West Financial Advisors, LLC Top Holdings and 13F Report (2026) About West Financial Advisors, LLCInvestment ActivityWest Financial Advisors, LLC has $658.51 million in total holdings as of June 30, 2026.West Financial Advisors, LLC owns shares of 224 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.25% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, West Financial Advisors, LLC has purchased 192 new stocks and bought additional shares in 57 stocks.West Financial Advisors, LLC sold shares of 24 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $87,151,914Vanguard FTSE Developed Markets ETF $73,134,419SPDR S&P 500 ETF Trust $72,733,415Vanguard Total Bond Market ETF $59,638,508Vanguard Tax-Exempt Bond ETF $56,174,199 Largest New Holdings this Quarter 81369Y803 - Technology Select Sector SPDR Fund $4,872,359 Holding46432F396 - iShares MSCI USA Momentum Factor ETF $1,093,971 Holding46138E222 - Invesco S&P International Developed Momentum ETF $145,541 Holding64110D104 - NetApp $36,679 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $10,081 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 93,059 shares (about $6.83M)Dimensional Emerging Core Equity Market ETF 124,778 shares (about $5.02M)Technology Select Sector SPDR Fund 25,574 shares (about $4.87M)Vanguard S&P 500 ETF 5,283 shares (about $3.63M)Vanguard Mid-Cap ETF 27,234 shares (about $2.19M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 46,350 shares (about $4.25M)Dimensional US Large Cap Value ETF 100,387 shares (about $3.97M)Vanguard FTSE Developed Markets ETF 42,643 shares (about $3.04M)Vanguard Dividend Appreciation ETF 2,678 shares (about $633.66K)Vanguard Extended Market ETF 412 shares (about $101.44K) 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$87,151,914$3,628,411 â–²4.3%126,89413.2%ETFVEAVanguard FTSE Developed Markets ETF$73,134,419$3,038,314 â–¼-4.0%1,026,44811.1%ETFSPYSPDR S&P 500 ETF Trust$72,733,415$350,236 â–²0.5%97,39711.0%FinanceBNDVanguard Total Bond Market ETF$59,638,508$6,831,462 â–²12.9%812,4039.1%ETFVTEBVanguard Tax-Exempt Bond ETF$56,174,199$796,938 â–²1.4%1,110,6018.5%ETFDFAEDimensional Emerging Core Equity Market ETF$39,686,239$5,017,325 â–²14.5%986,9746.0%ETFIJHiShares Core S&P Mid-Cap ETF$29,630,471$856,847 â–²3.0%384,2624.5%ETFIEFAiShares Core MSCI EAFE ETF$28,014,478$395,495 â–²1.4%290,0654.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$22,622,275$1,298,843 â–²6.1%273,7123.4%ETFTIPiShares TIPS Bond ETF$20,932,890$1,044,511 â–²5.3%191,2903.2%ETFDFLVDimensional US Large Cap Value ETF$18,639,444$3,969,304 â–¼-17.6%471,4072.8%ETFDFASDimensional U.S. Small Cap ETF$18,472,481$902,776 â–²5.1%224,3442.8%ETFVNQVanguard Real Estate ETF$16,837,956$408,285 â–²2.5%174,6132.6%ETFVXFVanguard Extended Market ETF$15,670,739$101,438 â–¼-0.6%63,6482.4%ETFDFNMDimensional National Municipal Bond ETF$10,423,975$663,253 â–²6.8%215,6611.6%ETFVIGVanguard Dividend Appreciation ETF$8,169,224$633,662 â–¼-7.2%34,5251.2%ETFQQQInvesco QQQ$6,738,060$277,623 â–²4.3%9,1501.0%FinanceVTIVanguard Total Stock Market ETF$6,108,821$338,947 â–²5.9%16,5090.9%ETFXLKTechnology Select Sector SPDR Fund$4,872,359$4,872,359 â–²New Holding25,5740.7%ETFAAPLApple$4,821,401$260,429 â–²5.7%16,6620.7%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$4,426,071$120,214 â–²2.8%23,8950.7%ETFXLBMaterials Select Sector SPDR Fund$4,130,802$213,537 â–²5.5%81,2670.6%ETFVBVanguard Small-Cap ETF$3,878,820$96,091 â–¼-2.4%12,7960.6%ETFXLEEnergy Select Sector SPDR Fund$3,705,538$95,864 â–¼-2.5%69,7710.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,988,839$4,247,515 â–¼-58.7%32,6150.5%ETFVOVanguard Mid-Cap ETF$2,956,891$2,194,223 â–²287.7%36,7000.4%ETFVSGXVanguard ESG International Stock ETF$2,497,867$3,047 â–²0.1%30,3360.4%ETFVWOVanguard FTSE Emerging Markets ETF$2,465,760$32,949 â–¼-1.3%41,3090.4%ETFESGVVanguard ESG U.S. Stock ETF$2,431,341$36,233 â–¼-1.5%18,3860.4%ETFVXUSVanguard Total International Stock ETF$2,241,892$80,959 â–¼-3.5%26,2240.3%ETFVUGVanguard Growth ETF$2,036,224$1,697,270 â–²500.7%23,6390.3%ETFPRFInvesco RAFI US 1000 ETF$1,930,168$3,620 â–¼-0.2%35,7240.3%ETFCASYCasey's General Stores$1,697,567$32,584 â–¼-1.9%2,1360.3%Retail/WholesaleMTUMiShares MSCI USA Momentum Factor ETF$1,093,971$1,093,971 â–²New Holding3,1910.2%ETFMSFTMicrosoft$999,969$37,298 â–¼-3.6%2,6810.2%Computer and TechnologyMGCVanguard Mega Cap ETF$992,457$28,184 â–¼-2.8%3,6270.2%ETFSCHWCharles Schwab$830,4300.0%9,0000.1%FinanceLNTAlliant Energy$821,4910.0%10,7680.1%UtilitiesBRK.ABerkshire Hathaway$748,8500.0%10.1%FinanceSUSAiShares MSCI USA ESG Select ETF$703,454$5,709 â–¼-0.8%4,5590.1%ETFDSIiShares ESG MSCI KLD 400 ETF$635,487$10,822 â–¼-1.7%4,4630.1%ETFISHARES BITCOIN TRUST ETF$625,852$50,168 â–²8.7%18,8000.1%SHS BEN INTVCEBVanguard ESG U.S. Corporate Bond ETF$624,056$12,489 â–²2.0%9,9440.1%ETFVTVVanguard Value ETF$595,416$10,679 â–²1.8%2,7320.1%ETFTSLATesla$560,6600.0%1,3330.1%Auto/Tires/TrucksVBRVanguard Small-Cap Value ETF$559,5710.0%2,3030.1%ETFTYLTyler Technologies$491,218$67,542 â–²15.9%1,6800.1%Computer and TechnologySCHBSchwab US Broad Market ETF$483,0820.0%16,6810.1%ETFVTVanguard Total World Stock ETF$397,869$39,865 â–¼-9.1%2,5350.1%ETFIWFiShares Russell 1000 Growth ETF$368,025$273,163 â–²288.0%2,9640.1%ETFGLGlobe Life$357,3600.0%2,0000.1%FinanceORCLOracle$335,4530.0%2,2890.1%Computer and TechnologyQCOMQualcomm$295,6640.0%1,6000.0%Computer and TechnologyAMGNAmgen$276,6600.0%7640.0%MedicalNSCNorfolk Southern$266,1440.0%8460.0%TransportationIWDiShares Russell 1000 Value ETF$254,310$5,091 â–¼-2.0%1,0490.0%ETFDFIVDimensional International Value ETF$248,871$212,894 â–²591.7%4,6070.0%ETFJPMJPMorgan Chase & Co.$225,531$40,262 â–²21.7%6890.0%FinanceUSBU.S. Bancorp$224,9900.0%3,7250.0%FinanceINTCIntel$217,4040.0%1,5570.0%Computer and TechnologyIBMInternational Business Machines$215,4070.0%7660.0%Computer and TechnologyGOOGLAlphabet$214,7800.0%6010.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$201,4670.0%2,4320.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$193,0180.0%1,1750.0%ETFHEDJWisdomTree Europe Hedged Equity Fund$188,385$14,421 â–¼-7.1%3,3050.0%FinanceSCHDSchwab US Dividend Equity ETF$187,914$8,720 â–²4.9%5,9260.0%ETFDFAIDimensional International Core Equity Market ETF$187,894$187,564 â–²56,837.5%4,5550.0%ETFGOOGAlphabet$184,792$35,333 â–²23.6%5230.0%Computer and TechnologyBRK.BBerkshire Hathaway$181,642$8,006 â–¼-4.2%3630.0%FinanceUNPUnion Pacific$181,4240.0%6670.0%TransportationCHDChurch & Dwight$175,1600.0%1,8080.0%Consumer StaplesPRINCIPAL FINANCIAL GROUP IN$162,856$31,795 â–¼-16.3%1,5110.0%COMADMArcher Daniels Midland$152,8000.0%2,0000.0%Consumer StaplesIWMiShares Russell 2000 ETF$149,6250.0%4980.0%FinanceCVXChevron$146,8640.0%8860.0%EnergyIDMOInvesco S&P International Developed Momentum ETF$145,541$145,541 â–²New Holding2,4140.0%ETFMRKMerck & Co., Inc.$143,1490.0%1,1140.0%MedicalAVGOBroadcom$130,3240.0%3450.0%Computer and TechnologyWFCWells Fargo & Company$121,422$41,080 â–²51.1%1,4690.0%FinanceAMZNAmazon.com$119,170$23,834 â–²25.0%5000.0%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$115,0640.0%1,0430.0%ETFTECHBio-Techne$109,9320.0%1,5560.0%MedicalLAM RESEARCH CORP$108,3330.0%2500.0%COM NEWMETAMeta Platforms$104,2090.0%1850.0%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$97,0060.0%1,4180.0%FinanceBABoeing$93,7320.0%4330.0%AerospaceVBKVanguard Small-Cap Growth ETF$92,8790.0%2540.0%ETFCMICummins$89,8650.0%1260.0%Auto/Tires/TrucksNVDANVIDIA$88,640$20,009 â–²29.2%4430.0%Computer and TechnologyKOCocaCola$86,5530.0%1,0650.0%Consumer StaplesTROWT. Rowe Price Group$83,6760.0%7360.0%FinanceDGROiShares Core Dividend Growth ETF$83,2180.0%1,0980.0%ETFJBLJabil$77,0960.0%2000.0%Computer and TechnologyCTVACorteva$73,4600.0%8670.0%Consumer StaplesWELLWelltower$72,6310.0%3200.0%FinanceVYMVanguard High Dividend Yield ETF$67,479$35,873 â–²113.5%4270.0%Financial ServicesHDHome Depot$57,1350.0%1620.0%Retail/WholesalePIOInvesco Global Water ETF$56,2130.0%1,2500.0%ETFLLYEli Lilly and Company$55,1740.0%460.0%MedicalAONAON$53,7340.0%1620.0%FinanceShowing 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. 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