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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 | |
|---|---|---|---|---|---|---|
|
1
iShares Russell 1000 Growth ETF
IWF
$125B
| $385M | 17.71% |
+3,255,020
| New | +$386M |
|
|
2
iShares Russell 1000 Value ETF
IWD
$84.2B
| $240M | 11.04% |
+1,141,321
| New | +$236M |
|
|
3
Vanguard Morningstar Value ETF
VTV
$194B
| $154M | 7.08% |
+805,934
| New | +$152M |
|
|
4
State Street Technology Select Sector SPDR ETF
XLK
$119B
| $116M | 5.31% |
+802,629
| New | +$116M |
|
|
5
Vanguard Morningstar Growth ETF
VUG
$225B
| $111M | 5.13% |
+1,371,162
| New | +$111M |
|
6
Vanguard Information Technology ETF
VGT
$144B
| $94M | 4.32% |
+997,160
| New | +$94.7M |
|
7
Apple
AAPL
$4.52T
| $83.4M | 3.83% |
+306,732
| New | +$82.3M |
|
8
NVIDIA
NVDA
$5.16T
| $71.2M | 3.27% |
+381,783
| New | +$71.1M |
|
9
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
| $59.6M | 2.74% |
+1,048,426
| New | +$58.9M |
|
10
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.1B
| $45.7M | 2.1% |
+428,347
| New | +$45.4M |
|
11
JPMorgan Chase
JPM
$948B
| $38M | 1.75% |
+117,822
| New | +$36.5M |
|
12
Alphabet (Google) Class A
GOOGL
$4.24T
| $33.8M | 1.56% |
+108,132
| New | +$30.9M |
|
13
iShares Core MSCI EAFE ETF
IEFA
$196B
| $33.1M | 1.52% |
+370,345
| New | +$32.7M |
|
14
State Street SPDR S&P 500 ETF Trust
SPY
$822B
| $31.8M | 1.46% |
+46,685
| New | +$31.6M |
|
15
Bank of America
BAC
$437B
| $31M | 1.43% |
+563,955
| New | +$29.8M |
|
16
TSMC
TSM
$2.16T
| $30.9M | 1.42% |
+101,657
| New | +$29.8M |
|
17
Microsoft
MSFT
$3.65T
| $29.2M | 1.34% |
+60,317
| New | +$30.2M |
|
18
RTX Corp
RTX
$283B
| $27.7M | 1.27% |
+151,074
| New | +$26.2M |
|
19
Vanguard FTSE Developed Markets ETF
VEA
$240B
| $27.7M | 1.27% |
+442,800
| New | +$27.1M |
|
20
Berkshire Hathaway Class B
BRK.B
$1.08T
| $25.2M | 1.16% |
+50,074
| New | +$24.9M |
|
21
iShares MSCI EAFE ETF
EFA
$80.4B
| $23.4M | 1.08% |
+243,835
| New | +$23.1M |
|
22
Amazon
AMZN
$2.82T
| $22.8M | 1.05% |
+98,687
| New | +$22.6M |
|
23
Blackrock
BLK
$182B
| $22.5M | 1.03% |
+21,010
| New | +$23M |
|
24
S&P Global
SPGI
$128B
| $20.6M | 0.95% |
+39,442
| New | +$19.5M |
|
25
Mastercard
MA
$525B
| $20.6M | 0.95% |
+36,054
| New | +$20.2M |
|
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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.