Managers / Q2 2026
West Financial Advisors, LLC
CIK 0001843684 · 111 EAST GRAND AVE, SUITE 412, DES MOINES, IA, 50309 · 515-284-1011
Reported Value
$659M
Q2 2026
Positions
224
Filings on Record
24
2019–present window
Filed
Jul 8, 2026
original filing
Summary
West Financial Advisors, Llc reported $659M in U.S.-listed holdings across 224 positions for Q2 2026.
Its largest position, VOO, represents 13.2% of the portfolio.
Compared with Q1 2026, the fund opened 35 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $659M | 224 | Jul 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $589M | 193 | Apr 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $593M | 236 | Jan 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $605M | 193 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $575M | 207 | Jul 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $526M | 203 | Apr 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $519M | 205 | Jan 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $519M | 188 | Oct 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $482M | 160 | Jul 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $466M | 154 | Apr 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $439M | 157 | Jan 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $399M | 208 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $406M | 187 | Jul 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $382M | 162 | Apr 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $358.2B | 164 | Jan 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $334M | 185 | Oct 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $344M | 165 | Jul 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $380M | 184 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $373M | 174 | Jan 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $341M | 152 | Oct 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $327M | 146 | Jul 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $298M | 152 | Apr 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $282M | 153 | Feb 22, 2021 | RESTATEMENT | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.