71 West Capital Partners

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), 71 West Capital Partners reported 382 stock positions worth $2.9 billion. Its top holding was iShares Russell 1000 Growth (IWF) at 15.0% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 11.0%) and Vanguard Mrngstr Val ETF-Aui (VTV, 6.4%). Compared with Q1 2026, it opened 78 new positions, sold out of 10, added to 259 and reduced 19. The biggest buy was SS Technology Select Sector (XLK, shares +2%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −0%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0002111530
Portfolio Value
$2.9B (Q2 2026)
SEC Filing
0002111530-26-000003 ↗ filed Aug 4, 2026

Holdings Value

0$1.0B$2.0B$3.0B Q4 2025: $2.2B Q4 2025 Q1 2026: $2.3B Q1 2026 Q2 2026: $2.9B $2.9B Q2 2026

Holdings 382 stocks · $2.9B
IWF iShares Russell 1000 Growth 15.05% 3,504,688 $435.2M Reduce -0.4%
IWD iShares Russell 1000 Value E 10.95% 1,306,647 $316.8M Add +3.4%
VTV Vanguard Mrngstr Val ETF-Aui 6.35% 843,239 $183.8M Reduce -0.2%
XLK SS Technology Select Sector 5.90% 895,570 $170.6M Add +2.1%
VGT Vanguard Info Tech ETF 4.48% 1,085,047 $129.7M Add +0.2%
VUG Vanguard Mrngstar GR ETF-Sui 4.19% 1,407,442 $121.2M Reduce -2.7%
AAPL Apple Inc. 3.64% 364,276 $105.4M Add +10.6%
NVDA Nvidia Corp. 3.33% 480,811 $96.2M Add +13.7%
SPYV SS SPDR P S&P 500 Value ETF 2.25% 1,072,643 $65.2M Reduce -0.6%
IEFA iShares Core MSCI Eafe ETF 2.19% 656,894 $63.4M Add +39.8%
GOOGL Alphabet Inc. Class A 1.85% 149,745 $53.5M Add +10.4%
SPYG SS SPDR P S&P 500 Growth ETF 1.81% 440,278 $52.4M Reduce -2.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.80% 69,822 $52.1M Add +21.0%
TSM Taiwan Semiconductor-SP ADR 1.78% 107,833 $51.5M Add +0.4%
JPM JPMorgan Chase & Co. 1.54% 136,313 $44.6M Add +5.7%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.22% 17,766 $35.3M Add +1.2%
BAC Bank of America Corp. 1.19% 605,779 $34.5M Add +3.2%
CRWD CrowdStrike Holdings Inc. Class A 1.11% 42,171 $32.2M Add +1.3%
VEA Vanguard Ftse Developed ETF 1.09% 441,918 $31.5M Reduce -1.0%
RTX RTX Corp. 1.08% 164,546 $31.2M Add +2.4%
BRK.B Berkshire Hathaway Inc. Class B 1.08% 62,290 $31.2M Add +13.3%
MSFT Microsoft Corp. 1.07% 82,863 $30.9M Add +25.8%
EFA iShares MSCI Eafe ETF 1.02% 285,242 $29.6M Add +0.6%
AMZN Amazon.com Inc. 1.02% 123,216 $29.4M Add +13.5%
GOOG Alphabet Inc. Class C 0.92% 75,689 $26.7M Add +21.4%
DDOG Datadog Inc. Class A 0.79% 87,434 $22.8M Add +1.9%
BLK BlackRock Inc. 0.77% 23,148 $22.3M Add +3.2%
META Meta Platforms Inc. Class A 0.77% 39,359 $22.2M Add +14.8%
PANW Palo Alto Networks Inc. 0.75% 63,859 $21.8M Add +3.1%
UNH Unitedhealth Group Inc. 0.74% 51,511 $21.4M Add +7.2%
MA Mastercard Inc. Class A 0.74% 41,629 $21.4M Add +6.1%
AVGO Broadcom Inc. 0.69% 52,562 $19.9M Add +35.9%
TH Target Hospitality Corp. 0.64% 907,322 $18.5M No change
ADP Automatic Data Processing 0.64% 82,304 $18.4M Add +4.0%
SPGI S&P Global Inc. 0.61% 43,035 $17.5M Add +2.7%
VONG Vanguard Russell 1000 Growth 0.55% 124,315 $15.9M Reduce -0.4%
FER Ferrovial NV 0.50% 211,595 $14.5M Add +3.1%
VONV Vanguard Russell 1000 Value 0.48% 130,521 $13.9M Add +1.5%
ITOT iShares Core S&P Total U.S. 0.36% 64,097 $10.5M Reduce -5.8%
T AT&T Inc. 0.36% 504,318 $10.4M Add +5.8%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.33% 709,637 $9.5M Add +1.4%
TSLA Tesla Inc. 0.30% 20,371 $8.6M Add +44.5%
LLY Eli Lilly & Co. 0.25% 5,922 $7.1M Add +49.4%
MU Micron Technology Inc. 0.24% 5,980 $6.9M Add +60.2%
NOW ServiceNow Inc. 0.23% 68,145 $6.8M Reduce -1.3%
AMD Advanced Micro Devices 0.23% 11,560 $6.7M Add +46.6%
CRM Salesforce Inc. 0.21% 38,828 $6.1M Add +3.8%
IVW iShares S&P 500 Growth ETF 0.20% 41,253 $5.7M Add +373.7%
NFLX Netflix Inc. 0.19% 77,969 $5.6M Add +23.8%
V Visa Inc. Class A 0.19% 15,644 $5.4M Add +46.6%
LRCX Lam Research Corp. 0.17% 11,519 $5.0M Add +41.3%
BRK.A Berkshire Hathaway Inc. Class A 0.16% 6 $4.5M No change
AMAT Applied Materials Inc. 0.15% 6,141 $4.4M Add +39.3%
VOO Vanguard S&P 500 ETF 0.15% 6,440 $4.4M Add +20.9%
CAT Caterpillar Inc. 0.15% 4,145 $4.4M Add +39.3%
PLTR Palantir Technologies Inc. Class A 0.15% 37,126 $4.3M Add +10.5%
VYM Vanguard High DVD Yield ETF 0.15% 27,057 $4.3M No change
KLAC KLA Corp. 0.14% 13,727 $4.1M Add +45.6%
XOM Exxon Mobil Corp. 0.14% 30,004 $4.1M Add +48.0%
JNJ Johnson & Johnson 0.14% 15,732 $4.0M Add +59.5%
QQQ Invesco QQQ Trust Series 1 0.14% 5,355 $3.9M No change
OEF iShares S&P 100 ETF 0.12% 9,862 $3.6M Add +40.9%
SCHX Schwab US Large-Cap ETF 0.12% 120,444 $3.5M Reduce -0.5%
GE General Electric filed as GE AEROSPACE 0.12% 9,382 $3.5M Add +113.4%
WMT Walmart Inc. 0.12% 30,352 $3.4M Add +53.7%
COST Costco Wholesale Corp. 0.12% 3,587 $3.4M Add +31.9%
HD Home Depot Inc. 0.11% 9,268 $3.3M Add +57.8%
GS Goldman Sachs Group Inc. 0.11% 3,210 $3.2M Add +23.8%
ABBV Abbvie Inc. 0.11% 12,555 $3.2M Add +45.1%
CSCO Cisco Systems Inc. 0.11% 26,584 $3.1M Add +38.5%
MS Morgan Stanley 0.11% 14,698 $3.1M Add +36.3%
VTI VG Morningstar TS MKT ETF-US 0.10% 8,122 $3.0M Add +1.4%
VIG Vanguard Dividend Apprec ETF 0.10% 12,442 $2.9M No change
INTC Intel Corp. 0.10% 20,953 $2.9M Add +90.6%
UBER Uber Technologies Inc. 0.10% 40,417 $2.9M Add +0.5%
LIN Linde PLC 0.09% 5,135 $2.7M Add +43.6%
GEV GE Vernova Inc. 0.09% 2,231 $2.6M Add +108.7%
TER Teradyne Inc. 0.08% 4,948 $2.4M Add +1.6%
PG The Procter & Gamble Co. 0.08% 15,753 $2.3M Add +84.1%
APH Amphenol Corp. Class A 0.07% 11,941 $2.1M Add +84.1%
INDB Independent Bank Corp. 0.07% 24,953 $2.1M Add +1.9%
MRK Merck & Co. Inc. 0.07% 16,058 $2.1M Add +46.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.07% 13,596 $2.1M Add +14.9%
GLW Corning Inc. 0.07% 7,816 $2.0M Add +15.3%
WFC Wells Fargo & Co. 0.07% 24,134 $2.0M Add +55.6%
ORCL Oracle Corp. 0.07% 13,384 $2.0M Add +36.1%
ETN Eaton Corp. PLC 0.07% 4,573 $1.9M Add +68.8%
CVX Chevron Corp. 0.07% 11,630 $1.9M Add +23.6%
VRT Vertiv Holdings Co. Class A 0.06% 5,423 $1.8M Add +3.8%
AMLP Alerian MLP ETF 0.06% 34,928 $1.8M Add +0.1%
NBIS Nebius Group NV 0.06% 6,416 $1.8M Add +132.1%
IJH iShares Core S&P Midcap ETF 0.06% 22,933 $1.8M Reduce -1.0%
BE Bloom Energy Corp. Class A 0.06% 5,773 $1.7M Add +23.9%
KO The Coca-Cola Co. 0.06% 20,518 $1.7M Add +34.2%
PM Philip Morris International 0.06% 9,197 $1.7M Add +47.6%
TMO Thermo Fisher Scientific Inc. 0.06% 3,316 $1.7M Add +37.6%
FEZ State Street SPDR Euro Stoxx 0.06% 23,273 $1.6M No change
STX Seagate Technology Holdings 0.05% 1,639 $1.6M Add +48.3%
AXP American Express Co. 0.05% 4,674 $1.6M Add +54.7%
WDC Western Digital Corp. 0.05% 2,468 $1.6M Add +6.4%

Show all 382 holdings

Portfolio Sells Q1 2026 → Q2 2026
IWF iShares Russell 1000 Growth Reduce -0.4% 15.05% −1.45
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.2% 6.35% −0.94
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.7% 4.19% −0.44
SPYV SS SPDR P S&P 500 Value ETF Reduce -0.6% 2.25% −0.43
VEA Vanguard Ftse Developed ETF Reduce -1.0% 1.09% −0.17
SPYG SS SPDR P S&P 500 Growth ETF Reduce -2.2% 1.81% −0.13
NOW ServiceNow Inc. Reduce -1.3% 0.23% −0.08
ITOT iShares Core S&P Total U.S. Reduce -5.8% 0.36% −0.06
VONG Vanguard Russell 1000 Growth Reduce -0.4% 0.55% −0.05
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.02
EUSA iShares MSCI USA Equal Weigh Sold out 0.00% −0.02
WDAY Workday Inc. Class A Sold out 0.00% −0.02
SCHF Schwab Intl Equity ETF Reduce -23.9% 0.04% −0.02
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.02
IWR iShares Russell Mid-Cap ETF Sold out 0.00% −0.02
SCHX Schwab US Large-Cap ETF Reduce -0.5% 0.12% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Sold out 0.00% −0.01
VIOO Vanguard S&P Small-Cap 600 E Sold out 0.00% −0.01
IVV iShares Core S&P 500 ETF Reduce -7.8% 0.05% −0.01
MDT Medtronic PLC Sold out 0.00% −0.01
DG Dollar General Corp. Sold out 0.00% −0.01
HSY The Hershey Co. Sold out 0.00% −0.01
IJH iShares Core S&P Midcap ETF Reduce -1.0% 0.06% −0.01
IJR iShares Core S&P Small-Cap E Reduce -8.9% 0.04% −0.01
CME Cme Group Inc. Reduce -2.2% 0.01% −0.01
PFE Pfizer Inc. Reduce -7.2% 0.01% −0.00
AWK American Water Works Co. Inc. Reduce -3.6% 0.01% −0.00
IWM iShares Russell 2000 ETF Reduce -17.3% 0.01% −0.00
NXPI NXP Semiconductors NV Reduce -3.8% 0.01% +0.00

Portfolio Buys Q1 2026 → Q2 2026
XLK SS Technology Select Sector Add +2.1% 5.90% +0.77
CRWD CrowdStrike Holdings Inc. Class A Add +1.3% 1.11% +0.40
DDOG Datadog Inc. Class A Add +1.9% 0.79% +0.34
VGT Vanguard Info Tech ETF Add +0.2% 4.48% +0.33
IEFA iShares Core MSCI Eafe ETF Add +39.8% 2.19% +0.32
PANW Palo Alto Networks Inc. Add +3.1% 0.75% +0.32
ASML ASML Holding NV-NY Reg SHS Add +1.2% 1.22% +0.20
TSM Taiwan Semiconductor-SP ADR Add +0.4% 1.78% +0.18
MU Micron Technology Inc. Add +60.2% 0.24% +0.18
UNH Unitedhealth Group Inc. Add +7.2% 0.74% +0.17
AMD Advanced Micro Devices Add +46.6% 0.23% +0.16
AVGO Broadcom Inc. Add +35.9% 0.69% +0.16
IVW iShares S&P 500 Growth ETF Add +373.7% 0.20% +0.15
SPY SS SPDR S&P 500 ETF Trust-US Add +21.0% 1.80% +0.15
GOOG Alphabet Inc. Class C Add +21.4% 0.92% +0.14
GOOGL Alphabet Inc. Class A Add +10.4% 1.85% +0.14
LRCX Lam Research Corp. Add +41.3% 0.17% +0.10
AMAT Applied Materials Inc. Add +39.3% 0.15% +0.09
LLY Eli Lilly & Co. Add +49.4% 0.25% +0.09
NVDA Nvidia Corp. Add +13.7% 3.33% +0.08
KLAC KLA Corp. Add +45.6% 0.14% +0.08
INTC Intel Corp. Add +90.6% 0.10% +0.08
GE General Electric Add +113.4% 0.12% +0.07
TSLA Tesla Inc. Add +44.5% 0.30% +0.07
CAT Caterpillar Inc. Add +39.3% 0.15% +0.06
ROIV Roivant Sciences Ltd. New 0.05% +0.05
GEV GE Vernova Inc. Add +108.7% 0.09% +0.05
NBIS Nebius Group NV Add +132.1% 0.06% +0.05
V Visa Inc. Class A Add +46.6% 0.19% +0.04
CSCO Cisco Systems Inc. Add +38.5% 0.11% +0.04
SNDK Sandisk Corp. New 0.04% +0.04
APH Amphenol Corp. Class A Add +84.1% 0.07% +0.04
STX Seagate Technology Holdings Add +48.3% 0.05% +0.04
HSBC HSBC Holdings PLC-Spons ADR New 0.03% +0.03
EEM iShares MSCI Emerging Market New 0.03% +0.03
BE Bloom Energy Corp. Class A Add +23.9% 0.06% +0.03
JNJ Johnson & Johnson Add +59.5% 0.14% +0.03
SHEL Shell PLC-ADR Add +497.0% 0.04% +0.03
GLW Corning Inc. Add +15.3% 0.07% +0.03
MS Morgan Stanley Add +36.3% 0.11% +0.03
HD Home Depot Inc. Add +57.8% 0.11% +0.03
WDC Western Digital Corp. Add +6.4% 0.05% +0.03
OEF iShares S&P 100 ETF Add +40.9% 0.12% +0.03
ABBV Abbvie Inc. Add +45.1% 0.11% +0.03
DELL Dell Technologies -C New 0.03% +0.03
PG The Procter & Gamble Co. Add +84.1% 0.08% +0.03
ETN Eaton Corp. PLC Add +68.8% 0.07% +0.02
SPMD SS SPDR P S&P 400 Midcap ETF New 0.02% +0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.02% +0.02
VWO Vanguard Ftse Emerging Marke New 0.02% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 382$2.9BIWF, IWD, VTV, XLK, VGT
Q1 2026 313$2.3BIWF, IWD, VTV, XLK, VUG
Q4 2025 259$2.2BIWF, IWD, VTV, XLK, VUG