71 West Capital Partners Portfolio Stock Holdings
71 West Capital Partners disclosed 382 stock positions valued at approximately $2.9 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 June 30, 2026 and was filed on August 4, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 382
- Portfolio Value
- $2.9B
Holdings by Sector
71 West Capital Partners Portfolio Holdings in Q2 2026
376 holdings in the latest reporting period.
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| 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 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.74% | 41,629 | +2,405 | +6.13% | $21,380,654 |
| BROADCOM INC | AVGO | Technology | 0.69% | 52,562 | +13,878 | +35.88% | $19,855,296 |
| TARGET HOSPITALITY CORP | TH | Industrials | 0.64% | 907,322 | - | - | $18,473,076 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.64% | 82,304 | +3,140 | +3.97% | $18,431,981 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.61% | 43,035 | +1,118 | +2.67% | $17,526,438 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.55% | 124,315 | -452 | -0.36% | $15,888,700 |
| FERROVIAL NV | FER.MC | Other | 0.50% | 211,595 | +6,333 | +3.09% | $14,508,886 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.48% | 130,521 | +1,888 | +1.47% | $13,875,688 |
| ISHARES TR | ITOT | Other | 0.36% | 64,097 | -3,926 | -5.77% | $10,529,214 |
| AT&T INC | T | Communication Services | 0.36% | 504,318 | +27,542 | +5.78% | $10,439,383 |
| NU HLDGS LTD | G6683N103 | Other | 0.33% | 709,637 | +10,150 | +1.45% | $9,480,750 |
| TESLA INC | TSLA | Consumer Cyclical | 0.30% | 20,371 | +6,270 | +44.46% | $8,568,043 |
| ELI LILLY & CO | LLY | Healthcare | 0.25% | 5,922 | +1,959 | +49.43% | $7,103,024 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.24% | 5,980 | +2,247 | +60.19% | $6,902,654 |
| SERVICENOW INC | NOW | Technology | 0.23% | 68,145 | -895 | -1.30% | $6,765,436 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.23% | 11,560 | +3,677 | +46.64% | $6,715,320 |
| SALESFORCE INC | CRM | Technology | 0.21% | 38,828 | +1,410 | +3.77% | $6,082,794 |
| ISHARES TR | IVW | Other | 0.20% | 41,253 | +32,545 | +373.74% | $5,673,525 |
| NETFLIX INC. | NFLX | Communication Services | 0.19% | 77,969 | +14,976 | +23.77% | $5,566,987 |
| VISA INC | V | Financial Services | 0.19% | 15,644 | +4,972 | +46.59% | $5,367,300 |
| LAM RESEARCH CORP | LRCX | Other | 0.17% | 11,519 | +3,369 | +41.34% | $4,991,528 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.16% | 6 | - | - | $4,493,100 |
| APPLIED MATLS INC | AMAT | Technology | 0.15% | 6,141 | +1,733 | +39.31% | $4,439,943 |
| VANGUARD INDEX FDS | VOO | Other | 0.15% | 6,440 | +1,114 | +20.92% | $4,423,056 |
| CATERPILLAR INC | CAT | Industrials | 0.15% | 4,145 | +1,169 | +39.28% | $4,414,011 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.15% | 37,126 | +3,521 | +10.48% | $4,331,490 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.15% | 27,057 | - | - | $4,275,818 |
| KLA CORP | KLAC | Technology | 0.14% | 13,727 | +12,784 | +1355.67% | $4,141,573 |
| EXXON MOBIL CORP | XOM | Energy | 0.14% | 30,004 | +9,735 | +48.03% | $4,102,126 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.14% | 15,732 | +5,867 | +59.47% | $3,995,456 |
| INVESCO QQQ TR | QQQ | Other | 0.14% | 5,355 | - | - | $3,943,422 |
| ISHARES TR | OEF | Other | 0.12% | 9,862 | +2,864 | +40.93% | $3,608,210 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.12% | 120,444 | -554 | -0.46% | $3,544,667 |
| GE AEROSPACE | GE | Industrials | 0.12% | 9,382 | +4,986 | +113.42% | $3,506,335 |
| WALMART INC | WMT | Consumer Defensive | 0.12% | 30,352 | +10,604 | +53.70% | $3,437,668 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.12% | 3,587 | +868 | +31.92% | $3,355,531 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.11% | 9,268 | +3,394 | +57.78% | $3,268,638 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.11% | 3,210 | +617 | +23.79% | $3,246,498 |
| ABBVIE INC | ABBV | Healthcare | 0.11% | 12,555 | +3,901 | +45.08% | $3,159,305 |
| CISCO SYS INC | CSCO | Technology | 0.11% | 26,584 | +7,383 | +38.45% | $3,122,557 |
| MORGAN STANLEY | MS | Financial Services | 0.11% | 14,698 | +3,917 | +36.33% | $3,072,470 |
| VANGUARD INDEX FDS | VTI | Other | 0.10% | 8,122 | +111 | +1.39% | $3,005,465 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.10% | 12,442 | - | - | $2,944,026 |
| INTEL CORP | INTC | Technology | 0.10% | 20,953 | +9,961 | +90.62% | $2,925,667 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.10% | 40,417 | +207 | +0.51% | $2,916,491 |
| LINDE PLC | LIN | Other | 0.09% | 5,135 | +1,560 | +43.64% | $2,664,757 |
| GE VERNOVA INC | GEV | Utilities | 0.09% | 2,231 | +1,162 | +108.70% | $2,621,113 |
| TERADYNE INC | TER | Technology | 0.08% | 4,948 | +76 | +1.56% | $2,394,040 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.08% | 15,753 | +7,195 | +84.07% | $2,310,020 |
| AMPHENOL CORP | APH | Technology | 0.07% | 11,941 | +5,454 | +84.08% | $2,105,437 |
| INDEPENDENT BK CORP MASS | INDB | Financial Services | 0.07% | 24,953 | +453 | +1.85% | $2,089,065 |
| MERCK & CO INC | MRK | Healthcare | 0.07% | 16,058 | +5,071 | +46.15% | $2,063,453 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.07% | 13,596 | +1,760 | +14.87% | $2,059,794 |
| CORNING INC | GLW | Technology | 0.07% | 7,816 | +1,037 | +15.30% | $1,996,441 |
| WELLS FARGO & CO | WFC | Financial Services | 0.07% | 24,134 | +8,627 | +55.63% | $1,994,434 |
| ORACLE CORP | ORCL | Technology | 0.07% | 13,384 | +3,553 | +36.14% | $1,961,425 |
| EATON CORP PLC | ETN | Other | 0.07% | 4,573 | +1,863 | +68.75% | $1,948,647 |
| CHEVRON CORPORATION | CVX | Energy | 0.07% | 11,630 | +2,219 | +23.58% | $1,927,721 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.06% | 5,423 | +198 | +3.79% | $1,815,729 |
| ALPS ETF TR | AMLP | Other | 0.06% | 34,928 | +20 | +0.06% | $1,811,017 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.06% | 6,416 | +3,652 | +132.13% | $1,771,907 |
| ISHARES TR | IJH | Other | 0.06% | 22,933 | -242 | -1.04% | $1,768,364 |
| BLOOM ENERGY CORP | BE | Industrials | 0.06% | 5,773 | +1,113 | +23.88% | $1,747,487 |
| COCA COLA CO | KO | Consumer Defensive | 0.06% | 20,518 | +5,226 | +34.17% | $1,667,498 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.06% | 9,197 | +2,965 | +47.58% | $1,663,829 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.06% | 3,316 | +906 | +37.59% | $1,662,510 |
| SPDR INDEX SHS FDS | FEZ | Other | 0.06% | 23,273 | - | - | $1,598,390 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.05% | 1,639 | +534 | +48.33% | $1,581,635 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.05% | 4,674 | +1,652 | +54.67% | $1,580,981 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.05% | 2,468 | +148 | +6.38% | $1,576,361 |