71 West Capital Partners

CIK 2111530 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $2.3B
every reported holding for this filer and quarter, including ones with no disclosed value: 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

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” 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	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: RUS 1000 GRW ETF · position key `pos:11528` · issuer key `iss:1012`	ADD	−$10.0M	+66,032	$385M	$375M	813,755	879,787
—	share class as filed: RUS 1000 VAL ETF · position key `pos:17700` · issuer key `iss:1012`	ADD	+$30.1M	+123,007	$240M	$270M	1,141,321	1,264,328
—	share class as filed: VALUE ETF · position key `pos:10986` · issuer key `iss:2483`	ADD	+$11.9M	+39,240	$154M	$166M	805,934	845,174
—	share class as filed: STATE STREET TEC · position key `pos:10892` · issuer key `iss:2454`	ADD	+$1.0M	+74,547	$116M	$117M	802,629	877,176
—	share class as filed: GROWTH ETF · position key `pos:11209` · issuer key `iss:2483`	ADD	−$6.1M	+12,640	$111M	$105M	228,527	241,167
—	share class as filed: INF TECH ETF · position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `iss:2481`	ADD	+$520K	+10,760	$94.0M	$94.5M	124,645	135,405
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	+$187K	+22,576	$83.4M	$83.6M	306,732	329,308
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	ADD	+$2.5M	+41,055	$71.2M	$73.7M	381,783	422,838
—	share class as filed: STATE STREET SPD · position key `pos:12962` · issuer key `iss:1602`	ADD	+$1.5M	+30,756	$59.6M	$61.1M	1,048,426	1,079,182
—	share class as filed: STATE STREET SPD · position key `pos:12580` · issuer key `iss:1602`	ADD	−$1.6M	+21,854	$45.7M	$44.1M	428,347	450,201
—	share class as filed: CORE MSCI EAFE · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	ADD	+$9.4M	+99,553	$33.1M	$42.5M	370,345	469,898
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	ADD	+$5.2M	+27,479	$33.8M	$39.0M	108,132	135,611
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18039` · issuer key `iss:1025`	ADD	−$9.7K	+11,206	$38.0M	$38.0M	117,822	129,028
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: TR UNIT · position key `pos:11570` · issuer key `iss:1599`	ADD	+$5.7M	+11,014	$31.8M	$37.5M	46,685	57,699
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADS · position key `pos:17467` · issuer key `iss:1751`	ADD	+$5.4M	+5,744	$30.9M	$36.3M	101,657	107,401
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15626` · issuer key `iss:1529`	ADD	+$3.3M	+9,642	$27.7M	$31.0M	151,074	160,716
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13234` · issuer key `iss:230`	ADD	−$2.4M	+23,129	$31.0M	$28.6M	563,955	587,084
—	share class as filed: VAN FTSE DEV MKT · position key `pos:17409` · issuer key `iss:2478`	ADD	+$944K	+3,601	$27.7M	$28.6M	442,800	446,401
—	share class as filed: MSCI EAFE ETF · position key `pos:14648` · issuer key `iss:1012`	ADD	+$4.1M	+39,646	$23.4M	$27.5M	243,835	283,481
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL B NEW · position key `pos:11205` · issuer key `iss:255`	ADD	+$1.2M	+4,902	$25.2M	$26.3M	50,074	54,976

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
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11020` · issuer key `iss:255`	NO CHANGE	−$220K	$4.5M	$4.3M	6	6
—	share class as filed: TOTAL STK MKT · position key `pos:12944` · issuer key `iss:2483`	NO CHANGE	−$116K	$2.7M	$2.6M	8,011	8,011
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14319` · issuer key `iss:962`	NO CHANGE	+$52.2K	$1.8M	$1.8M	24,500	24,500
—	share class as filed: ALERIAN MLP · position key `sid:sec:prov:aa0d960e6d28a47cd7b7724f21507107` · issuer key `cusip6:00162Q`	NO CHANGE	+$196K	$1.6M	$1.8M	34,908	34,908
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:a36c06bdbcd1cc5dfa14a5deb2391de1` · issuer key `cusip6:78463X`	NO CHANGE	−$53.8K	$1.5M	$1.4M	23,273	23,273
—	share class as filed: STATE STREET FIN · position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `iss:2454`	NO CHANGE	−$121K	$1.2M	$1.1M	22,488	22,488
—	share class as filed: S&P 500 GRWT ETF · position key `pos:13746` · issuer key `iss:1012`	NO CHANGE	−$88.4K	$1.1M	$985K	8,708	8,708
—	share class as filed: STATE STREET SPD · position key `pos:14990` · issuer key `iss:1602`	NO CHANGE	+$30.8K	$631K	$662K	4,536	4,536
—	share class as filed: MSCI ACWI ETF · position key `pos:10899` · issuer key `iss:1013`	NO CHANGE	−$13.5K	$614K	$600K	4,337	4,337
—	share class as filed: US BRD MKT ETF · position key `pos:15909` · issuer key `iss:1633`	NO CHANGE	−$21.7K	$503K	$482K	19,185	19,185
—	share class as filed: COM · position key `sid:sec:prov:4b145c10f034612809a5ead021971789` · issuer key `cusip6:92790C`	NO CHANGE	−$247K	$666K	$419K	21,400	21,400
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17199` · issuer key `iss:1948`	NO CHANGE	+$27.6K	$347K	$375K	1,030	1,030
—	share class as filed: EXTEND MKT ETF · position key `pos:13780` · issuer key `iss:2483`	NO CHANGE	−$5.6K	$350K	$344K	1,673	1,673
—	share class as filed: NASDAQ CYB ETF · position key `sid:sec:prov:91368d096dad12a583c6c8abaa80d72a` · issuer key `iss:2381`	NO CHANGE	−$43.7K	$356K	$312K	4,982	4,982
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS CLASS A · position key `pos:11841` · issuer key `iss:2300`	NO CHANGE	+$55.4K	$231K	$287K	2,764	2,764
—	share class as filed: COM · position key `sid:sec:prov:6856231d3a1b8fc57bce381ccfd3e94f` · issuer key `cusip6:33748L`	NO CHANGE	−$120K	$394K	$274K	26,130	26,130
—	share class as filed: RAFI DVLPD MRKTS · position key `pos:11804` · issuer key `iss:2403`	NO CHANGE	+$15.0K	$226K	$241K	3,453	3,453
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13340` · issuer key `iss:666`	NO CHANGE	+$36.7K	$204K	$240K	6,350	6,350
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17597` · issuer key `iss:1957`	NO CHANGE	−$23.1K	$140K	$116K	16,761	16,761

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

285 issuers · 313 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

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 80.8%above median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 600 bpsabove median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 313 / 313median book 97.5 positions

318 quarter-over-quarter rows

Filing history

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

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

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

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.