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Portfolio (Quarterly) Guide ↗

West Financial Advisors, LLC

· CIK 0001843684
13F Portfolio $659M AUM 224 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 55 Added 23 Reduced 4 Exited
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 126,894.0 $87.2M 13.23% +5K +4.3% $686.81 +2.5%
2 BND VANGUARD BD INDEX FDS 812,403.0 $59.6M 9.06% +93K +12.9% $73.41 -1.6%
3 VTEB VANGUARD MUN BD FDS 1,110,601.0 $56.2M 8.53% +16K +1.4% $50.58 -2.1%
4 DFAE DIMENSIONAL ETF TRUST 986,974.0 $39.7M 6.03% +125K +14.5% $40.21 -1.8%
5 IJH ISHARES TR 384,262.0 $29.6M 4.50% +11K +3.0% $77.11 -0.4%
6 IEFA ISHARES TR 290,065.0 $28.0M 4.25% +4K +1.4% $96.58 +4.4%
7 VCIT VANGUARD SCOTTSDALE FDS 273,712.0 $22.6M 3.44% +16K +6.1% $82.65 -1.9%
8 TIP ISHARES TR 191,290.0 $20.9M 3.18% +10K +5.2% $109.43 -2.1%
9 DFAS DIMENSIONAL ETF TRUST 224,344.0 $18.5M 2.81% +11K +5.1% $82.34 +0.8%
10 VNQ VANGUARD INDEX FDS 174,613.0 $16.8M 2.56% +4K +2.5% $96.43 +2.1%
11 DFNM DIMENSIONAL ETF TRUST 215,661.0 $10.4M 1.58% +14K +6.8% $48.34 -1.6%
12 QQQ INVESCO QQQ TR Financial Services 9,150.0 $6.7M 1.02% +377.0 +4.3% $736.40 -3.1%
13 VTI VANGUARD INDEX FDS 16,509.0 $6.1M 0.93% +916.0 +5.9% $370.03 +2.2%
14 AAPL APPLE INC Technology 16,662.0 $4.8M 0.73% +900.0 +5.7% $289.37 +6.9%
15 XLI SELECT SECTOR SPDR TR 23,895.0 $4.4M 0.67% +649.0 +2.8% $185.23 -2.7%
16 XLB SELECT SECTOR SPDR TR 81,267.0 $4.1M 0.63% +4K +5.5% $50.83 +5.3%
17 VO VANGUARD INDEX FDS 36,700.0 $3.0M 0.45% +27K +287.7% $80.57 +3.0%
18 VUG VANGUARD INDEX FDS 23,639.0 $2.0M 0.31% +20K +500.7% $86.14 +1.6%
19 IBIT ISHARES BITCOIN TRUST ETF Financial Services 18,800.0 $626K 0.10% +2K +8.7% $33.29 +31.2%
20 VCEB VANGUARD WORLD FD 9,944.0 $624K 0.10% +199.0 +2.0% $62.76 -2.2%
Page 1 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 85.5%
Technology 8.2%
Consumer Cyclical 2.7%
Utilities 0.9%
Industrials 0.8%
Healthcare 0.6%
Consumer Defensive 0.5%
Communication Services 0.4%
Energy 0.2%
Real Estate 0.1%