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.
