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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLV	SELECT SECTOR SPDR TR	—	25,165	$3.7M	0.63%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	572	$97K	0.02%	SOLD
3	—	HOLOGIC INC	—	816	$62K	0.01%	SOLD
4	JNJ	JOHNSON & JOHNSON	Healthcare	52	$13K	0.00%	SOLD

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%