Latest West Financial Advisors, LLC Stock Portfolio

West Financial Advisors, LLC Performance:

2026 Q1: -0.98%YTD: -0.98%2025: 13.19%

Performance for 2026 Q1 is -0.98%, and YTD is -0.98%, and 2025 is 13.19%.

About West Financial Advisors, LLC and 13F Hedge Fund Stock Holdings

West Financial Advisors, LLC is a hedge fund based in Des Moines, IA. On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, West Financial Advisors, LLC reported an equity portfolio of $589.1 Millions as of 31 Mar, 2026.

The top stock holdings of West Financial Advisors, LLC are VB, VEA, SPY. The fund has invested 12.3% of it's portfolio in VANGUARD INDEX FDS and 11.6% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), SELECT SECTOR SPDR TR (XLB) and ABBVIE INC (ABBV) stocks. They significantly reduced their stock positions in PRUDENTIAL FINL INC (PRU), VANGUARD WHITEHALL FDS (VIGI) and FS SPECIALTY LENDING FD. West Financial Advisors, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), SELECT SECTOR SPDR TR (XLB) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to ETFIS SER TR I (AMZA), CASEYS GEN STORES INC (CASY) and ISHARES TR (AAXJ).

West Financial Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that West Financial Advisors, LLC made a return of -0.98% in the last quarter. In trailing 12 months, it's portfolio return was 13.43%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dimensional etf trust	20,418,800
select sector spdr tr	4,384,750
select sector spdr tr	3,850,990
select sector spdr tr	3,689,440
spdr gold tr	47,763
blacksky technology inc	2,516
spire global inc	1,258
gt biopharma inc	1,021

New stocks bought by West Financial Advisors, LLC

Additions

Ticker	% Inc.
etfis ser tr i	374
caseys gen stores inc	204
ishares tr	159
pangaea logistics solution l	100
schwab strategic tr	31.54
ishares tr	11.4
vanguard intl equity index f	6.45
dimensional etf trust	6.38

Additions to existing portfolio by West Financial Advisors, LLC

Reductions

Ticker	% Reduced
prudential finl inc	-58.79
vanguard whitehall fds	-53.16
fs specialty lending fd	-50.1
invesco exch traded fd tr ii	-50.00
franklin resources inc	-45.45
starbucks corp	-40.24
deere & co	-39.73
target corp	-33.55

West Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
select sector spdr tr	-3,885,700
select sector spdr tr	-3,881,780
select sector spdr tr	-3,957,740
abbvie inc	-148,062
brookfield corp	-17,209
prospect cap corp	-782
arbor realty trust inc	-1,755
slb limited	-7,945

West Financial Advisors, LLC got rid off the above stocks

Sector Distribution

West Financial Advisors, LLC has about 97.5% of it's holdings in Others sector.

Sector	%
Others	97.5
Technology	1.2

Market Cap. Distribution

West Financial Advisors, LLC has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	97.5
MEGA-CAP	1.3
LARGE-CAP	1.1

Stocks belong to which Index?

About 2.2% of the stocks held by West Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	97.8
S&P 500	2.2

Top 5 Winners (%)		%
NAT	nordic american tankers limi	68.5 %
PR	permian resources corp	53.1 %
VLO	valero energy corp	52.6 %
REPX	riley exploration permian in	38.5 %
UTI	universal technical inst inc	38.2 %

Top 5 Winners ($)		$
VEA	vanguard tax-managed fds	1.7 M
DFAC	dimensional etf trust	1.1 M
IJR	ishares tr	0.6 M
DFAC	dimensional etf trust	0.3 M
IBCE	ishares tr	0.3 M

Top 5 Losers (%)		%
KD	kyndryl hldgs inc	-50.6 %
BYRN	byrna technologies inc	-45.3 %
ARQQ	arqit quantum inc	-39.4 %
SOFI	sofi technologies inc	-39.3 %
BX	blackstone inc	-25.4 %

Top 5 Losers ($)		$
VB	vanguard index fds	-4.0 M
SPY	state str spdr s&p 500 etf t	-3.1 M
VTEB	vanguard mun bd fds	-0.4 M
QQQ	invesco qqq tr	-0.3 M
MSFT	microsoft corp	-0.3 M

West Financial Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of West Financial Advisors, LLC

West Financial Advisors, LLC has 192 stocks in it's portfolio. About 73.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for West Financial Advisors, LLC last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.68	15,762	4,000,200	reduced	-0.72

AAXJ	ishares tr	0.10	4,596	607,132	reduced	-0.56

AAXJ	ishares tr	0.09	4,539	550,082	reduced	-0.72

AAXJ	ishares tr	0.01	430	47,890	added	11.4

AAXJ	ishares tr	0.00	122	12,951	added	159

ABBV	abbvie inc	0.00	0.00	0.00	sold off	-100

ABNB	airbnb inc	0.00	0.00	0.00	sold off	-100

ABR	arbor realty trust inc	0.00	0.00	0.00	sold off	-100

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACSI	tidal trust i	0.00	880	21,006	unchanged	0.00

ACWF	ishares tr	0.01	1,098	77,058	unchanged	0.00

ADM	archer daniels midland co	0.03	2,000	145,380	unchanged	0.00

AFCG	advanced flower cap inc	0.00	225	634	unchanged	0.00

AJG	gallagher arthur j & co	0.00	53.00	11,406	added	6.00

ALC	alcon ag	0.00	0.00	0.00	sold off	-100

AMGN	amgen inc	0.05	764	268,814	reduced	-2.55

AMZA	etfis ser tr i	0.00	128	2,608	added	374

AMZN	amazon com inc	0.01	400	83,308	reduced	-15.79

AON	aon plc	0.01	162	52,291	unchanged	0.00

ARQQ	arqit quantum inc	0.00	100	1,325	unchanged	0.00