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Portfolio (Quarterly) Guide ↗

WEST MICHIGAN ADVISORS, LLC

· CIK 0001909879
13F Portfolio $455M AUM 298 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 99 Added 100 Reduced 36 Exited
Page 3 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TLT iShares TR 20 YR TR BD ETF 15,318.0 $1.3M 0.29% +2K +14.0% $86.69 +0.1%
42 IDVO Amplify Intrntnl Enhnc Divi Incm ETF 30,902.0 $1.3M 0.28% +7K +31.9% $40.47 +4.7%
43 AMAT Applied Matls Incorporated Technology 3,649.0 $1.2M 0.27% +2K +132.4% $341.79 +80.6%
44 MCD McDonalds Consumer Cyclical 3,919.0 $1.2M 0.27% +383.0 +10.8% $310.76 -10.3%
45 SPY SPDR S&P 500 ETF Financial Services 1,778.0 $1.2M 0.26% +243.0 +15.8% $652.27 +14.5%
46 JPIE JPMorgan Income ETF 24,745.0 $1.1M 0.25% +3K +11.8% $46.07 -0.3%
47 PDBC Invsc Actvly MNG Optm YD DVRS ETF 64,105.0 $1.1M 0.24% +7K +13.2% $17.32 -4.7%
48 V Visa Inc Class A Financial Services 3,355.0 $1.0M 0.22% +485.0 +16.9% $302.23 +8.3%
49 North SQR Rcim Tax Adv Pre In ETF 39,747.0 $1.0M 0.22% +9K +31.3% $25.39
50 GLW Corning Incorporated Technology 7,375.0 $1.0M 0.22% +3K +52.6% $135.97 +43.4%
51 BIL SPDR Bloomberg 1 3 MNTH T BLL ETF 10,040.0 $920K 0.20% +917.0 +10.1% $91.64 -0.1%
52 SHY iShares 1-3 Year Treasry Bond ETF 11,001.0 $908K 0.20% +2K +28.8% $82.57 -0.7%
53 WFC Wells Fargo & Co Financial Services 11,007.0 $876K 0.19% +3K +37.0% $79.61 +3.3%
54 UNH UnitedHealth Group Healthcare 3,082.0 $834K 0.18% +727.0 +30.9% $270.59 +48.2%
55 GE General Electric Company Com New Industrials 2,933.0 $834K 0.18% +19.0 +0.7% $284.26 +25.8%
56 ASTS Ast Spacemobile Incorporated Com Class A Technology 9,888.0 $819K 0.18% +405.0 +4.3% $82.87 -2.7%
57 RVMD Revolution Medicines Inc Healthcare 8,218.0 $799K 0.18% +614.0 +8.1% $97.25 +67.6%
58 IEI iShares TR 3 7 YR Treas BD 6,362.0 $755K 0.17% +3K +80.1% $118.60 -1.2%
59 Anglogold Ashanti PLC F 7,445.0 $725K 0.16% +268.0 +3.7% $97.36
60 PANW Palo Alto Networks Technology 4,514.0 $724K 0.16% +1K +36.3% $160.32 +79.5%
Page 3 of 5  ·  99 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
Technology 24.2%
Consumer Cyclical 19.2%
Financial Services 12.9%
Healthcare 11.5%
Industrials 9.8%
Communication Services 7.1%
Energy 6.1%
Consumer Defensive 3.9%
Basic Materials 3.4%
Utilities 1.4%