71 West Capital Partners Portfolio Stock Holdings
71 West Capital Partners disclosed 313 stock positions valued at approximately $2.3 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 313
- Portfolio Value
- $2.3B
Holdings by Sector
71 West Capital Partners Portfolio Holdings in Q1 2026
311 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWF | Other | 16.50% | 879,787 | +66,032 | +8.11% | $375,140,992 |
| ISHARES TR | IWD | Other | 11.88% | 1,264,328 | +123,007 | +10.78% | $270,148,923 |
| VANGUARD INDEX FDS | VTV | Other | 7.29% | 845,174 | +39,240 | +4.87% | $165,823,139 |
| SELECT SECTOR SPDR TR | XLK | Other | 5.13% | 877,176 | +74,547 | +9.29% | $116,576,750 |
| VANGUARD INDEX FDS | VUG | Other | 4.63% | 241,167 | +12,640 | +5.53% | $105,339,334 |
| VANGUARD WORLD FD | VGT | Other | 4.16% | 135,405 | +10,760 | +8.63% | $94,474,777 |
| APPLE INC | AAPL | Technology | 3.68% | 329,308 | +22,576 | +7.36% | $83,575,077 |
| NVIDIA CORPORATION | NVDA | Technology | 3.24% | 422,838 | +41,055 | +10.75% | $73,742,947 |
| SPDR SERIES TRUST | SPYV | Other | 2.69% | 1,079,182 | +30,756 | +2.93% | $61,060,118 |
| SPDR SERIES TRUST | SPYG | Other | 1.94% | 450,201 | +21,854 | +5.10% | $44,079,180 |
| ISHARES TR | IEFA | Other | 1.87% | 469,898 | +99,553 | +26.88% | $42,539,831 |
| ALPHABET INC | GOOGL | Communication Services | 1.72% | 135,611 | +27,479 | +25.41% | $38,996,299 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.67% | 129,028 | +11,206 | +9.51% | $37,954,876 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.65% | 57,699 | +11,014 | +23.59% | $37,523,968 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.60% | 107,401 | +5,744 | +5.65% | $36,296,168 |
| RTX CORPORATION | RTX | Industrials | 1.36% | 160,716 | +9,642 | +6.38% | $31,002,116 |
| BANK AMERICA CORP | BAC | Financial Services | 1.26% | 587,084 | +23,129 | +4.10% | $28,620,345 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.26% | 446,401 | +3,601 | +0.81% | $28,605,376 |
| ISHARES TR | EFA | Other | 1.21% | 283,481 | +39,646 | +16.26% | $27,534,510 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.16% | 54,976 | +4,902 | +9.79% | $26,344,499 |
| MICROSOFT CORP | MSFT | Technology | 1.07% | 65,872 | +5,555 | +9.21% | $24,383,838 |
| ASML HLDG NV | ASML | Other | 1.02% | 17,551 | +1,416 | +8.78% | $23,181,887 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.99% | 108,565 | +9,878 | +10.01% | $22,610,833 |
| BLACKROCK INC | BLK | Other | 0.95% | 22,434 | +1,424 | +6.78% | $21,575,002 |
| META PLATFORMS INC | META | Communication Services | 0.86% | 34,288 | +3,579 | +11.65% | $19,617,193 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.86% | 39,224 | +3,170 | +8.79% | $19,598,664 |
| ALPHABET INC | GOOG | Communication Services | 0.79% | 62,356 | +25,808 | +70.61% | $17,887,442 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.78% | 41,917 | +2,475 | +6.28% | $17,828,981 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.71% | 41,637 | +4,554 | +12.28% | $16,255,501 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.71% | 79,164 | +5,944 | +8.12% | $16,084,542 |
| AT&T INC | T | Communication Services | 0.61% | 476,776 | +32,727 | +7.37% | $13,821,736 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.60% | 124,767 | +3,473 | +2.86% | $13,685,692 |
| FERROVIAL SE | FER.MC | Other | 0.58% | 205,262 | +12,949 | +6.73% | $13,105,852 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.57% | 48,061 | +1,906 | +4.13% | $13,004,826 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.53% | 128,633 | +7,380 | +6.09% | $12,058,057 |
| BROADCOM INC | AVGO | Technology | 0.53% | 38,684 | +15,625 | +67.76% | $11,973,085 |
| DATADOG INC | DDOG | Technology | 0.45% | 85,829 | +7,162 | +9.10% | $10,132,113 |
| NU HLDGS LTD | G6683N103 | Other | 0.44% | 699,487 | +60,804 | +9.52% | $10,051,628 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.44% | 61,964 | +6,980 | +12.69% | $9,934,068 |
| ISHARES TR | ITOT | Other | 0.43% | 68,023 | +8,937 | +15.13% | $9,688,516 |
| TARGET HOSPITALITY CORP | TH | Industrials | 0.37% | 907,322 | +15,000 | +1.68% | $8,419,948 |
| SERVICENOW INC | NOW | Technology | 0.32% | 69,040 | +7,768 | +12.68% | $7,218,132 |
| SALESFORCE INC | CRM | Technology | 0.31% | 37,418 | +4,472 | +13.57% | $6,984,818 |
| NETFLIX INC. | NFLX | Communication Services | 0.27% | 62,993 | +44,206 | +235.30% | $6,056,777 |
| TESLA INC | TSLA | Consumer Cyclical | 0.23% | 14,101 | +1,923 | +15.79% | $5,242,047 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.22% | 33,605 | +642 | +1.95% | $4,915,739 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.19% | 6 | - | - | $4,308,840 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.18% | 27,057 | +5,816 | +27.38% | $4,007,142 |
| ELI LILLY & CO | LLY | Healthcare | 0.16% | 3,963 | +617 | +18.44% | $3,645,049 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 20,269 | +3,416 | +20.27% | $3,438,813 |
| VISA INC | V | Financial Services | 0.14% | 10,672 | +1,761 | +19.76% | $3,225,505 |
| VANGUARD INDEX FDS | VOO | Other | 0.14% | 5,326 | -620 | -10.43% | $3,182,551 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.14% | 120,998 | +120,998 | +100.00% | $3,102,389 |
| INVESCO QQQ TR | QQQ | Other | 0.14% | 5,355 | +304 | +6.02% | $3,090,799 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.13% | 40,210 | -695 | -1.70% | $2,892,305 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.12% | 2,719 | +400 | +17.25% | $2,709,293 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.12% | 12,442 | -134 | -1.07% | $2,675,777 |
| VANGUARD INDEX FDS | VTI | Other | 0.11% | 8,011 | - | - | $2,570,009 |
| WALMART INC | WMT | Consumer Defensive | 0.11% | 19,748 | +3,114 | +18.72% | $2,454,281 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.11% | 9,865 | +1,228 | +14.22% | $2,411,401 |
| ISHARES TR | OEF | Other | 0.10% | 6,998 | +68 | +0.98% | $2,225,854 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.10% | 2,593 | +425 | +19.60% | $2,193,652 |
| CATERPILLAR INC | CAT | Industrials | 0.09% | 2,976 | +576 | +24.00% | $2,108,377 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 9,411 | +2,722 | +40.69% | $1,947,051 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.08% | 5,874 | +1,211 | +25.97% | $1,931,900 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.08% | 11,836 | +1,264 | +11.96% | $1,890,209 |
| ABBVIE INC | ABBV | Healthcare | 0.08% | 8,654 | +950 | +12.33% | $1,882,128 |
| INDEPENDENT BK CORP MASS | INDB | Financial Services | 0.08% | 24,500 | - | - | $1,842,645 |
| ALPS ETF TR | AMLP | Other | 0.08% | 34,908 | - | - | $1,837,557 |
| MORGAN STANLEY | MS | Financial Services | 0.08% | 10,781 | +1,394 | +14.85% | $1,774,229 |
| LINDE PLC | LIN | Other | 0.08% | 3,575 | +877 | +32.51% | $1,772,342 |
| LAM RESEARCH CORP | LRCX | Other | 0.08% | 8,150 | +1,396 | +20.67% | $1,741,329 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.07% | 7,883 | +1,034 | +15.10% | $1,603,639 |
| ISHARES TR | IJH | Other | 0.07% | 23,175 | +11,580 | +99.87% | $1,565,008 |
| APPLIED MATLS INC | AMAT | Technology | 0.07% | 4,408 | +505 | +12.94% | $1,506,610 |
| CISCO SYS INC | CSCO | Technology | 0.07% | 19,201 | +2,539 | +15.24% | $1,489,806 |
| ISHARES TR | IVV | Other | 0.06% | 2,229 | +242 | +12.18% | $1,456,005 |
| ORACLE CORP | ORCL | Technology | 0.06% | 9,831 | +1,303 | +15.28% | $1,446,238 |
| SPDR INDEX SHS FDS | FEZ | Other | 0.06% | 23,273 | - | - | $1,444,788 |
| TERADYNE INC | TER | Technology | 0.06% | 4,872 | +68 | +1.42% | $1,444,353 |
| KLA CORP | KLAC | Technology | 0.06% | 943 | +238 | +33.76% | $1,388,483 |
| MERCK & CO INC | MRK | Healthcare | 0.06% | 10,987 | +1,879 | +20.63% | $1,321,626 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.06% | 5,225 | +275 | +5.56% | $1,309,281 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.06% | 52,061 | +52,061 | +100.00% | $1,288,510 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.06% | 3,733 | +432 | +13.09% | $1,261,157 |
| GE AEROSPACE | GE | Industrials | 0.05% | 4,396 | +1,005 | +29.64% | $1,247,453 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.05% | 8,558 | +394 | +4.83% | $1,236,118 |
| WELLS FARGO & CO | WFC | Financial Services | 0.05% | 15,507 | +3,066 | +24.64% | $1,234,512 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.05% | 2,410 | +223 | +10.20% | $1,184,587 |
| COCA COLA CO | KO | Consumer Defensive | 0.05% | 15,292 | +1,271 | +9.06% | $1,162,957 |
| CONOCOPHILLIPS | COP | Energy | 0.05% | 8,642 | +2,611 | +43.29% | $1,140,744 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.05% | 22,488 | - | - | $1,110,233 |
| ISHARES TR | IJR | Other | 0.05% | 8,838 | +4,270 | +93.48% | $1,098,652 |
| INVESCO EXCHANGE TRADED FD T | PWV | Other | 0.05% | 15,369 | +15,369 | +100.00% | $1,071,373 |
| VANGUARD INDEX FDS | VB | Other | 0.05% | 4,074 | +712 | +21.18% | $1,067,062 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.05% | 6,232 | +1,119 | +21.89% | $1,030,399 |
| ISHARES TR | IVW | Other | 0.04% | 8,708 | - | - | $984,962 |
| EATON CORP PLC | ETN | Other | 0.04% | 2,710 | +559 | +25.99% | $969,286 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.04% | 10,184 | +1,485 | +17.07% | $945,890 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.04% | 3,039 | +145 | +5.01% | $944,491 |