West Financial Advisors, LLC Top Holdings and 13F Report (2025) About West Financial Advisors, LLCInvestment ActivityWest Financial Advisors, LLC has $574.71 million in total holdings as of June 30, 2025.West Financial Advisors, LLC owns shares of 207 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.80% of the portfolio was purchased this quarter.About 2.54% of the portfolio was sold this quarter.This quarter, West Financial Advisors, LLC has purchased 203 new stocks and bought additional shares in 44 stocks.West Financial Advisors, LLC sold shares of 30 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $79,868,266SPDR S&P 500 ETF Trust $65,544,618Vanguard FTSE Developed Markets ETF $64,392,376Vanguard Total Bond Market ETF $60,935,380Vanguard Tax-Exempt Bond ETF $55,781,530 Largest New Holdings this Quarter 81369Y704 - Industrial Select Sector SPDR Fund $3,421,284 Holding81369Y803 - Technology Select Sector SPDR Fund $3,420,631 Holding922908595 - Vanguard Small-Cap Growth ETF $70,337 Holding464288885 - iShares MSCI EAFE Growth ETF $43,232 Holding886364231 - TIDAL TRUST I $19,959 Holding Largest Purchases this Quarter Dimensional US High Profitability ETF 223,532 shares (about $7.95M)Vanguard S&P 500 ETF 8,836 shares (about $5.02M)Industrial Select Sector SPDR Fund 23,192 shares (about $3.42M)Technology Select Sector SPDR Fund 13,508 shares (about $3.42M)Vanguard Tax-Exempt Bond ETF 51,680 shares (about $2.53M) Largest Sales this Quarter Utilities Select Sector SPDR Fund 42,325 shares (about $3.46M)Consumer Discretionary Select Sector SPDR Fund 14,405 shares (about $3.13M)Vanguard Total Bond Market ETF 41,426 shares (about $3.05M)Dimensional U.S. Small Cap ETF 20,758 shares (about $1.32M)SPDR S&P 500 ETF Trust 1,685 shares (about $1.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$79,868,266$5,019,103 ▲6.7%140,60613.9%ETFSPYSPDR S&P 500 ETF Trust$65,544,618$1,041,077 ▼-1.6%106,08511.4%FinanceVEAVanguard FTSE Developed Markets ETF$64,392,376$1,241,335 ▲2.0%1,129,49311.2%ETFBNDVanguard Total Bond Market ETF$60,935,380$3,050,196 ▼-4.8%827,58910.6%ETFVTEBVanguard Tax-Exempt Bond ETF$55,781,530$2,533,870 ▲4.8%1,137,7029.7%ETFDFAEDimensional Emerging Core Equity Market ETF$28,437,180$837,176 ▲3.0%982,2864.9%ETFIJHiShares Core S&P Mid-Cap ETF$24,066,055$933,215 ▼-3.7%388,0374.2%ETFIEFAiShares Core MSCI EAFE ETF$23,827,697$696,390 ▲3.0%285,4304.1%ETFDUHPDimensional US High Profitability ETF$21,832,276$7,948,798 ▲57.3%613,9563.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$16,088,007$139,306 ▼-0.9%194,0182.8%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$13,720,205$172,728 ▲1.3%144,4082.4%ETFDFASDimensional U.S. Small Cap ETF$13,511,872$1,322,492 ▼-8.9%212,0842.4%ETFVXFVanguard Extended Market ETF$12,893,700$970,684 ▲8.1%66,9072.2%ETFVIGVanguard Dividend Appreciation ETF$9,450,084$86,985 ▼-0.9%46,1721.6%ETFDFNMDimensional National Municipal Bond ETF$8,894,122$182,321 ▲2.1%187,5211.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,369,314$58,157 ▼-0.8%80,3371.3%ETFQQQInvesco QQQ$5,568,255$14,894 ▼-0.3%10,0941.0%FinanceVTIVanguard Total Stock Market ETF$5,106,641$460,455 ▼-8.3%16,8020.9%ETFAAPLApple$3,732,773$205 ▲0.0%18,1940.6%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$3,495,643$79,118 ▼-2.2%32,2090.6%ETFXLFFinancial Select Sector SPDR Fund$3,491,613$16,392 ▼-0.5%66,6720.6%ETFXLIIndustrial Select Sector SPDR Fund$3,421,284$3,421,284 ▲New Holding23,1920.6%ETFXLKTechnology Select Sector SPDR Fund$3,420,631$3,420,631 ▲New Holding13,5080.6%ETFVBVanguard Small-Cap ETF$3,251,923$49,056 ▼-1.5%13,7220.6%ETFVOVanguard Mid-Cap ETF$2,544,816$71,638 ▲2.9%9,0940.4%ETFVUGVanguard Growth ETF$2,460,554$167,456 ▲7.3%5,6130.4%ETFESGVVanguard ESG U.S. Stock ETF$2,196,010$58,877 ▲2.8%20,0290.4%ETFVSGXVanguard ESG International Stock ETF$2,115,716$1,965 ▲0.1%32,3010.4%ETFVXUSVanguard Total International Stock ETF$1,976,635$41,384 ▲2.1%28,6100.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,963,861$98,030 ▲5.3%39,7060.3%ETFMSFTMicrosoft$1,761,198$1,989 ▲0.1%3,5410.3%Computer and TechnologyPRFInvesco RAFI US 1000 ETF$1,563,1450.0%36,9800.3%ETFVNQVanguard Real Estate ETF$1,432,718$52,813 ▲3.8%16,0870.2%ETFSCHWCharles Schwab$1,149,6240.0%12,6000.2%FinanceTYLTyler Technologies$853,950$7,116 ▲0.8%1,4400.1%Computer and TechnologyVCEBVanguard ESG U.S. Corporate Bond ETF$849,209$444 ▲0.1%13,3940.1%ETFMGCVanguard Mega Cap ETF$838,9520.0%3,7300.1%ETFBRK.ABerkshire Hathaway$728,8000.0%10.1%FinanceSUSAiShares MSCI USA ESG Select ETF$660,7480.0%5,2130.1%ETFLNTAlliant Energy$651,1410.0%10,7680.1%UtilitiesMUBiShares National Muni Bond ETF$583,208$126,734 ▼-17.9%5,5820.1%ETFDSIiShares ESG MSCI KLD 400 ETF$577,432$1,742 ▲0.3%4,9710.1%ETFORCLOracle$500,4450.0%2,2890.1%Computer and TechnologyVTVVanguard Value ETF$488,629$207,115 ▲73.6%2,7650.1%ETFGOOGLAlphabet$458,3750.0%2,6010.1%Computer and TechnologySCHBSchwab US Broad Market ETF$457,608$165,643 ▼-26.6%19,2030.1%ETFVBRVanguard Small-Cap Value ETF$453,370$91,064 ▲25.1%2,3250.1%ETFGOOGAlphabet$426,2690.0%2,4030.1%Computer and TechnologyTSLATesla$423,441$18,424 ▲4.5%1,3330.1%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$379,098$128,206 ▲51.1%8930.1%ETFCASYCasey's General Stores$363,497$4,084 ▲1.1%7120.1%Retail/WholesaleTROWT. Rowe Price Group$326,6530.0%3,3850.1%FinanceQCOMQUALCOMM$266,6020.0%1,6740.0%Computer and TechnologyGLGlobe Life$248,5800.0%2,0000.0%FinanceIBMInternational Business Machines$225,8020.0%7660.0%Computer and TechnologyNSCNorfolk Southern$216,5510.0%8460.0%TransportationAMGNAmgen$213,3170.0%7640.0%MedicalIWDiShares Russell 1000 Value ETF$207,8270.0%1,0700.0%ETFBRK.BBerkshire Hathaway$187,5080.0%3860.0%FinanceHEDJWisdomTree Europe Hedged Equity Fund$178,718$6,256 ▼-3.4%3,7140.0%FinanceCHDChurch & Dwight$173,7670.0%1,8080.0%Consumer StaplesUSBU.S. Bancorp$168,5570.0%3,7250.0%FinanceJPMJPMorgan Chase & Co.$164,0900.0%5660.0%FinanceWFCWells Fargo & Company$162,143$86,679 ▼-34.8%2,0240.0%FinanceHONHoneywell International$161,8520.0%6950.0%Multi-Sector ConglomeratesITOTiShares Core S&P Total U.S. Stock Market ETF$158,6720.0%1,1750.0%ETFUNPUnion Pacific$153,464$10,814 ▼-6.6%6670.0%TransportationSCHDSchwab US Dividend Equity ETF$149,752$26,315 ▼-14.9%5,6510.0%ETFPFGPrincipal Financial Group$145,357$3,177 ▼-2.1%1,8300.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$144,9130.0%2,4140.0%ETFBABoeing$132,6330.0%6330.0%AerospaceCVXChevron$126,8670.0%8860.0%EnergyABBVAbbVie$121,953$20,233 ▼-14.2%6570.0%MedicalIWMiShares Russell 2000 ETF$112,427$49,848 ▼-30.7%5210.0%FinanceXOMExxon Mobil$109,633$3,989 ▲3.8%1,0170.0%EnergyADMArcher Daniels Midland$105,5600.0%2,0000.0%Consumer StaplesCTVACorteva$97,1130.0%1,3030.0%Consumer StaplesIWRiShares Russell Mid-Cap ETF$95,6490.0%1,0400.0%ETFAVGOBroadcom$95,1000.0%3450.0%Computer and TechnologyMRKMerck & Co., Inc.$91,747$396 ▼-0.4%1,1590.0%MedicalAMZNAmazon.com$87,7560.0%4000.0%Retail/WholesaleDEDeere & Company$87,279$8,119 ▼-8.5%1720.0%IndustrialsABTAbbott Laboratories$83,7830.0%6160.0%MedicalKOCocaCola$83,4150.0%1,1790.0%Consumer StaplesXLUUtilities Select Sector SPDR Fund$81,987$3,456,275 ▼-97.7%1,0040.0%ETFTECHBio-Techne$80,0570.0%1,5560.0%MedicalISHARES BITCOIN TRUST ETF$75,1660.0%1,2280.0%SHS BEN INTXLYConsumer Discretionary Select Sector SPDR Fund$74,110$3,130,659 ▼-97.7%3410.0%FinanceVBKVanguard Small-Cap Growth ETF$70,337$70,337 ▲New Holding2540.0%ETFDGROiShares Core Dividend Growth ETF$70,2070.0%1,0980.0%ETFEEMiShares MSCI Emerging Markets ETF$68,4050.0%1,4180.0%FinanceVIGIVanguard International Dividend Appreciation ETF$64,5260.0%7160.0%ETFMETAMeta Platforms$62,7380.0%850.0%Computer and TechnologyHDHome Depot$59,396$8,799 ▼-12.9%1620.0%Retail/WholesaleQCRHQCR$59,0730.0%8700.0%FinanceVYMVanguard High Dividend Yield ETF$56,9240.0%4270.0%ETFLOWLowe's Companies$56,7990.0%2560.0%Retail/WholesalePIOInvesco Global Water ETF$55,8380.0%1,2500.0%ETFNVDANVIDIA$54,1910.0%3430.0%Computer and TechnologyHOLXHologic$53,1710.0%8160.0%MedicalShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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