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CIK: 0001843684
Total reported value
$665.0M
$665.0M
207 檔
49.1%
According to the latest 13F quarterly dataset, West Financial Advisors, LLC managed an equity portfolio of $665.0M at the end of Q2 2025, spanning 207 distinct U.S. exchange-listed positions.
During Q2 2025, 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 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.90% | +0.17% | +6.71% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.40% | -0.15% | -1.56% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.20% | -0.37% | +1.97% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 10.60% | -1.20% | -4.77% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 9.71% | -1.67% | +4.76% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.95% | +0.15% | +3.03% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.19% | -0.37% | -3.73% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.15% | +0.02% | +3.01% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.80% | — | EXIT | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.80% | -3.39% | -0.86% | |
| 11 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 2.39% | — | +1.27% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.35% | -0.08% | -8.92% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.24% | -0.17% | +8.14% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.64% | -0.08% | -0.91% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.55% | +1.03% | +2.09% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.28% | +0.91% | -0.78% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | -0.06% | -0.27% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | +1.06% | -8.27% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.11% | +0.01% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.61% | — | -2.21% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 0.61% | +0.59% | NEW | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 0.60% | -0.67% | EXIT | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | -0.07% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.04% | -1.49% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | -0.01% | +2.90% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.01% | +7.30% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.38% | -0.01% | +2.75% | |
| 28 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.37% | -0.01% | +0.09% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.34% | -0.01% | +2.14% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | — | +5.25% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | +0.06% | +0.11% | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.27% | — | — | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.25% | -0.15% | +3.83% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.20% | -0.13% | EXIT | |
| 35 | TYL | Tyler Technologies Inc | Stock-Tech | 0.15% | -0.01% | +0.84% | |
| 36 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.15% | -0.09% | +0.05% | |
| 37 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.15% | — | — | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.13% | — | — | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.11% | -0.01% | — | |
| 40 | LNT | Alliant Energy CORP | Stock-Utilities | 0.11% | -0.02% | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.10% | — | -17.85% | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.10% | — | +0.30% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.09% | — | — | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.09% | — | +73.57% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | — | — | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.08% | — | -26.58% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.08% | +0.16% | +25.13% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | -0.02% | +4.55% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.07% | +0.07% | +51.10% |
According to official SEC Form 13F filings, West Financial Advisors, LLC reported a total U.S. public equity portfolio value of $665.0M across 207 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, VEA) accounted for 49.1% of total reported equity market value during Q2 2025.
During Q2 2025, West Financial Advisors, LLC's top holdings by market value included VOO (13.9%)、SPY (11.4%)、VEA (11.2%). The largest single position, VOO, represented 13.9% of total portfolio value.
In Q2 2025, 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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