71 West Capital Partners

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), 71 West Capital Partners reported 313 stock positions worth $2.3 billion. Its top holding was iShares Russell 1000 Growth (IWF) at 16.5% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 11.9%) and Vanguard Mrngstr Val ETF-Aui (VTV, 7.3%). Compared with Q4 2025, it opened 58 new positions, sold out of 4, added to 221 and reduced 15. The biggest buy was iShares Russell 1000 Value E (IWD, shares +11%) and the biggest sale Workday Class A (WDAY, shares −89%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0002111530
Portfolio Value
$2.3B (Q1 2026)
SEC Filing
0002111530-26-000002 ↗ filed May 6, 2026

Holdings Value

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

Holdings 313 stocks · $2.3B
IWF iShares Russell 1000 Growth 16.50% 879,787 $375.1M Add +8.1%
IWD iShares Russell 1000 Value E 11.88% 1,264,328 $270.1M Add +10.8%
VTV Vanguard Mrngstr Val ETF-Aui 7.29% 845,174 $165.8M Add +4.9%
XLK SS Technology Select Sector 5.13% 877,176 $116.6M Add +9.3%
VUG Vanguard Mrngstar GR ETF-Sui 4.63% 241,167 $105.3M Add +5.5%
VGT Vanguard Info Tech ETF 4.16% 135,405 $94.5M Add +8.6%
AAPL Apple Inc. 3.68% 329,308 $83.6M Add +7.4%
NVDA Nvidia Corp. 3.24% 422,838 $73.7M Add +10.8%
SPYV SS SPDR P S&P 500 Value ETF 2.69% 1,079,182 $61.1M Add +2.9%
SPYG SS SPDR P S&P 500 Growth ETF 1.94% 450,201 $44.1M Add +5.1%
IEFA iShares Core MSCI Eafe ETF 1.87% 469,898 $42.5M Add +26.9%
GOOGL Alphabet Inc. Class A 1.72% 135,611 $39.0M Add +25.4%
JPM JPMorgan Chase & Co. 1.67% 129,028 $38.0M Add +9.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.65% 57,699 $37.5M Add +23.6%
TSM Taiwan Semiconductor-SP ADR 1.60% 107,401 $36.3M Add +5.7%
RTX RTX Corp. 1.36% 160,716 $31.0M Add +6.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.26% 587,084 $28.6M Add +4.1%
VEA Vanguard Ftse Developed ETF 1.26% 446,401 $28.6M Add +0.8%
EFA iShares MSCI Eafe ETF 1.21% 283,481 $27.5M Add +16.3%
BRK.B Berkshire Hathaway Inc. Class B 1.16% 54,976 $26.3M Add +9.8%
MSFT Microsoft Corp. 1.07% 65,872 $24.4M Add +9.2%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.02% 17,551 $23.2M Add +8.8%
AMZN Amazon.com Inc. 0.99% 108,565 $22.6M Add +10.0%
BLK BlackRock Inc. 0.95% 22,434 $21.6M Add +6.8%
META Meta Platforms Inc. Class A 0.86% 34,288 $19.6M Add +11.7%
MA Mastercard Inc. Class A 0.86% 39,224 $19.6M Add +8.8%
GOOG Alphabet Inc. Class C 0.79% 62,356 $17.9M Add +70.6%
SPGI S&P Global Inc. 0.78% 41,917 $17.8M Add +6.3%
CRWD CrowdStrike Holdings Inc. Class A 0.71% 41,637 $16.3M Add +12.3%
ADP Automatic Data Processing 0.71% 79,164 $16.1M Add +8.1%
T AT&T Inc. 0.61% 476,776 $13.8M Add +7.4%
VONG Vanguard Russell 1000 Growth 0.60% 124,767 $13.7M Add +2.9%
FER Ferrovial NV 0.58% 205,262 $13.1M Add +6.7%
UNH Unitedhealth Group Inc. 0.57% 48,061 $13.0M Add +4.1%
VONV Vanguard Russell 1000 Value 0.53% 128,633 $12.1M Add +6.1%
AVGO Broadcom Inc. 0.53% 38,684 $12.0M Add +67.8%
DDOG Datadog Inc. Class A 0.45% 85,829 $10.1M Add +9.1%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.44% 699,487 $10.1M Add +9.5%
PANW Palo Alto Networks Inc. 0.44% 61,964 $9.9M Add +12.7%
ITOT iShares Core S&P Total U.S. 0.43% 68,023 $9.7M Add +15.1%
TH Target Hospitality Corp. 0.37% 907,322 $8.4M Add +1.7%
NOW ServiceNow Inc. 0.32% 69,040 $7.2M Add +12.7%
CRM Salesforce Inc. 0.31% 37,418 $7.0M Add +13.6%
NFLX Netflix Inc. 0.27% 62,993 $6.1M Add +235.3%
TSLA Tesla Inc. 0.23% 14,101 $5.2M Add +15.8%
PLTR Palantir Technologies Inc. Class A 0.22% 33,605 $4.9M Add +1.9%
BRK.A Berkshire Hathaway Inc. Class A 0.19% 6 $4.3M No change
VYM Vanguard High DVD Yield ETF 0.18% 27,057 $4.0M Add +27.4%
LLY Eli Lilly & Co. 0.16% 3,963 $3.6M Add +18.4%
XOM Exxon Mobil Corp. 0.15% 20,269 $3.4M Add +20.3%
V Visa Inc. Class A 0.14% 10,672 $3.2M Add +19.8%
VOO Vanguard S&P 500 ETF 0.14% 5,326 $3.2M Reduce -10.4%
SCHX Schwab US Large-Cap ETF 0.14% 120,998 $3.1M New
QQQ Invesco QQQ Trust Series 1 0.14% 5,355 $3.1M Add +6.0%
UBER Uber Technologies Inc. 0.13% 40,210 $2.9M Reduce -1.7%
COST Costco Wholesale Corp. 0.12% 2,719 $2.7M Add +17.3%
VIG Vanguard Dividend Apprec ETF 0.12% 12,442 $2.7M Reduce -1.1%
VTI VG Morningstar TS MKT ETF-US 0.11% 8,011 $2.6M No change
WMT Walmart Inc. 0.11% 19,748 $2.5M Add +18.7%
JNJ Johnson & Johnson 0.11% 9,865 $2.4M Add +14.2%
OEF iShares S&P 100 ETF 0.10% 6,998 $2.2M Add +1.0%
GS Goldman Sachs Group Inc. 0.10% 2,593 $2.2M Add +19.6%
CAT Caterpillar Inc. 0.09% 2,976 $2.1M Add +24.0%
CVX Chevron Corp. 0.09% 9,411 $1.9M Add +40.7%
HD Home Depot Inc. 0.09% 5,874 $1.9M Add +26.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 11,836 $1.9M Add +12.0%
ABBV Abbvie Inc. 0.08% 8,654 $1.9M Add +12.3%
INDB Independent Bank Corp. 0.08% 24,500 $1.8M No change
AMLP Alerian MLP ETF 0.08% 34,908 $1.8M No change
MS Morgan Stanley 0.08% 10,781 $1.8M Add +14.8%
LIN Linde PLC 0.08% 3,575 $1.8M Add +32.5%
LRCX Lam Research Corp. 0.08% 8,150 $1.7M Add +20.7%
AMD Advanced Micro Devices 0.07% 7,883 $1.6M Add +15.1%
IJH iShares Core S&P Midcap ETF 0.07% 23,175 $1.6M Add +99.9%
AMAT Applied Materials Inc. 0.07% 4,408 $1.5M Add +12.9%
CSCO Cisco Systems Inc. 0.07% 19,201 $1.5M Add +15.2%
IVV iShares Core S&P 500 ETF 0.06% 2,229 $1.5M Add +12.2%
ORCL Oracle Corp. 0.06% 9,831 $1.4M Add +15.3%
FEZ State Street SPDR Euro Stoxx 0.06% 23,273 $1.4M No change
TER Teradyne Inc. 0.06% 4,872 $1.4M Add +1.4%
KLAC KLA Corp. 0.06% 943 $1.4M Add +33.8%
MRK Merck & Co. Inc. 0.06% 10,987 $1.3M Add +20.6%
VRT Vertiv Holdings Co. Class A 0.06% 5,225 $1.3M Add +5.6%
SCHF Schwab Intl Equity ETF 0.06% 52,061 $1.3M New
MU Micron Technology Inc. 0.06% 3,733 $1.3M Add +13.1%
GE General Electric filed as GE AEROSPACE 0.05% 4,396 $1.2M Add +29.6%
PG The Procter & Gamble Co. 0.05% 8,558 $1.2M Add +4.8%
WFC Wells Fargo & Co. 0.05% 15,507 $1.2M Add +24.6%
TMO Thermo Fisher Scientific Inc. 0.05% 2,410 $1.2M Add +10.2%
KO The Coca-Cola Co. 0.05% 15,292 $1.2M Add +9.1%
COP Conocophillips 0.05% 8,642 $1.1M Add +43.3%
XLF SS Financial Select Sector 0.05% 22,488 $1.1M No change
IJR iShares Core S&P Small-Cap E 0.05% 8,838 $1.1M Add +93.5%
PWV Invesco Large Cap Value ETF 0.05% 15,369 $1.1M New
VB Vanguard Most SM-Cap ETF-Usd 0.05% 4,074 $1.1M Add +21.2%
PM Philip Morris International 0.05% 6,232 $1.0M Add +21.9%
IVW iShares S&P 500 Growth ETF 0.04% 8,708 $985K No change
ETN Eaton Corp. PLC 0.04% 2,710 $969K Add +26.0%
NEE Nextera Energy Inc. 0.04% 10,184 $946K Add +17.1%
MCD McDonald's Corp. 0.04% 3,039 $944K Add +5.0%

Show all 313 holdings

Portfolio Sells Q4 2025 → Q1 2026
WDAY Workday Inc. Class A Reduce -89.3% 0.02% −0.30
TTD Trade Desk Inc./the Class A Reduce -83.1% 0.02% −0.22
VOO Vanguard S&P 500 ETF Reduce -10.4% 0.14% −0.03
APP AppLovin Corp. Class A Sold out 0.00% −0.03
UBER Uber Technologies Inc. Reduce -1.7% 0.13% −0.03
INTU Intuit Inc. Reduce -0.7% 0.02% −0.01
ADBE Adobe Inc. Reduce -23.5% 0.01% −0.01
ELV Elevance Health Inc. Sold out 0.00% −0.01
APO Apollo Global Management Inc. Sold out 0.00% −0.01
PTC PTC Inc. Sold out 0.00% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -1.1% 0.12% −0.01
DHR Danaher Corp. Reduce -1.6% 0.03% −0.01
IWM iShares Russell 2000 ETF Reduce -23.1% 0.01% −0.00
MDT Medtronic PLC Reduce -4.7% 0.01% −0.00
CINF Cincinnati Financial Corp. Reduce -5.3% 0.01% −0.00
PFE Pfizer Inc. Reduce -16.1% 0.01% −0.00
KR Kroger Co. Reduce -9.1% 0.02% +0.00
WEC WEC Energy Group Inc. Reduce -1.2% 0.01% +0.00
VZ Verizon Communications Inc. Reduce -1.4% 0.03% +0.00

Portfolio Buys Q4 2025 → Q1 2026
IWD iShares Russell 1000 Value E Add +10.8% 11.88% +0.84
IEFA iShares Core MSCI Eafe ETF Add +26.9% 1.87% +0.35
GOOG Alphabet Inc. Class C Add +70.6% 0.79% +0.26
ASML ASML Holding NV-NY Reg SHS Add +8.8% 1.02% +0.23
VTV Vanguard Mrngstr Val ETF-Aui Add +4.9% 7.29% +0.22
SPY SS SPDR S&P 500 ETF Trust-US Add +23.6% 1.65% +0.19
NFLX Netflix Inc. Add +235.3% 0.27% +0.19
TSM Taiwan Semiconductor-SP ADR Add +5.7% 1.60% +0.18
AVGO Broadcom Inc. Add +67.8% 0.53% +0.16
GOOGL Alphabet Inc. Class A Add +25.4% 1.72% +0.16
SCHX Schwab US Large-Cap ETF New 0.14% +0.14
EFA iShares MSCI Eafe ETF Add +16.3% 1.21% +0.13
T AT&T Inc. Add +7.4% 0.61% +0.10
RTX RTX Corp. Add +6.4% 1.36% +0.09
XOM Exxon Mobil Corp. Add +20.3% 0.15% +0.06
SCHF Schwab Intl Equity ETF New 0.06% +0.06
PWV Invesco Large Cap Value ETF New 0.05% +0.05
TH Target Hospitality Corp. Add +1.7% 0.37% +0.04
CVX Chevron Corp. Add +40.7% 0.09% +0.04
VYM Vanguard High DVD Yield ETF Add +27.4% 0.18% +0.04
IJH iShares Core S&P Midcap ETF Add +99.9% 0.07% +0.03
HEFA Isha Curr Hedged MSCI Eafe New 0.03% +0.03
CAT Caterpillar Inc. Add +24.0% 0.09% +0.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.03% +0.03
BE Bloom Energy Corp. Class A New 0.03% +0.03
COST Costco Wholesale Corp. Add +17.3% 0.12% +0.03
WBS Webster Financial Corp. New 0.03% +0.03
LIN Linde PLC Add +32.5% 0.08% +0.03
COP Conocophillips Add +43.3% 0.05% +0.02
JNJ Johnson & Johnson Add +14.2% 0.11% +0.02
LRCX Lam Research Corp. Add +20.7% 0.08% +0.02
IJR iShares Core S&P Small-Cap E Add +93.5% 0.05% +0.02
WMT Walmart Inc. Add +18.7% 0.11% +0.02
ITOT iShares Core S&P Total U.S. Add +15.1% 0.43% +0.02
KLAC KLA Corp. Add +33.8% 0.06% +0.02
TER Teradyne Inc. Add +1.4% 0.06% +0.02
VRT Vertiv Holdings Co. Class A Add +5.6% 0.06% +0.02
EUSA iShares MSCI USA Equal Weigh New 0.02% +0.02
AMAT Applied Materials Inc. Add +12.9% 0.07% +0.02
GEV GE Vernova Inc. Add +41.6% 0.04% +0.02
IBIT iShares Bitcoin Trust ETF New 0.02% +0.02
OKE Oneok Inc. New 0.02% +0.02
MPC Marathon Petroleum Corp. Add +41.9% 0.03% +0.02
TFC Truist Financial Corp. New 0.02% +0.02
EOG EOG Resources Inc. New 0.02% +0.02
GLD SPDR Gold Shares New 0.02% +0.02
VONV Vanguard Russell 1000 Value Add +6.1% 0.53% +0.02
SSO Proshares Ultra S&P500 New 0.02% +0.02
ROST Ross Stores Inc. New 0.02% +0.02
IWR iShares Russell Mid-Cap ETF 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