West Financial Advisors, LLC Portfolio Holdings

West Financial Advisors, LLC

  • $591 Million
  • Q4 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$92.4 Million 15.63% of portfolio
149,519
Q4 2025 Reduced 7.14%
$0
$67.5 Million 11.43% of portfolio
1,101,503
Q4 2025 Reduced 2.1%
$0
$65.4 Million 11.07% of portfolio
98,305
Q4 2025 Reduced 5.98%
$0
$54 Million 9.14% of portfolio
1,074,039
Q4 2025 Reduced 5.43%
$0
$52.9 Million 8.95% of portfolio
712,921
Q4 2025 Reduced 11.7%
$0
$28.9 Million 4.9% of portfolio
890,148
Q4 2025 Reduced 3.41%
$0
$25.6 Million 4.34% of portfolio
288,939
Q4 2025 Reduced 0.84%
$0
$23.3 Million 3.94% of portfolio
362,749
Q4 2025 Reduced 2.14%
$0
$21.3 Million 3.61% of portfolio
255,295
Q4 2025 Added 29.07%
$0
$19.5 Million 3.3% of portfolio
176,285
Q4 2025 Added 31.68%
$0
$15.1 Million 2.55% of portfolio
168,126
Q4 2025 Added 2.58%
$0
$14.2 Million 2.41% of portfolio
212,021
Q4 2025 Added 3.3%
$0
$12.9 Million 2.18% of portfolio
63,139
Q4 2025 Reduced 4.24%
$0
$9.15 Million 1.55% of portfolio
189,836
Q4 2025 Reduced 2.02%
$0
$7.92 Million 1.34% of portfolio
27,490
Q4 2025 Added 104.95%
$0
$7.51 Million 1.27% of portfolio
32,508
Q4 2025 Added 102.34%
$0
$6.91 Million 1.17% of portfolio
37,960
Q4 2025 Reduced 16.86%
$0
$5.45 Million 0.92% of portfolio
9,021
Q4 2025 Reduced 10.17%
$0
$5.25 Million 0.89% of portfolio
15,914
Q4 2025 Reduced 4.62%
$4.3T
$4.25 Million 0.72% of portfolio
15,876
Q4 2025 Reduced 14.17%
$0
$3.83 Million 0.65% of portfolio
25,182
Q4 2025 Added 3.27%
$0
$3.67 Million 0.62% of portfolio
33,008
Q4 2025 Added 1.46%
$0
$3.26 Million 0.55% of portfolio
13,034
Q4 2025 Reduced 5.63%
$0
$2.65 Million 0.45% of portfolio
9,219
Q4 2025 Added 1.79%
$0
$2.22 Million 0.38% of portfolio
18,718
Q4 2025 Reduced 1.64%
$0
$2.22 Million 0.38% of portfolio
40,466
Q4 2025 Added 2.39%
$0
$2.19 Million 0.37% of portfolio
29,284
Q4 2025 Added 0.63%
$0
$2.18 Million 0.37% of portfolio
30,957
Q4 2025 Reduced 1.32%
$0
$1.91 Million 0.32% of portfolio
3,944
Q4 2025 Reduced 29.29%
$0
$1.64 Million 0.28% of portfolio
35,824
Q4 2025 Reduced 1.92%
$3.78T
$1.44 Million 0.24% of portfolio
2,829
Q4 2025 Reduced 20.62%
$167B
$1.16 Million 0.2% of portfolio
12,600
Q3 2021 New
$0
$922,000 0.16% of portfolio
3,730
Q4 2024 Reduced 1.84%
$453B
$755,000 0.13% of portfolio
1
Q1 2025 New
$16.9B
$725,000 0.12% of portfolio
10,768
Q2 2024 Reduced 21.78%
$0
$634,000 0.11% of portfolio
4,622
Q4 2025 Reduced 0.69%
$0
$623,000 0.11% of portfolio
9,793
Q4 2025 Added 8.86%
$19.5B
$677,000 0.11% of portfolio
1,449
Q3 2025 Added 0.63%
$0
$579,000 0.1% of portfolio
4,572
Q3 2025 Reduced 8.03%
$1.29T
$545,000 0.09% of portfolio
1,333
Q2 2025 Added 4.55%
$593B
$503,000 0.09% of portfolio
2,289
Q4 2024 Added 66.23%
$0
$501,000 0.08% of portfolio
2,680
Q4 2025 Added 0.19%
$0
$473,000 0.08% of portfolio
2,303
Q3 2025 Reduced 0.95%
$0
$446,000 0.08% of portfolio
17,308
Q4 2025 Reduced 5.88%
$0
$382,000 0.06% of portfolio
812
Q4 2025 Reduced 9.07%
$20.1B
$384,000 0.06% of portfolio
714
Q4 2025 Added 0.14%
$0
$364,000 0.06% of portfolio
2,620
Q4 2025 New
$187B
$270,000 0.05% of portfolio
1,625
Q4 2025 Added 1.56%
$183B
$267,000 0.05% of portfolio
784
Q4 2025 Added 2.62%

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $591 Million
  • Prior Value $602 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 49 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email