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17 CAPITAL PARTNERS, LLC
Period ended Jun 30, 2026 · Latest filing Aug 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $221,927,151
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- META PLATFORMS INC · CL A · 30303M102 · shares: $24,844,469
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $7,149,187
- ISHARES TR · 0-3 MTH TREASURY · 46436E718 · shares: $7,024,954
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $4,507,546
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $3,974,609
- MICROSOFT CORP · COM · 594918104 · shares: $3,944,313
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $3,720,148
- APPLE INC · COM · 037833100 · shares: $3,330,244
- PARKER-HANNIFIN CORP · COM · 701094104 · shares: $3,019,456
- ISHARES TR · CORE S&P US VLU · 464287663 · shares: $2,881,194
Reported holdings
176 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 15,070 shares | $746,719 |
| T-MOBILE US INC | COM | 872590104 | — | 4,417 shares | $740,863 |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | 38150K103 | — | 18,094 shares | $715,980 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 1,658 shares | $706,971 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | — | 10,113 shares | $697,089 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,347 shares | $691,819 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 4,619 shares | $685,044 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 1,717 shares | $682,817 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 12,917 shares | $681,501 |
| CORPAY INC | COM SHS | 219948106 | — | 1,989 shares | $662,874 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 15,621 shares | $661,393 |
| HAGERTY INC | CL A COM | 405166109 | — | 54,765 shares | $652,799 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 6,374 shares | $625,927 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 12,536 shares | $607,118 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 1,076 shares | $603,216 |
| SAIA INC | COM | 78709Y105 | — | 1,410 shares | $593,836 |
| INVESCO EXCH TRADED FD TR II | INTL CORP BD | 46138E636 | — | 25,631 shares | $593,614 |
| GOLDMAN SACHS ETF TR | ACCESS INVT GR | 381430479 | — | 12,638 shares | $580,211 |
| SPDR SERIES TRUST | STATE STRET SPDR | 78468R861 | — | 29,993 shares | $567,767 |
| SERVICENOW INC | COM | 81762P102 | — | 5,545 shares | $550,508 |
| ISHARES TR | MSCI EURO FL ETF | 464289180 | — | 14,039 shares | $547,381 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 7,915 shares | $541,465 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 4,943 shares | $539,133 |
| EQUITY LIFESTYLE PROPERTIES | COM | 29472R108 | — | 8,135 shares | $524,301 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 262 shares | $521,233 |
| SHERWIN WILLIAMS CO | COM | 824348106 | CALL | 1,500 shares | $516,480 |
| IDEXX LABS INC | COM | 45168D104 | — | 975 shares | $513,279 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 1,014 shares | $503,684 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | — | 11,217 shares | $493,885 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 3,600 shares | $489,564 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 9,153 shares | $486,116 |
| BLACKROCK ENHANCED LARGE CAP | COM | 09256A109 | — | 17,711 shares | $463,132 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | — | 9,197 shares | $463,069 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 1,343 shares | $454,270 |
| WISDOMTREE TR | EMERG CUR STR FD | 97717W133 | — | 23,492 shares | $453,743 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 4,696 shares | $452,882 |
| INVESCO CURRENCYSHARES SWISS | SWISS FRANC | 46138R108 | — | 4,000 shares | $436,210 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | — | 2,761 shares | $433,367 |
| ISHARES TR | CONV BD ETF | 46435G102 | — | 3,546 shares | $431,690 |
| WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 | — | 3,793 shares | $431,206 |
| FIRST TR EXCHANGE TRADED FD | FIRST TRUST S&P | 33738R738 | — | 10,761 shares | $431,183 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 5,029 shares | $429,929 |
| PEPSICO INC | COM | 713448108 | — | 3,134 shares | $424,344 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 842 shares | $421,328 |
| MICROSOFT CORP | COM | 594918104 | CALL | 1,100 shares | $410,322 |
| AIRBNB INC | COM CL A | 009066101 | — | 2,726 shares | $390,091 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 4,692 shares | $387,794 |
| PUBLIC STORAGE | COM | 74460D109 | — | 1,158 shares | $368,603 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 4,581 shares | $366,343 |
| BANK OF AMER CORP | COM | 060505104 | — | 5,993 shares | $341,481 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 537 shares | $334,841 |
| VISA INC | COM CL A | 92826C839 | — | 963 shares | $330,396 |
| CATERPILLAR INC | COM | 149123101 | — | 300 shares | $319,470 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 5,627 shares | $317,813 |
| ABBVIE INC | COM | 00287Y109 | — | 1,218 shares | $306,498 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 209 shares | $288,913 |
| TEXAS INSTRS INC | COM | 882508104 | — | 950 shares | $283,167 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 614 shares | $281,906 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 1,472 shares | $279,121 |
| PEPSICO INC | COM | 713448108 | CALL | 2,000 shares | $270,800 |
| SHELL PLC | SPON ADS | 780259305 | — | 3,486 shares | $270,304 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 1,235 shares | $267,501 |
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 03524A108 | — | 3,220 shares | $265,328 |
| HERSHEY CO | COM | 427866108 | — | 1,511 shares | $265,105 |
| SHELL PLC | SPON ADS | 780259305 | CALL | 3,400 shares | $263,636 |
| HOME DEPOT INC | COM | 437076102 | — | 736 shares | $259,572 |
| WISDOMTREE TR | EUROPE HEDGED EQ | 97717X701 | — | 4,537 shares | $258,609 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 18,690 shares | $248,203 |
| DEERE & CO | COM | 244199105 | — | 363 shares | $230,262 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 550 shares | $216,678 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 610 shares | $216,288 |
| UNION PAC CORP | COM | 907818108 | — | 795 shares | $216,240 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 7,104 shares | $205,732 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 1,837 shares | $202,658 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 215 shares | $201,126 |
| BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | — | 14,062 shares | $44,577 |