West Financial Advisors
Latest statistics and disclosures from West Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, SPY, VTEB, BND, and represent 52.93% of West Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFLV (+$20M), XLE, XLB, XLV, CASY, VTEB, IJH, TIP, DFNM, BND.
- Started 11 new stock positions in GTBP, SPIR, BKSY, XLV, MCK, VSNT, DFLV, XLB, XLE, GLD. PLTR.
- Reduced shares in these 10 stocks: VOO (-$17M), , XLC, , VEA, DFAE, SPY, SCHW, XLI, IEFA.
- Sold out of its positions in ABBV, ABNB, ABR, BBY, BLK, BN, CCJ, CTRE, CAT, LNG.
- West Financial Advisors was a net buyer of stock by $3.1M.
- West Financial Advisors has $589M in assets under management (AUM), dropping by -0.60%.
- Central Index Key (CIK): 0001843684
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Portfolio Holdings for West Financial Advisors
West Financial Advisors holds 193 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.3 | $73M | -18% | 122k | 597.55 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.6 | $69M | -2% | 1.1M | 64.08 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 10.7 | $63M | 97k | 650.34 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 9.3 | $55M | 1.1M | 49.89 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.0 | $53M | 719k | 73.64 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 5.0 | $29M | -3% | 862k | 33.86 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $26M | 286k | 90.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.3 | $25M | +2% | 373k | 67.53 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.6 | $21M | 258k | 82.75 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 3.5 | $20M | NEW | 572k | 35.71 |
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| Ishares Tr Tips Bd Etf (TIP) | 3.4 | $20M | +3% | 182k | 110.36 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.6 | $15M | 213k | 71.13 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 2.6 | $15M | 170k | 88.70 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.2 | $13M | 64k | 205.80 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 1.6 | $9.7M | +6% | 202k | 47.93 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $8.0M | 37k | 215.06 |
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| Spdr Series Trust State Street Spd (BIL) | 1.2 | $7.2M | 79k | 91.64 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $5.1M | -2% | 8.8k | 577.18 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $5.0M | -2% | 16k | 320.82 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.7 | $4.4M | NEW | 72k | 61.26 |
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| Apple (AAPL) | 0.7 | $4.0M | 16k | 253.79 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.7 | $3.9M | NEW | 77k | 49.97 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.6 | $3.8M | -7% | 23k | 161.73 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.6 | $3.7M | NEW | 25k | 146.61 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $3.4M | 13k | 261.92 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $2.7M | +2% | 9.5k | 287.17 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.3M | +3% | 42k | 54.05 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.4 | $2.2M | -2% | 30k | 71.73 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $2.1M | -7% | 27k | 77.11 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $2.1M | 19k | 112.27 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.7M | 3.9k | 436.74 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.3 | $1.7M | 36k | 47.53 |
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| Casey's General Stores (CASY) | 0.3 | $1.6M | +204% | 2.2k | 727.86 |
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| Microsoft Corporation (MSFT) | 0.2 | $1.0M | 2.8k | 370.14 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $882k | 3.7k | 236.35 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $846k | -28% | 9.0k | 93.98 |
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| Alliant Energy Corporation (LNT) | 0.1 | $773k | 11k | 71.76 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $664k | 17k | 38.42 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $612k | 9.7k | 62.83 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $607k | 4.6k | 132.10 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $550k | 4.5k | 121.19 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $526k | 2.7k | 196.21 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $500k | 2.3k | 217.24 |
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| Tyler Technologies (TYL) | 0.1 | $496k | 1.4k | 342.45 |
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| Tesla Motors (TSLA) | 0.1 | $496k | 1.3k | 371.75 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $419k | -3% | 17k | 25.10 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $386k | +6% | 2.8k | 138.32 |
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| Oracle Corporation (ORCL) | 0.1 | $337k | 2.3k | 147.11 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $326k | -5% | 764.00 | 426.33 |
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| Globe Life (GL) | 0.0 | $278k | 2.0k | 139.17 |
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| Amgen (AMGN) | 0.0 | $269k | -2% | 764.00 | 351.85 |
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| Norfolk Southern (NSC) | 0.0 | $243k | 846.00 | 287.00 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $229k | 1.1k | 213.67 |
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| Qualcomm (QCOM) | 0.0 | $206k | 1.6k | 128.78 |
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| Us Bancorp Com New (USB) | 0.0 | $194k | -3% | 3.7k | 52.01 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $186k | -4% | 3.6k | 52.30 |
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| International Business Machines (IBM) | 0.0 | $186k | -2% | 766.00 | 242.39 |
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| Chevron Corporation (CVX) | 0.0 | $183k | -5% | 886.00 | 206.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $182k | -3% | 379.00 | 479.20 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $173k | 5.7k | 30.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $173k | -11% | 601.00 | 287.56 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $170k | 2.4k | 69.75 |
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| Church & Dwight (CHD) | 0.0 | $169k | 1.8k | 93.32 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $167k | 1.2k | 142.43 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $167k | -3% | 566.00 | 294.16 |
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| Principal Financial (PFG) | 0.0 | $163k | 1.8k | 90.11 |
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| Union Pacific Corporation (UNP) | 0.0 | $162k | 667.00 | 242.62 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $145k | 2.0k | 72.69 |
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| Merck & Co (MRK) | 0.0 | $134k | -6% | 1.1k | 120.29 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $124k | 498.00 | 248.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $121k | 423.00 | 286.86 |
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| Broadcom (AVGO) | 0.0 | $107k | -8% | 345.00 | 309.51 |
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| Meta Platforms Cl A (META) | 0.0 | $106k | -8% | 185.00 | 572.14 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $101k | 1.0k | 97.23 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $97k | -30% | 572.00 | 169.66 |
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| Boeing Company (BA) | 0.0 | $86k | 433.00 | 199.03 |
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| Amazon (AMZN) | 0.0 | $83k | -15% | 400.00 | 208.27 |
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| Bio-techne Corporation (TECH) | 0.0 | $81k | 1.6k | 52.26 |
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| Coca-Cola Company (KO) | 0.0 | $81k | 1.1k | 76.05 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $81k | 1.4k | 56.79 |
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| Wells Fargo & Company (WFC) | 0.0 | $77k | 972.00 | 79.63 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $77k | 1.1k | 70.18 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $77k | 254.00 | 302.22 |
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| Corteva (CTVA) | 0.0 | $73k | 867.00 | 83.75 |
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| Intel Corporation (INTC) | 0.0 | $69k | 1.6k | 44.13 |
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| Cummins (CMI) | 0.0 | $68k | 126.00 | 538.02 |
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| T. Rowe Price (TROW) | 0.0 | $66k | -6% | 736.00 | 90.14 |
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| Welltower Inc Com reit (WELL) | 0.0 | $63k | 320.00 | 197.71 |
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| Hologic (HOLX) | 0.0 | $62k | 816.00 | 75.59 |
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| NVIDIA Corporation (NVDA) | 0.0 | $60k | -26% | 343.00 | 174.40 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $54k | 1.3k | 43.42 |
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| Consolidated Edison (ED) | 0.0 | $53k | 472.00 | 113.18 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $53k | 250.00 | 213.66 |
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| Home Depot (HD) | 0.0 | $53k | 162.00 | 328.90 |
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| Jabil Circuit (JBL) | 0.0 | $53k | 200.00 | 265.63 |
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| Aon Shs Cl A (AON) | 0.0 | $52k | 162.00 | 322.78 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $48k | +11% | 430.00 | 111.37 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $48k | NEW | 111.00 | 430.30 |
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| Marriott Intl Cl A (MAR) | 0.0 | $44k | 135.00 | 327.07 |
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| Visa Com Cl A (V) | 0.0 | $44k | 145.00 | 302.24 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $43k | 294.00 | 145.94 |
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| Eli Lilly & Co. (LLY) | 0.0 | $42k | 46.00 | 919.78 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $40k | 218.00 | 184.28 |
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| Lowe's Companies (LOW) | 0.0 | $40k | 170.00 | 236.28 |
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| Citigroup Com New (C) | 0.0 | $40k | 348.00 | 113.41 |
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| Eaton Corp SHS (ETN) | 0.0 | $38k | 107.00 | 357.67 |
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| Targa Res Corp (TRGP) | 0.0 | $38k | 151.00 | 250.74 |
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| PNC Financial Services (PNC) | 0.0 | $36k | 174.00 | 208.09 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $35k | 666.00 | 52.78 |
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| Hartford Financial Services (HIG) | 0.0 | $33k | 247.00 | 135.23 |
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| McDonald's Corporation (MCD) | 0.0 | $32k | 104.00 | 310.80 |
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| Manulife Finl Corp (MFC) | 0.0 | $30k | 875.00 | 34.44 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $30k | -53% | 200.00 | 148.10 |
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| Booking Holdings (BKNG) | 0.0 | $30k | 7.00 | 4210.43 |
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| Otter Tail Corporation (OTTR) | 0.0 | $29k | 334.00 | 87.77 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $27k | 142.00 | 192.90 |
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| Garmin SHS (GRMN) | 0.0 | $27k | 118.00 | 232.02 |
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| Starbucks Corporation (SBUX) | 0.0 | $27k | -40% | 297.00 | 89.65 |
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| Deere & Company (DE) | 0.0 | $25k | -39% | 44.00 | 566.48 |
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| Bank of America Corporation (BAC) | 0.0 | $24k | 497.00 | 48.75 |
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| Cisco Systems (CSCO) | 0.0 | $24k | -25% | 309.00 | 77.59 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $23k | 146.00 | 158.45 |
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| Ames National Corporation (ATLO) | 0.0 | $23k | 804.00 | 28.22 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.0 | $21k | 880.00 | 23.87 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $20k | 176.00 | 114.99 |
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| Gilead Sciences (GILD) | 0.0 | $18k | -32% | 130.00 | 139.38 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $17k | 200.00 | 82.87 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $15k | 160.00 | 93.28 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $13k | +159% | 122.00 | 106.16 |
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| Valero Energy Corporation (VLO) | 0.0 | $13k | 52.00 | 246.38 |
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| Johnson & Johnson (JNJ) | 0.0 | $13k | -18% | 52.00 | 244.44 |
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| Verizon Communications (VZ) | 0.0 | $13k | 252.00 | 50.20 |
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| Target Corporation (TGT) | 0.0 | $13k | -33% | 103.00 | 121.20 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $11k | +6% | 53.00 | 215.21 |
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| S&T Ban (STBA) | 0.0 | $11k | 262.00 | 41.83 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $9.7k | -50% | 41.00 | 237.63 |
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| Cigna Corp (CI) | 0.0 | $9.3k | 35.00 | 266.77 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $9.2k | 250.00 | 36.76 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $9.1k | +31% | 367.00 | 24.75 |
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| Prudential Financial (PRU) | 0.0 | $8.0k | -58% | 82.00 | 97.70 |
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| Symbotic Class A Com (SYM) | 0.0 | $8.0k | 150.00 | 53.20 |
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| Kinder Morgan (KMI) | 0.0 | $7.5k | 223.00 | 33.46 |
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| Procter & Gamble Company (PG) | 0.0 | $7.2k | 50.00 | 144.44 |
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| Nordic American Tanker Shippin (NAT) | 0.0 | $6.9k | +2% | 1.2k | 5.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $6.5k | 10.00 | 653.30 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $6.4k | -50% | 510.00 | 12.51 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $4.8k | 117.00 | 41.22 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $4.4k | 500.00 | 8.77 |
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| Riley Exploration Permian In (REPX) | 0.0 | $3.9k | 106.00 | 36.47 |
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| Telus Ord (TU) | 0.0 | $3.8k | 300.00 | 12.83 |
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| UGI Corporation (UGI) | 0.0 | $3.8k | 104.00 | 36.55 |
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| Universal Technical Institute (UTI) | 0.0 | $3.6k | 100.00 | 36.10 |
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| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $3.6k | 154.00 | 23.06 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $3.0k | 67.00 | 45.13 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $3.0k | 50.00 | 59.38 |
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| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $2.9k | 50.00 | 57.12 |
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| Pangaea Logistics Solution L SHS (PANL) | 0.0 | $2.8k | +100% | 400.00 | 7.08 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $2.6k | +374% | 128.00 | 20.38 |
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| Blacksky Technology Cl A New (BKSY) | 0.0 | $2.5k | NEW | 100.00 | 25.16 |
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| Gladstone Ld (LAND) | 0.0 | $2.2k | 212.00 | 10.19 |
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| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.0 | $1.9k | 100.00 | 18.70 |
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| PennantPark Investment (PNNT) | 0.0 | $1.8k | +4% | 393.00 | 4.49 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.8k | 134.00 | 13.13 |
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| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $1.6k | 56.00 | 29.41 |
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| Fortuna Mng Corp Com New (FSM) | 0.0 | $1.5k | 150.00 | 9.93 |
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| Permian Resources Corp Class A Com (PR) | 0.0 | $1.5k | 69.00 | 21.43 |
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| Arqit Quantum Com New (ARQQ) | 0.0 | $1.3k | 100.00 | 13.25 |
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| Spire Global Com Cl A New (SPIR) | 0.0 | $1.3k | NEW | 100.00 | 12.58 |
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| Saratoga Invt Corp Com New (SAR) | 0.0 | $1.2k | +3% | 56.00 | 21.70 |
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| Redwire Corporation (RDW) | 0.0 | $1.2k | 140.00 | 8.50 |
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| Gt Biopharma (GTBP) | 0.0 | $1.0k | NEW | 2.5k | 0.41 |
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| Byrna Technologies Com New (BYRN) | 0.0 | $918.000000 | 100.00 | 9.18 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $827.002400 | 56.00 | 14.77 |
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| Dorchester Minerals Com Unit (DMLP) | 0.0 | $813.000000 | +3% | 30.00 | 27.10 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $804.000400 | 28.00 | 28.71 |
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| Sofi Technologies (SOFI) | 0.0 | $779.002000 | 49.00 | 15.90 |
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| Franklin Resources (BEN) | 0.0 | $717.999000 | -45% | 30.00 | 23.93 |
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| Afc Gamma Ord (AFCG) | 0.0 | $634.005000 | 225.00 | 2.82 |
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| Immersion Corporation (IMMR) | 0.0 | $567.996000 | 104.00 | 5.46 |
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| Whirlpool Corporation (WHR) | 0.0 | $540.000000 | 10.00 | 54.00 |
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| McKesson Corporation (MCK) | 0.0 | $534.000000 | NEW | 1.00 | 534.00 |
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| Walt Disney Company (DIS) | 0.0 | $482.000000 | 5.00 | 96.40 |
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| PennyMac Mortgage Investment Trust (PMT) | 0.0 | $476.998100 | +2% | 41.00 | 11.63 |
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| At&t (T) | 0.0 | $406.000000 | 14.00 | 29.00 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $312.000000 | 8.00 | 39.00 |
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| Under Armour CL C (UA) | 0.0 | $69.999600 | 12.00 | 5.83 |
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| Lumen Technologies (LUMN) | 0.0 | $63.000000 | 9.00 | 7.00 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $55.000000 | 2.00 | 27.50 |
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| Sentinelone Cl A (S) | 0.0 | $39.000000 | 3.00 | 13.00 |
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| Versant Media Group Com Cl A (VSNT) | 0.0 | $38.000000 | NEW | 1.00 | 38.00 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $0 | NEW | 0 | 0.00 |
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| Westrock Coffee (WEST) | 0.0 | $0 | 31.00 | 0.00 |
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Past Filings by West Financial Advisors
SEC 13F filings are viewable for West Financial Advisors going back to 2020
- West Financial Advisors 2026 Q1 filed April 8, 2026
- West Financial Advisors 2025 Q4 filed Jan. 13, 2026
- West Financial Advisors 2025 Q3 filed Oct. 14, 2025
- West Financial Advisors 2025 Q2 filed July 21, 2025
- West Financial Advisors 2025 Q1 filed April 9, 2025
- West Financial Advisors 2024 Q4 filed Jan. 14, 2025
- West Financial Advisors 2024 Q3 filed Oct. 8, 2024
- West Financial Advisors 2024 Q2 filed July 15, 2024
- West Financial Advisors 2024 Q1 filed April 11, 2024
- West Financial Advisors 2023 Q4 filed Jan. 11, 2024
- West Financial Advisors 2023 Q3 filed Oct. 10, 2023
- West Financial Advisors 2023 Q2 filed July 7, 2023
- West Financial Advisors 2023 Q1 filed April 18, 2023
- West Financial Advisors 2022 Q4 filed Jan. 10, 2023
- West Financial Advisors 2022 Q3 filed Oct. 11, 2022
- West Financial Advisors 2022 Q2 filed July 14, 2022