71 West Capital Partners

$2.3B reported 13(f) long value · latest quarter 2026-03-31 · CIK 2111530 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.3B
ALL retained default holdings for this (filer, period), including NULL-value ones: 313
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 59
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 5

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	ADD	−$10.0M	+66,032	$385M	$375M	813,755	879,787
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	ADD	+$30.1M	+123,007	$240M	$270M	1,141,321	1,264,328
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	ADD	+$11.9M	+39,240	$154M	$166M	805,934	845,174
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	ADD	+$1.0M	+74,547	$116M	$117M	802,629	877,176
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	ADD	−$6.1M	+12,640	$111M	$105M	228,527	241,167
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	ADD	+$520K	+10,760	$94.0M	$94.5M	124,645	135,405
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$187K	+22,576	$83.4M	$83.6M	306,732	329,308
position key `pos:15642` · issuer key `iss:1334` COM	ADD	+$2.5M	+41,055	$71.2M	$73.7M	381,783	422,838
position key `pos:12962` · issuer key `iss:1602` STATE STREET SPD	ADD	+$1.5M	+30,756	$59.6M	$61.1M	1,048,426	1,079,182
position key `pos:12580` · issuer key `iss:1602` STATE STREET SPD	ADD	−$1.6M	+21,854	$45.7M	$44.1M	428,347	450,201
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$9.4M	+99,553	$33.1M	$42.5M	370,345	469,898
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$5.2M	+27,479	$33.8M	$39.0M	108,132	135,611
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$9.7K	+11,206	$38.0M	$38.0M	117,822	129,028
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	+$5.7M	+11,014	$31.8M	$37.5M	46,685	57,699
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$5.4M	+5,744	$30.9M	$36.3M	101,657	107,401
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$3.3M	+9,642	$27.7M	$31.0M	151,074	160,716
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$2.4M	+23,129	$31.0M	$28.6M	563,955	587,084
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$944K	+3,601	$27.7M	$28.6M	442,800	446,401
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$4.1M	+39,646	$23.4M	$27.5M	243,835	283,481
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$1.2M	+4,902	$25.2M	$26.3M	50,074	54,976
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$4.8M	+5,555	$29.2M	$24.4M	60,317	65,872
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	ADD	+$5.9M	+1,416	$17.3M	$23.2M	16,135	17,551
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$168K	+9,878	$22.8M	$22.6M	98,687	108,565
position key `pos:11610` · issuer key `iss:287` COM	ADD	−$913K	+1,424	$22.5M	$21.6M	21,010	22,434
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$654K	+3,579	$20.3M	$19.6M	30,709	34,288
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	−$984K	+3,170	$20.6M	$19.6M	36,054	39,224
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	+$6.4M	+25,808	$11.5M	$17.9M	36,548	62,356
position key `pos:15495` · issuer key `iss:1590` COM	ADD	−$2.8M	+2,475	$20.6M	$17.8M	39,442	41,917
position key `pos:14712` · issuer key `iss:537` CL A	ADD	−$1.1M	+4,554	$17.4M	$16.3M	37,083	41,637
position key `pos:10793` · issuer key `iss:195` COM	ADD	−$2.7M	+5,944	$18.8M	$16.1M	73,220	79,164
position key `pos:16441` · issuer key `iss:16` COM	ADD	+$2.8M	+32,727	$11.0M	$13.8M	444,049	476,776
position key `sid:sec:prov:022b6f6e9b6589eae61ef0e7f47b8f6a` · issuer key `cusip6:92206C` VNG RUS1000GRW	ADD	−$1.1M	+3,473	$14.8M	$13.7M	121,294	124,767
position key `pos:16252` · issuer key `iss:2290` ORD SHS	ADD	+$608K	+12,949	$12.5M	$13.1M	192,313	205,262
position key `pos:16115` · issuer key `iss:1869` COM	ADD	−$2.2M	+1,906	$15.2M	$13.0M	46,155	48,061
position key `sid:sec:prov:599b4902e0ef3c89bb90ee03eb1fde93` · issuer key `cusip6:92206C` VNG RUS1000VAL	ADD	+$866K	+7,380	$11.2M	$12.1M	121,253	128,633
position key `pos:12827` · issuer key `iss:323` COM	ADD	+$4.0M	+15,625	$8.0M	$12.0M	23,059	38,684
position key `pos:16528` · issuer key `iss:559` CL A COM	ADD	−$566K	+7,162	$10.7M	$10.1M	78,667	85,829
position key `pos:15764` · issuer key `iss:2177` ORD SHS CL A	ADD	−$640K	+60,804	$10.7M	$10.1M	638,683	699,487
position key `pos:14782` · issuer key `iss:1406` COM	ADD	−$194K	+6,980	$10.1M	$9.9M	54,984	61,964
position key `pos:11463` · issuer key `iss:1012` CORE S&P TTL STK	ADD	+$903K	+8,937	$8.8M	$9.7M	59,086	68,023
position key `sid:sec:prov:839348e9368272036e4766b0c85320f9` · issuer key `cusip6:87615L` COM	ADD	+$1.3M	+15,000	$7.1M	$8.4M	892,322	907,322
position key `pos:13683` · issuer key `iss:1648` COM	ADD	−$2.2M	+7,768	$9.4M	$7.2M	61,272	69,040
position key `pos:12725` · issuer key `iss:1615` COM	ADD	−$1.7M	+4,472	$8.7M	$7.0M	32,946	37,418
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$4.3M	+44,206	$1.8M	$6.1M	18,787	62,993
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$235K	+1,923	$5.5M	$5.2M	12,178	14,101
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	−$943K	+642	$5.9M	$4.9M	32,963	33,605
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	ADD	+$959K	+5,816	$3.0M	$4.0M	21,241	27,057
position key `pos:15863` · issuer key `iss:1123` COM	ADD	+$49.2K	+617	$3.6M	$3.6M	3,346	3,963
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$1.4M	+3,416	$2.0M	$3.4M	16,853	20,269
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	+$100K	+1,761	$3.1M	$3.2M	8,911	10,672
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$546K	−620	$3.7M	$3.2M	5,946	5,326
position key `pos:11230` · issuer key `iss:1633` US LRG CAP ETF	NEW	+$3.1M	+120,998	$0	$3.1M	—	120,998
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	−$12.1K	+304	$3.1M	$3.1M	5,051	5,355
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$450K	−695	$3.3M	$2.9M	40,905	40,210
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$710K	+400	$2.0M	$2.7M	2,319	2,719
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$88.2K	−134	$2.8M	$2.7M	12,576	12,442
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$601K	+3,114	$1.9M	$2.5M	16,634	19,748
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$624K	+1,228	$1.8M	$2.4M	8,637	9,865
position key `pos:17056` · issuer key `iss:1012` S&P 100 ETF	ADD	−$151K	+68	$2.4M	$2.2M	6,930	6,998
position key `pos:11938` · issuer key `iss:834` COM	ADD	+$288K	+425	$1.9M	$2.2M	2,168	2,593
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$733K	+576	$1.4M	$2.1M	2,400	2,976
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$928K	+2,722	$1.0M	$1.9M	6,689	9,411
position key `pos:10715` · issuer key `iss:916` COM	ADD	+$327K	+1,211	$1.6M	$1.9M	4,663	5,874
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$266K	+1,264	$1.6M	$1.9M	10,572	11,836
position key `pos:15499` · issuer key `iss:23` COM	ADD	+$122K	+950	$1.8M	$1.9M	7,704	8,654
position key `pos:11621` · issuer key `iss:1253` COM NEW	ADD	+$108K	+1,394	$1.7M	$1.8M	9,387	10,781
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$622K	+877	$1.2M	$1.8M	2,698	3,575
position key `pos:10455` · issuer key `iss:1091` COM NEW	ADD	+$585K	+1,396	$1.2M	$1.7M	6,754	8,150
position key `pos:14060` · issuer key `iss:47` COM	ADD	+$137K	+1,034	$1.5M	$1.6M	6,849	7,883
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$800K	+11,580	$765K	$1.6M	11,595	23,175
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$504K	+505	$1.0M	$1.5M	3,903	4,408
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$206K	+2,539	$1.3M	$1.5M	16,662	19,201
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$95.0K	+242	$1.4M	$1.5M	1,987	2,229
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$216K	+1,303	$1.7M	$1.4M	8,528	9,831
position key `pos:15327` · issuer key `iss:1780` COM	ADD	+$514K	+68	$930K	$1.4M	4,804	4,872
position key `pos:18187` · issuer key `iss:1040` COM NEW	ADD	+$532K	+238	$857K	$1.4M	705	943
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$363K	+1,879	$959K	$1.3M	9,108	10,987
position key `pos:16193` · issuer key `iss:1909` COM CL A	ADD	+$507K	+275	$802K	$1.3M	4,950	5,225
position key `pos:12476` · issuer key `iss:1633` INTL EQTY ETF	NEW	+$1.3M	+52,061	$0	$1.3M	—	52,061
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$319K	+432	$942K	$1.3M	3,301	3,733
position key `pos:12492` · issuer key `iss:810` COM NEW	ADD	+$203K	+1,005	$1.0M	$1.2M	3,391	4,396
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$66.1K	+394	$1.2M	$1.2M	8,164	8,558
position key `pos:11688` · issuer key `iss:1955` COM	ADD	+$75.0K	+3,066	$1.2M	$1.2M	12,441	15,507
position key `pos:15125` · issuer key `iss:1798` COM	ADD	−$82.7K	+223	$1.3M	$1.2M	2,187	2,410
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$183K	+1,271	$980K	$1.2M	14,021	15,292
position key `pos:15035` · issuer key `iss:505` COM	ADD	+$576K	+2,611	$565K	$1.1M	6,031	8,642
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	ADD	+$550K	+4,270	$549K	$1.1M	4,568	8,838
position key `pos:13166` · issuer key `iss:1000` LARGE CAP VALUE	NEW	+$1.1M	+15,369	$0	$1.1M	—	15,369
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	ADD	+$200K	+712	$867K	$1.1M	3,362	4,074
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$210K	+1,119	$820K	$1.0M	5,113	6,232
position key `pos:17839` · issuer key `iss:2093` SHS	ADD	+$284K	+559	$685K	$969K	2,151	2,710
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$248K	+1,485	$698K	$946K	8,699	10,184
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$60.0K	+145	$884K	$944K	2,894	3,039
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$440K	+314	$493K	$933K	755	1,069
position key `pos:16439` · issuer key `iss:520` COM	ADD	+$361K	+380	$560K	$922K	6,399	6,779
position key `pos:11849` · issuer key `iss:104` COM	ADD	+$78.0K	+762	$836K	$914K	2,260	3,022
position key `pos:12366` · issuer key `iss:22` COM	ADD	−$81.4K	+954	$993K	$912K	7,929	8,883
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$92.4K	+167	$810K	$902K	5,643	5,810
position key `pos:16172` · issuer key `iss:1141` COM	ADD	+$211K	+952	$686K	$897K	2,846	3,798
position key `pos:10172` · issuer key `iss:1332` COM	ADD	+$76.8K	+280	$803K	$880K	4,925	5,205

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 19

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$220K	$4.5M	$4.3M	6	6
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	NO CHANGE	−$116K	$2.7M	$2.6M	8,011	8,011
position key `pos:14319` · issuer key `iss:962` COM	NO CHANGE	+$52.2K	$1.8M	$1.8M	24,500	24,500
position key `sid:sec:prov:aa0d960e6d28a47cd7b7724f21507107` · issuer key `cusip6:00162Q` ALERIAN MLP	NO CHANGE	+$196K	$1.6M	$1.8M	34,908	34,908
position key `sid:sec:prov:a36c06bdbcd1cc5dfa14a5deb2391de1` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	−$53.8K	$1.5M	$1.4M	23,273	23,273
position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `cusip6:81369Y` STATE STREET FIN	NO CHANGE	−$121K	$1.2M	$1.1M	22,488	22,488
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	NO CHANGE	−$88.4K	$1.1M	$985K	8,708	8,708
position key `pos:14990` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$30.8K	$631K	$662K	4,536	4,536
position key `pos:10899` · issuer key `iss:1013` MSCI ACWI ETF	NO CHANGE	−$13.5K	$614K	$600K	4,337	4,337
position key `pos:15909` · issuer key `iss:1633` US BRD MKT ETF	NO CHANGE	−$21.7K	$503K	$482K	19,185	19,185
position key `sid:sec:prov:4b145c10f034612809a5ead021971789` · issuer key `cusip6:92790C` COM	NO CHANGE	−$247K	$666K	$419K	21,400	21,400
position key `pos:17199` · issuer key `iss:1948` COM	NO CHANGE	+$27.6K	$347K	$375K	1,030	1,030
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	NO CHANGE	−$5.6K	$350K	$344K	1,673	1,673
position key `sid:sec:prov:91368d096dad12a583c6c8abaa80d72a` · issuer key `cusip6:33734X` NASDAQ CYB ETF	NO CHANGE	−$43.7K	$356K	$312K	4,982	4,982
position key `pos:11841` · issuer key `iss:2300` SHS CLASS A	NO CHANGE	+$55.4K	$231K	$287K	2,764	2,764
position key `sid:sec:prov:6856231d3a1b8fc57bce381ccfd3e94f` · issuer key `cusip6:33748L` COM	NO CHANGE	−$120K	$394K	$274K	26,130	26,130
position key `pos:11804` · issuer key `cusip6:46138E` RAFI DVLPD MRKTS	NO CHANGE	+$15.0K	$226K	$241K	3,453	3,453
position key `pos:13340` · issuer key `iss:666` COM	NO CHANGE	+$36.7K	$204K	$240K	6,350	6,350
position key `pos:17597` · issuer key `iss:1957` COM	NO CHANGE	−$23.1K	$140K	$116K	16,761	16,761

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 285 issuers · $2.3B disclosed value over 313 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

14 positions · 14 reported rows

Rows 71 West Capital Partners reported for ISHARES TR, as it reported them
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$375M	879,787
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$270M	1,264,328
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$27.5M	283,481
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$9.7M	68,023
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$2.2M	6,998
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$1.6M	23,175
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$1.5M	2,229
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$1.1M	8,838
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$985K	8,708
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$562K	2,660
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$348K	3,580
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$279K	1,538
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$253K	1,020
ISHARES TR · GLOBAL ENERG ETF CUSIP — src ↗	$249K	4,318

ticker not yet mapped

$692M

2,558,683

30.4%

—

VANGUARD INDEX FDS

7 positions · 7 reported rows

Rows 71 West Capital Partners reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$166M	845,174
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$105M	241,167
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$3.2M	5,326
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$2.6M	8,011
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$1.1M	4,074
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$651K	2,180
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$344K	1,673

ticker not yet mapped

$279M

1,107,605

12.3%

—

SELECT SECTOR SPDR TR

2 positions · 2 reported rows

Rows 71 West Capital Partners reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$117M	877,176
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$1.1M	22,488

ticker not yet mapped

$118M

899,664

5.2%

—

SPDR SERIES TRUST

3 positions · 3 reported rows

Rows 71 West Capital Partners reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$61.1M	1,079,182
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$44.1M	450,201
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$662K	4,536

ticker not yet mapped

$106M

1,533,919

4.7%

—

VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$94.5M

135,405

4.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$83.6M

329,308

3.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$73.7M

422,838

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows 71 West Capital Partners reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$39.0M	135,611
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$17.9M	62,356

$56.9M

197,967

2.5%

—

ISHARES TR · CORE MSCI EAFE CUSIP 46432F842
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$42.5M

469,898

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$38.0M

129,028

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$37.5M

57,699

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$36.3M

107,401

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$31.0M

160,716

1.4%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows 71 West Capital Partners reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$26.3M	54,976
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$4.3M	6

$30.7M

54,982

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$28.6M

587,084

1.3%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$28.6M

446,401

1.3%

—

VANGUARD SCOTTSDALE FDS

2 positions · 2 reported rows

Rows 71 West Capital Partners reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$13.7M	124,767
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$12.1M	128,633

ticker not yet mapped

$25.7M

253,400

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$24.4M

65,872

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$23.2M

17,551

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$22.6M

108,565

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$21.6M

22,434

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$19.6M

34,288

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$19.6M

39,224

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$17.8M

41,917

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWDSTRIKE HLDGS INC · CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$16.3M

41,637

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$16.1M

79,164

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$13.8M

476,776

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FERROVIAL SE · ORD SHS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$13.1M

205,262

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$13.0M

48,061

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$12.0M

38,684

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DATADOG INC · CL A COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$10.1M

85,829

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NU HLDGS LTD · ORD SHS CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$10.1M

699,487

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$9.9M

61,964

0.4%

—

TARGET HOSPITALITY CORP · COM CUSIP 87615L107
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$8.4M

907,322

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$7.2M

69,040

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$7.0M

37,418

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$6.1M

62,993

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$5.2M

14,101

0.2%

—

SCHWAB STRATEGIC TR

4 positions · 4 reported rows

Rows 71 West Capital Partners reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$3.1M	120,998
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$1.3M	52,061
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$482K	19,185
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$270K	8,201

ticker not yet mapped

$5.1M

200,445

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$4.9M

33,605

0.2%

—

VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$4.0M

27,057

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.6M

3,963

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.4M

20,269

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.2M

10,672

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$3.1M

5,355

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.9M

40,210

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.7M

2,719

0.1%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$2.7M

12,442

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.5M

19,748

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.4M

9,865

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.2M

2,593

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$2.1M

2,976

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.9M

9,411

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.9M

5,874

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.9M

11,836

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.9M

8,654

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INDEPENDENT BK CORP MASS · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.8M

24,500

0.1%

—

ALPS ETF TR · ALERIAN MLP CUSIP 00162Q452
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$1.8M

34,908

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.8M

10,781

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.8M

3,575

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.7M

8,150

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.6M

7,883

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.5M

4,408

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.5M

19,201

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.4M

9,831

0.1%

—

SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X202
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$1.4M

23,273

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TERADYNE INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.4M

4,872

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.4M

943

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

10,987

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTIV HOLDINGS CO · COM CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

5,225

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.3M

3,733

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.2M

4,396

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.2M

8,558

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.2M

15,507

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.2M

2,410

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.2M

15,292

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.1M

8,642

0.1%

—

INVESCO EXCHANGE TRADED FD T · LARGE CAP VALUE CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

ticker not yet mapped

$1.1M

15,369

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$1.0M

6,232

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$969K

2,710

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$946K

10,184

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$944K

3,039

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$933K

1,069

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$922K

6,779

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$914K

3,022

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$912K

8,883

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$902K

5,810

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$897K

3,798

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NUCOR CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$880K

5,205

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$861K

9,160

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$839K

3,458

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SNOWFLAKE INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$823K

5,455

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$820K

6,487

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$803K

2,283

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$802K

896

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$797K

1,415

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$774K

4,241

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHOPIFY INC · CL A SUB VTG SHS CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$755K

6,368

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$745K

2,342

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-06 +36d

src ↗

$744K

6,560

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 80.8%above median 80.0%
Concentration index: 600 bpsabove median 446 bps
Positions with value: 313 / 313median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 80.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 600 · QoQ moves: 318

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open 71 West Capital Partners's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).