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.
