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Portfolio (Quarterly) Guide ↗

West Financial Advisors, LLC

· CIK 0001843684
13F Portfolio $593M AUM 236 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 236 New
Page 4 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITOT ISHARES TR 1,175.0 $175K 0.03% NEW $148.69 +7.9%
62 IEMG ISHARES INC 2,432.0 $163K 0.03% NEW $67.22 +17.6%
63 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,806.0 $159K 0.03% NEW $88.21 +15.4%
64 SCHD SCHWAB STRATEGIC TR 5,651.0 $155K 0.03% NEW $27.43 +17.2%
65 UNP UNION PAC CORP Industrials 667.0 $154K 0.03% NEW $231.32 +18.9%
66 CHD CHURCH & DWIGHT CO INC Consumer Defensive 1,808.0 $152K 0.03% NEW $83.85 +14.9%
67 ABBV ABBVIE INC Healthcare 648.0 $148K 0.03% NEW $228.49 -6.0%
68 CVX CHEVRON CORP NEW Energy 933.0 $142K 0.02% NEW $152.41 +28.7%
69 META META PLATFORMS INC Communication Services 202.0 $133K 0.02% NEW $660.09 -8.5%
70 GOOG ALPHABET INC Communication Services 423.0 $133K 0.02% NEW $313.80 +23.2%
71 AVGO BROADCOM INC Technology 379.0 $131K 0.02% NEW $346.10 +19.3%
72 MRK MERCK & CO INC Healthcare 1,196.0 $126K 0.02% NEW $105.26 +8.7%
73 IWM ISHARES TR 498.0 $123K 0.02% NEW $246.16 +11.3%
74 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,000.0 $115K 0.02% NEW $57.49 +38.2%
75 AMZN AMAZON COM INC Consumer Cyclical 475.0 $110K 0.02% NEW $230.82 +11.8%
76 IWR ISHARES TR 1,043.0 $100K 0.02% NEW $96.27 +7.4%
77 XOM EXXON MOBIL CORP Energy 827.0 $100K 0.02% NEW $120.34 +34.6%
78 BA BOEING CO Industrials 433.0 $94K 0.02% NEW $217.12 +0.9%
79 WFC WELLS FARGO CO NEW Financial Services 983.0 $92K 0.01% NEW $93.23 -19.6%
80 TECH BIO-TECHNE CORP Healthcare 1,556.0 $92K 0.01% NEW $58.81 -22.4%
Page 4 of 12  ·  236 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 85.6%
Technology 8.8%
Consumer Cyclical 1.5%
Utilities 0.9%
Healthcare 0.8%
Industrials 0.8%
Communication Services 0.6%
Consumer Defensive 0.4%
Energy 0.4%
Real Estate 0.1%