West Financial Advisors, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $591 Million distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $92.4M, Vanguard Ftse Developed Market with a value of $67.5M, Spdr S&P 500 ETF Trust with a value of $65.4M, Vanguard Mun Bd Fds Tax Exempt with a value of $54M, and Vanguard Bd Index Fd Inc Total with a value of $52.9M.
Examining the 13F form we can see an decrease of $11.4M in the current position value, from $602M to 591M.
Below you can find more details about West Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$591 Million
ETFs: $575 Million
Technology: $7.79 Million
Financial Services: $3.42 Million
Consumer Cyclical: $1.3 Million
Utilities: $817,000
Healthcare: $786,000
Industrials: $651,000
Communication Services: $456,000
Other: $846,000
Stock Holdings Table Market Cap. of $200 Billions or more
