71 West Capital Partners
Holdings as of 2026-06-30, filed 2026-08-04 · recorded 2026-08-06 03:52:10.996 UTC
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 35 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
382
Value reported by manager
$2.9B
Sum of our stored positions
$2.9B
should match the line above
Disclosure lag
35 d
quarter end to filing
Top 5 concentration
43.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | $435.2M | 3,504,688 | — | 464287614 |
| ISHARES TR | RUS 1000 VAL ETF | $316.8M | 1,306,647 | — | 464287598 |
| VANGUARD INDEX FDS | VALUE ETF | $183.8M | 843,239 | — | 922908744 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $170.6M | 895,570 | — | 81369Y803 |
| VANGUARD WORLD FD | INF TECH ETF | $129.7M | 1,085,047 | — | 92204A702 |
| VANGUARD INDEX FDS | GROWTH ETF | $121.2M | 1,407,442 | — | 922908736 |
| APPLE INC | COM | $105.4M | 364,276 | — | 037833100 |
| NVIDIA CORPORATION | COM | $96.2M | 480,811 | — | 67066G104 |
| SPDR SERIES TRUST | ST STR P500VAL | $65.2M | 1,072,643 | — | 78464A508 |
| ISHARES TR | CORE MSCI EAFE | $63.4M | 656,894 | — | 46432F842 |
| ALPHABET INC | CAP STK CL A | $53.5M | 149,745 | — | 02079K305 |
| SPDR SERIES TRUST | ST STR P500GRW | $52.4M | 440,278 | — | 78464A409 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $52.1M | 69,822 | — | 78462F103 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $51.5M | 107,833 | — | 874039100 |
| JPMORGAN CHASE & CO | COM | $44.6M | 136,313 | — | 46625H100 |
| ASML HLDG NV | N Y REGISTRY SHS | $35.3M | 17,766 | — | N07059210 |
| BANK OF AMER CORP | COM | $34.5M | 605,779 | — | 060505104 |
| CROWDSTRIKE HLDGS INC | CL A | $32.2M | 42,171 | — | 22788C105 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $31.5M | 441,918 | — | 921943858 |
| RTX CORPORATION | COM | $31.2M | 164,546 | — | 75513E101 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $31.2M | 62,290 | — | 084670702 |
| MICROSOFT CORP | COM | $30.9M | 82,863 | — | 594918104 |
| ISHARES TR | MSCI EAFE ETF | $29.6M | 285,242 | — | 464287465 |
| AMAZON COM INC | COM | $29.4M | 123,216 | — | 023135106 |
| ALPHABET INC | CAP STK CL C | $26.7M | 75,689 | — | 02079K107 |
| DATADOG INC | CL A COM | $22.8M | 87,434 | — | 23804L103 |
| BLACKROCK INC | COM | $22.3M | 23,148 | — | 09290D101 |
| META PLATFORMS INC | CL A | $22.2M | 39,359 | — | 30303M102 |
| PALO ALTO NETWORKS INC | COM | $21.8M | 63,859 | — | 697435105 |
| UNITEDHEALTH GROUP INC | COM | $21.4M | 51,511 | — | 91324P102 |
| MASTERCARD INCORPORATED | CL A | $21.4M | 41,629 | — | 57636Q104 |
| BROADCOM INC | COM | $19.9M | 52,562 | — | 11135F101 |
| TARGET HOSPITALITY CORP | COM | $18.5M | 907,322 | — | 87615L107 |
| AUTOMATIC DATA PROCESSING IN | COM | $18.4M | 82,304 | — | 053015103 |
| S&P GLOBAL INC | COM | $17.5M | 43,035 | — | 78409V104 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $15.9M | 124,315 | — | 92206C680 |
| FERROVIAL NV | ORD SHS | $14.5M | 211,595 | — | N3168P101 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $13.9M | 130,521 | — | 92206C714 |
| ISHARES TR | CORE S&P TTL STK | $10.5M | 64,097 | — | 464287150 |
| AT&T INC | COM | $10.4M | 504,318 | — | 00206R102 |
| NU HLDGS LTD | ORD SHS CL A | $9.5M | 709,637 | — | G6683N103 |
| TESLA INC | COM | $8.6M | 20,371 | — | 88160R101 |
| ELI LILLY & CO | COM | $7.1M | 5,922 | — | 532457108 |
| MICRON TECHNOLOGY INC | COM | $6.9M | 5,980 | — | 595112103 |
| SERVICENOW INC | COM | $6.8M | 68,145 | — | 81762P102 |
| ADVANCED MICRO DEVICES INC | COM | $6.7M | 11,560 | — | 007903107 |
| SALESFORCE INC | COM | $6.1M | 38,828 | — | 79466L302 |
| ISHARES TR | S&P 500 GRWT ETF | $5.7M | 41,253 | — | 464287309 |
| NETFLIX INC. | COM | $5.6M | 77,969 | — | 64110L106 |
| VISA INC | COM CL A | $5.4M | 15,644 | — | 92826C839 |
| LAM RESEARCH CORP | COM NEW | $5M | 11,519 | — | 512807306 |
| BERKSHIRE HATHAWAY INC DEL | CL A | $4.5M | 6 | — | 084670108 |
| APPLIED MATLS INC | COM | $4.4M | 6,141 | — | 038222105 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.4M | 6,440 | — | 922908363 |
| CATERPILLAR INC | COM | $4.4M | 4,145 | — | 149123101 |
| PALANTIR TECHNOLOGIES INC | CL A | $4.3M | 37,126 | — | 69608A108 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $4.3M | 27,057 | — | 921946406 |
| KLA CORP | COM NEW | $4.1M | 13,727 | — | 482480100 |
| EXXON MOBIL CORP | COM | $4.1M | 30,004 | — | 30231G102 |
| JOHNSON & JOHNSON | COM | $4M | 15,732 | — | 478160104 |
| INVESCO QQQ TR | UNIT SER 1 | $3.9M | 5,355 | — | 46090E103 |
| ISHARES TR | S&P 100 ETF | $3.6M | 9,862 | — | 464287101 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $3.5M | 120,444 | — | 808524201 |
| GE AEROSPACE | COM NEW | $3.5M | 9,382 | — | 369604301 |
| WALMART INC | COM | $3.4M | 30,352 | — | 931142103 |
| COSTCO WHOLESALE CORPORATION | COM | $3.4M | 3,587 | — | 22160K105 |
| HOME DEPOT INC | COM | $3.3M | 9,268 | — | 437076102 |
| GOLDMAN SACHS GROUP INC | COM | $3.2M | 3,210 | — | 38141G104 |
| ABBVIE INC | COM | $3.2M | 12,555 | — | 00287Y109 |
| CISCO SYS INC | COM | $3.1M | 26,584 | — | 17275R102 |
| MORGAN STANLEY | COM NEW | $3.1M | 14,698 | — | 617446448 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3M | 8,122 | — | 922908769 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.9M | 12,442 | — | 921908844 |
| INTEL CORP | COM | $2.9M | 20,953 | — | 458140100 |
| UBER TECHNOLOGIES INC | COM | $2.9M | 40,417 | — | 90353T100 |
| LINDE PLC | SHS | $2.7M | 5,135 | — | G54950103 |
| GE VERNOVA INC | COM | $2.6M | 2,231 | — | 36828A101 |
| TERADYNE INC | COM | $2.4M | 4,948 | — | 880770102 |
| PROCTER & GAMBLE CO | COM | $2.3M | 15,753 | — | 742718109 |
| AMPHENOL CORP | CL A | $2.1M | 11,941 | — | 032095101 |
| INDEPENDENT BK CORP MASS | COM | $2.1M | 24,953 | — | 453836108 |
| MERCK & CO INC | COM | $2.1M | 16,058 | — | 58933Y105 |
| TJX COS INC NEW | COM | $2.1M | 13,596 | — | 872540109 |
| CORNING INC | COM | $2M | 7,816 | — | 219350105 |
| WELLS FARGO & CO | COM | $2M | 24,134 | — | 949746101 |
| ORACLE CORP | COM | $2M | 13,384 | — | 68389X105 |
| EATON CORP PLC | SHS | $1.9M | 4,573 | — | G29183103 |
| CHEVRON CORPORATION | COM | $1.9M | 11,630 | — | 166764100 |
| VERTIV HOLDINGS CO | COM CL A | $1.8M | 5,423 | — | 92537N108 |
| ALPS ETF TR | ALERIAN MLP | $1.8M | 34,928 | — | 00162Q452 |
| NEBIUS GROUP N.V. | SHS CLASS A | $1.8M | 6,416 | — | N97284108 |
| ISHARES TR | CORE S&P MCP ETF | $1.8M | 22,933 | — | 464287507 |
| BLOOM ENERGY CORP | COM CL A | $1.7M | 5,773 | — | 093712107 |
| COCA COLA CO | COM | $1.7M | 20,518 | — | 191216100 |
| PHILIP MORRIS INTL INC | COM | $1.7M | 9,197 | — | 718172109 |
| THERMO FISHER SCIENTIFIC INC | COM | $1.7M | 3,316 | — | 883556102 |
| SPDR INDEX SHS FDS | ST STR EU 50 ETF | $1.6M | 23,273 | — | 78463X202 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $1.6M | 1,639 | — | G7997R103 |
| AMERICAN EXPRESS CO | COM | $1.6M | 4,674 | — | 025816109 |
| WESTERN DIGITAL CORP | COM | $1.6M | 2,468 | — | 958102105 |
| TEXAS INSTRS INC | COM | $1.6M | 5,209 | — | 882508104 |
| ISHARES TR | CORE S&P500 ETF | $1.5M | 2,055 | — | 464287200 |
| ROIVANT SCIENCES LTD | SHS | $1.5M | 43,164 | — | G76279101 |
| CAPITAL ONE FINL CORP | COM | $1.5M | 7,436 | — | 14040H105 |
| SNOWFLAKE INC | COM SHS | $1.5M | 5,769 | — | 833445109 |
| CITIGROUP INC | COM NEW | $1.4M | 10,339 | — | 172967424 |
| NEXTERA ENERGY INC | COM | $1.4M | 16,288 | — | 65339F101 |
| UNION PAC CORP | COM | $1.4M | 5,085 | — | 907818108 |
| INTERNATIONAL BUSINESS MACHS | COM | $1.4M | 4,902 | — | 459200101 |
| AMGEN INC | COM | $1.3M | 3,626 | — | 031162100 |
| PROGRESSIVE CORP | COM | $1.3M | 5,801 | — | 743315103 |
| NUCOR CORP | COM | $1.3M | 5,687 | — | 670346105 |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.3M | 4,140 | — | 922908751 |
| SANDISK CORP | COM | $1.2M | 535 | — | 80004C200 |
| LOWES COS INC | COM | $1.2M | 5,513 | — | 548661107 |
| ANALOG DEVICES INC | COM | $1.2M | 3,055 | — | 032654105 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $1.2M | 22,488 | — | 81369Y605 |
| ISHARES TR | CORE S&P SCP ETF | $1.2M | 8,055 | — | 464287804 |
| PARKER-HANNIFIN CORP | COM | $1.2M | 1,199 | — | 701094104 |
| DEERE & CO | COM | $1.2M | 1,847 | — | 244199105 |
| SHELL PLC | SPON ADS | $1.2M | 15,092 | — | 780259305 |
| CONOCOPHILLIPS | COM | $1.2M | 11,245 | — | 20825C104 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $1.2M | 15,369 | — | 46137V738 |
| ARISTA NETWORKS INC | COM SHS | $1.2M | 6,851 | — | 040413205 |
| MARATHON PETE CORP | COM | $1.1M | 4,477 | — | 56585A102 |
| PEPSICO INC | COM | $1.1M | 8,370 | — | 713448108 |
| MCDONALDS CORP | COM | $1.1M | 4,167 | — | 580135101 |
| CHUBB LIMITED | COM | $1.1M | 3,299 | — | H1467J104 |
| BOOKING HOLDINGS INC | COM | $1.1M | 6,192 | — | 09857L108 |
| SCHWAB CHARLES CORP | COM | $1.1M | 11,902 | — | 808513105 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.1M | 39,642 | — | 808524805 |
| ABBOTT LABORATORIES | COM | $1.1M | 12,065 | — | 002824100 |
| PNC FINL SVCS GROUP INC | COM | $1.1M | 4,326 | — | 693475105 |
| ASTRAZENECA PLC | ORD | $1.1M | 5,676 | — | G0593M107 |
| OREILLY AUTOMOTIVE INC | COM | $1M | 11,352 | — | 67103H107 |
| US BANCORP | COM NEW | $1M | 16,658 | — | 902973304 |
| QUANTA SVCS INC | COM | $1M | 1,392 | — | 74762E102 |
| UNITED RENTALS INC | COM | $994.7K | 878 | — | 911363109 |
| BANK OF NY MELLON CORP | COM | $982.8K | 6,796 | — | 064058100 |
| CUMMINS INC | COM | $979.2K | 1,373 | — | 231021106 |
| HSBC HLDGS PLC | SPON ADR NEW | $973.2K | 10,234 | — | 404280406 |
| BRISTOL-MYERS SQUIBB CO | COM | $969.2K | 16,821 | — | 110122108 |
| CADENCE DESIGN SYSTEM INC | COM | $968.7K | 2,581 | — | 127387108 |
| ISHARES TR | MSCI EMG MKT ETF | $962.5K | 14,069 | — | 464287234 |
| VERTEX PHARMACEUTICALS INC | COM | $939.8K | 1,892 | — | 92532F100 |
| QUALCOMM INC | COM | $870.5K | 4,711 | — | 747525103 |
| TRANE TECHNOLOGIES PLC | SHS | $863K | 1,757 | — | G8994E103 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $861.9K | 10,291 | — | 922042775 |
| LOCKHEED MARTIN CORP | COM | $859K | 1,686 | — | 539830109 |
| MARRIOTT INTL INC NEW | CL A | $828.3K | 2,235 | — | 571903202 |
| DANAHER CORP DEL | COM | $822.5K | 4,318 | — | 235851102 |
| VALERO ENERGY CORP | COM | $818.8K | 3,144 | — | 91913Y100 |
| ROYAL CARIBBEAN GROUP | COM | $807.2K | 2,542 | — | V7780T103 |
| ISHARES TR | HDG MSCI EAFE | $798.8K | 17,022 | — | 46434V803 |
| GILEAD SCIENCES INC | COM | $798.6K | 6,321 | — | 375558103 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $789.3K | 2,295 | — | 922908637 |
| MCKESSON CORP | COM | $788.1K | 1,043 | — | 58155Q103 |
| AXON ENTERPRISE INC | COM | $781.5K | 1,394 | — | 05464C101 |
| HOWMET AEROSPACE INC | COM | $781.3K | 2,906 | — | 443201108 |
| AMERICAN ELEC PWR CO INC | COM | $771.2K | 5,637 | — | 025537101 |
| BOEING CO | COM | $766.1K | 3,539 | — | 097023105 |
| INTUITIVE SURGICAL INC | COM NEW | $762.8K | 1,918 | — | 46120E602 |
| MOTOROLA SOLUTIONS INC | COM NEW | $761.6K | 1,834 | — | 620076307 |
| SOUTHERN CO | COM | $758.4K | 7,924 | — | 842587107 |
| SHOPIFY INC | CL A SUB VTG SHS | $758.2K | 6,640 | — | 82509L107 |
| DUKE ENERGY CORP NEW | COM NEW | $751K | 5,933 | — | 26441C204 |
| CVS HEALTH CORP | COM | $740K | 7,153 | — | 126650100 |
| D R HORTON INC | COM | $738.7K | 4,535 | — | 23331A109 |
| DELL TECHNOLOGIES INC | CL C | $738.7K | 1,712 | — | 24703L202 |
| MONSTER BEVERAGE CORP NEW | COM | $737.6K | 7,674 | — | 61174X109 |
| STARBUCKS CORP | COM | $734.1K | 7,184 | — | 855244109 |
| HCA HEALTHCARE INC | COM | $733.4K | 1,881 | — | 40412C101 |
| FORTINET INC | COM | $714K | 4,648 | — | 34959E109 |
| SPDR SERIES TRUST | ST STR P400MID | $702.9K | 10,404 | — | 78464A847 |
| STRYKER CORPORATION | COM | $701.5K | 2,228 | — | 863667101 |
| MONOLITHIC PWR SYS INC | COM | $696.7K | 504 | — | 609839105 |
| FREEPORT MCMORAN INC | CL B | $694.9K | 11,050 | — | 35671D857 |
| EMERSON ELEC CO | COM | $691.3K | 4,829 | — | 291011104 |
| SPDR SERIES TRUST | ST STR SP DIV | $690.3K | 4,536 | — | 78464A763 |
| VANGUARD INDEX FDS | MID CAP ETF | $689.4K | 8,556 | — | 922908629 |
| TRUIST FINL CORP | COM | $682.6K | 13,702 | — | 89832Q109 |
| ISHARES TR | MSCI ACWI ETF | $680.8K | 4,337 | — | 464288257 |
| HEALTH CATALYST INC | COM | $675.6K | 339,515 | — | 42225T107 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $670K | 11,224 | — | 922042858 |
| HILTON WORLDWIDE HLDGS INC | COM | $667.2K | 2,019 | — | 43300A203 |
| MOODYS CORP | COM | $653.1K | 1,442 | — | 615369105 |
| SHERWIN WILLIAMS CO | COM | $652.8K | 1,896 | — | 824348106 |
| EQUINIX INC | COM | $643.2K | 617 | — | 29444U700 |
| WEBSTER FINL CORP | COM | $642.5K | 8,407 | — | 947890109 |
| FIFTH THIRD BANCORP | COM | $636K | 11,283 | — | 316773100 |
| VERIZON COMMUNICATIONS INC | COM | $632K | 14,926 | — | 92343V104 |
| AON PLC | SHS CL A | $624.9K | 1,884 | — | G0403H108 |
| WARNER BROS DISCOVERY INC | COM SER A | $624.6K | 23,428 | — | 934423104 |
| T-MOBILE US INC | COM | $622.1K | 3,709 | — | 872590104 |
| MARSH & MCLENNAN COS INC | COM | $619.5K | 3,717 | — | 571748102 |
| TRAVELERS COMPANIES INC | COM | $617.3K | 1,870 | — | 89417E109 |
| FORD MTR CO | COM | $616.1K | 44,324 | — | 345370860 |
| WILLSCOT HLDGS CORP | COM CL A | $615.6K | 21,332 | — | 971378104 |
| WILLIAMS COS INC | COM | $606.4K | 8,157 | — | 969457100 |
| IDEXX LABS INC | COM | $605.9K | 1,151 | — | 45168D104 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-04