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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$98.6 Million 16.37% of portfolio
161,020
Q3 2025 Added 14.52%
$0
$69.7 Million 11.56% of portfolio
104,554
Q3 2025 Reduced 1.44%
$0
$67.4 Million 11.19% of portfolio
1,125,129
Q3 2025 Reduced 0.39%
$0
$60 Million 9.97% of portfolio
807,414
Q3 2025 Reduced 2.44%
$0
$56.9 Million 9.44% of portfolio
1,135,745
Q3 2025 Reduced 0.17%
$0
$29.1 Million 4.82% of portfolio
921,548
Q3 2025 Reduced 6.18%
$0
$25.4 Million 4.22% of portfolio
291,385
Q3 2025 Added 2.09%
$0
$24.2 Million 4.02% of portfolio
370,691
Q3 2025 Reduced 4.47%
$0
$16.6 Million 2.76% of portfolio
197,795
Q3 2025 Added 1.95%
$0
$15 Million 2.49% of portfolio
163,903
Q3 2025 Added 918.85%
$0
$14.9 Million 2.47% of portfolio
133,875
Q3 2025 Added 669,275.0%
$0
$14.1 Million 2.33% of portfolio
205,245
Q3 2025 Reduced 3.22%
$0
$13.8 Million 2.29% of portfolio
65,935
Q3 2025 Reduced 1.45%
$0
$9.3 Million 1.54% of portfolio
193,740
Q3 2025 Added 3.32%
$0
$8.32 Million 1.38% of portfolio
45,656
Q3 2025 Reduced 1.12%
$0
$7.68 Million 1.28% of portfolio
83,743
Q3 2025 Added 4.24%
$0
$5.48 Million 0.91% of portfolio
16,685
Q3 2025 Reduced 0.7%
$4.32T
$4.71 Million 0.78% of portfolio
18,498
Q3 2025 Added 1.67%
$0
$3.85 Million 0.64% of portfolio
32,534
Q3 2025 Added 1.01%
$0
$3.85 Million 0.64% of portfolio
16,066
Q3 2025 Added 4,611.44%
$0
$3.78 Million 0.63% of portfolio
13,413
Q3 2025 Reduced 0.7%
$0
$3.76 Million 0.62% of portfolio
24,385
Q3 2025 Added 5.14%
$0
$3.51 Million 0.58% of portfolio
13,811
Q3 2025 Added 0.65%
$0
$2.66 Million 0.44% of portfolio
9,057
Q3 2025 Reduced 0.41%
$0
$2.68 Million 0.44% of portfolio
5,578
Q3 2025 Reduced 0.62%
$0
$2.25 Million 0.37% of portfolio
19,030
Q3 2025 Reduced 4.99%
$0
$2.18 Million 0.36% of portfolio
31,372
Q3 2025 Reduced 2.88%
$0
$2.14 Million 0.36% of portfolio
39,520
Q3 2025 Reduced 0.47%
$0
$2.14 Million 0.35% of portfolio
29,101
Q3 2025 Added 1.72%
$3.85T
$1.85 Million 0.31% of portfolio
3,564
Q3 2025 Added 0.65%
$0
$1.65 Million 0.27% of portfolio
36,527
Q3 2025 Reduced 1.22%
$169B
$1.2 Million 0.2% of portfolio
12,600
Q3 2021 New
$0
$910,000 0.15% of portfolio
3,730
Q4 2024 Reduced 1.84%
$427B
$754,000 0.13% of portfolio
1
Q1 2025 New
$19.4B
$758,000 0.13% of portfolio
1,449
Q3 2025 Added 0.63%
$16.7B
$725,000 0.12% of portfolio
10,768
Q2 2024 Reduced 21.78%
$695B
$643,000 0.11% of portfolio
2,289
Q4 2024 Added 66.23%
$1.73T
$590,000 0.1% of portfolio
2,423
Q3 2025 Added 0.83%
$0
$631,000 0.1% of portfolio
4,654
Q3 2025 Reduced 10.72%
$0
$575,000 0.1% of portfolio
4,572
Q3 2025 Reduced 8.03%
$1.68T
$632,000 0.1% of portfolio
2,601
Q4 2024 Added 30.05%
$1.48T
$592,000 0.1% of portfolio
1,333
Q2 2025 Added 4.55%
$0
$577,000 0.1% of portfolio
8,996
Q3 2025 Reduced 32.84%
$0
$472,000 0.08% of portfolio
18,390
Q3 2025 Reduced 4.23%
$0
$480,000 0.08% of portfolio
2,303
Q3 2025 Reduced 0.95%
$0
$498,000 0.08% of portfolio
2,675
Q3 2025 Reduced 3.25%
$0
$418,000 0.07% of portfolio
893
Q2 2025 Added 51.1%
$0
$421,000 0.07% of portfolio
4,406
Q3 2025 Reduced 96.95%
$19.1B
$403,000 0.07% of portfolio
713
Q3 2025 Added 0.14%

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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