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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 3 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DSI ISHARES TR 4,463.0 $635K 0.10% -76.0 -1.7% $142.39 +3.0%
42 IBIT ISHARES BITCOIN TRUST ETF Financial Services 18,800.0 $626K 0.10% +2K +8.7% $33.29 +31.2%
43 VCEB VANGUARD WORLD FD 9,944.0 $624K 0.10% +199.0 +2.0% $62.76 -2.2%
44 VTV VANGUARD INDEX FDS 2,732.0 $595K 0.09% +49.0 +1.8% $217.94 +3.9%
45 TSLA TESLA INC Consumer Cyclical 1,333.0 $561K 0.09% $420.60 -13.7%
46 VBR VANGUARD INDEX FDS 2,303.0 $560K 0.09% $242.97 +2.6%
47 TYL TYLER TECHNOLOGIES INC Technology 1,680.0 $491K 0.07% +231.0 +15.9% $292.39 +20.0%
48 SCHB SCHWAB STRATEGIC TR 16,681.0 $483K 0.07% $28.96 +2.2%
49 VT VANGUARD INTL EQUITY INDEX F 2,535.0 $398K 0.06% -254.0 -9.1% $156.95 +2.4%
50 IWF ISHARES TR 2,964.0 $368K 0.06% +2K +288.0% $124.17 -1.4%
51 GL GLOBE LIFE INC Financial Services 2,000.0 $357K 0.05% $178.68 -4.3%
52 ORCL ORACLE CORP Technology 2,289.0 $335K 0.05% $146.55 -0.1%
53 QCOM QUALCOMM INC Technology 1,600.0 $296K 0.04% $184.79 -13.0%
54 AMGN AMGEN INC Healthcare 764.0 $277K 0.04% $362.12 +21.3%
55 NSC NORFOLK SOUTHN CORP Industrials 846.0 $266K 0.04% $314.59 +11.5%
56 IWD ISHARES TR 1,049.0 $254K 0.04% -21.0 -2.0% $242.43 +6.1%
57 DFIV DIMENSIONAL ETF TRUST 4,607.0 $249K 0.04% +4K +591.7% $54.02 +7.9%
58 JPM JPMORGAN CHASE & CO Financial Services 689.0 $226K 0.03% +123.0 +21.7% $327.33 +7.4%
59 USB US BANCORP Financial Services 3,725.0 $225K 0.03% $60.40 +2.7%
60 INTC INTEL CORP Technology 1,557.0 $217K 0.03% $139.63 -35.5%
Page 3 of 12  ·  224 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%