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

About 71 West Capital Partners

Investment Activity

71 West Capital Partners has $2.27 billion in total holdings as of March 31, 2026.
71 West Capital Partners owns shares of 313 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 10.07% of the portfolio was purchased this quarter.
About 0.38% of the portfolio was sold this quarter.
This quarter, 71 West Capital Partners has purchased 259 new stocks and bought additional shares in 220 stocks.
71 West Capital Partners sold shares of 15 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Russell 1000 Growth ETF: $375,140,992
iShares Russell 1000 Value ETF: $270,148,923
Vanguard Value ETF: $165,823,139
Technology Select Sector SPDR Fund: $116,576,750
Vanguard Growth ETF: $105,339,334

Largest New Holdings this Quarter

808524201 - Schwab US Large-Cap ETF: $3,102,389 Holding
808524805 - Schwab International Equity ETF: $1,288,510 Holding
46137V738 - Invesco Large Cap Value ETF: $1,071,373 Holding
46434V803 - iShares Currency Hedged MSCI EAFE ETF: $723,350 Holding
922908637 - Vanguard Large-Cap ETF: $651,493 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 66,032 shares (about $28.16M)
iShares Russell 1000 Value ETF: 123,007 shares (about $26.28M)
Technology Select Sector SPDR Fund: 74,547 shares (about $9.91M)
iShares Core MSCI EAFE ETF: 99,553 shares (about $9.01M)
Alphabet: 27,479 shares (about $7.90M)

Largest Sales this Quarter

Workday: 29,044 shares (about $3.77M)
Trade Desk: 116,824 shares (about $2.65M)
Vanguard S&P 500 ETF: 620 shares (about $370.48K)
Adobe: 406 shares (about $98.69K)
iShares Russell 2000 ETF: 307 shares (about $76.14K)

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	$375,140,992	$28,156,031 ▲	8.1%	879,787	16.5%	ETF
IWD iShares Russell 1000 Value ETF	$270,148,923	$26,282,902 ▲	10.8%	1,264,328	11.9%	ETF
VTV Vanguard Value ETF	$165,823,139	$7,698,888 ▲	4.9%	845,174	7.3%	ETF
XLK Technology Select Sector SPDR Fund	$116,576,750	$9,907,301 ▲	9.3%	877,176	5.1%	ETF
VUG Vanguard Growth ETF	$105,339,334	$5,521,026 ▲	5.5%	241,167	4.6%	ETF
VGT Vanguard Information Technology ETF	$94,474,777	$7,507,467 ▲	8.6%	135,405	4.2%	ETF
AAPL Apple	$83,575,077	$5,729,563 ▲	7.4%	329,308	3.7%	Computer and Technology
NVDA NVIDIA	$73,742,947	$7,159,992 ▲	10.8%	422,838	3.2%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$61,060,118	$1,740,174 ▲	2.9%	1,079,182	2.7%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$44,079,180	$2,139,725 ▲	5.1%	450,201	1.9%	ETF
IEFA iShares Core MSCI EAFE ETF	$42,539,831	$9,012,526 ▲	26.9%	469,898	1.9%	ETF
GOOGL Alphabet	$38,996,299	$7,901,861 ▲	25.4%	135,611	1.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$37,954,876	$3,296,357 ▲	9.5%	129,028	1.7%	Finance
SPY SPDR S&P 500 ETF Trust	$37,523,968	$7,162,845 ▲	23.6%	57,699	1.7%	Finance
TSM Taiwan Semiconductor Manufacturing	$36,296,168	$1,941,185 ▲	5.7%	107,401	1.6%	Computer and Technology
RTX RTX	$31,002,116	$1,859,942 ▲	6.4%	160,716	1.4%	Aerospace
BAC Bank of America	$28,620,345	$1,127,539 ▲	4.1%	587,084	1.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$28,605,376	$230,752 ▲	0.8%	446,401	1.3%	ETF
EFA iShares MSCI EAFE ETF	$27,534,510	$3,850,816 ▲	16.3%	283,481	1.2%	Finance
BRK.B Berkshire Hathaway	$26,344,499	$2,349,038 ▲	9.8%	54,976	1.2%	Finance
MSFT Microsoft	$24,383,838	$2,056,294 ▲	9.2%	65,872	1.1%	Computer and Technology
ASML ASML	$23,181,887	$1,870,295 ▲	8.8%	17,551	1.0%	Computer and Technology
AMZN Amazon.com	$22,610,833	$2,057,291 ▲	10.0%	108,565	1.0%	Retail/Wholesale
BLACKROCK INC	$21,575,002	$1,369,475 ▲	6.8%	22,434	0.9%	COM
META Meta Platforms	$19,617,193	$2,047,653 ▲	11.7%	34,288	0.9%	Computer and Technology
MA Mastercard	$19,598,664	$1,583,922 ▲	8.8%	39,224	0.9%	Business Services
GOOG Alphabet	$17,887,442	$7,403,283 ▲	70.6%	62,356	0.8%	Computer and Technology
SPGI S&P Global	$17,828,981	$1,052,717 ▲	6.3%	41,917	0.8%	Finance
CRWD CrowdStrike	$16,255,501	$1,777,927 ▲	12.3%	41,637	0.7%	Computer and Technology
ADP Automatic Data Processing	$16,084,542	$1,207,702 ▲	8.1%	79,164	0.7%	Computer and Technology
T AT&T	$13,821,736	$948,756 ▲	7.4%	476,776	0.6%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$13,685,692	$380,953 ▲	2.9%	124,767	0.6%	ETF
FERROVIAL SE	$13,105,852	$826,786 ▲	6.7%	205,262	0.6%	ORD SHS
UNH UnitedHealth Group	$13,004,826	$515,745 ▲	4.1%	48,061	0.6%	Medical
VONV Vanguard Russell 1000 Value ETF	$12,058,057	$691,801 ▲	6.1%	128,633	0.5%	ETF
AVGO Broadcom	$11,973,085	$4,836,094 ▲	67.8%	38,684	0.5%	Computer and Technology
DDOG Datadog	$10,132,113	$845,474 ▲	9.1%	85,829	0.4%	Computer and Technology
NU NU	$10,051,628	$873,753 ▲	9.5%	699,487	0.4%	Finance
PANW Palo Alto Networks	$9,934,068	$1,119,034 ▲	12.7%	61,964	0.4%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$9,688,516	$1,272,897 ▲	15.1%	68,023	0.4%	ETF
TH Target Hospitality	$8,419,948	$139,200 ▲	1.7%	907,322	0.4%	Consumer Discretionary
NOW ServiceNow	$7,218,132	$812,144 ▲	12.7%	69,040	0.3%	Computer and Technology
CRM Salesforce	$6,984,818	$834,788 ▲	13.6%	37,418	0.3%	Computer and Technology
NFLX Netflix	$6,056,777	$4,250,407 ▲	235.3%	62,993	0.3%	Consumer Discretionary
TSLA Tesla	$5,242,047	$714,875 ▲	15.8%	14,101	0.2%	Auto/Tires/Trucks
PALANTIR TECHNOLOGIES INC	$4,915,739	$93,912 ▲	1.9%	33,605	0.2%	CL A
BRK.A Berkshire Hathaway	$4,308,840		0.0%	6	0.2%	Finance
VYM Vanguard High Dividend Yield ETF	$4,007,142	$861,350 ▲	27.4%	27,057	0.2%	ETF
LLY Eli Lilly and Company	$3,645,049	$567,498 ▲	18.4%	3,963	0.2%	Medical
XOM ExxonMobil	$3,438,813	$579,554 ▲	20.3%	20,269	0.2%	Energy
V Visa	$3,225,505	$532,245 ▲	19.8%	10,672	0.1%	Business Services
VOO Vanguard S&P 500 ETF	$3,182,551	$370,481 ▼	-10.4%	5,326	0.1%	ETF
SCHX Schwab US Large-Cap ETF	$3,102,389	$3,102,389 ▲	New Holding	120,998	0.1%	ETF
QQQ Invesco QQQ	$3,090,799	$175,463 ▲	6.0%	5,355	0.1%	Finance
UBER Uber Technologies	$2,892,305	$49,991 ▼	-1.7%	40,210	0.1%	Computer and Technology
COST Costco Wholesale	$2,709,293	$398,572 ▲	17.2%	2,719	0.1%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$2,675,777	$28,818 ▼	-1.1%	12,442	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$2,570,009		0.0%	8,011	0.1%	ETF
WALMART INC	$2,454,281	$387,008 ▲	18.7%	19,748	0.1%	COM
JNJ Johnson & Johnson	$2,411,401	$300,172 ▲	14.2%	9,865	0.1%	Medical
OEF iShares S&P 100 ETF	$2,225,854	$21,629 ▲	1.0%	6,998	0.1%	ETF
GS The Goldman Sachs Group	$2,193,652	$359,546 ▲	19.6%	2,593	0.1%	Finance
CAT Caterpillar	$2,108,377	$408,073 ▲	24.0%	2,976	0.1%	Industrials
CVX Chevron	$1,947,051	$563,157 ▲	40.7%	9,411	0.1%	Energy
HD Home Depot	$1,931,900	$398,286 ▲	26.0%	5,874	0.1%	Retail/Wholesale
TJX TJX Companies	$1,890,209	$201,861 ▲	12.0%	11,836	0.1%	Retail/Wholesale
ABBV AbbVie	$1,882,128	$206,612 ▲	12.3%	8,654	0.1%	Medical
INDB Independent Bank	$1,842,645		0.0%	24,500	0.1%	Finance
AMLP Alerian MLP ETF	$1,837,557		0.0%	34,908	0.1%	ETF
MS Morgan Stanley	$1,774,229	$229,411 ▲	14.9%	10,781	0.1%	Finance
LINDE PLC	$1,772,342	$434,782 ▲	32.5%	3,575	0.1%	SHS
LAM RESEARCH CORP	$1,741,329	$298,269 ▲	20.7%	8,150	0.1%	COM NEW
AMD Advanced Micro Devices	$1,603,639	$210,347 ▲	15.1%	7,883	0.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,565,008	$781,998 ▲	99.9%	23,175	0.1%	ETF
AMAT Applied Materials	$1,506,610	$172,604 ▲	12.9%	4,408	0.1%	Computer and Technology
CSCO Cisco Systems	$1,489,806	$197,001 ▲	15.2%	19,201	0.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,456,005	$158,077 ▲	12.2%	2,229	0.1%	ETF
ORCL Oracle	$1,446,238	$191,684 ▲	15.3%	9,831	0.1%	Computer and Technology
FEZ SPDR EURO STOXX 50 ETF	$1,444,788		0.0%	23,273	0.1%	ETF
TER Teradyne	$1,444,353	$20,159 ▲	1.4%	4,872	0.1%	Computer and Technology
KLAC KLA	$1,388,483	$350,434 ▲	33.8%	943	0.1%	Computer and Technology
MRK Merck & Co., Inc.	$1,321,626	$226,025 ▲	20.6%	10,987	0.1%	Medical
VRT Vertiv	$1,309,281	$68,910 ▲	5.6%	5,225	0.1%	Computer and Technology
SCHF Schwab International Equity ETF	$1,288,510	$1,288,510 ▲	New Holding	52,061	0.1%	ETF
MU Micron Technology	$1,261,157	$145,947 ▲	13.1%	3,733	0.1%	Computer and Technology
GE GE Aerospace	$1,247,453	$285,189 ▲	29.6%	4,396	0.1%	Aerospace
PG Procter & Gamble	$1,236,118	$56,909 ▲	4.8%	8,558	0.1%	Consumer Staples
WFC Wells Fargo & Company	$1,234,512	$244,084 ▲	24.6%	15,507	0.1%	Finance
TMO Thermo Fisher Scientific	$1,184,587	$109,611 ▲	10.2%	2,410	0.1%	Medical
KO CocaCola	$1,162,957	$96,660 ▲	9.1%	15,292	0.1%	Consumer Staples
COP ConocoPhillips	$1,140,744	$344,652 ▲	43.3%	8,642	0.1%	Energy
XLF Financial Select Sector SPDR Fund	$1,110,233		0.0%	22,488	0.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,098,652	$530,804 ▲	93.5%	8,838	0.0%	ETF
PWV Invesco Large Cap Value ETF	$1,071,373	$1,071,373 ▲	New Holding	15,369	0.0%	ETF
VB Vanguard Small-Cap ETF	$1,067,062	$186,487 ▲	21.2%	4,074	0.0%	ETF
PM Philip Morris International	$1,030,399	$185,015 ▲	21.9%	6,232	0.0%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$984,962		0.0%	8,708	0.0%	ETF
ETN Eaton	$969,286	$199,938 ▲	26.0%	2,710	0.0%	Industrials
NEE NextEra Energy	$945,890	$137,927 ▲	17.1%	10,184	0.0%	Utilities
MCD McDonald's	$944,491	$45,065 ▲	5.0%	3,039	0.0%	Retail/Wholesale

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