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7WCP

71 West Capital Partners Portfolio holdings

AUM $2.89B
This Fund
S&P 500
This Quarter Est. Return
+22.19%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.89B
AUM Growth
+$619M
Cap. Flow
+$195M
Cap. Flow %
6.74%
Top 10 Hldgs %
58.34%
Holding
392
New
79
Increased
257
Reduced
20
Closed
10
Avg Time Held
1.5 quarters
Top 10 Avg Time Held
1.8 quarters
Top 20 Avg Time Held
1.8 quarters

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$18M
2
NVDA icon
NVIDIA
NVDA
+$11.9M
3
AAPL icon
Apple
AAPL
+$10M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.79M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$3.33M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.74M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.13M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$623K
5
TTD icon
Trade Desk
TTD
+$539K

Sector Composition

Rank Sector Weight
1 Miscellaneous 60.4%
2 Technology 17.99%
3 Financials 7.91%
4 Communication Services 4.32%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IWF icon
1
iShares Russell 1000 Growth ETF
IWF
$130B
$435M 15.05%
3,504,688
-14,460
-0.4% -$1.74M
2025 Q4
2 quarters
IWD icon
2
iShares Russell 1000 Value ETF
IWD
$83.2B
$317M 10.95%
1,306,647
+42,319
+3% +$9.86M
2025 Q4
2 quarters
VTV icon
3
Vanguard Morningstar Value ETF
VTV
$189B
$184M 6.35%
843,239
-1,935
-0.2% -$404K
2025 Q4
2 quarters
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$129B
$171M 5.9%
895,570
+18,394
+2% +$3.14M
2025 Q4
2 quarters
VGT icon
5
Vanguard Information Technology ETF
VGT
$156B
$130M 4.48%
1,085,047
+1,807
+0.2% +$198K
2025 Q4
2 quarters
VUG icon
6
Vanguard Morningstar Growth ETF
VUG
$237B
$121M 4.19%
1,407,442
-39,560
-3% -$3.33M
2025 Q4
2 quarters
AAPL icon
7
Apple
AAPL
$4.98T
$105M 3.64%
364,276
+34,968
+11% +$10M
2025 Q4
2 quarters
NVDA icon
8
NVIDIA
NVDA
$5.47T
$96.2M 3.33%
480,811
+57,973
+14% +$11.9M
2025 Q4
2 quarters
SPYV icon
9
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$65.2M 2.25%
1,072,643
-6,539
-0.6% -$391K
2025 Q4
2 quarters
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$189B
$63.4M 2.19%
656,894
+186,996
+40% +$18M
2025 Q4
2 quarters
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.31T
$53.5M 1.85%
149,745
+14,134
+10% +$5.09M
2025 Q4
2 quarters
SPYG icon
12
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$57.9B
$52.4M 1.81%
440,278
-9,923
-2% -$1.13M
2025 Q4
2 quarters
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$52.1M 1.8%
69,822
+12,123
+21% +$8.79M
2025 Q4
2 quarters
TSM icon
14
TSMC
TSM
$2.31T
$51.5M 1.78%
107,833
+432
+0.4% +$175K
2025 Q4
2 quarters
JPM icon
15
JPMorgan Chase
JPM
$889B
$44.6M 1.54%
136,313
+7,285
+6% +$2.26M
2025 Q4
2 quarters
ASML icon
16
ASML
ASML
$672B
$35.3M 1.22%
17,766
+215
+1% +$342K
2025 Q4
2 quarters
BAC icon
17
Bank of America
BAC
$382B
$34.5M 1.19%
605,779
+18,695
+3% +$994K
2025 Q4
2 quarters
CRWD icon
18
CrowdStrike
CRWD
$269B
$32.2M 1.11%
168,684
+2,136
+1% +$303K
2025 Q4
2 quarters
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$229B
$31.5M 1.09%
441,918
-4,483
-1% -$312K
2025 Q4
2 quarters
RTX icon
20
RTX Corp
RTX
$252B
$31.2M 1.08%
164,546
+3,830
+2% +$702K
2025 Q4
2 quarters
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.11T
$31.2M 1.08%
62,290
+7,314
+13% +$3.52M
2025 Q4
2 quarters
MSFT icon
22
Microsoft
MSFT
$4.02T
$30.9M 1.07%
82,863
+16,991
+26% +$6.87M
2025 Q4
2 quarters
EFA icon
23
iShares MSCI EAFE ETF
EFA
$76.5B
$29.6M 1.02%
285,242
+1,761
+0.6% +$181K
2025 Q4
2 quarters
AMZN icon
24
Amazon
AMZN
$2.8T
$29.4M 1.02%
123,216
+14,651
+13% +$3.68M
2025 Q4
2 quarters
GOOG icon
25
Alphabet (Google) Class C
GOOG
$4.27T
$26.7M 0.92%
75,689
+13,333
+21% +$4.77M
2025 Q4
2 quarters
1
2 3 4 5

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71 West Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, 71 West Capital Partners held 392 positions worth $2.89B, up 27% from $2.27B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

71 West Capital Partners deployed $195M of net new capital in Q2 2026, opening 79 new positions and adding to 257 existing holdings. Its largest new stake was Roivant Sciences: 43,164 shares worth $1.53M.

By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, down from 64% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $3.33M trimmed.

  • 71 West Capital Partners's largest Q2 2026 buy was Roivant Sciences: 43,164 shares worth $1.53M.
  • 71 West Capital Partners added most to iShares Core MSCI EAFE ETF in Q2 2026, an estimated $18M increase.
  • 71 West Capital Partners's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $3.33M.
  • 71 West Capital Partners fully exited Trade Desk in Q2 2026, selling an estimated $539K.
  • 71 West Capital Partners's ten largest holdings make up 58% of its $2.89B portfolio in Q2 2026.
  • 71 West Capital Partners opened 79 new positions and closed 10 in Q2 2026.
  • 71 West Capital Partners's portfolio value rose 27% quarter-over-quarter to $2.89B.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.