71 West Capital Partners — 13F Holdings & Portfolio
CIK 2111530 · latest 13F-HR filed 2026-11-04
71 West Capital Partners manages $3.06B in 13F-reported U.S. long-equity assets across 399 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IWF (14.39%), IWD (10.62%), VTV (5.96%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 37 new positions and exited 20; 149 existing positions rose in reported value and 119 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$3.06B
Long-equity book
Holdings
399
Distinct positions
Period
2026-09-30
Filed 2026-11-04
Q/Q Activity
+37 / −20 / ↑149 / ↓119
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26IWF14.4% · +0%IWD10.6% · +0%VTV6.0% · -0%XLK5.9% · +2%VGT4.4% · -1%VUG4.1% · -1%AAPL4.0% · +1%NVDA3.7% · +2%IEFA2.1% · +3%SPYV2.1% · -1%SPYG1.8% · -1%GOOGL1.7% · -0%SPY1.6% · -6%TSM1.6% · -0%JPM1.5% · +1%CRWD1.5% · +302%YSS1.5% · newMSFT1.4% · +3%BAC1.1% · -0%AMZN1.1% · +6%ASML1.1% · +1%BRK.B1.0% · +1%VEA1.0% · -1%RTX1.0% · -1%META1.0% · +3%EFA1.0% · -1%PANW0.8% · +2%GOOG0.8% · -1%BLK0.8% · +1%DDOG0.8% · +1%MA0.8% · +2%ADP0.7% · +2%UNH0.6% · +0%AVGO0.6% · +0%SPGI0.6% · +6%TH0.6% · -2%VONG0.5% · +0%VONV0.4% · -4%T0.4% · +4%FER0.4% · +2%ROIV0.3% · +574%ITOT0.3% · -3%NOW0.3% · +9%CRM0.3% · +8%NU0.3% · +4%PLTR0.2% · +5%AMD0.2% · +3%TSLA0.2% · -0%LLY0.2% · +2%MU0.2% · +6%IVW0.2% · +3%NFLX0.2% · +8%V0.2% · +4%XOM0.2% · +6%VOO0.2% · +10%BRK.A0.1% · 0%JNJ0.1% · +4%VYM0.1% · 0%OEF0.1% · +7%QQQ0.1% · +0%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 57.3%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jun 18, 2026.
Assets Under Management
$5.51B
Discretionary
$5.51B
Employees
10
Accounts
173
Address
1 POST OFFICE SQUARE
SUITE 2200
BOSTON, MA 02109
SUITE 2200
BOSTON, MA 02109
Phone
(617) 885-8090
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Cleary, Denis, JAMES Control | CHIEF EXECUTIVE OFFICER since Nov 2025 | Less than 5% | Individual |
| HARRIS, ABIGAIL Control | CHIEF COMPLIANCE OFFICER since Sep 2025 | Less than 5% | Individual |
| THE DEVINE LIVING TRUST Control | DIRECT OWNER since Sep 2025 | 25–50% | Domestic Entity |
| THE SARGENT TRUST Control | DIRECT OWNER since Oct 2025 | 50–75% | Domestic Entity |
| THE WILLAMS STREET TRUST | DIRECT OWNER since Oct 2025 | 10–25% | Domestic Entity |
| Cleary, Denis, JAMES Control Indirect owner via THE SARGENT TRUST | TRUSTEE since Oct 2025 | 75% or more | Individual |
| DEVINE, GREGORY, MATTHEW Control Indirect owner via THE DEVINE LIVING TRUST | TRUSTEE since Mar 2017 | 75% or more | Individual |
| CLEARY, DENIS, JAMES Indirect owner via THE WILLAMS STREET TRUST | TRUSTEE since Oct 2025 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 5 filings with changes since Sep 10, 2025
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 12, 2026 filing
- No longer listedCLEARY, DENIS, JAMES · TRUSTEE · General partner, trustee or manager · indirect via WST · listed since Oct 2025
- No longer listedCleary, Denis, JAMES · TRUSTEE · General partner, trustee or manager · indirect via ST · control person · listed since Oct 2025
- No longer listedDEVINE, GREGORY, MATTHEW · TRUSTEE · General partner, trustee or manager · indirect via DL TRUST, DATED MARCH 15, 2017 · control person · listed since Mar 2017
- No longer listedDL TRUST, DATED MARCH 15, 2017 · DIRECT OWNER · 25–50% · control person · listed since Sep 2025
- No longer listedST · DIRECT OWNER · 50–75% · control person · listed since Sep 2025
- No longer listedWST · DIRECT OWNER · 10–25% · listed since Sep 2025
- AddedCLEARY, DENIS, JAMES · TRUSTEE · General partner, trustee or manager · indirect via THE WILLAMS STREET TRUST
- AddedCleary, Denis, JAMES · TRUSTEE · 75% or more · indirect via THE SARGENT TRUST · control person
- AddedDEVINE, GREGORY, MATTHEW · TRUSTEE · 75% or more · indirect via THE DEVINE LIVING TRUST · control person
- AddedTHE DEVINE LIVING TRUST · DIRECT OWNER · 25–50% · control person
- AddedTHE SARGENT TRUST · DIRECT OWNER · 50–75% · control person
- AddedTHE WILLAMS STREET TRUST · DIRECT OWNER · 10–25%
- ChangedCleary, Denis, JAMES · ownership 50–75% → Less than 5%
Nov 14, 2025 filing
- AddedCleary, Denis, JAMES · CHIEF EXECUTIVE OFFICER · 50–75% · control person
- ChangedHARRIS, ABIGAIL · title CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER → CHIEF COMPLIANCE OFFICER
Nov 11, 2025 filing
- No longer listedCLEARY, DENIS, JAMES · TRUSTEE · General partner, trustee or manager · indirect via WSIT · listed since Oct 2025
- No longer listedDEVINE, ERIN, ELIZABETH · TRUSTEE · General partner, trustee or manager · indirect via DL TRUST, DATED MARCH 15, 2017 · listed since Mar 2017
- No longer listedSRT · DIRECT OWNER · 25–50% · control person · listed since Sep 2025
- No longer listedWSIT · DIRECT OWNER · 25–50% · control person · listed since Sep 2025
- AddedCLEARY, DENIS, JAMES · TRUSTEE · General partner, trustee or manager · indirect via WST
- AddedCleary, Denis, JAMES · TRUSTEE · General partner, trustee or manager · indirect via ST · control person
- AddedST · DIRECT OWNER · 50–75% · control person
- AddedWST · DIRECT OWNER · 10–25%
- Listed againDEVINE, GREGORY, MATTHEW · TRUSTEE · General partner, trustee or manager · indirect via DL TRUST, DATED MARCH 15, 2017 · control person
Oct 10, 2025 filing
- No longer listedCleary, Denis, JAMES · TRUSTEE · General partner, trustee or manager · indirect via SRT · control person · listed since Oct 2025
- No longer listedDEVINE, GREGORY, MATTHEW · TRUSTEE · General partner, trustee or manager · indirect via DL TRUST, DATED MARCH 15, 2017 · control person · listed since Mar 2017
Oct 3, 2025 filing
- AddedCLEARY, DENIS, JAMES · TRUSTEE · General partner, trustee or manager · indirect via WSIT
- AddedCleary, Denis, JAMES · TRUSTEE · General partner, trustee or manager · indirect via SRT · control person
- AddedDEVINE, ERIN, ELIZABETH · TRUSTEE · General partner, trustee or manager · indirect via DL TRUST, DATED MARCH 15, 2017
- AddedDEVINE, GREGORY, MATTHEW · TRUSTEE · General partner, trustee or manager · indirect via DL TRUST, DATED MARCH 15, 2017 · control person
Sep 10, 2025 filing (earliest on record)
- ListedDL TRUST, DATED MARCH 15, 2017 · DIRECT OWNER · 25–50% · control person
- ListedHARRIS, ABIGAIL · CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedSRT · DIRECT OWNER · 25–50% · control person
- ListedWSIT · DIRECT OWNER · 25–50% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- APPLE INC$16.8M +15.9%
- NVIDIA CORPORATION$15.7M +16.3%
- MICROSOFT CORP$12.7M +41.2%
- CROWDSTRIKE HLDGS INC$12.7M +39.3%
- ROIVANT SCIENCES LTD$9.1M +596.0%
Top Trims
- FERROVIAL NV-$2.9M -19.9%
- ASML HLDG NV-$2.8M -8.0%
- UNITEDHEALTH GROUP INC-$2.4M -11.4%
- LAM RESEARCH CORP-$1.4M -27.6%
- TESLA INC-$1.4M -15.9%
New Positions
- YORK SPACE SYSTEMS INC$44.8M
- EXXONMOBIL HOLDINGS CORP$5.2M
- SPACE EXPLORATION TECHN CORP$1.8M
- SS INNOVATIONS INTERNATIONAL$596.0K
- SPDR SERIES TRUST$553.5K
Exited Positions
- EXXON MOBIL CORP$4.1M
- WEBSTER FINL CORP$642.5K
- ONEOK INC NEW$482.3K
- ELECTRONIC ARTS INC$396.1K
- HONEYWELL AEROSPACE INC$378.7K
71 West Capital Partners Holdings (2026-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IWF | 464287614 | $439.7M | 14.39% | 3,510,389 | SH |
| 2 | ISHARES TR | IWD | 464287598 | $324.7M | 10.62% | 1,309,718 | SH |
| 3 | VANGUARD INDEX FDS | VTV | 922908744 | $182.2M | 5.96% | 843,095 | SH |
| 4 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $179.4M | 5.87% | 916,269 | SH |
| 5 | VANGUARD WORLD FD | VGT | 92204A702 | $135.3M | 4.43% | 1,076,771 | SH |
| 6 | VANGUARD INDEX FDS | VUG | 922908736 | $125.5M | 4.11% | 1,392,543 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $122.2M | 4.00% | 366,894 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $111.9M | 3.66% | 489,781 | SH |
| 9 | ISHARES TR | IEFA | 46432F842 | $65.3M | 2.14% | 673,726 | SH |
| 10 | SPDR SERIES TRUST | SPYV | 78464A508 | $64.8M | 2.12% | 1,059,376 | SH |
| 11 | SPDR SERIES TRUST | SPYG | 78464A409 | $53.9M | 1.76% | 437,754 | SH |
| 12 | ALPHABET INC | GOOGL | 02079K305 | $51.3M | 1.68% | 149,048 | SH |
| 13 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $50.0M | 1.64% | 65,619 | SH |
| 14 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $48.9M | 1.60% | 107,262 | SH |
| 15 | JPMORGAN CHASE & CO | JPM | 46625H100 | $45.5M | 1.49% | 137,635 | SH |
| 16 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $44.8M | 1.47% | 169,354 | SH |
| 17 | YORK SPACE SYSTEMS INC | YSS | 987084100 | $44.8M | 1.46% | 5,175,000 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $43.6M | 1.43% | 85,096 | SH |
| 19 | BANK OF AMER CORP | BAC | 060505104 | $32.9M | 1.08% | 605,052 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $32.5M | 1.06% | 130,623 | SH |
| 21 | ASML HLDG NV | ASML | N07059210 | $32.5M | 1.06% | 17,956 | SH |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $31.2M | 1.02% | 62,689 | SH |
| 23 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $30.9M | 1.01% | 438,257 | SH |
| 24 | RTX CORPORATION | RTX | 75513E101 | $30.3M | 0.99% | 163,088 | SH |
| 25 | META PLATFORMS INC | META | 30303M102 | $29.3M | 0.96% | 40,408 | SH |
| 26 | ISHARES TR | EFA | 464287465 | $29.2M | 0.96% | 281,329 | SH |
| 27 | PALO ALTO NETWORKS INC | PANW | 697435105 | $25.8M | 0.84% | 65,002 | SH |
| 28 | ALPHABET INC | GOOG | 02079K107 | $25.6M | 0.84% | 75,238 | SH |
| 29 | BLACKROCK INC | BLK | 09290D101 | $24.8M | 0.81% | 23,437 | SH |
| 30 | DATADOG INC | DDOG | 23804L103 | $24.2M | 0.79% | 88,240 | SH |
| 31 | MASTERCARD INCORPORATED | MA | 57636Q104 | $23.4M | 0.77% | 42,488 | SH |
| 32 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $21.6M | 0.71% | 83,651 | SH |
| 33 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $19.0M | 0.62% | 51,659 | SH |
| 34 | BROADCOM INC | AVGO | 11135F101 | $18.5M | 0.61% | 52,724 | SH |
| 35 | S&P GLOBAL INC | SPGI | 78409V104 | $18.0M | 0.59% | 45,671 | SH |
| 36 | TARGET HOSPITALITY CORP | TH | 87615L107 | $17.5M | 0.57% | 887,001 | SH |
| 37 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $16.1M | 0.53% | 124,637 | SH |
| 38 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $13.7M | 0.45% | 125,639 | SH |
| 39 | AT&T INC | T | 00206R102 | $12.7M | 0.42% | 522,443 | SH |
| 40 | FERROVIAL NV | FER | N3168P101 | $11.6M | 0.38% | 215,389 | SH |
| 41 | ROIVANT SCIENCES LTD | ROIV | G76279101 | $10.6M | 0.35% | 290,735 | SH |
| 42 | ISHARES TR | ITOT | 464287150 | $10.4M | 0.34% | 62,449 | SH |
| 43 | SERVICENOW INC | NOW | 81762P102 | $10.0M | 0.33% | 74,563 | SH |
| 44 | SALESFORCE INC | CRM | 79466L302 | $9.6M | 0.32% | 41,983 | SH |
| 45 | NU HLDGS LTD | NU | G6683N103 | $9.4M | 0.31% | 740,198 | SH |
| 46 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $7.3M | 0.24% | 38,930 | SH |
| 47 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $7.3M | 0.24% | 11,897 | SH |
| 48 | TESLA INC | TSLA | 88160R101 | $7.2M | 0.24% | 20,320 | SH |
| 49 | ELI LILLY & CO | LLY | 532457108 | $7.0M | 0.23% | 6,024 | SH |
| 50 | MICRON TECHNOLOGY INC | MU | 595112103 | $6.7M | 0.22% | 6,320 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-04 | $3.06B | 399 | 0002111530-26-000005 |
| 2026-06-30 | 2026-08-04 | $2.89B | 382 | 0002111530-26-000003 |
| 2026-03-31 | 2026-05-06 | $2.27B | 313 | 0002111530-26-000002 |
| 2025-12-31 | 2026-02-17 | $2.17B | 259 | 0002111530-26-000001 |
Filer Information
Address
1 POST OFFICE SQUARE2200
BOSTON, MA 02109
Phone
(617) 885-8084
Filing Manager
71 West Capital Partners
BOSTON, MA
Signatory
Spencer Danziger
Deputy Chief Compliance Officer