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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
LRCX icon
51
Lam Research
LRCX
$387B
$4.99M 0.17%
11,519
+3,369
+41% +$1.02M
2025 Q4
2 quarters
BRK.A icon
52
Berkshire Hathaway Class A
BRK.A
$1.11T
$4.49M 0.16%
6
– –
2025 Q4
2 quarters
AMAT icon
53
Applied Materials
AMAT
$395B
$4.44M 0.15%
6,141
+1,733
+39% +$800K
2025 Q4
2 quarters
VOO icon
54
Vanguard S&P 500 ETF
VOO
$1.05T
$4.42M 0.15%
6,440
+1,114
+21% +$743K
2025 Q4
2 quarters
CAT icon
55
Caterpillar
CAT
$367B
$4.41M 0.15%
4,145
+1,169
+39% +$1.03M
2025 Q4
2 quarters
PLTR icon
56
Palantir
PLTR
$502B
$4.33M 0.15%
37,126
+3,521
+10% +$480K
2025 Q4
2 quarters
VYM icon
57
Vanguard High Dividend Yield ETF
VYM
$81B
$4.28M 0.15%
27,057
– –
2025 Q4
2 quarters
KLAC icon
58
KLA
KLAC
$248B
$4.14M 0.14%
13,727
+4,297
+46% +$853K
2025 Q4
2 quarters
XOM icon
59
ExxonMobil
XOM
$708B
$4.1M 0.14%
30,004
+9,735
+48% +$1.46M
2025 Q4
2 quarters
JNJ icon
60
Johnson & Johnson
JNJ
$636B
$4M 0.14%
15,732
+5,867
+59% +$1.37M
2025 Q4
2 quarters
QQQ icon
61
Invesco QQQ Trust
QQQ
$499B
$3.94M 0.14%
5,355
– –
2025 Q4
2 quarters
OEF icon
62
iShares S&P 100 ETF
OEF
$20.8B
$3.61M 0.12%
9,862
+2,864
+41% +$1.03M
2025 Q4
2 quarters
SCHX icon
63
Schwab US Large- Cap ETF
SCHX
$75.3B
$3.54M 0.12%
120,444
-554
-0.5% -$15.8K
2026 Q1
1 quarter
GE icon
64
GE Aerospace
GE
$320B
$3.51M 0.12%
9,382
+4,986
+113% +$1.56M
2025 Q4
2 quarters
WMT icon
65
Walmart Inc
WMT
$897B
$3.44M 0.12%
30,352
+10,604
+54% +$1.32M
2025 Q4
2 quarters
COST icon
66
Costco
COST
$425B
$3.36M 0.12%
3,587
+868
+32% +$865K
2025 Q4
2 quarters
HD icon
67
Home Depot
HD
$290B
$3.27M 0.11%
9,268
+3,394
+58% +$1.1M
2025 Q4
2 quarters
GS icon
68
Goldman Sachs
GS
$260B
$3.25M 0.11%
3,210
+617
+24% +$602K
2025 Q4
2 quarters
ABBV icon
69
AbbVie
ABBV
$497B
$3.16M 0.11%
12,555
+3,901
+45% +$839K
2025 Q4
2 quarters
CSCO icon
70
Cisco
CSCO
$455B
$3.12M 0.11%
26,584
+7,383
+38% +$772K
2025 Q4
2 quarters
MS icon
71
Morgan Stanley
MS
$298B
$3.07M 0.11%
14,698
+3,917
+36% +$776K
2025 Q4
2 quarters
VTI icon
72
Vanguard Morningstar Total Stock Market ETF
VTI
$703B
$3.01M 0.1%
8,122
+111
+1% +$39.7K
2025 Q4
2 quarters
VIG icon
73
Vanguard Dividend Appreciation ETF
VIG
$112B
$2.94M 0.1%
12,442
– –
2025 Q4
2 quarters
INTC icon
74
Intel
INTC
$536B
$2.93M 0.1%
20,953
+9,961
+91% +$1.01M
2025 Q4
2 quarters
UBER icon
75
Uber
UBER
$146B
$2.92M 0.1%
40,417
+207
+0.5% +$15.2K
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.