71 West Capital Partners Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, 71 West Capital Partners disclosed 378 stock positions valued at approximately $2.89B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 378
- Portfolio Value
- $2.89B
Holdings by Sector
71 West Capital Partners Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWF | Other | 15.05% | 3,504,688 | +2,624,901 | +298.36% | $435,177,055 |
| ISHARES TR | IWD | Other | 10.95% | 1,306,647 | +42,319 | +3.35% | $316,770,386 |
| VANGUARD INDEX FDS | VTV | Other | 6.35% | 843,239 | -1,935 | -0.23% | $183,767,075 |
| SELECT SECTOR SPDR TR | XLK | Other | 5.90% | 895,570 | +18,394 | +2.10% | $170,624,082 |
| VANGUARD WORLD FD | VGT | Other | 4.48% | 1,085,047 | +949,642 | +701.33% | $129,684,817 |
| VANGUARD INDEX FDS | VUG | Other | 4.19% | 1,407,442 | +1,166,275 | +483.60% | $121,237,054 |
| APPLE INC | AAPL | Technology | 3.64% | 364,276 | +34,968 | +10.62% | $105,406,903 |
| NVIDIA CORPORATION | NVDA | Technology | 3.33% | 480,811 | +57,973 | +13.71% | $96,205,473 |
| SPDR SERIES TRUST | SPYV | Other | 2.25% | 1,072,643 | -6,539 | -0.61% | $65,205,968 |
| ISHARES TR | IEFA | Other | 2.19% | 656,894 | +186,996 | +39.80% | $63,442,785 |
| ALPHABET INC | GOOGL | Communication Services | 1.85% | 149,745 | +14,134 | +10.42% | $53,514,371 |
| SPDR SERIES TRUST | SPYG | Other | 1.81% | 440,278 | -9,923 | -2.20% | $52,388,679 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.80% | 69,822 | +12,123 | +21.01% | $52,140,975 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.78% | 107,833 | +432 | +0.40% | $51,497,806 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.54% | 136,313 | +7,285 | +5.65% | $44,619,334 |
| ASML HLDG NV | ASML | Other | 1.22% | 17,766 | +215 | +1.23% | $35,344,391 |
| BANK OF AMER CORP | BAC | Financial Services | 1.19% | 605,779 | +18,695 | +3.18% | $34,517,287 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.11% | 42,171 | +534 | +1.28% | $32,182,377 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.09% | 441,918 | -4,483 | -1.00% | $31,486,658 |
| RTX CORPORATION | RTX | Industrials | 1.08% | 164,546 | +3,830 | +2.38% | $31,219,313 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.08% | 62,290 | +7,314 | +13.30% | $31,169,293 |
| MICROSOFT CORP | MSFT | Technology | 1.07% | 82,863 | +16,991 | +25.79% | $30,909,556 |
| ISHARES TR | EFA | Other | 1.02% | 285,242 | +1,761 | +0.62% | $29,630,939 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.02% | 123,216 | +14,651 | +13.50% | $29,367,301 |
| ALPHABET INC | GOOG | Communication Services | 0.92% | 75,689 | +13,333 | +21.38% | $26,743,194 |
| DATADOG INC | DDOG | Technology | 0.79% | 87,434 | +1,605 | +1.87% | $22,764,316 |
| BLACKROCK INC | BLK | Other | 0.77% | 23,148 | +714 | +3.18% | $22,258,191 |
| META PLATFORMS INC | META | Communication Services | 0.77% | 39,359 | +5,071 | +14.79% | $22,170,531 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.75% | 63,859 | +1,895 | +3.06% | $21,777,196 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.74% | 51,511 | +3,450 | +7.18% | $21,409,517 |
Showing 30 of 378 holdings in the latest reporting period.