StockDriftsStockDriftsTop 50 71 West Capital Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 15.05% | 3.50M | $435.2M | -0.41%(-14.46K) | $117.18(+6.92%) | 2026-06-30 | |
| IWD | ISHARES TR | 10.95% | 1.31M | $316.8M | +3.35%(+42.32K) | $208.05(+24.22%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 6.35% | 843.2K | $183.8M | -0.23%(-1.94K) | $188.97(+19.50%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.9% | 895.6K | $170.6M | +2.10%(+18.39K) | $142.46(+31.09%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 4.48% | 1.09M | $129.7M | +0.17%(+1.81K) | $93.55(+28.78%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.19% | 1.41M | $121.2M | -2.73%(-39.56K) | $80.44(+10.73%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.64% | 364.3K | $105.4M | +10.62%(+34.97K) | $263.67(+16.31%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.33% | 480.8K | $96.2M | +13.71%(+57.97K) | $185.55(+18.82%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.25% | 1.07M | $65.2M | -0.61%(-6.54K) | $56.09(+13.03%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.19% | 656.9K | $63.4M | +39.80%(+187.00K) | $89.70(+12.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.21% |
71 West Capital Partners reports $2.89B in US-listed equity holdings across 382 positions in its most recent 13F filing. Its largest disclosed positions are IWF (15.1%), IWD (10.9%) and VTV (6.3%). The top 20 holdings account for 72.8% of reported assets. Its disclosed equity book has returned +11.73% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 71 West Capital Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111530). View 71 West Capital Partners’s 13F filings on SEC