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CIK: 0001843684
Total reported value
$658.5M
$658.5M
193 檔
53.5%
In Q3 2025, West Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $658.5M, distributed across 193 disclosed stock positions.
In Q3 2025, West Financial Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.30% | +0.89% | +14.52% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.51% | +0.35% | -1.44% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.14% | -0.52% | -0.39% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 9.93% | +0.07% | -2.44% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 9.40% | -0.74% | -0.17% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.80% | +1.07% | -6.18% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.21% | -0.14% | +2.09% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.00% | +0.22% | -4.47% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.75% | -0.18% | +1.95% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.48% | -0.01% | +918.85% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.46% | -0.22% | +669275.00% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.32% | +0.23% | -3.22% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.28% | +0.14% | -1.45% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.63% | -0.12% | -1.12% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.54% | -0.06% | +3.32% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.27% | -0.78% | +4.24% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.16% | -0.52% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.08% | -0.70% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.05% | +1.67% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.64% | — | +1.01% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.64% | — | +4611.44% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.62% | +0.74% | NEW | |
| 23 | XLI | Ss Industrial Select Sector | ETF-Other | 0.62% | +0.03% | +5.14% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.58% | +0.01% | +0.65% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.02% | -0.62% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | -0.01% | -0.41% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.37% | +0.01% | -4.99% | |
| 28 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.36% | +0.01% | -2.88% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | -0.01% | -0.47% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | -0.02% | +1.72% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.02% | +0.65% | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.27% | — | -1.23% | |
| 33 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.20% | -0.01% | — | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.15% | -0.01% | +1050.24% | |
| 35 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.15% | — | — | |
| 36 | TYL | Tyler Technologies Inc | Stock-Tech | 0.13% | -0.01% | +0.63% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.12% | -0.01% | — | |
| 38 | LNT | Alliant Energy CORP | Stock-Utilities | 0.12% | -0.01% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.11% | -0.01% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | — | — | |
| 41 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.10% | +0.01% | -10.72% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | +0.01% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +0.01% | +0.83% | |
| 44 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.10% | -0.01% | -32.84% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.10% | +0.01% | -8.03% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | — | -3.25% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.08% | — | -0.95% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.08% | — | -4.23% | |
| 49 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.07% | — | -96.95% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.07% | — | — |
According to official SEC Form 13F filings, West Financial Advisors, LLC reported a total U.S. public equity portfolio value of $658.5M across 193 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, VEA) accounted for 53.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
TIP
市值: $14.9M
Top Position Liquidated / Trimmed
BND
前期市值: $63.8M
During Q3 2025, West Financial Advisors, LLC's top holdings by market value included VOO (16.3%)、SPY (11.5%)、VEA (11.1%). The largest single position, VOO, represented 16.3% of total portfolio value.
In Q3 2025, West Financial Advisors, LLC made 46 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 20 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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