West Family Investments, Inc. Top Holdings and 13F Report (2026) About West Family Investments, Inc.Investment ActivityWest Family Investments, Inc. has $432.56 million in total holdings as of September 30, 2026.West Family Investments, Inc. owns shares of 476 different stocks, but just 198 companies or ETFs make up 80% of its holdings.Approximately 27.61% of the portfolio was purchased this quarter.About 10.46% of the portfolio was sold this quarter.This quarter, West Family Investments, Inc. has purchased 468 new stocks and bought additional shares in 162 stocks.West Family Investments, Inc. sold shares of 167 stocks and completely divested from 76 stocks this quarter.Largest Holdings iShares Gold Trust $29,559,835NVIDIA $17,335,869Schwab U.S. TIPS ETF $15,526,520Apple $14,976,908iShares 20+ Year Treasury Bond ETF $14,740,088 Largest New Holdings this Quarter 464285204 - iShares Gold Trust $29,559,835 Holding808524870 - Schwab U.S. TIPS ETF $15,526,520 Holding464287432 - iShares 20+ Year Treasury Bond ETF $14,740,088 Holding464288588 - iShares MBS ETF $7,264,418 Holding922042742 - Vanguard Total World Stock ETF $2,951,479 Holding Largest Purchases this Quarter iShares Gold Trust 378,487 shares (about $29.56M)Schwab U.S. TIPS ETF 617,848 shares (about $15.53M)iShares 20+ Year Treasury Bond ETF 189,510 shares (about $14.74M)iShares MBS ETF 81,058 shares (about $7.26M)Vanguard Total World Stock ETF 18,698 shares (about $2.95M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 12,189 shares (about $1.18M)iShares Core MSCI Emerging Markets ETF 8,606 shares (about $698.46K)PepsiCo 5,431 shares (about $688.22K)Mid-America Apartment Communities 4,475 shares (about $526.89K)Alphabet 1,512 shares (about $520.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Family Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$29,559,835$29,559,835 ▲New Holding378,4876.8%ETFNVDANVIDIA$17,335,869$239,114 ▼-1.4%75,9084.0%TechnologySCHPSchwab U.S. TIPS ETF$15,526,520$15,526,520 ▲New Holding617,8483.6%ETFAAPLApple$14,976,908$211,801 ▲1.4%44,9733.5%TechnologyTLTiShares 20+ Year Treasury Bond ETF$14,740,088$14,740,088 ▲New Holding189,5103.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$12,241,444$698,463 ▼-5.4%150,8312.8%ETFMSFTMicrosoft$12,234,204$144,638 ▼-1.2%23,8532.8%TechnologyGOOGLAlphabet$8,059,386$520,249 ▼-6.1%23,4231.9%Communication ServicesAMZNAmazon.com$7,267,456$337,598 ▲4.9%29,1691.7%Consumer DiscretionaryMBBiShares MBS ETF$7,264,418$7,264,418 ▲New Holding81,0581.7%ETFTSMTaiwan Semiconductor Manufacturing$7,016,658$26,459 ▲0.4%15,3811.6%TechnologyMUMicron Technology$5,235,016$149,115 ▼-2.8%4,9151.2%TechnologyEQTEQT$5,038,586$6,847 ▲0.1%103,7601.2%EnergyMETAMeta Platforms$4,835,500$10,153 ▲0.2%6,6681.1%Communication ServicesAVGOBroadcom$4,683,821$415,107 ▼-8.1%13,3371.1%TechnologyIEFAiShares Core MSCI EAFE ETF$4,460,743$1,180,870 ▼-20.9%46,0441.0%ETFEXPAND ENERGY CORPORATION$4,365,616$367,810 ▼-7.8%51,9161.0%COMTSLATesla$3,330,247$142,279 ▲4.5%9,3860.8%Consumer DiscretionaryLLYEli Lilly and Company$3,234,0390.0%2,7950.7%HealthcareVTVanguard Total World Stock ETF$2,951,479$2,951,479 ▲New Holding18,6980.7%ETFGOOGAlphabet$2,894,246$726,799 ▲33.5%8,4940.7%Communication ServicesBRK.BBerkshire Hathaway$2,850,266$44,816 ▲1.6%5,7240.7%FinanceAMDAdvanced Micro Devices$2,724,779$286,304 ▼-9.5%4,4540.6%TechnologyJNJJohnson & Johnson$2,659,578$58,772 ▲2.3%10,0460.6%HealthcareJPMJPMorgan Chase & Co.$2,606,279$125,054 ▼-4.6%7,8780.6%FinanceCSCOCisco Systems$2,412,957$34,872 ▼-1.4%22,4190.6%TechnologyASMLASML$2,351,548$376,827 ▲19.1%1,2980.5%TechnologyVVisa$2,277,0740.0%6,3370.5%FinanceINTCIntel$2,153,199$278,332 ▲14.8%17,9090.5%TechnologyEXXONMOBIL HOLDINGS CORP$2,122,423$2,122,423 ▲New Holding13,0410.5%COM SHSUMCUnited Microelectronics$1,974,310$288,370 ▼-12.7%80,6170.5%TechnologyMRKMerck & Co., Inc.$1,845,8730.0%12,7030.4%HealthcareKOCoca-Cola$1,808,1100.0%21,0050.4%Consumer StaplesMAMastercard$1,627,3880.0%2,9510.4%FinanceHDHome Depot$1,602,248$609,378 ▲61.4%5,6320.4%Consumer DiscretionaryCHTChunghwa Telecom$1,580,521$10,051 ▲0.6%34,7520.4%Communication ServicesCVXChevron$1,528,103$57,791 ▼-3.6%7,4830.4%EnergyPGProcter & Gamble$1,515,125$148,767 ▲10.9%10,4290.4%Consumer StaplesCATCaterpillar$1,436,720$252,156 ▲21.3%1,7720.3%IndustrialsWMWaste Management$1,400,726$6,933 ▼-0.5%6,8690.3%IndustrialsPALANTIR TECHNOLOGIES INC$1,371,825$438,632 ▲47.0%7,3340.3%CL ACOSTCostco Wholesale$1,302,697$406,922 ▲45.4%1,4310.3%Consumer StaplesGEGE Aerospace$1,270,396$203,925 ▼-13.8%4,0680.3%IndustrialsIBNICICI Bank$1,262,3410.0%45,8200.3%FinanceLAM RESEARCH CORP$1,258,522$14,454 ▲1.2%3,8310.3%COM NEWAMATApplied Materials$1,257,483$2,046 ▼-0.2%2,4590.3%TechnologyLINDE PLC$1,245,007$283,841 ▲29.5%2,6230.3%SHSHSBCHSBC$1,234,026$18,472 ▲1.5%12,4260.3%FinanceSTXSeagate Technology$1,223,945$64,564 ▼-5.0%1,3270.3%TechnologySHELShell$1,217,781$66,155 ▲5.7%12,8120.3%EnergyRTXRTX$1,152,3300.0%6,2070.3%IndustrialsCCitigroup$1,112,104$279,677 ▲33.6%8,5890.3%FinanceORCLOracle$1,109,247$321,694 ▲40.8%8,0790.3%TechnologyPSXPhillips 66$1,100,386$7,659 ▲0.7%4,3100.3%EnergyLGOLargo$1,082,9420.0%2,200,8450.3%MaterialsVZVerizon Communications$1,072,991$83,346 ▼-7.2%23,3920.2%Communication ServicesWALMART INC$1,064,245$359,459 ▼-25.2%10,2410.2%COMASXASE Technology$1,051,390$85,497 ▼-7.5%23,6480.2%TechnologyVEEVVeeva Systems$1,047,8870.0%3,6710.2%HealthcarePMPhilip Morris International$1,044,5490.0%5,4740.2%Consumer StaplesTMOThermo Fisher Scientific$1,035,527$71,555 ▲7.4%1,5340.2%HealthcareTRVTravelers Companies$1,034,2360.0%2,9010.2%FinanceABNBAirbnb$1,012,738$25,061 ▲2.5%6,3040.2%Consumer DiscretionaryRYRoyal Bank Of Canada$998,2840.0%5,0780.2%FinanceMUFGMitsubishi UFJ Financial Group$992,8640.0%43,0370.2%FinanceBACBank of America$987,088$21,609 ▲2.2%18,1350.2%FinanceGSThe Goldman Sachs Group$983,193$203,481 ▲26.1%1,0920.2%FinanceTMUST-Mobile US$972,120$232,715 ▲31.5%5,9610.2%Communication ServicesDISWalt Disney$963,611$602,126 ▲166.6%9,1860.2%Communication ServicesUNHUnitedHealth Group$958,079$179,869 ▼-15.8%2,6100.2%HealthcareARISTA NETWORKS INC$956,8730.0%4,7000.2%COM SHSSANBanco Santander$956,870$31,685 ▲3.4%69,1880.2%FinanceEDConsolidated Edison$948,713$9,608 ▼-1.0%9,2820.2%UtilitiesAPHAmphenol$948,206$482,280 ▲103.5%11,2480.2%TechnologyWECWEC Energy Group$943,905$554,491 ▲142.4%9,3660.2%UtilitiesGE VERNOVA INC$933,381$222,415 ▲31.3%9820.2%COMFTNTFortinet$929,373$83,660 ▲9.9%5,1990.2%TechnologyWFCWells Fargo & Company$920,735$119,675 ▲14.9%11,5020.2%FinanceABTAbbott Laboratories$918,823$117,904 ▲14.7%9,2970.2%HealthcareMCDMcDonald's$908,056$186,369 ▼-17.0%3,9320.2%Consumer DiscretionaryABBVAbbVie$904,317$134,196 ▼-12.9%3,4570.2%HealthcareADIAnalog Devices$900,135$483,986 ▲116.3%2,2690.2%TechnologyIBMInternational Business Machines$898,854$71,477 ▼-7.4%4,0870.2%TechnologyEOGEOG Resources$890,894$73,426 ▼-7.6%6,4670.2%EnergySAPSAP$888,542$1,459 ▲0.2%4,2620.2%TechnologyMSMorgan Stanley$883,224$1,128 ▼-0.1%4,6960.2%FinanceMCKMcKesson$876,863$7,684 ▼-0.9%1,0270.2%HealthcareNOCNorthrop Grumman$873,165$258,178 ▲42.0%1,8060.2%IndustrialsACWViShares MSCI Global Min Vol Factor ETF$870,401$870,401 ▲New Holding7,0920.2%ETFMFGMizuho Financial Group$860,187$66,543 ▲8.4%77,8450.2%FinanceCRWDCrowdStrike$851,436$638,842 ▲300.5%3,2160.2%TechnologyNFLXNetflix$846,580$411,009 ▲94.4%12,1670.2%Communication ServicesKBKB Financial Group$841,881$242,753 ▼-22.4%6,8390.2%FinanceCORCencora$834,395$7,807 ▼-0.9%2,7790.2%HealthcareDUKDuke Energy$827,827$10,603 ▲1.3%7,2610.2%UtilitiesBSXBoston Scientific$827,517$827,517 ▲New Holding18,9580.2%HealthcareREGNRegeneron Pharmaceuticals$827,273$56,112 ▲7.3%1,0910.2%HealthcareNVSNovartis$823,912$21,671 ▼-2.6%5,7790.2%HealthcareSOSouthern$822,600$48,408 ▼-5.6%9,9240.2%UtilitiesVLOValero Energy$813,206$3,101 ▼-0.4%2,0980.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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