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Latest WEST MICHIGAN ADVISORS, LLC Stock Portfolio

WEST MICHIGAN ADVISORS, LLC Performance:
2025 Q4: -2.71%YTD: 4.92%2024: 8.77%
Performance for 2025 Q4 is -2.71%, and YTD is 4.92%, and 2024 is 8.77%.

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

WEST MICHIGAN ADVISORS, LLC is a hedge fund based in Holland, MI. On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, WEST MICHIGAN ADVISORS, LLC reported an equity portfolio of $435.6 Millions as of 31 Dec, 2025.

The top stock holdings of WEST MICHIGAN ADVISORS, LLC are GNTX, AMLX, MSFT. The fund has invested 9.6% of it's portfolio in GENTEX CORP and 3.5% of portfolio in AMPLIFY CWP ENHANCED DIV INM ETF.

The fund managers got completely rid off TALEN ENERGY CORPORATION, DOLLAR TREE INC (DLTR) and CIDARA THERAPEUTICS INCORPORATED COM NEW (CDTX) stocks. They significantly reduced their stock positions in INNOVATOR US EQY POWER BUFFER ETF (BAPR), GE VERNOVA INCORPORATED and SPDR S&P 500 ETF (SPY). WEST MICHIGAN ADVISORS, LLC opened new stock positions in INNOVATOR U.S. EQUITY POWER BFFER ETF - OCTOBER (BAPR), WARNER BROTHERS DISCOVER (WBD) and IONIS PHARMACEUTICALS INCORPORATED (IONS). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ISHARES TR 20 YR TR BD ETF (IJR) and ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOB).

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

Our best estimate is that WEST MICHIGAN ADVISORS, LLC made a return of -2.71% in the last quarter. In trailing 12 months, it's portfolio return was 4.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
innovator u.s. equity power bffer etf - october8,211,990
warner brothers discover3,739,160
ionis pharmaceuticals incorporated3,038,850
amphenol corporation new class a2,894,720
karman hldgs incorporated common stock1,994,910
bwx technologies incorporated1,876,930
fs specialty lending fd shares of ben1,597,490
micron technology incorporated729,516
New stocks bought by WEST MICHIGAN ADVISORS, LLC

Additions

Ticker% Inc.
netflix inc2,017
ishares tr 20 yr tr bd etf163
alpha architect 1-3 month box etf161
invsc actvly mng optm yd dvrs etf158
pimco enhanced short maturity active exchange-traded fund149
intel139
palantir technologies incorporated class a133
ishares msci eafe etf131
Additions to existing portfolio by WEST MICHIGAN ADVISORS, LLC

Reductions

Ticker% Reduced
innovator us eqy power buffer etf-93.39
ge vernova incorporated-88.91
anglogold ashanti plc f-82.52
spdr s&p 500 etf-37.6
lumentum hldgs incorporated-33.71
newmont corp-32.28
emerson elec company-28.91
blackrock inc new-24.82
WEST MICHIGAN ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
berry corp-94,500
dollar tree inc-1,977,900
cidara therapeutics incorporated com new-1,580,040
array technologies inc-100,049
abrdn australia equity fd incorporated-54,222
amer sports incorporated com shs-393,648
unity software inc-409,289
rocket lab corporation-405,989
WEST MICHIGAN ADVISORS, LLC got rid off the above stocks

Sector Distribution

WEST MICHIGAN ADVISORS, LLC has about 30.5% of it's holdings in Others sector.

Sector%
Others30.5
Technology20.7
Consumer Cyclical13.9
Healthcare11.1
Financial Services7.1
Industrials5.2
Communication Services3.8
Energy2.3
Consumer Defensive2.3
Basic Materials1.7

Market Cap. Distribution

WEST MICHIGAN ADVISORS, LLC has about 51.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED30.5
LARGE-CAP29.8
MEGA-CAP21.5
MID-CAP13.5
MICRO-CAP3.8

Stocks belong to which Index?

About 55.1% of the stocks held by WEST MICHIGAN ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50049.6
Others44.9
RUSSELL 20005.5
Top 5 Winners (%)%
LITE
lumentum hldgs incorporated
105.2 %
avalon advanced matls incorporated com new
44.7 %
COHR
coherent corporation
43.1 %
ASTS
ast spacemobile incorporated com class a
42.6 %
SLV
ishares silver tr ishares
41.4 %
Top 5 Winners ($)$
EPAM
epam systems incorporated
0.9 M
NEM
newmont corp
0.8 M
LLY
eli lilly & company
0.8 M
AAPL
apple inc
0.8 M
GOOG
alphabet inc. class a
0.6 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.1 %
BIB
proshares ultra s&p500
-41.5 %
MOS
mosaic
-29.9 %
ORCL
oracle corporation
-24.3 %
MP
mp matls corp class a
-21.9 %
Top 5 Losers ($)$
NFLX
netflix inc
-10.4 M
GNTX
gentex corp
-9.0 M
MSFT
microsoft
-0.8 M
ETN
eaton corp plc f
-0.6 M
MPC
marathon pete corp
-0.5 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 271 stocks in it's portfolio. About 28.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. EPAM was the most profitable stock for WEST MICHIGAN ADVISORS, LLC last quarter.

Last Reported on: 28 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions