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Latest WEST MICHIGAN ADVISORS, LLC Stock Portfolio

$455Million | No. of Holdings #298

WEST MICHIGAN ADVISORS, LLC Performance

2026 Q1-0.80%
YTD-0.80%
2025+7.20%

About WEST MICHIGAN ADVISORS, LLC and 13F Hedge Fund Stock Holdings

WEST MICHIGAN ADVISORS, LLC is a hedge fund based in Holland, MI. On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, WEST MICHIGAN ADVISORS, LLC reported an equity portfolio of $455.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of WEST MICHIGAN ADVISORS, LLC are GNTX, AMLX, AAPL. The fund has invested 8.6% of it's portfolio in GENTEX CORP and 3.3% of portfolio in AMPLIFY CWP ENHANCED DIV INM ETF. <br><br> The fund managers got completely rid off INNOVATOR U.S. EQUITY POWER BFFER ETF - OCTOBER (BAPR), EPAM SYSTEMS INCORPORATED (EPAM) and TAPESTRY INCORPORATED (TPR) stocks. They significantly reduced their stock positions in NXP SEMICONDUCTORS N V (NXPI), WARNER BROTHERS DISCOVER (WBD) and PALANTIR TECHNOLOGIES INCORPORATED CLASS A (PLTR). WEST MICHIGAN ADVISORS, LLC opened new stock positions in INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY (BAPR), BRISTOL-MYERS SQUIBB COMPANY (BMY) and HASBRO INCORPORATED (HAS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR MSCI INTL MOMENT (ACWF), MERCK & CO. INC. (MRK) and ELANCO ANIMAL HEALTH INCORPORATED (ELAN).
WEST MICHIGAN ADVISORS, LLC Equity Portfolio Value
Last Reported on: 05 May, 2026
$455Million
  as of May 05, 2026

WEST MICHIGAN ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that WEST MICHIGAN ADVISORS, LLC made a return of -0.8% in the last quarter. In trailing 12 months, it's portfolio return was 12.11%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
innovator u.s. equity power buffer etf - january7,890,310
bristol-myers squibb company4,043,050
hasbro incorporated3,862,970
technipfmc plc3,620,040
five below incorporated3,383,790
neos nasdaq 100 high income etf3,299,570
ftai aviation limited shs3,211,740
weatherford international plc ord shs2,646,060
New stocks bought by WEST MICHIGAN ADVISORS, LLC

Additions

Ticker% Inc.
ishares tr msci intl moment544
merck & co. inc.390
elanco animal health incorporated318
caterpillar171
intel162
alpha architect 1-3 month box etf152
counterpoint high yield trend etf138
applied matls incorporated132
Additions to existing portfolio by WEST MICHIGAN ADVISORS, LLC

Reductions

Ticker% Reduced
nxp semiconductors n v-89.71
warner brothers discover-79.32
palantir technologies incorporated class a-78.46
j p morgan nasdaq eqt prm inc etf iv-73.13
karman hldgs incorporated common stock-69.64
bank of america corp-55.94
pimco enhanced short maturity active exchange-traded fund-55.45
cf industries hldgs incorporated-55.34
WEST MICHIGAN ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
innovator u.s. equity power bffer etf - october-8,211,990
kenvue incorporated-2,422,700
quantumscape corporation com class a-407,547
tapestry incorporated-3,429,330
amphenol corporation new class a-2,894,720
epam systems incorporated-3,737,220
sofi technologies incorporated-457,260
vaneck long muni etf-303,567
WEST MICHIGAN ADVISORS, LLC got rid off the above stocks

Sector Distribution

WEST MICHIGAN ADVISORS, LLC has about 30% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Financial Services
  • Energy
  • Communication Services
  • Consumer Defensive
  • Basic Materials
  • Utilities
Sector%
Others30
Technology17.5
Consumer Cyclical13.3
Healthcare11.5
Industrials7
Financial Services6
Energy4.8
Communication Services3.4
Consumer Defensive2.7
Basic Materials2.2
Utilities1.1

Market Cap. Distribution

WEST MICHIGAN ADVISORS, LLC has about 56.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP30.2
UNALLOCATED30
MEGA-CAP26.6
MID-CAP9.5
SMALL-CAP3.7

Stocks belong to which Index?

About 57.4% of the stocks held by WEST MICHIGAN ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50051.2
Others42.7
RUSSELL 20006.2
Top 5 Winners (%)%
LITE
lumentum hldgs incorporated
73.0 %
CIEN
ciena corporation com new
59.9 %
WDC
western digital corporation.
52.4 %
CF
cf industries hldgs incorporated
49.1 %
TER
teradyne incorporate
49.1 %
Top 5 Winners ($)$
MPC
marathon pete corp
1.3 M
EOG
eog res incorporated
1.1 M
TIGO
millicom interntnl c f
0.8 M
VZ
verizon
0.6 M
JNJ
johnson & johnson
0.6 M
Top 5 Losers (%)%
CRMD
cormedix incorporated
-41.6 %
YTRA
yatra online incorporated ord shs
-37.6 %
CRM
salesforce
-28.3 %
DRN
direxion daily technology bull 3x shares
-26.1 %
FSK
fs kkr capital corp
-25.3 %
Top 5 Losers ($)$
MSFT
microsoft
-3.0 M
GNTX
gentex corp
-2.5 M
QCOM
qualcomm incorporated
-1.3 M
CRM
salesforce
-1.2 M
AXP
american express co
-0.8 M

WEST MICHIGAN ADVISORS, LLC Holdings Map

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

Current Stock Holdings of WEST MICHIGAN ADVISORS, LLC

WEST MICHIGAN ADVISORS, LLC has 298 stocks in it's portfolio. About 25.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. MPC was the most profitable stock for WEST MICHIGAN ADVISORS, LLC last quarter.

$455.19MTotal Value
334Positions
05 May, 2026Last Reported
Current holdings of Current Stock Holdings of WEST MICHIGAN ADVISORS, LLC, last reported on 05 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr 3 7 Yr Treas Bd

Ishares Tr 3 7 Yr Treas Bd

AAXJ
WEST MICHIGAN ADVISORS, LLC's holding in Ishares Tr 3 7 Yr Treas Bd over time
0.17%6,362
$754.5K
0.17%
increased 80.12 percentadded
AAXJ
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf

Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf

AAXJ
WEST MICHIGAN ADVISORS, LLC's holding in Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf over time
0.05%4,408
$231.7K
0.05%
decreased 22.72 percentreduced
AAXJ
Ishares Tr Shrt Nat Mun Etf

Ishares Tr Shrt Nat Mun Etf

AAXJ
WEST MICHIGAN ADVISORS, LLC's holding in Ishares Tr Shrt Nat Mun Etf over time
0.05%2,133
$227.2K
0.05%
increased 1.72 percentadded
ACWF
Ishares Tr Msci Intl Moment

Ishares Tr Msci Intl Moment

ACWF
WEST MICHIGAN ADVISORS, LLC's holding in Ishares Tr Msci Intl Moment over time
0.37%35,430
$1.70M
0.37%
increased 544.53 percentadded
ACWF
Ishares Tr Core Div Grwth

Ishares Tr Core Div Grwth

ACWF
WEST MICHIGAN ADVISORS, LLC's holding in Ishares Tr Core Div Grwth over time
0.07%4,643
$325.8K
0.07%
decreased 38.91 percentreduced
AEM
Agnico Eagle Mines Limited

Agnico Eagle Mines Limited

AEM
WEST MICHIGAN ADVISORS, LLC's holding in Agnico Eagle Mines Limited over time
0.15%3,359
$681.8K
0.15%
increased 5.17 percentadded
AEMB
Avantis Us Small Cap Value Etf

Avantis Us Small Cap Value Etf

AEMB
WEST MICHIGAN ADVISORS, LLC's holding in Avantis Us Small Cap Value Etf over time
0.27%11,252
$1.24M
0.27%
new position
AEMB
Avantis Us Large Cap Value Etf

Avantis Us Large Cap Value Etf

AEMB
WEST MICHIGAN ADVISORS, LLC's holding in Avantis Us Large Cap Value Etf over time
0.07%4,132
$333.1K
0.07%
new position
AFK
Vaneck Long Muni Etf

Vaneck Long Muni Etf

AFK
WEST MICHIGAN ADVISORS, LLC's holding in Vaneck Long Muni Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Trust Tcw Opportunistic Fi Etf

First Trust Tcw Opportunistic Fi Etf

AFLG
WEST MICHIGAN ADVISORS, LLC's holding in First Trust Tcw Opportunistic Fi Etf over time
0.24%25,097
$1.09M
0.24%
decreased 4.59 percentreduced
AFTY
Pacer Fds Trust Metaurus Us Large Cap

Pacer Fds Trust Metaurus Us Large Cap

AFTY
WEST MICHIGAN ADVISORS, LLC's holding in Pacer Fds Trust Metaurus Us Large Cap over time
0.6%67,472
$2.72M
0.6%
increased 7.05 percentadded
AFTY
Pacer Us Cash Cows 100 Etf

Pacer Us Cash Cows 100 Etf

AFTY
WEST MICHIGAN ADVISORS, LLC's holding in Pacer Us Cash Cows 100 Etf over time
0.09%6,404
$400.6K
0.09%
decreased 30.61 percentreduced