West Financial Advisors, LLC Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$574.7B
Holdings
207
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (207 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 140,606 | $79.9B | 13.90% | |
| 2 | SPYSPDR S&P 500 ETF TR | 106,085 | $65.5B | 11.40% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,129,493 | $64.4B | 11.20% | |
| 4 | BNDVANGUARD BD INDEX FDS | 827,589 | $60.9B | 10.60% | |
| 5 | VTEBVANGUARD MUN BD FDS | 1,137,702 | $55.8B | 9.71% | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 982,286 | $28.4B | 4.95% | |
| 7 | IJHISHARES TR | 388,037 | $24.1B | 4.19% | |
| 8 | AQLTISHARES TR | 285,430 | $23.8B | 4.15% | |
| 9 | DUHPDIMENSIONAL ETF TRUST | 613,956 | $21.8B | 3.80% | |
| 10 | VCITVANGUARD SCOTTSDALE FDS | 194,018 | $16.1B | 2.80% | |
| 11 | HYSPIMCO ETF TR | 144,408 | $13.7B | 2.39% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 212,084 | $13.5B | 2.35% | |
| 13 | VXFVANGUARD INDEX FDS | 66,907 | $12.9B | 2.24% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 46,172 | $9.5B | 1.64% | |
| 15 | DFNMDIMENSIONAL ETF TRUST | 187,521 | $8.9B | 1.55% | |
| 16 | BILSPDR SERIES TRUST | 80,337 | $7.4B | 1.28% | |
| 17 | NDQINVESCO QQQ TR | 10,094 | $5.6B | 0.97% | |
| 18 | VTIVANGUARD INDEX FDS | 16,802 | $5.1B | 0.89% | |
| 19 | AAPLAPPLE INC | 18,194 | $3.7B | 0.65% | |
| 20 | XLCSELECT SECTOR SPDR TR | 32,209 | $3.5B | 0.61% | |
| 21 | XLFSELECT SECTOR SPDR TR | 66,672 | $3.5B | 0.61% | |
| 22 | XLISELECT SECTOR SPDR TR | 23,192 | $3.4B | 0.60% | |
| 23 | XLKSELECT SECTOR SPDR TR | 13,508 | $3.4B | 0.60% | |
| 24 | VBVANGUARD INDEX FDS | 13,722 | $3.3B | 0.57% | |
| 25 | VOVANGUARD INDEX FDS | 9,094 | $2.5B | 0.44% | |
| 26 | VUGVANGUARD INDEX FDS | 5,613 | $2.5B | 0.43% | |
| 27 | ESGVVANGUARD WORLD FD | 20,029 | $2.2B | 0.38% | |
| 28 | VSGXVANGUARD WORLD FD | 32,301 | $2.1B | 0.37% | |
| 29 | VXUSVANGUARD STAR FDS | 28,610 | $2.0B | 0.34% | |
| 30 | VWOVANGUARD INTL EQUITY INDEX F | 39,706 | $2.0B | 0.34% | |
| 31 | MSFTMICROSOFT CORP | 3,541 | $1.8B | 0.31% | |
| 32 | PRFINVESCO EXCHANGE TRADED FD T | 36,980 | $1.6B | 0.27% | |
| 33 | VNQVANGUARD INDEX FDS | 16,087 | $1.4B | 0.25% | |
| 34 | SCHWSCHWAB CHARLES CORP | 12,600 | $1.1B | 0.20% | |
| 35 | TYLTYLER TECHNOLOGIES INC | 1,440 | $854.0M | 0.15% | |
| 36 | VCEBVANGUARD WORLD FD | 13,394 | $849.2M | 0.15% | |
| 37 | MGCVANGUARD WORLD FD | 3,730 | $839.0M | 0.15% | |
| 38 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.13% | |
| 39 | SUSAISHARES TR | 5,213 | $660.7M | 0.11% | |
| 40 | LNTALLIANT ENERGY CORP | 10,768 | $651.1M | 0.11% | |
| 41 | MUBISHARES TR | 5,582 | $583.2M | 0.10% | |
| 42 | DSIISHARES TR | 4,971 | $577.4M | 0.10% | |
| 43 | ORCLORACLE CORP | 2,289 | $500.4M | 0.09% | |
| 44 | VTVVANGUARD INDEX FDS | 2,765 | $488.6M | 0.09% | |
| 45 | GOOGLALPHABET INC | 2,601 | $458.4M | 0.08% | |
| 46 | SCHBSCHWAB STRATEGIC TR | 19,203 | $457.6M | 0.08% | |
| 47 | VBRVANGUARD INDEX FDS | 2,325 | $453.4M | 0.08% | |
| 48 | GOOGALPHABET INC | 2,403 | $426.3M | 0.07% | |
| 49 | TSLATESLA INC | 1,333 | $423.4M | 0.07% | |
| 50 | IWFISHARES TR | 893 | $379.1M | 0.07% | |
| 51 | CASYCASEYS GEN STORES INC | 712 | $363.5M | 0.06% | |
| 52 | TROWPRICE T ROWE GROUP INC | 3,385 | $326.7M | 0.06% | |
| 53 | QCOMQUALCOMM INC | 1,674 | $266.6M | 0.05% | |
| 54 | GLGLOBE LIFE INC | 2,000 | $248.6M | 0.04% | |
| 55 | IBMINTERNATIONAL BUSINESS MACHS | 766 | $225.8M | 0.04% | |
| 56 | NSCNORFOLK SOUTHN CORP | 846 | $216.6M | 0.04% | |
| 57 | AMGNAMGEN INC | 764 | $213.3M | 0.04% | |
| 58 | IWDISHARES TR | 1,070 | $207.8M | 0.04% | |
| 59 | BRK/BBERKSHIRE HATHAWAY INC DEL | 386 | $187.5M | 0.03% | |
| 60 | HEDJWISDOMTREE TR | 3,714 | $178.7M | 0.03% | |
| 61 | CHDCHURCH & DWIGHT CO INC | 1,808 | $173.8M | 0.03% | |
| 62 | USBUS BANCORP DEL | 3,725 | $168.6M | 0.03% | |
| 63 | JPMJPMORGAN CHASE & CO. | 566 | $164.1M | 0.03% | |
| 64 | WFCWELLS FARGO CO NEW | 2,024 | $162.1M | 0.03% | |
| 65 | HONHONEYWELL INTL INC | 695 | $161.9M | 0.03% | |
| 66 | ITOTISHARES TR | 1,175 | $158.7M | 0.03% | |
| 67 | UNPUNION PAC CORP | 667 | $153.5M | 0.03% | |
| 68 | SCHDSCHWAB STRATEGIC TR | 5,651 | $149.8M | 0.03% | |
| 69 | PG4PRINCIPAL FINANCIAL GROUP IN | 1,830 | $145.4M | 0.03% | |
| 70 | IEMGISHARES INC | 2,414 | $144.9M | 0.03% | |
| 71 | BABOEING CO | 633 | $132.6M | 0.02% | |
| 72 | CVXCHEVRON CORP NEW | 886 | $126.9M | 0.02% | |
| 73 | ABBVABBVIE INC | 657 | $122.0M | 0.02% | |
| 74 | IWMISHARES TR | 521 | $112.4M | 0.02% | |
| 75 | XOMEXXON MOBIL CORP | 1,017 | $109.6M | 0.02% | |
| 76 | ADMARCHER DANIELS MIDLAND CO | 2,000 | $105.6M | 0.02% | |
| 77 | CTVACORTEVA INC | 1,303 | $97.1M | 0.02% | |
| 78 | IWRISHARES TR | 1,040 | $95.6M | 0.02% | |
| 79 | AVGOBROADCOM INC | 345 | $95.1M | 0.02% | |
| 80 | MRKMERCK & CO INC | 1,159 | $91.7M | 0.02% | |
| 81 | AMZNAMAZON COM INC | 400 | $87.8M | 0.02% | |
| 82 | DEDEERE & CO | 172 | $87.3M | 0.02% | |
| 83 | ABTABBOTT LABS | 616 | $83.8M | 0.01% | |
| 84 | KOCOCA COLA CO | 1,179 | $83.4M | 0.01% | |
| 85 | XLUSELECT SECTOR SPDR TR | 1,004 | $82.0M | 0.01% | |
| 86 | TECHBIO-TECHNE CORP | 1,556 | $80.1M | 0.01% | |
| 87 | IBITISHARES BITCOIN TRUST ETF | 1,228 | $75.2M | 0.01% | |
| 88 | XLYSELECT SECTOR SPDR TR | 341 | $74.1M | 0.01% | |
| 89 | VBKVANGUARD INDEX FDS | 254 | $70.3M | 0.01% | |
| 90 | DGROISHARES TR | 1,098 | $70.2M | 0.01% | |
| 91 | EEMISHARES TR | 1,418 | $68.4M | 0.01% | |
| 92 | VIGIVANGUARD WHITEHALL FDS | 716 | $64.5M | 0.01% | |
| 93 | METAMETA PLATFORMS INC | 85 | $62.7M | 0.01% | |
| 94 | HDHOME DEPOT INC | 162 | $59.4M | 0.01% | |
| 95 | QCRHQCR HOLDINGS INC | 870 | $59.1M | 0.01% | |
| 96 | VYMVANGUARD WHITEHALL FDS | 427 | $56.9M | 0.01% | |
| 97 | LOWLOWES COS INC | 256 | $56.8M | 0.01% | |
| 98 | PIOINVESCO EXCH TRADED FD TR II | 1,250 | $55.8M | 0.01% | |
| 99 | NVDANVIDIA CORPORATION | 343 | $54.2M | 0.01% | |
| 100 | HOLXHOLOGIC INC | 816 | $53.2M | 0.01% |
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