West Financial Advisors, LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$605.0B
Holdings
193
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (193 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 161,020 | $98.6B | 16.30% | |
| 2 | SPYSPDR S&P 500 ETF TR | 104,554 | $69.7B | 11.51% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,125,129 | $67.4B | 11.14% | |
| 4 | BNDVANGUARD BD INDEX FDS | 807,414 | $60.0B | 9.93% | |
| 5 | VTEBVANGUARD MUN BD FDS | 1,135,745 | $56.9B | 9.40% | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 921,548 | $29.1B | 4.80% | |
| 7 | AQLTISHARES TR | 291,385 | $25.4B | 4.21% | |
| 8 | IJHISHARES TR | 370,691 | $24.2B | 4.00% | |
| 9 | VCITVANGUARD SCOTTSDALE FDS | 197,795 | $16.6B | 2.75% | |
| 10 | VNQVANGUARD INDEX FDS | 163,903 | $15.0B | 2.48% | |
| 11 | TIPISHARES TR | 133,875 | $14.9B | 2.46% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 205,245 | $14.1B | 2.32% | |
| 13 | VXFVANGUARD INDEX FDS | 65,935 | $13.8B | 2.28% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 45,656 | $9.9B | 1.63% | |
| 15 | DFNMDIMENSIONAL ETF TRUST | 193,740 | $9.3B | 1.54% | |
| 16 | BILSPDR SERIES TRUST | 83,743 | $7.7B | 1.27% | |
| 17 | NDQINVESCO QQQ TR | 10,042 | $6.0B | 1.00% | |
| 18 | VTIVANGUARD INDEX FDS | 16,685 | $5.5B | 0.91% | |
| 19 | AAPLAPPLE INC | 18,498 | $4.7B | 0.78% | |
| 20 | XLCSELECT SECTOR SPDR TR | 32,534 | $3.9B | 0.64% | |
| 21 | XLYSELECT SECTOR SPDR TR | 16,066 | $3.9B | 0.64% | |
| 22 | XLKSELECT SECTOR SPDR TR | 13,413 | $3.8B | 0.62% | |
| 23 | XLISELECT SECTOR SPDR TR | 24,385 | $3.8B | 0.62% | |
| 24 | VBVANGUARD INDEX FDS | 13,811 | $3.5B | 0.58% | |
| 25 | VUGVANGUARD INDEX FDS | 5,578 | $2.7B | 0.44% | |
| 26 | VOVANGUARD INDEX FDS | 9,057 | $2.7B | 0.44% | |
| 27 | ESGVVANGUARD WORLD FD | 19,030 | $2.3B | 0.37% | |
| 28 | VSGXVANGUARD WORLD FD | 31,372 | $2.2B | 0.36% | |
| 29 | VWOVANGUARD INTL EQUITY INDEX F | 39,520 | $2.1B | 0.35% | |
| 30 | VXUSVANGUARD STAR FDS | 29,101 | $2.1B | 0.35% | |
| 31 | MSFTMICROSOFT CORP | 3,564 | $1.8B | 0.31% | |
| 32 | PRFINVESCO EXCHANGE TRADED FD T | 36,527 | $1.7B | 0.27% | |
| 33 | SCHWSCHWAB CHARLES CORP | 12,600 | $1.2B | 0.20% | |
| 34 | IBITISHARES BITCOIN TRUST ETF | 14,125 | $918.1M | 0.15% | |
| 35 | MGCVANGUARD WORLD FD | 3,730 | $910.5M | 0.15% | |
| 36 | TYLTYLER TECHNOLOGIES INC | 1,449 | $758.2M | 0.13% | |
| 37 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754.2M | 0.12% | |
| 38 | LNTALLIANT ENERGY CORP | 10,768 | $725.9M | 0.12% | |
| 39 | ORCLORACLE CORP | 2,289 | $643.8M | 0.11% | |
| 40 | GOOGLALPHABET INC | 2,601 | $632.3M | 0.10% | |
| 41 | SUSAISHARES TR | 4,654 | $631.3M | 0.10% | |
| 42 | TSLATESLA INC | 1,333 | $592.8M | 0.10% | |
| 43 | GOOGALPHABET INC | 2,423 | $590.1M | 0.10% | |
| 44 | VCEBVANGUARD WORLD FD | 8,996 | $577.5M | 0.10% | |
| 45 | DSIISHARES TR | 4,572 | $575.8M | 0.10% | |
| 46 | VTVVANGUARD INDEX FDS | 2,675 | $499.0M | 0.08% | |
| 47 | VBRVANGUARD INDEX FDS | 2,303 | $480.6M | 0.08% | |
| 48 | SCHBSCHWAB STRATEGIC TR | 18,390 | $472.8M | 0.08% | |
| 49 | HYSPIMCO ETF TR | 4,406 | $421.6M | 0.07% | |
| 50 | IWFISHARES TR | 893 | $418.2M | 0.07% | |
| 51 | CASYCASEYS GEN STORES INC | 713 | $403.1M | 0.07% | |
| 52 | TROWPRICE T ROWE GROUP INC | 3,385 | $347.4M | 0.06% | |
| 53 | GLGLOBE LIFE INC | 2,000 | $285.9M | 0.05% | |
| 54 | QCOMQUALCOMM INC | 1,600 | $266.2M | 0.04% | |
| 55 | NSCNORFOLK SOUTHN CORP | 846 | $254.1M | 0.04% | |
| 56 | IWDISHARES TR | 1,070 | $217.8M | 0.04% | |
| 57 | IBMINTERNATIONAL BUSINESS MACHS | 766 | $216.1M | 0.04% | |
| 58 | AMGNAMGEN INC | 764 | $215.6M | 0.04% | |
| 59 | BRK/BBERKSHIRE HATHAWAY INC DEL | 392 | $197.1M | 0.03% | |
| 60 | HEDJWISDOMTREE TR | 3,714 | $187.2M | 0.03% | |
| 61 | USBUS BANCORP DEL | 3,725 | $180.0M | 0.03% | |
| 62 | JPMJPMORGAN CHASE & CO. | 566 | $178.5M | 0.03% | |
| 63 | ITOTISHARES TR | 1,175 | $171.1M | 0.03% | |
| 64 | WFCWELLS FARGO CO NEW | 2,026 | $169.8M | 0.03% | |
| 65 | IEMGISHARES INC | 2,414 | $159.1M | 0.03% | |
| 66 | CHDCHURCH & DWIGHT CO INC | 1,808 | $158.4M | 0.03% | |
| 67 | UNPUNION PAC CORP | 667 | $157.7M | 0.03% | |
| 68 | SCHDSCHWAB STRATEGIC TR | 5,651 | $154.3M | 0.03% | |
| 69 | ABBVABBVIE INC | 657 | $152.1M | 0.03% | |
| 70 | PG4PRINCIPAL FINANCIAL GROUP IN | 1,806 | $149.7M | 0.02% | |
| 71 | HONHONEYWELL INTL INC | 664 | $139.8M | 0.02% | |
| 72 | CVXCHEVRON CORP NEW | 886 | $137.6M | 0.02% | |
| 73 | BABOEING CO | 633 | $136.6M | 0.02% | |
| 74 | METAMETA PLATFORMS INC | 185 | $135.9M | 0.02% | |
| 75 | IWMISHARES TR | 510 | $123.4M | 0.02% | |
| 76 | ADMARCHER DANIELS MIDLAND CO | 2,000 | $119.5M | 0.02% | |
| 77 | AVGOBROADCOM INC | 345 | $113.8M | 0.02% | |
| 78 | CTVACORTEVA INC | 1,585 | $107.2M | 0.02% | |
| 79 | IWRISHARES TR | 1,040 | $100.4M | 0.02% | |
| 80 | MRKMERCK & CO INC | 1,114 | $93.5M | 0.02% | |
| 81 | XOMEXXON MOBIL CORP | 804 | $90.7M | 0.01% | |
| 82 | AMZNAMAZON COM INC | 400 | $87.8M | 0.01% | |
| 83 | XLUSELECT SECTOR SPDR TR | 1,004 | $87.6M | 0.01% | |
| 84 | TECHBIO-TECHNE CORP | 1,556 | $86.6M | 0.01% | |
| 85 | XLFSELECT SECTOR SPDR TR | 1,533 | $82.6M | 0.01% | |
| 86 | ABTABBOTT LABS | 616 | $82.5M | 0.01% | |
| 87 | DEDEERE & CO | 174 | $79.5M | 0.01% | |
| 88 | EEMISHARES TR | 1,418 | $75.7M | 0.01% | |
| 89 | VBKVANGUARD INDEX FDS | 254 | $75.6M | 0.01% | |
| 90 | DGROISHARES TR | 1,098 | $74.8M | 0.01% | |
| 91 | KOCOCA COLA CO | 1,065 | $70.6M | 0.01% | |
| 92 | HDHOME DEPOT INC | 162 | $65.6M | 0.01% | |
| 93 | LOWLOWES COS INC | 256 | $64.3M | 0.01% | |
| 94 | NVDANVIDIA CORPORATION | 343 | $64.0M | 0.01% | |
| 95 | VYMVANGUARD WHITEHALL FDS | 427 | $60.2M | 0.01% | |
| 96 | AONAON PLC | 162 | $57.8M | 0.01% | |
| 97 | WELLWELLTOWER INC | 320 | $57.0M | 0.01% | |
| 98 | PIOINVESCO EXCH TRADED FD TR II | 1,250 | $56.1M | 0.01% | |
| 99 | HOLXHOLOGIC INC | 816 | $55.1M | 0.01% | |
| 100 | CMICUMMINS INC | 126 | $53.2M | 0.01% |
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