West Financial Advisors, LLC
CIK 1843684
13F filing for Q2 2026・No. 3,324
- Holdings
- US$658.51M
- Quarter change
- +US$69.39M
- Entries
- 224
- Net bought (estimate)
- +US$13.84M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 35
- Sold out 4
- Cut 26
- Added 54
- Corporate actions 0
- Unchanged 108
Largest holdings
223 stocks worth US$658.51M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 126,894 | US$87.15M | 13.23% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 1,026,448 | US$73.13M | 11.11% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 97,397 | US$72.73M | 11.05% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 812,403 | US$59.64M | 9.06% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 1,110,601 | US$56.17M | 8.53% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Added | 986,974 | US$39.69M | 6.03% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 384,262 | US$29.63M | 4.50% |
| ISHARES TRCORE MSCI EAFE | Added | 290,065 | US$28.01M | 4.25% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 273,712 | US$22.62M | 3.44% |
| ISHARES TRTIPS BD ETF | Added | 191,290 | US$20.93M | 3.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.