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Portfolio (Quarterly) Guide ↗

West Financial Advisors, LLC

· CIK 0001843684
13F Portfolio $589.1B AUM 193 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 193 New 54 Exited
Page 1 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 121,611.0 $72.7M 12.34% NEW $597.55 +13.3%
2 VEA VANGUARD TAX-MANAGED FDS 1,069,091.0 $68.5M 11.63% NEW $64.08 +8.1%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 96,928.0 $63.0M 10.70% NEW $650.34 +13.2%
4 VTEB VANGUARD MUN BD FDS 1,094,845.0 $54.6M 9.27% NEW $49.89 -0.1%
5 BND VANGUARD BD INDEX FDS 719,344.0 $53.0M 8.99% NEW $73.64 -1.3%
6 DFAE DIMENSIONAL ETF TRUST 862,196.0 $29.2M 4.96% NEW $33.86 +13.4%
7 IEFA ISHARES TR 285,970.0 $25.9M 4.39% NEW $90.53 +5.7%
8 IJH ISHARES TR 373,150.0 $25.2M 4.28% NEW $67.53 +6.9%
9 VCIT VANGUARD SCOTTSDALE FDS 257,997.0 $21.3M 3.62% NEW $82.75 -1.0%
10 DFLV DIMENSIONAL ETF TRUST 571,794.0 $20.4M 3.47% NEW $35.71 +6.9%
11 TIP ISHARES TR 181,745.0 $20.1M 3.40% NEW $110.36 +0.1%
12 DFAS DIMENSIONAL ETF TRUST 213,380.0 $15.2M 2.58% NEW $71.13 +6.7%
13 VNQ VANGUARD INDEX FDS 170,379.0 $15.1M 2.56% NEW $88.70 +6.7%
14 VXF VANGUARD INDEX FDS 64,060.0 $13.2M 2.24% NEW $205.80 +8.9%
15 DFNM DIMENSIONAL ETF TRUST 201,939.0 $9.7M 1.64% NEW $47.93 +0.2%
16 VIG VANGUARD SPECIALIZED FUNDS 37,203.0 $8.0M 1.36% NEW $215.06 +6.7%
17 BIL SPDR SERIES TRUST 78,965.0 $7.2M 1.23% NEW $91.64 -0.1%
18 QQQ INVESCO QQQ TR Financial Services 8,773.0 $5.1M 0.86% NEW $577.18 +21.8%
19 VTI VANGUARD INDEX FDS 15,593.0 $5.0M 0.85% NEW $320.82 +12.7%
20 XLE SELECT SECTOR SPDR TR 71,576.0 $4.4M 0.74% NEW $61.26 -1.3%
Page 1 of 10  ·  193 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 85.0%
Technology 8.0%
Consumer Cyclical 2.9%
Utilities 1.0%
Industrials 0.8%
Healthcare 0.7%
Communication Services 0.5%
Consumer Defensive 0.5%
Energy 0.4%
Real Estate 0.1%