West Financial Advisors, LLC Top Holdings and 13F Report (2026) About West Financial Advisors, LLCInvestment ActivityWest Financial Advisors, LLC has $589.12 million in total holdings as of March 31, 2026.West Financial Advisors, LLC owns shares of 193 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.41% of the portfolio was purchased this quarter.About 5.90% of the portfolio was sold this quarter.This quarter, West Financial Advisors, LLC has purchased 236 new stocks and bought additional shares in 36 stocks.West Financial Advisors, LLC sold shares of 51 stocks and completely divested from 55 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $72,668,848Vanguard FTSE Developed Markets ETF $68,507,369SPDR S&P 500 ETF Trust $63,036,156Vanguard Tax-Exempt Bond ETF $54,621,818Vanguard Total Bond Market ETF $52,972,479 Largest New Holdings this Quarter 25434V666 - Dimensional US Large Cap Value ETF $20,418,764 Holding81369Y506 - Energy Select Sector SPDR Fund $4,384,746 Holding81369Y100 - Materials Select Sector SPDR Fund $3,850,989 Holding81369Y209 - Health Care Select Sector SPDR Fund $3,689,441 Holding78463V107 - SPDR Gold Shares $47,763 Holding Largest Purchases this Quarter Dimensional US Large Cap Value ETF 571,794 shares (about $20.42M)Energy Select Sector SPDR Fund 71,576 shares (about $4.38M)Materials Select Sector SPDR Fund 77,066 shares (about $3.85M)Health Care Select Sector SPDR Fund 25,165 shares (about $3.69M)Casey's General Stores 1,463 shares (about $1.06M) Largest Sales this Quarter Vanguard S&P 500 ETF 27,908 shares (about $16.68M)Vanguard FTSE Developed Markets ETF 32,412 shares (about $2.08M)Dimensional Emerging Core Equity Market ETF 27,952 shares (about $946.45K)SPDR S&P 500 ETF Trust 1,377 shares (about $895.52K)Charles Schwab 3,600 shares (about $338.33K) 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$72,668,848$16,676,470 ▼-18.7%121,61112.3%ETFVEAVanguard FTSE Developed Markets ETF$68,507,369$2,076,961 ▼-2.9%1,069,09111.6%ETFSPYSPDR S&P 500 ETF Trust$63,036,156$895,518 ▼-1.4%96,92810.7%FinanceVTEBVanguard Tax-Exempt Bond ETF$54,621,818$1,038,011 ▲1.9%1,094,8459.3%ETFBNDVanguard Total Bond Market ETF$52,972,479$472,990 ▲0.9%719,3449.0%ETFDFAEDimensional Emerging Core Equity Market ETF$29,193,957$946,455 ▼-3.1%862,1965.0%ETFIEFAiShares Core MSCI EAFE ETF$25,888,865$268,784 ▼-1.0%285,9704.4%ETFIJHiShares Core S&P Mid-Cap ETF$25,198,820$702,380 ▲2.9%373,1504.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$21,349,286$223,591 ▲1.1%257,9973.6%ETFDFLVDimensional US Large Cap Value ETF$20,418,764$20,418,764 ▲New Holding571,7943.5%ETFTIPiShares TIPS Bond ETF$20,057,379$602,566 ▲3.1%181,7453.4%ETFDFASDimensional U.S. Small Cap ETF$15,177,720$96,666 ▲0.6%213,3802.6%ETFVNQVanguard Real Estate ETF$15,112,626$199,841 ▲1.3%170,3792.6%ETFVXFVanguard Extended Market ETF$13,183,578$189,542 ▲1.5%64,0602.2%ETFDFNMDimensional National Municipal Bond ETF$9,678,937$580,097 ▲6.4%201,9391.6%ETFVIGVanguard Dividend Appreciation ETF$8,000,839$162,800 ▼-2.0%37,2031.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,236,353$17,228 ▼-0.2%78,9651.2%ETFQQQInvesco QQQ$5,063,601$143,141 ▼-2.7%8,7730.9%FinanceVTIVanguard Total Stock Market ETF$5,002,508$102,982 ▼-2.0%15,5930.8%ETFXLEEnergy Select Sector SPDR Fund$4,384,746$4,384,746 ▲New Holding71,5760.7%ETFAAPLApple$4,000,204$28,932 ▼-0.7%15,7620.7%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$3,850,989$3,850,989 ▲New Holding77,0660.7%ETFXLIIndustrial Select Sector SPDR Fund$3,759,576$313,109 ▼-7.7%23,2460.6%ETFXLVHealth Care Select Sector SPDR Fund$3,689,441$3,689,441 ▲New Holding25,1650.6%ETFVBVanguard Small-Cap ETF$3,434,516$20,691 ▲0.6%13,1130.6%ETFVOVanguard Mid-Cap ETF$2,718,383$70,932 ▲2.7%9,4660.5%ETFVWOVanguard FTSE Emerging Markets ETF$2,262,576$75,399 ▲3.4%41,8610.4%ETFVSGXVanguard ESG International Stock ETF$2,173,348$47,198 ▼-2.1%30,2990.4%ETFVXUSVanguard Total International Stock ETF$2,095,179$162,935 ▼-7.2%27,1710.4%ETFESGVVanguard ESG U.S. Stock ETF$2,094,995$6,512 ▼-0.3%18,6600.4%ETFVUGVanguard Growth ETF$1,718,566$3,931 ▼-0.2%3,9350.3%ETFPRFInvesco RAFI US 1000 ETF$1,701,147$1,568 ▼-0.1%35,7910.3%ETFCASYCasey's General Stores$1,584,552$1,064,860 ▲204.9%2,1770.3%Retail/WholesaleMSFTMicrosoft$1,029,346$17,766 ▼-1.7%2,7810.2%Computer and TechnologyMGCVanguard Mega Cap ETF$881,5860.0%3,7300.1%ETFSCHWCharles Schwab$845,820$338,328 ▼-28.6%9,0000.1%FinanceLNTAlliant Energy$772,7120.0%10,7680.1%UtilitiesBRK.ABerkshire Hathaway$718,1400.0%10.1%FinanceISHARES BITCOIN TRUST ETF$664,398$11,180 ▲1.7%17,2930.1%SHS BEN INTVCEBVanguard ESG U.S. Corporate Bond ETF$612,280$3,016 ▼-0.5%9,7450.1%ETFSUSAiShares MSCI USA ESG Select ETF$607,132$3,435 ▼-0.6%4,5960.1%ETFDSIiShares ESG MSCI KLD 400 ETF$550,082$3,999 ▼-0.7%4,5390.1%ETFVTVVanguard Value ETF$526,436$589 ▲0.1%2,6830.1%ETFVBRVanguard Small-Cap Value ETF$500,2960.0%2,3030.1%ETFTYLTyler Technologies$496,2120.0%1,4490.1%Computer and TechnologyTSLATesla$495,5430.0%1,3330.1%Auto/Tires/TrucksSCHBSchwab US Broad Market ETF$418,694$15,738 ▼-3.6%16,6810.1%ETFVTVanguard Total World Stock ETF$385,775$23,376 ▲6.5%2,7890.1%ETFORCLOracle$336,7350.0%2,2890.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$325,717$20,464 ▼-5.9%7640.1%ETFGLGlobe Life$278,3400.0%2,0000.0%FinanceAMGNAmgen$268,814$7,037 ▼-2.6%7640.0%MedicalNSCNorfolk Southern$242,8020.0%8460.0%TransportationIWDiShares Russell 1000 Value ETF$228,6270.0%1,0700.0%ETFQCOMQualcomm$206,048$3,220 ▼-1.5%1,6000.0%Computer and TechnologyUSBU.S. Bancorp$193,738$6,137 ▼-3.1%3,7250.0%FinanceHEDJWisdomTree Europe Hedged Equity Fund$186,084$8,159 ▼-4.2%3,5580.0%FinanceIBMInternational Business Machines$185,671$5,333 ▼-2.8%7660.0%Computer and TechnologyCVXChevron$183,314$9,724 ▼-5.0%8860.0%EnergyBRK.BBerkshire Hathaway$181,617$6,230 ▼-3.3%3790.0%FinanceSCHDSchwab US Dividend Equity ETF$173,3730.0%5,6510.0%ETFGOOGLAlphabet$172,824$22,717 ▼-11.6%6010.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$169,6320.0%2,4320.0%ETFCHDChurch & Dwight$168,7230.0%1,8080.0%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$167,3560.0%1,1750.0%ETFJPMJPMorgan Chase & Co.$166,495$5,589 ▼-3.2%5660.0%FinancePRINCIPAL FINANCIAL GROUP IN$162,7390.0%1,8060.0%COMUNPUnion Pacific$161,8280.0%6670.0%TransportationADMArcher Daniels Midland$145,3800.0%2,0000.0%Consumer StaplesMRKMerck & Co., Inc.$134,004$9,864 ▼-6.9%1,1140.0%MedicalIWMiShares Russell 2000 ETF$123,5040.0%4980.0%FinanceGOOGAlphabet$121,3420.0%4230.0%Computer and TechnologyAVGOBroadcom$106,781$10,523 ▼-9.0%3450.0%Computer and TechnologyMETAMeta Platforms$105,845$9,726 ▼-8.4%1850.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$101,4110.0%1,0430.0%ETFXOMExxonMobil$97,046$43,264 ▼-30.8%5720.0%EnergyBABoeing$86,1800.0%4330.0%AerospaceAMZNAmazon.com$83,308$15,620 ▼-15.8%4000.0%Retail/WholesaleTECHBio-Techne$81,3170.0%1,5560.0%MedicalKOCocaCola$80,9940.0%1,0650.0%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$80,5290.0%1,4180.0%FinanceWFCWells Fargo & Company$77,404$876 ▼-1.1%9720.0%FinanceDGROiShares Core Dividend Growth ETF$77,0580.0%1,0980.0%ETFVBKVanguard Small-Cap Growth ETF$76,7650.0%2540.0%ETFCTVACorteva$72,6100.0%8670.0%Consumer StaplesINTCIntel$68,7110.0%1,5570.0%Computer and TechnologyCMICummins$67,7910.0%1260.0%Auto/Tires/TrucksTROWT. Rowe Price Group$66,344$4,868 ▼-6.8%7360.0%FinanceWELLWelltower$63,2680.0%3200.0%FinanceHOLXHologic$61,6820.0%8160.0%MedicalNVDANVIDIA$59,820$21,103 ▼-26.1%3430.0%Computer and TechnologyPIOInvesco Global Water ETF$54,2760.0%1,2500.0%ETFEDConsolidated Edison$53,4210.0%4720.0%UtilitiesLAM RESEARCH CORP$53,4150.0%2500.0%COM NEWHDHome Depot$53,2810.0%1620.0%Retail/WholesaleJBLJabil$53,1260.0%2000.0%Computer and TechnologyAONAON$52,2910.0%1620.0%FinanceEFGiShares MSCI EAFE Growth ETF$47,890$4,900 ▲11.4%4300.0%ETFGLDSPDR Gold Shares$47,763$47,763 ▲New Holding1110.0%FinanceMARMarriott International$44,1550.0%1350.0%Consumer DiscretionaryShowing 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. 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