Q2 2026 13F · SEC CIK 2111530
71 West Capital Partners
Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.9B
- Reported positions
- 382
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $5.5B
71 West Capital Partners is a wealth manager that reported 382 positions worth $2.9B in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Ishares Tr (IWF, 15.0%), Ishares Tr (IWD, 11.0%), Vanguard Index Fds (VTV, 6.4%).
71 West Capital Partners holdings largest 50 of 382 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What 71 West Capital Partners bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- VGT Vanguard World Fd+701.3% shares
- VUG Vanguard Index Fds+483.6% shares
- IWF Ishares Tr+298.4% shares
- LLY Eli Lilly & Co+49.4% shares
- TSLA Tesla Inc+44.5% shares
- IEFA Ishares Tr+39.8% shares
- AVGO Broadcom Inc+35.9% shares
- MSFT Microsoft Corp+25.8% shares
Reduced
- ITOT Ishares Tr-5.8% shares
Left the top 50
- PLTR Palantir Technologies Incwas 0.2%
- BRK-A Berkshire Hathaway Inc Delwas 0.2%
- VYM Vanguard Whitehall Fdswas 0.2%
- XOM Exxon Mobil Corpwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $2.9B | 382 |
| Q1 2026 | $2.3B | 313 |
| Q4 2025 | $2.2B | 259 |
Questions about 71 West Capital Partners's portfolio
What stocks does 71 West Capital Partners own?
71 West Capital Partners's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 382 positions worth $2.9B. The largest are Ishares Tr (IWF) at 15.0%, Ishares Tr (IWD) at 11.0%, Vanguard Index Fds (VTV) at 6.4%, Select Sector Spdr Tr (XLK) at 5.9% and Vanguard World Fd (VGT) at 4.5%.
What did 71 West Capital Partners buy last quarter?
In Q2 2026, 71 West Capital Partners added Vanguard World Fd (VGT) (+701.3% shares), Vanguard Index Fds (VUG) (+483.6% shares) and Ishares Tr (IWF) (+298.4% shares), compared with its Q1 2026 filing.
What did 71 West Capital Partners sell last quarter?
In Q2 2026, 71 West Capital Partners cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Berkshire Hathaway Inc Del (BRK-A), cut from its top 50 Vanguard Whitehall Fds (VYM), cut from its top 50 Exxon Mobil Corp (XOM) and Ishares Tr (ITOT) (-5.8% shares), compared with its Q1 2026 filing.
When is 71 West Capital Partners's next 13F filing due?
13F filings are due 45 days after each quarter ends. 71 West Capital Partners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does 71 West Capital Partners manage?
71 West Capital Partners reported $5.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.9B.