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7WCP
71 West Capital Partners Portfolio holdings
AUM
$2.89B
This Fund
S&P 500
This Quarter
Est. Return
+2.4%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.17B
AUM Growth
–
Cap. Flow
+$2.16B
Cap. Flow
% of AUM
99.37%
Top 10 Holdings %
Top 10 Hldgs %
62.54%
Holding
259
New
259
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$386M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$236M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$152M |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$116M |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$111M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.2% |
| 2 | Financials | 8.87% |
| 3 | Communication Services | 4.01% |
| 4 | Industrials | 2.83% |
| 5 | Consumer Discretionary | 1.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Uber
UBER
$164B
| $3.34M | 0.15% |
+40,905
| New | +$3.68M |
|
52
Visa
V
$717B
| $3.13M | 0.14% |
+8,911
| New | +$3.04M |
|
53
Invesco QQQ Trust
QQQ
$486B
| $3.1M | 0.14% |
+5,051
| New | +$3.1M |
|
54
Vanguard High Dividend Yield ETF
VYM
$83.1B
| $3.05M | 0.14% |
+21,241
| New | +$3.02M |
|
55
Vanguard Dividend Appreciation ETF
VIG
$114B
| $2.76M | 0.13% |
+12,576
| New | +$2.75M |
|
56
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
| $2.69M | 0.12% |
+8,011
| New | +$2.67M |
|
57
iShares S&P 100 ETF
OEF
$20.3B
| $2.38M | 0.11% |
+6,930
| New | +$2.35M |
|
58
ExxonMobil
XOM
$661B
| $2.03M | 0.09% |
+16,853
| New | +$1.95M |
|
59
Costco
COST
$426B
| $2M | 0.09% |
+2,319
| New | +$2.1M |
|
60
Goldman Sachs
GS
$308B
| $1.91M | 0.09% |
+2,168
| New | +$1.77M |
|
61
Walmart Inc
WMT
$839B
| $1.85M | 0.09% |
+16,634
| New | +$1.79M |
|
62
Independent Bank
INDB
$3.94B
| $1.79M | 0.08% |
+24,500
| New | +$1.74M |
|
63
Johnson & Johnson
JNJ
$658B
| $1.79M | 0.08% |
+8,637
| New | +$1.71M |
|
64
Netflix
NFLX
$342B
| $1.76M | 0.08% |
+18,787
| New | +$2.03M |
|
65
AbbVie
ABBV
$470B
| $1.76M | 0.08% |
+7,704
| New | +$1.75M |
|
66
Morgan Stanley
MS
$340B
| $1.67M | 0.08% |
+9,387
| New | +$1.57M |
|
67
Oracle
ORCL
$417B
| $1.66M | 0.08% |
+8,528
| New | +$2.03M |
|
68
Alerian MLP ETF
AMLP
$13.2B
| $1.64M | 0.08% |
+34,908
| New | +$1.63M |
|
69
TJX Companies
TJX
$154B
| $1.62M | 0.07% |
+10,572
| New | +$1.56M |
|
70
Home Depot
HD
$337B
| $1.6M | 0.07% |
+4,663
| New | +$1.71M |
|
71
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
| $1.5M | 0.07% |
+23,273
| New | +$1.47M |
|
72
Advanced Micro Devices
AMD
$782B
| $1.47M | 0.07% |
+6,849
| New | +$1.54M |
|
73
Caterpillar
CAT
$373B
| $1.37M | 0.06% |
+2,400
| New | +$1.33M |
|
74
iShares Core S&P 500 ETF
IVV
$894B
| $1.36M | 0.06% |
+1,987
| New | +$1.35M |
|
75
Cisco
CSCO
$438B
| $1.28M | 0.06% |
+16,662
| New | +$1.24M |
|
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71 West Capital Partners's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for 71 West Capital Partners, which disclosed 259 positions worth $2.17B. Its ten largest holdings account for 63% of the portfolio.
Its largest position is iShares Russell 1000 Growth ETF: 3,255,020 shares worth $385M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Financials and Communication Services.
- 71 West Capital Partners's largest Q4 2025 buy was iShares Russell 1000 Growth ETF: 3,255,020 shares worth $385M.
- 71 West Capital Partners's ten largest holdings make up 63% of its $2.17B portfolio in Q4 2025.
- 71 West Capital Partners disclosed 259 positions in Q4 2025, its first 13F filing on record.
Based on 71 West Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.