Filed: 5/6/2026ACC: 0002111530-26-000002
📋 What this filing means
71 WEST CAPITAL PARTNERS filed this quarterly 13F‑HR report disclosing 313 equity positions with a total reported market value of $2.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
313
Positions
$2.27B
Total AUM (reported)
14.50M
Total Shares
Allocation by class
COM$555.91M24.5%
RUS 1000 GRW ETF$375.14M16.5%
RUS 1000 VAL ETF$270.15M11.9%
VALUE ETF$165.82M7.3%
STATE STREET TEC$116.58M5.1%
STATE STREET SPD$107.25M4.7%
GROWTH ETF$105.34M4.6%
Portfolio Concentration
Top 3$811.11M35.7%
4–10$578.85M25.5%
11–25$446.79M19.7%
Rest$436.89M19.2%
Top 3 weight
35.7%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 14.50M
Sole
Full voting authority
14.50M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole313
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings313
Rows:
ISHARES TR
SOLEShares879.79K
TypeSH
Market value$375.14M
16.50%
Sole
879.79K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.26M
TypeSH
Market value$270.15M
11.88%
Sole
1.26M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares845.17K
TypeSH
Market value$165.82M
7.29%
Sole
845.17K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares877.18K
TypeSH
Market value$116.58M
5.13%
Sole
877.18K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares241.17K
TypeSH
Market value$105.34M
4.63%
Sole
241.17K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares135.41K
TypeSH
Market value$94.47M
4.16%
Sole
135.41K
Shared
0.00
None
0.00
APPLE INC
SOLEShares329.31K
TypeSH
Market value$83.58M
3.68%
Sole
329.31K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares422.84K
TypeSH
Market value$73.74M
3.24%
Sole
422.84K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares1.08M
TypeSH
Market value$61.06M
2.69%
Sole
1.08M
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares450.20K
TypeSH
Market value$44.08M
1.94%
Sole
450.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares469.90K
TypeSH
Market value$42.54M
1.87%
Sole
469.90K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares135.61K
TypeSH
Market value$39.00M
1.72%
Sole
135.61K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares129.03K
TypeSH
Market value$37.95M
1.67%
Sole
129.03K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares57.70K
TypeSH
Market value$37.52M
1.65%
Sole
57.70K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares107.40K
TypeSH
Market value$36.30M
1.60%
Sole
107.40K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares160.72K
TypeSH
Market value$31.00M
1.36%
Sole
160.72K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares587.08K
TypeSH
Market value$28.62M
1.26%
Sole
587.08K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares446.40K
TypeSH
Market value$28.61M
1.26%
Sole
446.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares283.48K
TypeSH
Market value$27.53M
1.21%
Sole
283.48K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares54.98K
TypeSH
Market value$26.34M
1.16%
Sole
54.98K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares65.87K
TypeSH
Market value$24.38M
1.07%
Sole
65.87K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares17.55K
TypeSH
Market value$23.18M
1.02%
Sole
17.55K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares108.56K
TypeSH
Market value$22.61M
0.99%
Sole
108.56K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares22.43K
TypeSH
Market value$21.58M
0.95%
Sole
22.43K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares34.29K
TypeSH
Market value$19.62M
0.86%
Sole
34.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 879.79K | SH | $375.14M 16.50% | 879.79K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 1.26M | SH | $270.15M 11.88% | 1.26M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 845.17K | SH | $165.82M 7.29% | 845.17K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 877.18K | SH | $116.58M 5.13% | 877.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 241.17K | SH | $105.34M 4.63% | 241.17K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 135.41K | SH | $94.47M 4.16% | 135.41K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 329.31K | SH | $83.58M 3.68% | 329.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 422.84K | SH | $73.74M 3.24% | 422.84K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.08M | SH | $61.06M 2.69% | 1.08M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 450.20K | SH | $44.08M 1.94% | 450.20K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 469.90K | SH | $42.54M 1.87% | 469.90K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 135.61K | SH | $39.00M 1.72% | 135.61K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 129.03K | SH | $37.95M 1.67% | 129.03K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 57.70K | SH | $37.52M 1.65% | 57.70K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 107.40K | SH | $36.30M 1.60% | 107.40K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 160.72K | SH | $31.00M 1.36% | 160.72K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 587.08K | SH | $28.62M 1.26% | 587.08K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 446.40K | SH | $28.61M 1.26% | 446.40K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 283.48K | SH | $27.53M 1.21% | 283.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 54.98K | SH | $26.34M 1.16% | 54.98K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 65.87K | SH | $24.38M 1.07% | 65.87K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 17.55K | SH | $23.18M 1.02% | 17.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 108.56K | SH | $22.61M 0.99% | 108.56K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 22.43K | SH | $21.58M 0.95% | 22.43K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 34.29K | SH | $19.62M 0.86% | 34.29K | 0.00 | 0.00 |
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