2026 Q2 Portfolio Activity
In 2026 Q2, 71 West Capital Partners maintained a portfolio of 393 distinct positions. The most significant new addition was ROIVANT SCIENCES LTD, now representing 0.05% of the total fund value. They heavily accumulated shares in VANGUARD WORLD FD, increasing the position by 701.3%.
Position History
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Total Positions
393
Quarter
2026 Q2
Top Holding
IWF (15.0%)
Top 10 Concentration
58.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 393
71 West Capital Partners Full Holdings List — 2026 Q2
| 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 | 15.05% | 16.50% |
#1
Prev: #1
|
9.0 |
—
|
2,624,901 | 298.4% |
P
S
|
3,504,688 | $435,177,055 |
$122.43
+0.8%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | ||
|
IWD
ISHARES TR
|
ETF | 10.95% | 11.88% |
#2
Prev: #2
|
6.0 |
—
|
42,319 | 3.3% |
P
S
|
1,306,647 | $316,770,386 |
$210.35
+22.5%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | ||
|
VTV
VANGUARD INDEX ...
|
ETF | 6.35% | 7.29% |
#3
Prev: #3
|
4.0 |
—
|
-1,935 | -0.2% |
P
S
|
843,239 | $183,767,075 |
$189.30
+19.6%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | ||
|
XLK
SELECT SECTOR S...
|
ETF | 5.90% | 5.13% |
#4
Prev: #4
|
3.4 |
—
|
18,394 | 2.1% |
P
S
|
895,570 | $170,624,082 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 4.48% | 4.16% |
#5
1
Prev: #6
|
5.3 |
—
|
949,642 | 701.3% |
P
S
|
1,085,047 | $129,684,817 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.19% | 4.63% |
#6
1
Prev: #5
|
4.7 |
—
|
1,166,275 | 483.6% |
P
S
|
1,407,442 | $121,237,054 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
AAPL
APPLE INC
|
Technology | 3.64% | 3.68% |
#7
Prev: #7
|
3.5 |
—
|
34,968 | 10.6% |
P
S
|
364,276 | $105,406,903 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.33% | 3.24% |
#8
Prev: #8
|
3.3 |
—
|
57,973 | 13.7% |
P
S
|
480,811 | $96,205,473 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 2.25% | 2.69% |
#9
Prev: #9
|
1.4 |
—
|
-6,539 | -0.6% |
P
S
|
1,072,643 | $65,205,968 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IEFA
ISHARES TR
|
ETF | 2.19% | 1.87% |
#10
1
Prev: #11
|
3.4 |
—
|
186,996 | 39.8% |
P
S
|
656,894 | $63,442,785 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.85% | 1.72% |
#11
1
Prev: #12
|
2.7 |
—
|
14,134 | 10.4% |
P
S
|
149,745 | $53,514,371 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 1.81% | 1.94% |
#12
2
Prev: #10
|
1.2 |
—
|
-9,923 | -2.2% |
P
S
|
440,278 | $52,388,679 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.80% | 1.65% |
#13
1
Prev: #14
|
3.2 |
—
|
12,123 | 21.0% |
P
S
|
69,822 | $52,140,975 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.78% | 1.60% |
#14
1
Prev: #15
|
1.2 |
—
|
432 | 0.4% |
P
S
|
107,833 | $51,497,806 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.54% | 1.67% |
#15
2
Prev: #13
|
2.6 |
—
|
7,285 | 5.6% |
P
S
|
136,313 | $44,619,334 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.22% | 1.02% |
#16
6
Prev: #22
|
1.0 |
—
|
215 | 1.2% |
P
S
|
17,766 | $35,344,391 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 1.19% | 1.26% |
#17
Prev: #17
|
1.0 |
—
|
18,695 | 3.2% |
P
S
|
605,779 | $34,517,287 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.11% | 0.71% |
#18
11
Prev: #29
|
0.9 |
—
|
534 | 1.3% |
P
S
|
42,171 | $32,182,377 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.09% | 1.26% |
#19
1
Prev: #18
|
0.9 |
—
|
-4,483 | -1.0% |
P
S
|
441,918 | $31,486,658 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.08% | 1.36% |
#20
4
Prev: #16
|
0.9 |
—
|
3,830 | 2.4% |
P
S
|
164,546 | $31,219,313 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.08% | 1.16% |
#21
1
Prev: #20
|
2.4 |
—
|
7,314 | 13.3% |
P
S
|
62,290 | $31,169,293 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.07% | 1.07% |
#22
1
Prev: #21
|
2.9 |
—
|
16,991 | 25.8% |
P
S
|
82,863 | $30,909,556 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
EFA
ISHARES TR
|
ETF | 1.02% | 1.21% |
#23
4
Prev: #19
|
0.9 |
—
|
1,761 | 0.6% |
P
S
|
285,242 | $29,630,939 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.02% | 0.99% |
#24
1
Prev: #23
|
2.4 |
—
|
14,651 | 13.5% |
P
S
|
123,216 | $29,367,301 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.92% | 0.79% |
#25
2
Prev: #27
|
2.9 |
—
|
13,333 | 21.4% |
P
S
|
75,689 | $26,743,194 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
DDOG
DATADOG INC
|
Technology | 0.79% | 0.45% |
#26
11
Prev: #37
|
0.8 |
—
|
1,605 | 1.9% |
P
S
|
87,434 | $22,764,316 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.77% | 0.95% |
#27
3
Prev: #24
|
0.8 |
—
|
714 | 3.2% |
P
S
|
23,148 | $22,258,191 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.77% | 0.86% |
#28
3
Prev: #25
|
2.3 |
—
|
5,071 | 14.8% |
P
S
|
39,359 | $22,170,531 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.75% | 0.44% |
#29
10
Prev: #39
|
0.8 |
—
|
1,895 | 3.1% |
P
S
|
63,859 | $21,777,196 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.74% | 0.57% |
#30
4
Prev: #34
|
2.3 |
—
|
3,450 | 7.2% |
P
S
|
51,511 | $21,409,517 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.74% | 0.86% |
#31
5
Prev: #26
|
2.3 |
—
|
2,405 | 6.1% |
P
S
|
41,629 | $21,380,654 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.69% | 0.53% |
#32
4
Prev: #36
|
2.8 |
—
|
13,878 | 35.9% |
P
S
|
52,562 | $19,855,296 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
TH
TARGET HOSPITAL...
|
Industrials | 0.64% | 0.37% |
#33
8
Prev: #41
|
1.3 |
—
|
no change | no change |
P
S
|
907,322 | $18,473,076 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.64% | 0.71% |
#34
4
Prev: #30
|
0.8 |
—
|
3,140 | 4.0% |
P
S
|
82,304 | $18,431,981 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.61% | 0.78% |
#35
7
Prev: #28
|
0.7 |
—
|
1,118 | 2.7% |
P
S
|
43,035 | $17,526,438 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 0.55% | 0.60% |
#36
4
Prev: #32
|
0.7 |
—
|
-452 | -0.4% |
P
S
|
124,315 | $15,888,700 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
FER
FERROVIAL NV
|
Industrials | 0.50% | 0.58% |
#37
4
Prev: #33
|
0.7 |
—
|
6,333 | 3.1% |
P
S
|
211,595 | $14,508,886 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 0.48% | 0.53% |
#38
3
Prev: #35
|
0.7 |
—
|
1,888 | 1.5% |
P
S
|
130,521 | $13,875,688 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ITOT
ISHARES TR
|
ETF | 0.36% | 0.43% |
#39
1
Prev: #40
|
0.6 |
—
|
-3,926 | -5.8% |
P
S
|
64,097 | $10,529,214 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
T
AT&T INC
|
Communication Services | 0.36% | 0.61% |
#40
9
Prev: #31
|
2.1 |
—
|
27,542 | 5.8% |
P
S
|
504,318 | $10,439,383 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.33% | 0.44% |
#41
3
Prev: #38
|
0.6 |
—
|
10,150 | 1.5% |
P
S
|
709,637 | $9,480,750 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.30% | 0.23% |
#42
3
Prev: #45
|
2.6 |
—
|
6,270 | 44.5% |
P
S
|
20,371 | $8,568,043 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.25% | 0.16% |
#43
6
Prev: #49
|
2.6 |
—
|
1,959 | 49.4% |
P
S
|
5,922 | $7,103,024 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.24% | 0.06% |
#44
41
Prev: #85
|
3.1 |
—
|
2,247 | 60.2% |
P
S
|
5,980 | $6,902,654 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.23% | 0.32% |
#45
3
Prev: #42
|
0.6 |
—
|
-895 | -1.3% |
P
S
|
68,145 | $6,765,436 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.23% | 0.07% |
#46
27
Prev: #73
|
2.6 |
—
|
3,677 | 46.6% |
P
S
|
11,560 | $6,715,320 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.21% | 0.31% |
#47
4
Prev: #43
|
0.6 |
—
|
1,410 | 3.8% |
P
S
|
38,828 | $6,082,794 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IVW
ISHARES TR
|
Warrant | 0.20% | 0.04% |
#48
49
Prev: #97
|
3.1 |
—
|
32,545 | 373.7% |
P
S
|
41,253 | $5,673,525 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.19% | 0.27% |
#49
5
Prev: #44
|
2.6 |
—
|
14,976 | 23.8% |
P
S
|
77,969 | $5,566,987 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
V
VISA INC
|
Financial Services | 0.19% | 0.14% |
#50
1
Prev: #51
|
2.6 |
—
|
4,972 | 46.6% |
P
S
|
15,644 | $5,367,300 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 |
Showing 1-50 of 393 holdings