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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 8 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CI THE CIGNA GROUP Healthcare 35.0 $10K 0.00% NEW $275.26 +5.8%
142 DUHP DIMENSIONAL ETF TRUST 250.0 $10K 0.00% NEW $38.03 +4.7%
143 ABNB AIRBNB INC Consumer Cyclical 69.0 $9K 0.00% NEW $135.72 -3.7%
144 ISRG INTUITIVE SURGICAL INC Healthcare 16.0 $9K 0.00% NEW $566.38 -22.4%
145 SYM SYMBOTIC INC Industrials 150.0 $9K 0.00% NEW $59.50 -22.6%
146 LNG CHENIERE ENERGY INC Energy 45.0 $9K 0.00% NEW $194.40 +26.7%
147 VLO VALERO ENERGY CORP Energy 52.0 $8K 0.00% NEW $161.48 +61.5%
148 ENB ENBRIDGE INC Energy 170.0 $8K 0.00% NEW $47.84 +18.7%
149 ACN ACCENTURE PLC IRELAND Technology 30.0 $8K 0.00% NEW $268.30 -33.6%
150 SLB SLB LIMITED Energy 207.0 $8K 0.00% NEW $38.38 +48.6%
151 CB CHUBB LIMITED Financial Services 25.0 $8K 0.00% NEW $312.12 +6.1%
152 WEC WEC ENERGY GROUP INC Utilities 73.0 $8K 0.00% NEW $105.47 +5.5%
153 CAT CATERPILLAR INC Industrials 13.0 $7K 0.00% NEW $572.92 +50.9%
154 UBER UBER TECHNOLOGIES INC Technology 90.0 $7K 0.00% NEW $81.71 -9.3%
155 PG PROCTER AND GAMBLE CO Consumer Defensive 50.0 $7K 0.00% NEW $143.32 -1.0%
156 XEL XCEL ENERGY INC Utilities 97.0 $7K 0.00% NEW $73.87 +8.3%
157 PLD PROLOGIS INC. Real Estate 56.0 $7K 0.00% NEW $127.66 +11.6%
158 STT STATE STR CORP Financial Services 54.0 $7K 0.00% NEW $129.02 +18.1%
159 VV VANGUARD INDEX FDS 22.0 $7K 0.00% NEW $314.82 +7.5%
160 MA MASTERCARD INCORPORATED Financial Services 12.0 $7K 0.00% NEW $570.92 -12.2%
Page 8 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%