Filed: 2/17/2026ACC: 0002111530-26-000001
๐ What this filing means
71 WEST CAPITAL PARTNERS filed this quarterly 13FโHR report disclosing 259 equity positions with a total reported market value of $2.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
259
Positions
$2.17B
Total AUM (reported)
12.92M
Total Shares
Allocation by class
COM$531.26M24.4%
RUS 1000 GRW ETF$385.15M17.7%
RUS 1000 VAL ETF$240.07M11.0%
VALUE ETF$153.93M7.1%
STATE STREET TEC$115.55M5.3%
GROWTH ETF$111.49M5.1%
STATE STREET SPD$105.90M4.9%
Portfolio Concentration
Top 3$779.14M35.8%
4โ10$580.85M26.7%
11โ25$418.27M19.2%
Rest$396.39M18.2%
Top 3 weight
35.8%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 12.92M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.92M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole259
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings259
Rows:
ISHARES TR
SOLEShares813.75K
TypeSH
Market value$385.15M
17.71%
Sole
0.00
Shared
0.00
None
813.75K
ISHARES TR
SOLEShares1.14M
TypeSH
Market value$240.07M
11.04%
Sole
0.00
Shared
0.00
None
1.14M
VANGUARD INDEX FDS
SOLEShares805.93K
TypeSH
Market value$153.93M
7.08%
Sole
0.00
Shared
0.00
None
805.93K
SELECT SECTOR SPDR TR
SOLEShares802.63K
TypeSH
Market value$115.55M
5.31%
Sole
0.00
Shared
0.00
None
802.63K
VANGUARD INDEX FDS
SOLEShares228.53K
TypeSH
Market value$111.49M
5.13%
Sole
0.00
Shared
0.00
None
228.53K
VANGUARD WORLD FD
SOLEShares124.64K
TypeSH
Market value$93.95M
4.32%
Sole
0.00
Shared
0.00
None
124.64K
APPLE INC
SOLEShares306.73K
TypeSH
Market value$83.39M
3.83%
Sole
0.00
Shared
0.00
None
306.73K
NVIDIA CORPORATION
SOLEShares381.78K
TypeSH
Market value$71.20M
3.27%
Sole
0.00
Shared
0.00
None
381.78K
SPDR SERIES TRUST
SOLEShares1.05M
TypeSH
Market value$59.56M
2.74%
Sole
0.00
Shared
0.00
None
1.05M
SPDR SERIES TRUST
SOLEShares428.35K
TypeSH
Market value$45.70M
2.10%
Sole
0.00
Shared
0.00
None
428.35K
JPMORGAN CHASE & CO.
SOLEShares117.82K
TypeSH
Market value$37.96M
1.75%
Sole
0.00
Shared
0.00
None
117.82K
ALPHABET INC
SOLEShares108.13K
TypeSH
Market value$33.85M
1.56%
Sole
0.00
Shared
0.00
None
108.13K
ISHARES TR
SOLEShares370.35K
TypeSH
Market value$33.13M
1.52%
Sole
0.00
Shared
0.00
None
370.35K
SPDR S&P 500 ETF TR
SOLEShares46.69K
TypeSH
Market value$31.84M
1.46%
Sole
0.00
Shared
0.00
None
46.69K
BANK AMERICA CORP
SOLEShares563.96K
TypeSH
Market value$31.02M
1.43%
Sole
0.00
Shared
0.00
None
563.96K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares101.66K
TypeSH
Market value$30.89M
1.42%
Sole
0.00
Shared
0.00
None
101.66K
MICROSOFT CORP
SOLEShares60.32K
TypeSH
Market value$29.17M
1.34%
Sole
0.00
Shared
0.00
None
60.32K
RTX CORPORATION
SOLEShares151.07K
TypeSH
Market value$27.71M
1.27%
Sole
0.00
Shared
0.00
None
151.07K
VANGUARD TAX-MANAGED FDS
SOLEShares442.80K
TypeSH
Market value$27.66M
1.27%
Sole
0.00
Shared
0.00
None
442.80K
BERKSHIRE HATHAWAY INC DEL
SOLEShares50.07K
TypeSH
Market value$25.17M
1.16%
Sole
0.00
Shared
0.00
None
50.07K
ISHARES TR
SOLEShares243.84K
TypeSH
Market value$23.42M
1.08%
Sole
0.00
Shared
0.00
None
243.84K
AMAZON COM INC
SOLEShares98.69K
TypeSH
Market value$22.78M
1.05%
Sole
0.00
Shared
0.00
None
98.69K
BLACKROCK INC
SOLEShares21.01K
TypeSH
Market value$22.49M
1.03%
Sole
0.00
Shared
0.00
None
21.01K
S&P GLOBAL INC
SOLEShares39.44K
TypeSH
Market value$20.61M
0.95%
Sole
0.00
Shared
0.00
None
39.44K
MASTERCARD INCORPORATED
SOLEShares36.05K
TypeSH
Market value$20.58M
0.95%
Sole
0.00
Shared
0.00
None
36.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 813.75K | SH | $385.15M 17.71% | 0.00 | 0.00 | 813.75K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 1.14M | SH | $240.07M 11.04% | 0.00 | 0.00 | 1.14M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 805.93K | SH | $153.93M 7.08% | 0.00 | 0.00 | 805.93K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 802.63K | SH | $115.55M 5.31% | 0.00 | 0.00 | 802.63K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 228.53K | SH | $111.49M 5.13% | 0.00 | 0.00 | 228.53K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 124.64K | SH | $93.95M 4.32% | 0.00 | 0.00 | 124.64K |
APPLE INCSOLE | COM | 306.73K | SH | $83.39M 3.83% | 0.00 | 0.00 | 306.73K |
NVIDIA CORPORATIONSOLE | COM | 381.78K | SH | $71.20M 3.27% | 0.00 | 0.00 | 381.78K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.05M | SH | $59.56M 2.74% | 0.00 | 0.00 | 1.05M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 428.35K | SH | $45.70M 2.10% | 0.00 | 0.00 | 428.35K |
JPMORGAN CHASE & CO.SOLE | COM | 117.82K | SH | $37.96M 1.75% | 0.00 | 0.00 | 117.82K |
ALPHABET INCSOLE | CAP STK CL A | 108.13K | SH | $33.85M 1.56% | 0.00 | 0.00 | 108.13K |
ISHARES TRSOLE | CORE MSCI EAFE | 370.35K | SH | $33.13M 1.52% | 0.00 | 0.00 | 370.35K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 46.69K | SH | $31.84M 1.46% | 0.00 | 0.00 | 46.69K |
BANK AMERICA CORPSOLE | COM | 563.96K | SH | $31.02M 1.43% | 0.00 | 0.00 | 563.96K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 101.66K | SH | $30.89M 1.42% | 0.00 | 0.00 | 101.66K |
MICROSOFT CORPSOLE | COM | 60.32K | SH | $29.17M 1.34% | 0.00 | 0.00 | 60.32K |
RTX CORPORATIONSOLE | COM | 151.07K | SH | $27.71M 1.27% | 0.00 | 0.00 | 151.07K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 442.80K | SH | $27.66M 1.27% | 0.00 | 0.00 | 442.80K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 50.07K | SH | $25.17M 1.16% | 0.00 | 0.00 | 50.07K |
ISHARES TRSOLE | MSCI EAFE ETF | 243.84K | SH | $23.42M 1.08% | 0.00 | 0.00 | 243.84K |
AMAZON COM INCSOLE | COM | 98.69K | SH | $22.78M 1.05% | 0.00 | 0.00 | 98.69K |
BLACKROCK INCSOLE | COM | 21.01K | SH | $22.49M 1.03% | 0.00 | 0.00 | 21.01K |
S&P GLOBAL INCSOLE | COM | 39.44K | SH | $20.61M 0.95% | 0.00 | 0.00 | 39.44K |
MASTERCARD INCORPORATEDSOLE | CL A | 36.05K | SH | $20.58M 0.95% | 0.00 | 0.00 | 36.05K |
Page 1 of 11
โฆ