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CIK: 0001843684
Total reported value
$658.5M
$658.5M
205 檔
44.9%
During the Q4 2024 filing period, West Financial Advisors, LLC (CIK: 0001843684) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $658.5M across 205 reported positions.
During Q4 2024, West Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.26% | +0.89% | +498.42% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.28% | +0.35% | -51.39% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 11.89% | +0.07% | +18.96% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.89% | -0.52% | +7.01% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 9.69% | -0.74% | +3.62% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.70% | +0.22% | -0.08% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.54% | +1.07% | +1.75% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.72% | -0.14% | +5.91% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.95% | -0.18% | +1.12% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.81% | +0.23% | +0.62% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.57% | — | -1.29% | |
| 12 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 2.54% | — | +1.20% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.26% | +0.14% | -0.89% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.80% | -0.12% | -3.73% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.59% | -0.06% | -5.98% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.33% | -0.78% | -7.93% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | +0.08% | -4.25% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.16% | -2.19% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.05% | +35.21% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | +0.01% | +0.59% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.58% | — | — | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | — | +11.41% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.53% | — | NEW | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.52% | — | +13.62% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | -0.01% | -0.65% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.02% | +5.91% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.39% | +0.01% | -9.89% | |
| 28 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.35% | +0.01% | +5.59% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | -0.02% | +0.45% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | -0.01% | +3.89% | |
| 31 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.29% | — | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.02% | +87.84% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.28% | -0.01% | +2.33% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.18% | -0.01% | — | |
| 35 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.16% | -0.01% | +4.01% | |
| 36 | TYL | Tyler Technologies Inc | Stock-Tech | 0.16% | -0.01% | +0.85% | |
| 37 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.15% | — | -1.84% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | — | +0.06% | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.12% | +0.01% | +2.78% | |
| 40 | LNT | Alliant Energy CORP | Stock-Utilities | 0.12% | -0.01% | — | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.11% | — | +197.00% | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.11% | +0.01% | +2.69% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | +0.01% | +466.67% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | — | +30.05% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.01% | — | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.08% | — | -4.76% | |
| 47 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.07% | — | -5.63% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.07% | -0.01% | +66.23% | |
| 49 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.06% | -0.01% | +228.05% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.05% | — | +0.32% |
According to official SEC Form 13F filings, West Financial Advisors, LLC reported a total U.S. public equity portfolio value of $658.5M across 205 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, BND) accounted for 44.9% of total reported equity market value during Q4 2024.
During Q4 2024, West Financial Advisors, LLC's top holdings by market value included VOO (13.3%)、SPY (12.3%)、BND (11.9%). The largest single position, VOO, represented 13.3% of total portfolio value.
In Q4 2024, West Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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