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Latest WEST MICHIGAN ADVISORS, LLC Stock Portfolio

$526Million | No. of Holdings #294

WEST MICHIGAN ADVISORS, LLC Performance

2026 Q2+8.12%
YTD+7.26%
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 2026-08-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, WEST MICHIGAN ADVISORS, LLC reported an equity portfolio of $526.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of WEST MICHIGAN ADVISORS, LLC are GNTX, , . The fund has invested 8.7% of it's portfolio in GENTEX CORP and 3.5% of portfolio in APPLE. <br><br> The fund managers got completely rid off AMPLIFY CWP ENHANCED DIV INM ETF (AMLX), APPLE INC (AAPL) and INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY (BAPR) stocks. They significantly reduced their stock positions in FIVE BELOW INCORPORATED (FIVE), CISCO SYSTEMS (CSCO) and PALO ALTO NETWORKS (PANW). WEST MICHIGAN ADVISORS, LLC opened new stock positions in AMPLIFY CWP ENHANCED DIV INM ETF, BONDBLOXX BLOOMBERG 6 MNTH TARGET DURATION US TREASURY (XHYC) and MARVELL TECHNOLOGY INCORPORATED (MRVL). The fund showed a lot of confidence in some stocks as they added substantially to LUMENTUM HLDGS INCORPORATED (LITE), VANGUARD MID CAP ETF (VB) and ISHARES RUSSELL 1000 GROWTH ETF (IJR).
WEST MICHIGAN ADVISORS, LLC Equity Portfolio Value
Last Reported on: 21 Aug, 2026
$526Million
  as of Aug 21, 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 8.12% in the last quarter. In trailing 12 months, it's portfolio return was 14.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amplify cwp enhanced div inm etf15,574,600
defender risk adaptive 500 etf14,259,500
advanced micro device in6,104,780
american express co5,300,640
amazon.com inc4,335,880
analog devices inc3,323,140
applied matls incorporated2,505,200
bondbloxx bloomberg 6 mnth target duration us treasury1,701,950
New stocks bought by WEST MICHIGAN ADVISORS, LLC

Additions

Ticker% Inc.
lumentum hldgs incorporated327
vanguard mid cap etf301
ishares russell 1000 growth etf253
rocket lab corporation245
apple245
revolution medicines inc232
ciena corporation com new229
western digital corporation.165
Additions to existing portfolio by WEST MICHIGAN ADVISORS, LLC

Reductions

Ticker% Reduced
five below incorporated-89.78
cisco systems-80.14
palo alto networks-76.63
jpmorgan income etf-70.05
caterpillar-67.24
ishares tr 20 yr tr bd etf-63.19
jpmorgan equity premium income etf-60.54
alphabet inc. class a-52.35
WEST MICHIGAN ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
amplify cwp enhanced div inm etf-15,205,100
innovator u.s. equity power buffer etf - january-7,890,310
elanco animal health incorporated-2,629,980
technipfmc plc-3,620,040
apple inc-11,641,200
ionis pharmaceuticals incorporated-3,350,060
millicom interntnl c f-2,628,740
fs kkr capital corp-331,683
WEST MICHIGAN ADVISORS, LLC got rid off the above stocks

Sector Distribution

WEST MICHIGAN ADVISORS, LLC has about 43.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Financial Services
  • Energy
  • Consumer Defensive
  • Communication Services
  • Basic Materials
Sector%
Others43.2
Technology18.6
Consumer Cyclical11.5
Healthcare6.6
Industrials5.8
Financial Services4.4
Energy2.6
Consumer Defensive2.4
Communication Services2.3
Basic Materials1.2

Market Cap. Distribution

WEST MICHIGAN ADVISORS, LLC has about 47.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED43.2
LARGE-CAP27.9
MEGA-CAP19.7
MID-CAP9.1

Stocks belong to which Index?

About 43.7% of the stocks held by WEST MICHIGAN ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others56.3
S&P 50041.7
RUSSELL 20002
Top 5 Winners (%)%
INTC
intel
191.7 %
DRN
direxion daily technology bull 3x shares
150.0 %
sandisk corporation
121.5 %
MU
micron technology incorporated
102.7 %
LRCX
lam research corporation com new
99.5 %
Top 5 Winners ($)$
GNTX
gentex corp
6.2 M
INTC
intel
5.3 M
sandisk corporation
3.1 M
MU
micron technology incorporated
2.8 M
WDC
western digital corporation.
2.1 M
Top 5 Losers (%)%
VB
vanguard mid cap etf
-61.5 %
IJR
ishares russell 1000 growth etf
-61.0 %
COMM
commscope hldg co inc
-29.8 %
LDOS
leidos holdings incorporated
-29.4 %
T
at&t
-26.1 %
Top 5 Losers ($)$
IJR
ishares russell 1000 growth etf
-3.9 M
LDOS
leidos holdings incorporated
-1.6 M
CMCSA
comcast corp class a
-0.7 M
NEM
newmont corp
-0.7 M
GLD
spdr gold shares etf
-0.6 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 294 stocks in it's portfolio. About 27.6% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. GNTX was the most profitable stock for WEST MICHIGAN ADVISORS, LLC last quarter.

$526.14MTotal Value
353Positions
21 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of WEST MICHIGAN ADVISORS, LLC, last reported on 21 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.23%10,217
$1.20M
0.23%
increased 60.59 percentadded
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%2,623
$279.3K
0.05%
increased 22.97 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%5,306
$278.1K
0.05%
increased 20.37 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
0.41%40,860
$2.18M
0.41%
increased 15.33 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
0.06%4,481
$339.6K
0.06%
decreased 3.49 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%0.00
$0.00
0%
decreased 100 percentsold off
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%0.00
$0.00
0%
decreased 100 percentsold off
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%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Long Muni Etf

Vaneck Long Muni Etf

AFK
WEST MICHIGAN ADVISORS, LLC's holding in Vaneck Long Muni Etf over time
0.04%13,078
$232.5K
0.04%
new position
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
0.19%23,454
$1.02M
0.19%
decreased 6.55 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
0.56%65,419
$2.95M
0.56%
decreased 3.04 percentreduced
AFTY
Pacer Global Cash Cows Dividend Etf

Pacer Global Cash Cows Dividend Etf

AFTY
WEST MICHIGAN ADVISORS, LLC's holding in Pacer Global Cash Cows Dividend Etf over time
0.09%10,649
$461.1K
0.09%
increased 30.66 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
0.07%6,324
$393.4K
0.07%
decreased 1.25 percentreduced