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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

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 Technology 17.99%
2 Financials 7.91%
3 Communication Services 4.32%
4 Industrials 3.61%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
1
iShares Russell 1000 Growth ETF
IWF
$125B
$435M 15.05%
3,504,688
-14,460
-0.4% -$1.74M
IWD icon
2
iShares Russell 1000 Value ETF
IWD
$84.2B
$317M 10.95%
1,306,647
+42,319
+3% +$9.86M
VTV icon
3
Vanguard Morningstar Value ETF
VTV
$194B
$184M 6.35%
843,239
-1,935
-0.2% -$404K
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$119B
$171M 5.9%
895,570
+18,394
+2% +$3.14M
VGT icon
5
Vanguard Information Technology ETF
VGT
$144B
$130M 4.48%
1,085,047
+1,807
+0.2% +$198K
VUG icon
6
Vanguard Morningstar Growth ETF
VUG
$225B
$121M 4.19%
1,407,442
-39,560
-3% -$3.33M
AAPL icon
7
Apple
AAPL
$4.52T
$105M 3.64%
364,276
+34,968
+11% +$10M
NVDA icon
8
NVIDIA
NVDA
$5.16T
$96.2M 3.33%
480,811
+57,973
+14% +$11.9M
SPYV icon
9
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$65.2M 2.25%
1,072,643
-6,539
-0.6% -$391K
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$196B
$63.4M 2.19%
656,894
+186,996
+40% +$18M
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.24T
$53.5M 1.85%
149,745
+14,134
+10% +$5.09M
SPYG icon
12
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.1B
$52.4M 1.81%
440,278
-9,923
-2% -$1.13M
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$52.1M 1.8%
69,822
+12,123
+21% +$8.79M
TSM icon
14
TSMC
TSM
$2.16T
$51.5M 1.78%
107,833
+432
+0.4% +$175K
JPM icon
15
JPMorgan Chase
JPM
$948B
$44.6M 1.54%
136,313
+7,285
+6% +$2.26M
ASML icon
16
ASML
ASML
$670B
$35.3M 1.22%
17,766
+215
+1% +$342K
BAC icon
17
Bank of America
BAC
$437B
$34.5M 1.19%
605,779
+18,695
+3% +$994K
CRWD icon
18
CrowdStrike
CRWD
$189B
$32.2M 1.11%
168,684
+2,136
+1% +$303K
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$240B
$31.5M 1.09%
441,918
-4,483
-1% -$312K
RTX icon
20
RTX Corp
RTX
$283B
$31.2M 1.08%
164,546
+3,830
+2% +$702K
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.08T
$31.2M 1.08%
62,290
+7,314
+13% +$3.52M
MSFT icon
22
Microsoft
MSFT
$3.65T
$30.9M 1.07%
82,863
+16,991
+26% +$6.87M
EFA icon
23
iShares MSCI EAFE ETF
EFA
$80.4B
$29.6M 1.02%
285,242
+1,761
+0.6% +$181K
AMZN icon
24
Amazon
AMZN
$2.82T
$29.4M 1.02%
123,216
+14,651
+13% +$3.68M
GOOG icon
25
Alphabet (Google) Class C
GOOG
$4.2T
$26.7M 0.92%
75,689
+13,333
+21% +$4.77M
1
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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 Technology at 18% of assets, up from 16% a quarter earlier, followed by Financials and Communication Services.

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.