West Financial Advisors, LLC Portfolio Holdings

West Financial Advisors, LLC

  • $573 Million
  • Q2 2025

West Financial Advisors, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $573 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $79.9M, Spdr S&P 500 ETF Trust with a value of $65.5M, Vanguard Ftse Developed Market with a value of $64.4M, Vanguard Bd Index Fd Inc Total with a value of $60.9M, and Vanguard Mun Bd Fds Tax Exempt with a value of $55.8M.

Examining the 13F form we can see an increase of $48.2M in the current position value, from $525M to 573M.

Below you can find more details about West Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $573 Million
ETFs: $557 Million
Technology: $7.64 Million
Financial Services: $3.63 Million
Consumer Cyclical: $1.18 Million
Communication Services: $980,000
Industrials: $914,000
Utilities: $802,000
Healthcare: $724,000
Other: $920,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$79.9 Million 13.93% of portfolio
140,606
Q2 2025 Added 6.71%
$0
$65.5 Million 11.43% of portfolio
106,085
Q2 2025 Reduced 1.56%
$0
$64.4 Million 11.23% of portfolio
1,129,493
Q2 2025 Added 1.97%
$0
$60.9 Million 10.63% of portfolio
827,589
Q2 2025 Reduced 4.77%
$0
$55.8 Million 9.73% of portfolio
1,137,702
Q2 2025 Added 4.76%
$0
$28.4 Million 4.96% of portfolio
982,286
Q2 2025 Added 3.03%
$0
$24.1 Million 4.2% of portfolio
388,037
Q2 2025 Reduced 3.73%
$0
$23.8 Million 4.16% of portfolio
285,430
Q2 2025 Added 3.01%
$0
$21.8 Million 3.81% of portfolio
613,956
Q2 2025 Added 57.25%
$0
$16.1 Million 2.81% of portfolio
194,018
Q2 2025 Reduced 0.86%
$0
$13.7 Million 2.39% of portfolio
144,408
Q2 2025 Added 1.27%
$0
$13.5 Million 2.36% of portfolio
212,084
Q2 2025 Reduced 8.92%
$0
$12.9 Million 2.25% of portfolio
66,907
Q2 2025 Added 8.14%
$0
$8.89 Million 1.55% of portfolio
187,521
Q2 2025 Added 2.09%
$0
$8.41 Million 1.47% of portfolio
46,172
Q2 2025 Reduced 0.91%
$0
$7.37 Million 1.29% of portfolio
80,337
Q2 2025 Reduced 0.78%
$0
$5.11 Million 0.89% of portfolio
16,802
Q2 2025 Reduced 8.27%
$3.69T
$3.73 Million 0.65% of portfolio
18,194
Q2 2025 Added 0.01%
$0
$3.49 Million 0.61% of portfolio
66,672
Q2 2025 Reduced 0.47%
$0
$3.5 Million 0.61% of portfolio
32,209
Q2 2025 Reduced 2.21%
$0
$3.42 Million 0.6% of portfolio
23,192
Q2 2025 New
$0
$3.42 Million 0.6% of portfolio
13,508
Q2 2025 New
$0
$3.25 Million 0.57% of portfolio
13,722
Q2 2025 Reduced 1.49%
$0
$2.54 Million 0.44% of portfolio
9,094
Q2 2025 Added 2.9%
$0
$2.46 Million 0.43% of portfolio
5,613
Q2 2025 Added 7.3%
$0
$2.2 Million 0.38% of portfolio
20,029
Q2 2025 Added 2.75%
$0
$2.12 Million 0.37% of portfolio
32,301
Q2 2025 Added 0.09%
$0
$1.96 Million 0.34% of portfolio
39,706
Q2 2025 Added 5.25%
$0
$1.98 Million 0.34% of portfolio
28,610
Q2 2025 Added 2.14%
$3.95T
$1.76 Million 0.31% of portfolio
3,541
Q2 2025 Added 0.11%
$0
$1.56 Million 0.27% of portfolio
36,980
Q3 2024 Reduced 11.83%
$0
$1.43 Million 0.25% of portfolio
16,087
Q2 2025 Added 3.83%
$179B
$1.15 Million 0.2% of portfolio
12,600
Q3 2021 New
$23.5B
$853,000 0.15% of portfolio
1,440
Q2 2025 Added 0.84%
$0
$838,000 0.15% of portfolio
3,730
Q4 2024 Reduced 1.84%
$0
$849,000 0.15% of portfolio
13,394
Q2 2025 Added 0.05%
$423B
$728,000 0.13% of portfolio
1
Q1 2025 New
$0
$660,000 0.12% of portfolio
5,213
Q1 2025 Reduced 1.33%
$16.3B
$651,000 0.11% of portfolio
10,768
Q2 2024 Reduced 21.78%
$0
$583,000 0.1% of portfolio
5,582
Q2 2025 Reduced 17.85%
$0
$577,000 0.1% of portfolio
4,971
Q2 2025 Added 0.3%
$684B
$500,000 0.09% of portfolio
2,289
Q4 2024 Added 66.23%
$0
$488,000 0.09% of portfolio
2,765
Q2 2025 Added 73.57%
$0
$457,000 0.08% of portfolio
19,203
Q2 2025 Reduced 26.58%
$1.21T
$458,000 0.08% of portfolio
2,601
Q4 2024 Added 30.05%
$0
$453,000 0.08% of portfolio
2,325
Q2 2025 Added 25.13%
$0
$376,000 0.07% of portfolio
893
Q2 2025 Added 51.1%
$1.24T
$426,000 0.07% of portfolio
2,403
Q3 2024 Added 20.15%
$1.08T
$423,000 0.07% of portfolio
1,333
Q2 2025 Added 4.55%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $573 Million
  • Prior Value $525 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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