West Financial Advisors, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $602 Million distributed in 193 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 $98.6M, Spdr S&P 500 ETF Trust with a value of $69.7M, Vanguard Ftse Developed Market with a value of $67.4M, Vanguard Bd Index Fd Inc Total with a value of $60M, and Vanguard Mun Bd Fds Tax Exempt with a value of $56.9M.
Examining the 13F form we can see an increase of $28.9M in the current position value, from $573M to 602M.
Below you can find more details about West Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$602 Million
ETFs: $584 Million
Technology: $8.77 Million
Financial Services: $3.82 Million
Communication Services: $1.38 Million
Consumer Cyclical: $1.36 Million
Industrials: $937,000
Utilities: $802,000
Healthcare: $753,000
Other: $883,000
Stock Holdings Table Market Cap. of $200 Billions or more
