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Latest West Financial Advisors, LLC Stock Portfolio

$665Million | No. of Holdings #273

West Financial Advisors, LLC Performance

2026 Q3-1.33%
YTD+4.76%
2025+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 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, West Financial Advisors, LLC reported an equity portfolio of $665 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of West Financial Advisors, LLC are VB, SPY, VEA. The fund has invested 13.4% of it's portfolio in VANGUARD INDEX FDS and 10.9% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), SCHWAB CHARLES CORP (SCHW) and NETAPP INC (NTAP) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD WORLD FD (EDV). West Financial Advisors, LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD MALVERN FDS (VTIP) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to AT&T INC (T), SPOTIFY TECHNOLOGY S A (SPOT) and SPACE EXPLORATION TECHN CORP.
West Financial Advisors, LLC Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$665Million
  as of Oct 22, 2026

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

Our best estimate is that West Financial Advisors, LLC made a return of -1.33% in the last quarter. In trailing 12 months, it's portfolio return was 7.26%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard scottsdale fds24,257,700
vanguard malvern fds24,036,900
select sector spdr tr4,121,240
select sector spdr tr3,903,270
asml hldg nv144,934
exxonmobil holdings corp93,093
hsbc hldgs plc73,391
novartis ag70,002
New stocks bought by West Financial Advisors, LLC

Additions

Ticker% Inc.
at&t inc3,750
spotify technology s a1,500
space exploration techn corp559
spdr series trust202
vanguard index fds199
invesco exch traded fd tr ii193
dimensional etf trust182
ishares tr131
Additions to existing portfolio by West Financial Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-99.16
vanguard scottsdale fds-98.4
vanguard world fd-97.92
archer daniels midland co-93.75
ishares tr-77.67
boeing co-46.19
ames natl corp-36.07
principal financial group in-24.75
West Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr-4,130,800
select sector spdr tr-4,426,070
schwab charles corp-830,430
pangaea logistics solution l-2,600
dimensional etf trust-10,433
netapp inc-36,679
rtx corporation-26,942
garmin ltd-28,030
West Financial Advisors, LLC got rid off the above stocks

Sector Distribution

West Financial Advisors, LLC has about 97.6% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others97.6
Technology1.4

Market Cap. Distribution

West Financial Advisors, LLC has about 1.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED97.6
MEGA-CAP1.6

Stocks belong to which Index?

About 2.1% of the stocks held by West Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.8
S&P 5002.1
Top 5 Winners (%)%
VLO
valero energy corp
49.3 %
NAT
nordic american tankers limi
41.7 %
S
sentinelone inc
41.2 %
ishares bitcoin trust etf
40.8 %
MSFT
microsoft corp
37.5 %
Top 5 Winners ($)$
VB
vanguard index fds
1.8 M
SPY
state str spdr s&p 500 etf t
1.5 M
AAPL
apple inc
0.7 M
XLB
select sector spdr tr
0.6 M
MSFT
microsoft corp
0.4 M
Top 5 Losers (%)%
UTI
universal technical inst inc
-56.4 %
BYRN
byrna technologies inc
-51.3 %
SPIR
spire global inc
-39.9 %
NVTS
navitas semiconductor corp
-35.2 %
ASTS
ast spacemobile inc
-33.8 %
Top 5 Losers ($)$
VTEB
vanguard mun bd fds
-3.3 M
BIV
vanguard bd index fds
-2.5 M
IJR
ishares tr
-2.0 M
VB
vanguard index fds
-1.2 M
DFAC
dimensional etf trust
-1.1 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 273 stocks in it's portfolio. About 71.6% of the portfolio is in top 10 stocks. VTEB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for West Financial Advisors, LLC last quarter.

$665.03MTotal Value
312Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of West Financial Advisors, LLC, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Financial Advisors, LLC's holding in Ishares Tr over time
0.1%4,472
$696.2K
0.1%
decreased 1.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Financial Advisors, LLC's holding in Ishares Tr over time
0.1%4,457
$651.5K
0.1%
decreased 0.13 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Financial Advisors, LLC's holding in Ishares Tr over time
0.01%430
$51.5K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Financial Advisors, LLC's holding in Ishares Tr over time
0%23.00
$2.3K
0%
decreased 77.67 percentreduced
ACSI
Tidal Trust I

Tidal Trust I

ACSI
West Financial Advisors, LLC's holding in Tidal Trust I over time
0%880
$24.5K
0%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
West Financial Advisors, LLC's holding in Ishares Tr over time
0.01%1,098
$82.8K
0.01%
unchanged 0 percentunchanged
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
West Financial Advisors, LLC's holding in Aercap Holdings Nv over time
0%28.00
$4.0K
0%
new position
AGNG
Global X Fds

Global X Fds

AGNG
West Financial Advisors, LLC's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
West Financial Advisors, LLC's holding in First Tr Exchange Traded Fd over time
0%250
$19.6K
0%
new position
AMZA
Etfis Ser Tr I

Etfis Ser Tr I

AMZA
West Financial Advisors, LLC's holding in Etfis Ser Tr I over time
0%135
$2.7K
0%
increased 3.05 percentadded
ARGX
Argenx Se

Argenx Se

ARGX
West Financial Advisors, LLC's holding in Argenx Se over time
0%15.00
$14.4K
0%
new position
ARQQ
Arqit Quantum Inc

Arqit Quantum Inc

ARQQ
West Financial Advisors, LLC's holding in Arqit Quantum Inc over time
0%100
$2.4K
0%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
West Financial Advisors, LLC's holding in Asml Hldg Nv over time
0.02%80.00
$144.9K
0.02%
new position