%	Technology
AXP American Express	$1,580,981	$558,789 â–²	54.7%	4,674	0.1%	Finance
WDC Western Digital	$1,576,361	$94,531 â–²	6.4%	2,468	0.1%	Technology

Showing largest 100 holdings. View all holdings.

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71 West Capital Partners Top Holdings and 13F Report (2026)

About 71 West Capital Partners

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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71 West Capital Partners Top Holdings and 13F Report (2026)

About 71 West Capital Partners

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings of71 West Capital Partners

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools