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CIK: 0001843684
Total reported value
$665.0M
$665.0M
224 檔
52.5%
As reported in its official Q2 2026 Form 13F filing, West Financial Advisors, LLC's tracked investment portfolio stood at $665.0M with 224 total positions.
In Q2 2026, West Financial Advisors, LLC displayed an active expansion posture, initiating 35 new positions and adding to 47 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 224 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.23% | +0.17% | +4.34% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.11% | -0.37% | -3.99% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.05% | -0.15% | +0.48% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 9.06% | -1.20% | +12.94% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 8.53% | -1.67% | +1.44% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.03% | +0.15% | +14.47% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.50% | -0.37% | +2.98% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.25% | +0.02% | +1.43% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.44% | -3.39% | +6.09% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.18% | -3.16% | +5.25% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.83% | -0.04% | -17.56% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.81% | -0.08% | +5.14% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.56% | -0.15% | +2.48% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.38% | -0.17% | -0.64% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.58% | +1.03% | +6.80% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.24% | -0.08% | -7.20% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | -0.06% | +4.30% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | +1.06% | +5.87% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | -0.07% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.11% | +5.71% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 0.67% | -0.67% | EXIT | |
| 22 | XLB | Ss Materials Select Sector | ETF-Other | 0.63% | -0.63% | EXIT | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | -0.04% | -2.42% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 0.56% | +0.04% | -2.52% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | +0.91% | -58.70% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | -0.01% | +287.70% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.38% | -0.01% | +0.12% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | — | -1.32% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.37% | -0.01% | -1.47% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.34% | -0.01% | -3.49% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | +0.01% | +500.74% | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.29% | — | -0.19% | |
| 33 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.26% | -0.07% | -1.88% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.17% | +0.07% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.06% | -3.60% | |
| 36 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.15% | — | -2.76% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.13% | -0.13% | EXIT | |
| 38 | LNT | Alliant Energy CORP | Stock-Utilities | 0.12% | -0.02% | — | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.11% | — | — | |
| 40 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.11% | -0.01% | -0.81% | |
| 41 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.10% | — | -1.67% | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.10% | +0.02% | +8.71% | |
| 43 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.09% | -0.09% | +2.04% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.09% | — | +1.83% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.09% | -0.02% | — | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.08% | +0.16% | — | |
| 47 | TYL | Tyler Technologies Inc | Stock-Tech | 0.07% | -0.01% | +15.94% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.07% | — | — | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | — | -9.11% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.06% | +0.07% | +287.96% |
According to official SEC Form 13F filings, West Financial Advisors, LLC reported a total U.S. public equity portfolio value of $665.0M across 224 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, VEA, SPY) accounted for 52.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
XLK
市值: $4.9M
Top Position Liquidated / Trimmed
XLV
前期市值: $3.7M
During Q2 2026, West Financial Advisors, LLC's top holdings by market value included VOO (13.2%)、VEA (11.1%)、SPY (11.1%). The largest single position, VOO, represented 13.2% of total portfolio value.
In Q2 2026, West Financial Advisors, LLC made 108 total portfolio adjustments, initiating 35 new buys, adding to 47 positions, trimming 22 holdings, and fully liquidating 4 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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