2026 Q1 Portfolio Activity
In 2026 Q1, 71 West Capital Partners maintained a portfolio of 318 distinct positions. The most significant new addition was SCHWAB STRATEGIC TR, now representing 0.14% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 10.8%.
Position History
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Total Positions
318
Quarter
2026 Q1
Top Holding
IWF (16.5%)
Top 10 Concentration
61.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 318
71 West Capital Partners Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IWF
ISHARES TR
|
ETF | 16.50% | 17.71% |
#1
Prev: #1
|
8.0 |
—
|
66,032 | 8.1% |
P
S
|
879,787 | $375,140,992 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IWD
ISHARES TR
|
ETF | 11.88% | 11.04% |
#2
Prev: #2
|
7.5 |
—
|
123,007 | 10.8% |
P
S
|
1,264,328 | $270,148,923 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 7.29% | 7.08% |
#3
Prev: #3
|
4.4 |
—
|
39,240 | 4.9% |
P
S
|
845,174 | $165,823,139 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 5.13% | 5.31% |
#4
Prev: #4
|
4.6 |
—
|
74,547 | 9.3% |
P
S
|
877,176 | $116,576,750 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.63% | 5.13% |
#5
Prev: #5
|
4.4 |
—
|
12,640 | 5.5% |
P
S
|
241,167 | $105,339,334 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 4.16% | 4.32% |
#6
Prev: #6
|
3.7 |
—
|
10,760 | 8.6% |
P
S
|
135,405 | $94,474,777 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AAPL
APPLE INC
|
Technology | 3.68% | 3.83% |
#7
Prev: #7
|
3.5 |
—
|
22,576 | 7.4% |
P
S
|
329,308 | $83,575,077 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.24% | 3.27% |
#8
Prev: #8
|
3.3 |
—
|
41,055 | 10.8% |
P
S
|
422,838 | $73,742,947 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 2.69% | 2.74% |
#9
Prev: #9
|
1.6 |
—
|
30,756 | 2.9% |
P
S
|
1,079,182 | $61,060,118 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 1.94% | 2.10% |
#10
Prev: #10
|
2.8 |
—
|
21,854 | 5.1% |
P
S
|
450,201 | $44,079,180 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IEFA
ISHARES TR
|
ETF | 1.87% | 1.52% |
#11
2
Prev: #13
|
3.2 |
—
|
99,553 | 26.9% |
P
S
|
469,898 | $42,539,831 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.72% | 1.56% |
#12
Prev: #12
|
3.2 |
—
|
27,479 | 25.4% |
P
S
|
135,611 | $38,996,299 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.67% | 1.75% |
#13
2
Prev: #11
|
2.7 |
—
|
11,206 | 9.5% |
P
S
|
129,028 | $37,954,876 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.65% | 1.46% |
#14
Prev: #14
|
3.2 |
—
|
11,014 | 23.6% |
P
S
|
57,699 | $37,523,968 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.60% | 1.42% |
#15
1
Prev: #16
|
2.6 |
—
|
5,744 | 5.7% |
P
S
|
107,401 | $36,296,168 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.36% | 1.27% |
#16
2
Prev: #18
|
2.5 |
—
|
9,642 | 6.4% |
P
S
|
160,716 | $31,002,116 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.26% | 1.43% |
#17
2
Prev: #15
|
1.0 |
—
|
23,129 | 4.1% |
P
S
|
587,084 | $28,620,345 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.26% | 1.27% |
#18
1
Prev: #19
|
1.0 |
—
|
3,601 | 0.8% |
P
S
|
446,401 | $28,605,376 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
EFA
ISHARES TR
|
ETF | 1.21% | 1.08% |
#19
2
Prev: #21
|
2.5 |
—
|
39,646 | 16.3% |
P
S
|
283,481 | $27,534,510 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.16% | 1.16% |
#20
Prev: #20
|
2.5 |
—
|
4,902 | 9.8% |
P
S
|
54,976 | $26,344,499 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.07% | 1.34% |
#21
4
Prev: #17
|
2.4 |
—
|
5,555 | 9.2% |
P
S
|
65,872 | $24,383,838 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.02% | 0.79% |
#22
7
Prev: #29
|
2.4 |
—
|
1,416 | 8.8% |
P
S
|
17,551 | $23,181,887 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.99% | 1.05% |
#23
1
Prev: #22
|
2.4 |
—
|
9,878 | 10.0% |
P
S
|
108,565 | $22,610,833 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.95% | 1.03% |
#24
1
Prev: #23
|
2.4 |
—
|
1,424 | 6.8% |
P
S
|
22,434 | $21,575,002 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.86% | 0.93% |
#25
1
Prev: #26
|
2.3 |
—
|
3,579 | 11.7% |
P
S
|
34,288 | $19,617,193 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.86% | 0.95% |
#26
1
Prev: #25
|
2.3 |
—
|
3,170 | 8.8% |
P
S
|
39,224 | $19,598,664 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.79% | 0.53% |
#27
6
Prev: #33
|
3.3 |
—
|
25,808 | 70.6% |
P
S
|
62,356 | $17,887,442 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.78% | 0.95% |
#28
4
Prev: #24
|
2.3 |
—
|
2,475 | 6.3% |
P
S
|
41,917 | $17,828,981 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.71% | 0.80% |
#29
1
Prev: #28
|
2.3 |
—
|
4,554 | 12.3% |
P
S
|
41,637 | $16,255,501 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.71% | 0.87% |
#30
3
Prev: #27
|
2.3 |
—
|
5,944 | 8.1% |
P
S
|
79,164 | $16,084,542 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
T
AT&T INC
|
Communication Services | 0.61% | 0.51% |
#31
4
Prev: #35
|
2.2 |
—
|
32,727 | 7.4% |
P
S
|
476,776 | $13,821,736 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 0.60% | 0.68% |
#32
1
Prev: #31
|
0.7 |
—
|
3,473 | 2.9% |
P
S
|
124,767 | $13,685,692 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
FER
FERROVIAL SE
|
Industrials | 0.58% | 0.57% |
#33
1
Prev: #32
|
2.2 |
—
|
12,949 | 6.7% |
P
S
|
205,262 | $13,105,852 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.57% | 0.70% |
#34
4
Prev: #30
|
0.7 |
—
|
1,906 | 4.1% |
P
S
|
48,061 | $13,004,826 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 0.53% | 0.51% |
#35
1
Prev: #34
|
2.2 |
—
|
7,380 | 6.1% |
P
S
|
128,633 | $12,058,057 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.53% | 0.37% |
#36
6
Prev: #42
|
3.2 |
—
|
15,625 | 67.8% |
P
S
|
38,684 | $11,973,085 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DDOG
DATADOG INC
|
Technology | 0.45% | 0.49% |
#37
1
Prev: #36
|
2.2 |
—
|
7,162 | 9.1% |
P
S
|
85,829 | $10,132,113 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.44% | 0.49% |
#38
1
Prev: #37
|
2.2 |
—
|
60,804 | 9.5% |
P
S
|
699,487 | $10,051,628 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.44% | 0.47% |
#39
1
Prev: #38
|
2.2 |
—
|
6,980 | 12.7% |
P
S
|
61,964 | $9,934,068 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ITOT
ISHARES TR
|
ETF | 0.43% | 0.40% |
#40
Prev: #40
|
2.2 |
—
|
8,937 | 15.1% |
P
S
|
68,023 | $9,688,516 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TH
TARGET HOSPITAL...
|
Industrials | 0.37% | 0.33% |
#41
2
Prev: #43
|
0.6 |
—
|
15,000 | 1.7% |
P
S
|
907,322 | $8,419,948 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.32% | 0.43% |
#42
3
Prev: #39
|
2.1 |
—
|
7,768 | 12.7% |
P
S
|
69,040 | $7,218,132 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.31% | 0.40% |
#43
2
Prev: #41
|
2.1 |
—
|
4,472 | 13.6% |
P
S
|
37,418 | $6,984,818 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.27% | 0.08% |
#44
20
Prev: #64
|
3.1 |
—
|
44,206 | 235.3% |
P
S
|
62,993 | $6,056,777 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.23% | 0.25% |
#45
1
Prev: #46
|
2.1 |
—
|
1,923 | 15.8% |
P
S
|
14,101 | $5,242,047 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.22% | 0.27% |
#46
1
Prev: #45
|
0.6 |
—
|
642 | 1.9% |
P
S
|
33,605 | $4,915,739 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.19% | 0.21% |
#47
1
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
6 | $4,308,840 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.18% | 0.14% |
#48
6
Prev: #54
|
2.6 |
—
|
5,816 | 27.4% |
P
S
|
27,057 | $4,007,142 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.16% | 0.17% |
#49
1
Prev: #50
|
2.1 |
—
|
617 | 18.4% |
P
S
|
3,963 | $3,645,049 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.15% | 0.09% |
#50
8
Prev: #58
|
2.6 |
—
|
3,416 | 20.3% |
P
S
|
20,269 | $3,438,813 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-50 of 318 holdings