West Financial Advisors, LLC Q4 2025 Filing
Filed January 13, 2026
Portfolio Value
$592.7M
Holdings
236
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (236 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 149,519 | $93.8M | 15.82% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 1,101,503 | $68.8M | 11.61% | |
| 3 | SPYSPDR S&P 500 ETF TR | 98,305 | $67.0M | 11.31% | |
| 4 | VTEBVANGUARD MUN BD FDS | 1,074,039 | $54.0M | 9.11% | |
| 5 | BNDVANGUARD BD INDEX FDS | 712,921 | $52.8M | 8.91% | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 890,148 | $29.0M | 4.89% | |
| 7 | AQLTISHARES TR | 288,939 | $25.8M | 4.36% | |
| 8 | IJHISHARES TR | 362,749 | $23.9M | 4.04% | |
| 9 | VCITVANGUARD SCOTTSDALE FDS | 255,295 | $21.4M | 3.61% | |
| 10 | TIPISHARES TR | 176,285 | $19.4M | 3.27% | |
| 11 | VNQVANGUARD INDEX FDS | 168,126 | $14.9M | 2.51% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 212,021 | $14.8M | 2.49% | |
| 13 | VXFVANGUARD INDEX FDS | 63,139 | $13.2M | 2.23% | |
| 14 | DFNMDIMENSIONAL ETF TRUST | 189,836 | $9.1M | 1.54% | |
| 15 | VIGVANGUARD SPECIALIZED FUNDS | 37,960 | $8.3M | 1.41% | |
| 16 | BILSPDR SERIES TRUST | 79,153 | $7.2M | 1.22% | |
| 17 | NDQINVESCO QQQ TR | 9,021 | $5.5M | 0.93% | |
| 18 | VTIVANGUARD INDEX FDS | 15,914 | $5.3M | 0.90% | |
| 19 | AAPLAPPLE INC | 15,876 | $4.3M | 0.73% | |
| 20 | XLKSELECT SECTOR SPDR TR | 27,490 | $4.0M | 0.67% | |
| 21 | XLISELECT SECTOR SPDR TR | 25,182 | $3.9M | 0.66% | |
| 22 | XLCSELECT SECTOR SPDR TR | 33,008 | $3.9M | 0.66% | |
| 23 | XLYSELECT SECTOR SPDR TR | 32,508 | $3.9M | 0.65% | |
| 24 | VBVANGUARD INDEX FDS | 13,034 | $3.4M | 0.57% | |
| 25 | VOVANGUARD INDEX FDS | 9,219 | $2.7M | 0.45% | |
| 26 | ESGVVANGUARD WORLD FD | 18,718 | $2.3M | 0.38% | |
| 27 | VSGXVANGUARD WORLD FD | 30,957 | $2.2M | 0.37% | |
| 28 | VXUSVANGUARD STAR FDS | 29,284 | $2.2M | 0.37% | |
| 29 | VWOVANGUARD INTL EQUITY INDEX F | 40,466 | $2.2M | 0.37% | |
| 30 | VUGVANGUARD INDEX FDS | 3,944 | $1.9M | 0.32% | |
| 31 | PRFINVESCO EXCHANGE TRADED FD T | 35,824 | $1.7M | 0.28% | |
| 32 | MSFTMICROSOFT CORP | 2,829 | $1.4M | 0.23% | |
| 33 | SCHWSCHWAB CHARLES CORP | 12,600 | $1.3M | 0.21% | |
| 34 | MGCVANGUARD WORLD FD | 3,730 | $936K | 0.16% | |
| 35 | IBITISHARES BITCOIN TRUST ETF | 17,002 | $844K | 0.14% | |
| 36 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754K | 0.13% | |
| 37 | LNTALLIANT ENERGY CORP | 10,768 | $700K | 0.12% | |
| 38 | TYLTYLER TECHNOLOGIES INC | 1,449 | $657K | 0.11% | |
| 39 | SUSAISHARES TR | 4,622 | $644K | 0.11% | |
| 40 | VCEBVANGUARD WORLD FD | 9,793 | $623K | 0.11% | |
| 41 | TSLATESLA INC | 1,333 | $599K | 0.10% | |
| 42 | DSIISHARES TR | 4,572 | $589K | 0.10% | |
| 43 | VTVVANGUARD INDEX FDS | 2,680 | $511K | 0.09% | |
| 44 | VBRVANGUARD INDEX FDS | 2,303 | $487K | 0.08% | |
| 45 | SCHBSCHWAB STRATEGIC TR | 17,308 | $453K | 0.08% | |
| 46 | ORCLORACLE CORP | 2,289 | $446K | 0.08% | |
| 47 | CASYCASEYS GEN STORES INC | 714 | $394K | 0.07% | |
| 48 | IWFISHARES TR | 812 | $384K | 0.06% | |
| 49 | VTVANGUARD INTL EQUITY INDEX F | 2,620 | $369K | 0.06% | |
| 50 | GLGLOBE LIFE INC | 2,000 | $279K | 0.05% | |
| 51 | QCOMQUALCOMM INC | 1,625 | $277K | 0.05% | |
| 52 | AMGNAMGEN INC | 784 | $256K | 0.04% | |
| 53 | NSCNORFOLK SOUTHN CORP | 846 | $244K | 0.04% | |
| 54 | IBMINTERNATIONAL BUSINESS MACHS | 788 | $233K | 0.04% | |
| 55 | IWDISHARES TR | 1,070 | $225K | 0.04% | |
| 56 | GOOGLALPHABET INC | 680 | $212K | 0.04% | |
| 57 | USBUS BANCORP DEL | 3,843 | $205K | 0.03% | |
| 58 | HEDJWISDOMTREE TR | 3,714 | $197K | 0.03% | |
| 59 | BRK/BBERKSHIRE HATHAWAY INC DEL | 392 | $197K | 0.03% | |
| 60 | JPMJPMORGAN CHASE & CO. | 585 | $188K | 0.03% | |
| 61 | ITOTISHARES TR | 1,175 | $174K | 0.03% | |
| 62 | IEMGISHARES INC | 2,432 | $163K | 0.03% | |
| 63 | PG4PRINCIPAL FINANCIAL GROUP IN | 1,806 | $159K | 0.03% | |
| 64 | SCHDSCHWAB STRATEGIC TR | 5,651 | $155K | 0.03% | |
| 65 | UNPUNION PAC CORP | 667 | $154K | 0.03% | |
| 66 | CHDCHURCH & DWIGHT CO INC | 1,808 | $151K | 0.03% | |
| 67 | ABBVABBVIE INC | 648 | $148K | 0.02% | |
| 68 | CVXCHEVRON CORP NEW | 933 | $142K | 0.02% | |
| 69 | METAMETA PLATFORMS INC | 202 | $133K | 0.02% | |
| 70 | GOOGALPHABET INC | 423 | $132K | 0.02% | |
| 71 | AVGOBROADCOM INC | 379 | $131K | 0.02% | |
| 72 | MRKMERCK & CO INC | 1,196 | $125K | 0.02% | |
| 73 | IWMISHARES TR | 498 | $122K | 0.02% | |
| 74 | ADMARCHER DANIELS MIDLAND CO | 2,000 | $114K | 0.02% | |
| 75 | AMZNAMAZON COM INC | 475 | $109K | 0.02% | |
| 76 | IWRISHARES TR | 1,043 | $100K | 0.02% | |
| 77 | XOMEXXON MOBIL CORP | 827 | $99K | 0.02% | |
| 78 | BABOEING CO | 433 | $94K | 0.02% | |
| 79 | WFCWELLS FARGO CO NEW | 983 | $91K | 0.02% | |
| 80 | TECHBIO-TECHNE CORP | 1,556 | $91K | 0.02% | |
| 81 | NVDANVIDIA CORPORATION | 464 | $86K | 0.01% | |
| 82 | TROWPRICE T ROWE GROUP INC | 790 | $80K | 0.01% | |
| 83 | EEMISHARES TR | 1,418 | $77K | 0.01% | |
| 84 | VBKVANGUARD INDEX FDS | 254 | $76K | 0.01% | |
| 85 | DGROISHARES TR | 1,098 | $76K | 0.01% | |
| 86 | KOCOCA COLA CO | 1,065 | $74K | 0.01% | |
| 87 | CMICUMMINS INC | 126 | $64K | 0.01% | |
| 88 | VYMVANGUARD WHITEHALL FDS | 427 | $61K | 0.01% | |
| 89 | HOLXHOLOGIC INC | 816 | $60K | 0.01% | |
| 90 | WELLWELLTOWER INC | 320 | $59K | 0.01% | |
| 91 | CTVACORTEVA INC | 867 | $58K | 0.01% | |
| 92 | INTCINTEL CORP | 1,557 | $57K | 0.01% | |
| 93 | AONAON PLC | 162 | $57K | 0.01% | |
| 94 | HDHOME DEPOT INC | 162 | $55K | 0.01% | |
| 95 | PIOINVESCO EXCH TRADED FD TR II | 1,250 | $55K | 0.01% | |
| 96 | VVISA INC | 145 | $50K | 0.01% | |
| 97 | LLYELI LILLY & CO | 46 | $49K | 0.01% | |
| 98 | EDCONSOLIDATED EDISON INC | 472 | $46K | 0.01% | |
| 99 | JBLJABIL INC | 200 | $45K | 0.01% | |
| 100 | EFGISHARES TR | 386 | $43K | 0.01% |
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