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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
LRCX icon
51
Lam Research
LRCX
$394B
$4.99M 0.17%
11,519
+3,369
+41% +$1.02M
BRK.A icon
52
Berkshire Hathaway Class A
BRK.A
$1.08T
$4.49M 0.16%
6
– –
AMAT icon
53
Applied Materials
AMAT
$381B
$4.44M 0.15%
6,141
+1,733
+39% +$800K
VOO icon
54
Vanguard S&P 500 ETF
VOO
$1.02T
$4.42M 0.15%
6,440
+1,114
+21% +$743K
CAT icon
55
Caterpillar
CAT
$373B
$4.41M 0.15%
4,145
+1,169
+39% +$1.03M
PLTR icon
56
Palantir
PLTR
$415B
$4.33M 0.15%
37,126
+3,521
+10% +$480K
VYM icon
57
Vanguard High Dividend Yield ETF
VYM
$83.1B
$4.28M 0.15%
27,057
– –
KLAC icon
58
KLA
KLAC
$240B
$4.14M 0.14%
13,727
+4,297
+46% +$853K
XOM icon
59
ExxonMobil
XOM
$661B
$4.1M 0.14%
30,004
+9,735
+48% +$1.46M
JNJ icon
60
Johnson & Johnson
JNJ
$658B
$4M 0.14%
15,732
+5,867
+59% +$1.37M
QQQ icon
61
Invesco QQQ Trust
QQQ
$486B
$3.94M 0.14%
5,355
– –
OEF icon
62
iShares S&P 100 ETF
OEF
$20.3B
$3.61M 0.12%
9,862
+2,864
+41% +$1.03M
SCHX icon
63
Schwab US Large- Cap ETF
SCHX
$74B
$3.54M 0.12%
120,444
-554
-0.5% -$15.8K
GE icon
64
GE Aerospace
GE
$363B
$3.51M 0.12%
9,382
+4,986
+113% +$1.56M
WMT icon
65
Walmart Inc
WMT
$839B
$3.44M 0.12%
30,352
+10,604
+54% +$1.32M
COST icon
66
Costco
COST
$426B
$3.36M 0.12%
3,587
+868
+32% +$865K
HD icon
67
Home Depot
HD
$337B
$3.27M 0.11%
9,268
+3,394
+58% +$1.1M
GS icon
68
Goldman Sachs
GS
$308B
$3.25M 0.11%
3,210
+617
+24% +$602K
ABBV icon
69
AbbVie
ABBV
$470B
$3.16M 0.11%
12,555
+3,901
+45% +$839K
CSCO icon
70
Cisco
CSCO
$438B
$3.12M 0.11%
26,584
+7,383
+38% +$772K
MS icon
71
Morgan Stanley
MS
$340B
$3.07M 0.11%
14,698
+3,917
+36% +$776K
VTI icon
72
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
$3.01M 0.1%
8,122
+111
+1% +$39.7K
VIG icon
73
Vanguard Dividend Appreciation ETF
VIG
$114B
$2.94M 0.1%
12,442
– –
INTC icon
74
Intel
INTC
$462B
$2.93M 0.1%
20,953
+9,961
+91% +$1.01M
UBER icon
75
Uber
UBER
$164B
$2.92M 0.1%
40,417
+207
+0.5% +$15.2K
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 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.