West Financial Advisors, LLC Portfolio Holdings

West Financial Advisors, LLC

  • $602 Million
  • Q3 2025

West Financial Advisors, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $602 Million distributed in 193 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 $98.6M, Spdr S&P 500 ETF Trust with a value of $69.7M, Vanguard Ftse Developed Market with a value of $67.4M, Vanguard Bd Index Fd Inc Total with a value of $60M, and Vanguard Mun Bd Fds Tax Exempt with a value of $56.9M.

Examining the 13F form we can see an increase of $28.9M in the current position value, from $573M to 602M.

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

Portfolio value $602 Million
ETFs: $584 Million
Technology: $8.77 Million
Financial Services: $3.82 Million
Communication Services: $1.38 Million
Consumer Cyclical: $1.36 Million
Industrials: $937,000
Utilities: $802,000
Healthcare: $753,000
Other: $883,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.45B
$86,000 0.01% of portfolio
1,556
Q1 2025 New
$3.36B
$5,000 0.0% of portfolio
153
Q3 2025 Added 0.66%
$3.9B
$0 0.0% of portfolio
10
Q4 2020 New
$7B
$3,000 0.0% of portfolio
102
Q3 2025 Added 0.99%
$2.24B
$1,000 0.0% of portfolio
53
Q3 2025 Added 1.92%
$4.27B
$9,000 0.0% of portfolio
200
Q1 2024 New
$3.52B
$0 0.0% of portfolio
68
Q3 2025 Added 1.49%
$9.45B
$2,000 0.0% of portfolio
100
Q2 2024 New
$3.21B
$27,000 0.0% of portfolio
334
Q1 2021 Reduced 41.61%
$6.56B
$4,000 0.0% of portfolio
134
Q1 2025 New
$4.48B
$8,000 0.0% of portfolio
150
Q1 2025 New
$3.67B
$0 0.0% of portfolio
3
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $602 Million
  • Prior Value $573 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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