17 Capital Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), 17 Capital Partners, LLC reported 172 stock positions worth $220.5 million. Its top holding was Meta Platforms Class A (META) at 11.3% of the portfolio, followed by Alphabet Class A (GOOGL, 3.2%) and iShares 0-3 Month Treasury B (SGOV, 3.2%). Compared with Q1 2026, it opened 10 new positions, sold out of 8, added to 86 and reduced 51. The biggest buy was iShares Semiconductor ETF (SOXX, shares +10%) and the biggest sale Meta Platforms Class A (META, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PHEONIX, AZ
- CIK
- 0001727407
- Portfolio Value
- $220.5M (Q2 2026)
- SEC Filing
- 0001727407-26-000005 ↗ filed Aug 6, 2026
Holdings Value
Holdings 172 stocks · $220.5M
| META Meta Platforms Inc. Class A | 11.27% | 44,106 | $24.8M | Reduce 0.0% |
| GOOGL Alphabet Inc. Class A | 3.24% | 20,005 | $7.1M | Reduce -3.1% |
| SGOV iShares 0-3 Month Treasury B | 3.19% | 69,782 | $7.0M | Add +3.0% |
| IVW iShares S&P 500 Growth ETF | 2.04% | 32,775 | $4.5M | Add +6.8% |
| GOOG Alphabet Inc. Class C | 1.80% | 11,249 | $4.0M | Reduce -0.3% |
| MSFT Microsoft Corp. | 1.79% | 10,574 | $3.9M | Reduce -0.9% |
| AMD Advanced Micro Devices | 1.69% | 6,404 | $3.7M | Reduce -11.2% |
| AAPL Apple Inc. | 1.51% | 11,509 | $3.3M | Reduce -2.4% |
| PH Parker Hannifin Corp. | 1.37% | 3,087 | $3.0M | No change |
| IUSV iShares Core S&P U.S. Value | 1.31% | 26,157 | $2.9M | Add +1.9% |
| IVE iShares S&P 500 Value ETF | 1.25% | 12,165 | $2.8M | Add +11.3% |
| NVDA Nvidia Corp. | 1.24% | 13,634 | $2.7M | Add +2.3% |
| PMMF Ishrs Prime MMKT ETF | 1.18% | 26,042 | $2.6M | Add +4.1% |
| CTVA Corteva Inc. | 1.15% | 29,915 | $2.5M | Add +0.1% |
| RDVY First Trust Rising Dividend | 1.12% | 30,518 | $2.5M | Add +6.0% |
| MRVL Marvell Technology Inc. | 1.09% | 8,090 | $2.4M | Reduce -17.5% |
| VOO Vanguard S&P 500 ETF | 1.08% | 3,483 | $2.4M | Add +5.3% |
| SOXX iShares Semiconductor ETF | 1.05% | 3,614 | $2.3M | Add +9.7% |
| COF Capital One Financial Corp. | 0.95% | 10,413 | $2.1M | No change |
| VIOO Vanguard S&P Small-Cap 600 E | 0.94% | 15,096 | $2.1M | Add +11.1% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.89% | 98,845 | $2.0M | No change |
| IWB iShares Russell 1000 ETF | 0.89% | 4,797 | $2.0M | Add +5.6% |
| IWM iShares Russell 2000 ETF | 0.87% | 6,386 | $1.9M | Add +7.7% |
| EW Edwards Lifesciences Corp. | 0.86% | 20,990 | $1.9M | Add +109.2% |
| SMH Vaneck Semiconductor ETF | 0.85% | 2,853 | $1.9M | Add +13.7% |
| VGT Vanguard Info Tech ETF | 0.83% | 15,252 | $1.8M | Add +8.4% |
| AMGN Amgen Inc. | 0.81% | 4,935 | $1.8M | Reduce -2.1% |
| GD General Dynamics Corp. | 0.79% | 4,943 | $1.8M | Reduce -0.6% |
| MLM Martin Marietta Materials | 0.79% | 3,013 | $1.7M | No change |
| QCOM Qualcomm Inc. | 0.79% | 9,389 | $1.7M | No change |
| FBCG Fidelity Blue Chip Grow ETF | 0.78% | 27,717 | $1.7M | Add +12.2% |
| ECL Ecolab Inc. | 0.75% | 5,960 | $1.7M | Reduce -1.0% |
| MCHP Microchip Technology Inc. | 0.75% | 18,142 | $1.7M | No change |
| KO The Coca-Cola Co. | 0.75% | 20,296 | $1.6M | Add +0.0% |
| USB US Bancorp | 0.74% | 27,156 | $1.6M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.74% | 6,856 | $1.6M | Add +2.9% |
| AMP Ameriprise Financial Inc. | 0.73% | 3,516 | $1.6M | No change |
| IWF iShares Russell 1000 Growth | 0.72% | 12,797 | $1.6M | Add +9.5% |
| VFH Vanguard Financials ETF | 0.72% | 12,070 | $1.6M | Add +9.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 2,113 | $1.6M | Add +2.5% |
| XNTK SS SPDR Nyse Tech ETF | 0.70% | 3,941 | $1.5M | Add +10.6% |
| WFC Wells Fargo & Co. | 0.69% | 18,514 | $1.5M | Reduce -8.4% |
| IVV iShares Core S&P 500 ETF | 0.69% | 2,028 | $1.5M | Add +3.5% |
| PNC PNC Financial Services Group | 0.69% | 6,143 | $1.5M | Reduce -0.1% |
| TDY Teledyne Technologies Inc. | 0.68% | 2,250 | $1.5M | Reduce -0.0% |
| UBER Uber Technologies Inc. | 0.67% | 20,437 | $1.5M | Reduce -1.2% |
| XLK SS Technology Select Sector | 0.64% | 7,428 | $1.4M | Reduce -0.8% |
| GSLC Goldman Activebeta US LC ETF | 0.63% | 9,748 | $1.4M | Add +12.4% |
| IEMG iShares Core MSCI Emerging | 0.62% | 16,401 | $1.4M | Add +12.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.61% | 1,770 | $1.4M | Add +0.6% |
| JMOM JPMorgan US Momentum Factor | 0.61% | 15,669 | $1.3M | Add +11.0% |
| PANW Palo Alto Networks Inc. | 0.61% | 3,922 | $1.3M | Add +4.0% |
| AVGO Broadcom Inc. | 0.61% | 3,538 | $1.3M | Add +53.6% |
| SONY Sony Group Corp. - SP ADR | 0.60% | 66,110 | $1.3M | No change |
| RPM RPM International Inc. | 0.59% | 11,613 | $1.3M | Reduce -0.3% |
| MSI Motorola Solutions Inc. | 0.58% | 3,083 | $1.3M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.57% | 15,735 | $1.3M | Add +4.9% |
| IEF iShares 7-10 Year Treasury B | 0.57% | 13,319 | $1.3M | Reduce -3.2% |
| GEV GE Vernova Inc. | 0.56% | 1,060 | $1.2M | Add +12.4% |
| LEN Lennar Corp. Class A | 0.55% | 13,434 | $1.2M | No change |
| WCC Wesco International Inc. | 0.53% | 3,408 | $1.2M | Add +0.1% |
| SNPS Synopsys Inc. | 0.52% | 2,585 | $1.2M | Reduce -0.2% |
| APD Air Products & Chemicals Inc. | 0.52% | 3,914 | $1.1M | Reduce -0.1% |
| ARKW ARK Next Generation Technolo | 0.52% | 7,910 | $1.1M | Add +7.2% |
| SHW The Sherwin-Williams Co. | 0.52% | 3,316 | $1.1M | No change |
| XEL Xcel Energy Inc. | 0.51% | 14,114 | $1.1M | Add +1.0% |
| CVX Chevron Corp. | 0.51% | 6,780 | $1.1M | Reduce -2.7% |
| CFR Cullen/Frost Bankers Inc. | 0.50% | 7,101 | $1.1M | Reduce -0.1% |
| GNRC Generac Holdings Inc. | 0.49% | 3,725 | $1.1M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 0.49% | 10,990 | $1.1M | Add +15.4% |
| AIG American International Group | 0.49% | 14,381 | $1.1M | Reduce -3.9% |
| OSK Oshkosh Corp. | 0.48% | 6,913 | $1.1M | No change |
| PG The Procter & Gamble Co. | 0.47% | 7,066 | $1.0M | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.46% | 22,177 | $1.0M | Reduce -10.8% |
| ADSK Autodesk Inc. | 0.45% | 5,134 | $998K | Add +20.1% |
| BNDW Vanguard Total World Bond Et | 0.45% | 14,451 | $990K | Add +28.5% |
| MRK Merck & Co. Inc. | 0.45% | 7,704 | $990K | No change |
| TTE Totalenergies SE | 0.45% | 12,721 | $989K | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.45% | 10,173 | $983K | Add +19.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 1,191 | $889K | Reduce -1.2% |
| BX Blackstone Inc. | 0.39% | 7,345 | $864K | Reduce -7.0% |
| XLV SS Health Care Select Sector | 0.39% | 5,405 | $858K | Add +13.9% |
| VTIP Vanguard Short-Term Tips | 0.39% | 17,019 | $855K | Add +21.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.39% | 12,732 | $854K | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.38% | 705 | $846K | Add +1.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.38% | 16,736 | $844K | No change |
| IAU iShares Gold Trust | 0.38% | 11,080 | $837K | Add +15.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 2,250 | $833K | Add +15.9% |
| LOW Lowe's Cos Inc. | 0.37% | 3,749 | $827K | Reduce -0.4% |
| VXF Vanguard Extended Market ETF | 0.37% | 3,321 | $818K | Add +13.7% |
| NFLX Netflix Inc. | 0.36% | 11,206 | $800K | No change |
| AWK American Water Works Co. Inc. | 0.36% | 6,035 | $794K | Reduce -0.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.36% | 8,157 | $787K | Add +18.6% |
| ADBE Adobe Inc. | 0.36% | 3,824 | $784K | Reduce -0.2% |
| VGSH Vanguard Short-Term Treasury | 0.36% | 13,468 | $784K | Add +18.0% |
| NBIX Neurocrine Biosciences Inc. | 0.35% | 4,600 | $775K | Add +0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 9,433 | $775K | Add +22.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 1,606 | $767K | Add +1.4% |
| MDT Medtronic PLC | 0.34% | 9,626 | $753K | Reduce -2.3% |
| ROKU Roku Inc. | 0.34% | 5,450 | $753K | New |
Options reported separately and not counted above: SHW calls ($516K), MSFT calls ($410K), PEP calls ($271K), SHEL calls ($264K).
Portfolio Sells Q1 2026 → Q2 2026
| META Meta Platforms Inc. Class A | Reduce 0.0% | 11.27% | −1.79 |
| ATO Atmos Energy Corp. | Sold out | 0.00% | −0.61 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.54 |
| MSFT Microsoft Corp. | Reduce -0.9% | 1.79% | −0.26 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.25 |
| CVX Chevron Corp. | Reduce -2.7% | 0.51% | −0.24 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.21 |
| MA Mastercard Inc. Class A | Reduce -33.9% | 0.31% | −0.21 |
| TTE Totalenergies SE | Reduce -0.3% | 0.45% | −0.15 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.14 |
| WFC Wells Fargo & Co. | Reduce -8.4% | 0.69% | −0.14 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -10.8% | 0.46% | −0.13 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.13 |
| ADBE Adobe Inc. | Reduce -0.2% | 0.36% | −0.13 |
| MSI Motorola Solutions Inc. | Reduce -0.8% | 0.58% | −0.12 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.11 |
| ISRG Intuitive Surgical Inc. | Reduce -2.8% | 0.31% | −0.11 |
| ALC Alcon Inc. | Reduce -0.1% | 0.39% | −0.11 |
| IEF iShares 7-10 Year Treasury B | Reduce -3.2% | 0.57% | −0.11 |
| AMGN Amgen Inc. | Reduce -2.1% | 0.81% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -0.0% | 0.30% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.11 |
| UBER Uber Technologies Inc. | Reduce -1.2% | 0.67% | −0.10 |
| MDT Medtronic PLC | Reduce -2.3% | 0.34% | −0.10 |
| AIG American International Group | Reduce -3.9% | 0.49% | −0.10 |
| GD General Dynamics Corp. | Reduce -0.6% | 0.79% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 0.37% | −0.09 |
| IDXX Idexx Laboratories Inc. | Reduce -9.3% | 0.23% | −0.08 |
| BX Blackstone Inc. | Reduce -7.0% | 0.39% | −0.08 |
| ECL Ecolab Inc. | Reduce -1.0% | 0.75% | −0.08 |
| APD Air Products & Chemicals Inc. | Reduce -0.1% | 0.52% | −0.07 |
| AWK American Water Works Co. Inc. | Reduce -0.7% | 0.36% | −0.07 |
| PEP Pepsico Inc. | Reduce -2.5% | 0.19% | −0.07 |
| NOW ServiceNow Inc. | Reduce -4.3% | 0.25% | −0.06 |
| USFR Wisdomtree Floating Rate Tre | Reduce -8.9% | 0.21% | −0.05 |
| ELS Equity Lifestyle Properties | Reduce -8.9% | 0.24% | −0.05 |
| AAPL Apple Inc. | Reduce -2.4% | 1.51% | −0.04 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -4.6% | 0.31% | −0.03 |
| TDY Teledyne Technologies Inc. | Reduce -0.0% | 0.68% | −0.02 |
| V Visa Inc. Class A | Reduce -12.2% | 0.15% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.19% | −0.02 |
| RPM RPM International Inc. | Reduce -0.3% | 0.59% | −0.01 |
| MPWR Monolithic Power Systems Inc. | Reduce -16.1% | 0.13% | −0.01 |
| SNPS Synopsys Inc. | Reduce -0.2% | 0.52% | −0.01 |
| CFR Cullen/Frost Bankers Inc. | Reduce -0.1% | 0.50% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.1% | 0.23% | −0.01 |
| ABBV Abbvie Inc. | Reduce -4.5% | 0.14% | −0.00 |
| CPAY Corpay Inc. | Reduce -1.7% | 0.30% | −0.00 |
| BDN Brandywine Realty Trust | Reduce -17.5% | 0.02% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 0.40% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| SOXX iShares Semiconductor ETF | Add +9.7% | 1.05% | +0.49 |
| EW Edwards Lifesciences Corp. | Add +109.2% | 0.86% | +0.45 |
| SMH Vaneck Semiconductor ETF | Add +13.7% | 0.85% | +0.35 |
| ROKU Roku Inc. | New | 0.34% | +0.34 |
| PANW Palo Alto Networks Inc. | Add +4.0% | 0.61% | +0.29 |
| SAIA Saia Inc. | New | 0.27% | +0.27 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.6% | 0.61% | +0.26 |
| IVW iShares S&P 500 Growth ETF | Add +6.8% | 2.04% | +0.25 |
| AVGO Broadcom Inc. | Add +53.6% | 0.61% | +0.24 |
| XNTK SS SPDR Nyse Tech ETF | Add +10.6% | 0.70% | +0.23 |
| VGT Vanguard Info Tech ETF | Add +8.4% | 0.83% | +0.19 |
| REGN Regeneron Pharmaceuticals | New | 0.15% | +0.15 |
| FBCG Fidelity Blue Chip Grow ETF | Add +12.2% | 0.78% | +0.14 |
| GEV GE Vernova Inc. | Add +12.4% | 0.56% | +0.14 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +11.1% | 0.94% | +0.13 |
| TXN Texas Instruments Inc. | New | 0.13% | +0.13 |
| ODFL Old Dominion Freight Line | New | 0.12% | +0.12 |
| GNRC Generac Holdings Inc. | Add +0.7% | 0.49% | +0.12 |
| JMOM JPMorgan US Momentum Factor | Add +11.0% | 0.61% | +0.11 |
| IWM iShares Russell 2000 ETF | Add +7.7% | 0.87% | +0.11 |
| RDVY First Trust Rising Dividend | Add +6.0% | 1.12% | +0.11 |
| IWO iShares Russell 2000 Growth | New | 0.10% | +0.10 |
| ARM Arm Holdings PLC-ADR | New | 0.10% | +0.10 |
| UNP Union Pacific Corp. | New | 0.10% | +0.10 |
| SCHB Schwab US Broad Market ETF | New | 0.09% | +0.09 |
| IWR iShares Russell Mid-Cap ETF | New | 0.09% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +12.8% | 0.62% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.5% | 0.71% | +0.09 |
| VXUS Vanguard Total Intl Stock | Add +86.5% | 0.20% | +0.09 |
| IWF iShares Russell 1000 Growth | Add +9.5% | 0.72% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.4% | 0.35% | +0.07 |
| GSLC Goldman Activebeta US LC ETF | Add +12.4% | 0.63% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +5.3% | 1.08% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.9% | 0.24% | +0.06 |
| VXF Vanguard Extended Market ETF | Add +13.7% | 0.37% | +0.06 |
| ARKW ARK Next Generation Technolo | Add +7.2% | 0.52% | +0.06 |
| IVE iShares S&P 500 Value ETF | Add +11.3% | 1.25% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +15.9% | 0.38% | +0.06 |
| IWB iShares Russell 1000 ETF | Add +5.6% | 0.89% | +0.05 |
| WCC Wesco International Inc. | Add +0.1% | 0.53% | +0.05 |
| BNDW Vanguard Total World Bond Et | Add +28.5% | 0.45% | +0.05 |
| LLY Eli Lilly & Co. | Add +1.0% | 0.38% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +19.4% | 0.45% | +0.05 |
| NBIX Neurocrine Biosciences Inc. | Add +0.3% | 0.35% | +0.04 |
| IQLT iShares MSCI International Q | Add +19.8% | 0.34% | +0.04 |
| CII BlackRock Enhan LRG Cap Core | Add +10.5% | 0.21% | +0.04 |
| NVDA Nvidia Corp. | Add +2.3% | 1.24% | +0.03 |
| IWV iShares Russell 3000 ETF | Add +9.4% | 0.32% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +5.8% | 0.31% | +0.03 |
| VFH Vanguard Financials ETF | Add +9.2% | 0.72% | +0.03 |
Options Activity Q1 2026 → Q2 2026
| SHW The Sherwin-Williams Co. | call | Reduce -6.3% | 1,500 | $516K |
| PEP Pepsico Inc. | call | New | 2,000 | $271K |
| SHEL Shell PLC-ADR | call | New | 3,400 | $264K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 172 | $220.5M | META, GOOGL, SGOV, IVW, GOOG |
| Q1 2026 | 170 | $193.2M | META, SGOV, GOOGL, MSFT, IVW |
| Q4 2025 | 158 | $192.2M | META, GOOGL, MSFT, PH, GOOG |
| Q3 2025 | 145 | $183.8M | META, GOOGL, MSFT, IVW, PH |
| Q2 2025 | 143 | $173.3M | META, MSFT, GOOGL, IVW, PH |
| Q1 2025 | 136 | $155.8M | META, IVW, MSFT, GOOGL, PH |
| Q4 2024 | 134 | $157.9M | META, GOOGL, MSFT, IVW, PH |
| Q3 2024 | 131 | $153.7M | META, MSFT, IVW, GOOGL, PH |
| Q2 2024 | 128 | $140.5M | META, GOOGL, MSFT, IVW, PH |
| Q1 2024 | 123 | $135.1M | META, MSFT, GOOGL, IVW, PH |